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The Analysis of LIBERTY SQUARE WEALTH PARTNERS LLC's Holdings & P&L

Currently, LIBERTY SQUARE WEALTH PARTNERS LLC holds 141 types of securities in its portfolio with a total value $358.4M. In the most recent quarter, they have increased their positions in SPYM (+68.6K shares, valued at $5.3M), RDVY (+69.3K shares, valued at $4.7M), AVDE (+44.6K shares, valued at $3.8M); decreased their positions in N/A (-3.8K shares, valued at $2.3M), IQLT (-21.0K shares, valued at $970.0K), SPY (-1.4K shares, valued at $937.2K); initiated new positions in PAL (+62.2K shares, valued at $421.6K), VDE (+1.5K shares, valued at $258.9K), ED (+2.0K shares, valued at $226.4K).

1M P&L

+3.4M+1.00%

3M P&L

-14.3M-3.97%

HY P&L

+6.2M+1.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A260.4M

83.1%

2Consumer Electronics18.4M

5.9%

3Semiconductors5.0M

1.6%

Top Industries by Stock Count

1N/A81 stocks

61.8%

2Semiconductors5 stocks

3.8%

3Asset Management4 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RDVY FIRST TR EXCHANGE TRADED FD805.3K shares9.42%2026-03-312026-05-07

SPYM SPDR SERIES TRUST669.7K shares11.42%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS45.2K shares-7.73%2026-03-312026-05-07

AVDE AMERICAN CENTY ETF TR262.7K shares20.45%2026-03-312026-05-07

AAPL APPLE INC72.5K shares-3.11%2026-03-312026-05-07

HYDB ISHARES TR394.1K shares19.72%2026-03-312026-05-07

FSMD FIDELITY COVINGTON TRUST317.6K shares22.18%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR21.6K shares16.47%2026-03-312026-05-07

Sponsored

CLSE TRUST FOR PROFESSIONAL MANAG387.1K shares23.08%2026-03-312026-05-07

XMHQ INVESCO EXCHANGE TRADED FD T92.2K shares11.71%2026-03-312026-05-07

SCHD SCHWAB STRATEGIC TR296.9K shares-7.41%2026-03-312026-05-07

IQLT ISHARES TR145.9K shares-12.58%2026-03-312026-05-07

MSFT MICROSOFT CORP12.0K shares-0.79%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T6.4K shares-18.35%2026-03-312026-05-07

VB VANGUARD INDEX FDS15.1K shares-8.81%2026-03-312026-05-07

NVDA NVIDIA CORPORATION19.8K shares0.14%2026-03-312026-05-07

Sponsored

VYM VANGUARD WHITEHALL FDS19.2K shares0.26%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.4K shares-3.66%2026-03-312026-05-07

DIVO AMPLIFY ETF TR56.9K shares10.15%2026-03-312026-05-07

HDV ISHARES TR16.8K shares0.06%2026-03-312026-05-07

VOOG VANGUARD ADMIRAL FDS INC5.0K shares-1.23%2026-03-312026-05-07

SMH VANECK ETF TRUST5.1K shares10.27%2026-03-312026-05-07

FNDF SCHWAB STRATEGIC TR38.6K shares-3.21%2026-03-312026-05-07

MPC MARATHON PETE CORP7.5K shares0.04%2026-03-312026-05-07

Sponsored

IWY ISHARES TR7.4K shares0.00%2026-03-312026-05-07

AMZN AMAZON COM INC8.6K shares1.32%2026-03-312026-05-07

META META PLATFORMS INC3.0K shares0.10%2026-03-312026-05-07

FNDA SCHWAB STRATEGIC TR52.4K shares-15.82%2026-03-312026-05-07

IMCG ISHARES TR20.7K shares-2.70%2026-03-312026-05-07

FDBC FIDELITY D & D BANCORP INC36.2K shares0.00%2026-03-312026-05-07

SPYV SPDR SERIES TRUST27.0K shares0.00%2026-03-312026-05-07

IGV ISHARES TR18.7K shares-5.45%2026-03-312026-05-07

Sponsored

SCHM SCHWAB STRATEGIC TR47.9K shares-28.37%2026-03-312026-05-07

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-07

VTV VANGUARD INDEX FDS6.9K shares7.18%2026-03-312026-05-07

IJR ISHARES TR10.1K shares-0.28%2026-03-312026-05-07

SPSM SPDR SERIES TRUST24.7K shares-10.41%2026-03-312026-05-07

GWW WW GRAINGER INC1.1K shares0.09%2026-03-312026-05-07

VO VANGUARD INDEX FDS4.0K shares-1.38%2026-03-312026-05-07

CAT CATERPILLAR INC1.6K shares-3.12%2026-03-312026-05-07

Sponsored

VTI VANGUARD INDEX FDS3.5K shares-4.83%2026-03-312026-05-07

FLTR VANECK ETF TRUST41.3K shares1.25%2026-03-312026-05-07

VV VANGUARD INDEX FDS3.5K shares-0.43%2026-03-312026-05-07

MNA NEW YORK LIFE INVESTMENTS ET28.0K shares-21.03%2026-03-312026-05-07

PPL PPL CORP26.6K shares-8.94%2026-03-312026-05-07

XLK SELECT SECTOR SPDR TR7.3K shares-0.87%2026-03-312026-05-07

XOM EXXON MOBIL CORP5.4K shares-7.28%2026-03-312026-05-07

BND VANGUARD BD INDEX FDS12.1K shares-25.70%2026-03-312026-05-07

Sponsored

VCSH VANGUARD SCOTTSDALE FDS10.4K shares-12.31%2026-03-312026-05-07

GLD SPDR GOLD TR1.9K shares201.61%2026-03-312026-05-07

IVV ISHARES TR1.2K shares-7.38%2026-03-312026-05-07

VGT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-07

DIVB ISHARES TR13.5K shares29.88%2026-03-312026-05-07

LLY ELI LILLY & CO791 shares0.13%2026-03-312026-05-07

BROADCOM INC BROADCOM INC2.3K shares7.35%2026-03-312026-05-07

ALPHABET INC ALPHABET INC2.4K shares3.21%2026-03-312026-05-07

Sponsored

ADP AUTOMATIC DATA PROCESSING IN3.4K shares2.33%2026-03-312026-05-07

CB CHUBB LTD SWITZ2.1K shares2.97%2026-03-312026-05-07

WPC WP CAREY INC9.9K shares0.11%2026-03-312026-05-07

IJH ISHARES TR10.0K shares-31.30%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS3.1K shares-9.60%2026-03-312026-05-07

PNC PNC FINL SVCS GROUP INC3.1K shares0.16%2026-03-312026-05-07

XLRE SELECT SECTOR SPDR TR15.6K shares-4.60%2026-03-312026-05-07

MO ALTRIA GROUP INC9.5K shares-5.46%2026-03-312026-05-07

Sponsored

ALPHABET INC ALPHABET INC2.1K shares-0.43%2026-03-312026-05-07

CVX CHEVRON CORPORATION2.8K shares3.55%2026-03-312026-05-07

SOXX ISHARES TR1.7K shares0.00%2026-03-312026-05-07

JHMM JOHN HANCOCK EXCHANGE TRADED8.4K shares-2.39%2026-03-312026-05-07

ADI ANALOG DEVICES INC1.8K shares2.96%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC2.7K shares0.48%2026-03-312026-05-07

HYLB DBX ETF TR14.8K shares-28.87%2026-03-312026-05-07

ANGL VANECK ETF TRUST18.6K shares-4.09%2026-03-312026-05-07

Sponsored

PM PHILIP MORRIS INTL INC3.2K shares-6.83%2026-03-312026-05-07

CVRT CALAMOS ETF TR12.0K shares0.00%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC9.9K shares-12.95%2026-03-312026-05-07

WMT WALMART INC3.9K shares-6.55%2026-03-312026-05-07

IWN ISHARES TR2.4K shares0.00%2026-03-312026-05-07

TSLA TESLA INC1.2K shares-20.19%2026-03-312026-05-07

RTX RTX CORPORATION2.3K shares5.35%2026-03-312026-05-07

IFRA ISHARES TR7.7K shares0.65%2026-03-312026-05-07

Sponsored

VGLT VANGUARD SCOTTSDALE FDS7.8K shares-32.52%2026-03-312026-05-07

VWO VANGUARD INTL EQUITY INDEX F7.9K shares-41.08%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC3.5K shares0.66%2026-03-312026-05-07

PAL PROFICIENT AUTO LOGISTICS IN62.2K sharesnew addition2026-03-312026-05-07

TMUS T-MOBILE US INC2.0K shares0.05%2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC2.8K shares-4.90%2026-03-312026-05-07

IWS ISHARES TR2.7K shares0.00%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON1.6K shares7.24%2026-03-312026-05-07

Sponsored

ISHARES GOLD TR ISHARES GOLD TR4.3K shares0.00%2026-03-312026-05-07

SMB VANECK ETF TRUST21.8K shares-0.88%2026-03-312026-05-07

T AT&T INC13.0K shares-8.32%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS5.9K shares-19.71%2026-03-312026-05-07

VUG VANGUARD INDEX FDS857 shares0.00%2026-03-312026-05-07

GEV GE VERNOVA INC425 shares31.58%2026-03-312026-05-07

FLOT ISHARES TR7.1K shares0.00%2026-03-312026-05-07

EFA ISHARES TR3.7K shares-44.03%2026-03-312026-05-07

Sponsored

FNDX SCHWAB STRATEGIC TR12.5K shares0.00%2026-03-312026-05-07

VOT VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-07

QUAL ISHARES TR1.8K shares0.00%2026-03-312026-05-07

AXP AMERICAN EXPRESS CO1.1K shares0.44%2026-03-312026-05-07

VTEB VANGUARD MUN BD FDS6.8K shares5.51%2026-03-312026-05-07

FSK FS KKR CAP CORP33.0K shares-23.44%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO1.1K shares-13.74%2026-03-312026-05-07

MOAT VANECK ETF TRUST3.3K shares0.00%2026-03-312026-05-07

Sponsored

FALN ISHARES TR11.4K shares0.00%2026-03-312026-05-07

SCHG SCHWAB STRATEGIC TR10.3K shares-1.18%2026-03-312026-05-07

MUST COLUMBIA ETF TR I14.5K shares0.00%2026-03-312026-05-07

DJP BARCLAYS BANK PLC6.0K shares-11.67%2026-03-312026-05-07

SPGP INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2026-03-312026-05-07

IUSB ISHARES TR6.1K shares-31.96%2026-03-312026-05-07

PG PROCTER & GAMBLE CO2.0K shares-2.11%2026-03-312026-05-07

IEFA ISHARES TR3.1K shares4.45%2026-03-312026-05-07

Sponsored

OBDC BLUE OWL CAPITAL CORPORATION25.1K shares0.00%2026-03-312026-05-07

DGRO ISHARES TR3.9K shares0.00%2026-03-312026-05-07

HD HOME DEPOT INC830 shares0.73%2026-03-312026-05-07

EQIX EQUINIX INC273 shares0.37%2026-03-312026-05-07

IWR ISHARES TR2.7K shares-1.94%2026-03-312026-05-07

BUI BLACKROCK UTILS INFRASTRUCTU9.8K shares-18.27%2026-03-312026-05-07

GE AEROSPACE GE AEROSPACE914 shares0.99%2026-03-312026-05-07

VDE VANGUARD WORLD FD1.5K sharesnew addition2026-03-312026-05-07

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC762 shares0.00%2026-03-312026-05-07

INMU BLACKROCK ETF TRUST II10.8K shares0.00%2026-03-312026-05-07

MCD MCDONALDS CORP826 shares0.98%2026-03-312026-05-07

HMOP HARTFORD FDS EXCHANGE TRADED6.6K shares0.00%2026-03-312026-05-07

AMP AMERIPRISE FINL INC572 shares0.00%2026-03-312026-05-07

NOW SERVICENOW INC2.4K shares1.30%2026-03-312026-05-07

TTC TORO CO2.6K shares0.04%2026-03-312026-05-07

PZA INVESCO EXCH TRADED FD TR II10.4K shares0.00%2026-03-312026-05-07

Sponsored

MGK VANGUARD WORLD FD648 shares0.00%2026-03-312026-05-07

CWB SPDR SERIES TRUST2.6K shares-5.63%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS948 shares0.96%2026-03-312026-05-07

KO COCA COLA CO3.0K shares-13.83%2026-03-312026-05-07

RCL ROYAL CARIBBEAN GROUP830 shares-0.84%2026-03-312026-05-07

ED CONSOLIDATED EDISON INC2.0K sharesnew addition2026-03-312026-05-07

HYMB SPDR SERIES TRUST9.0K shares0.00%2026-03-312026-05-07

ACIO ETF SER SOLUTIONS5.2K shares-11.60%2026-03-312026-05-07

Sponsored

JSMD JANUS DETROIT STR TR2.7K shares0.00%2026-03-312026-05-07

GTLS CHART INDS INC1.0K shares0.10%2026-03-312026-05-07

QCOM QUALCOMM INC1.6K shares0.00%2026-03-312026-05-07

FSCO FS CREDIT OPPORTUNITIES CORP28.4K shares-17.46%2026-03-312026-05-07

EURONET WORLDWIDE INC EURONET WORLDWIDE INC11.0K shares0.00%2026-03-312026-05-07

RDVY

FIRST TR EXCHANGE TRADED FD

9.42%

Shares805.3K

Event2026-03-31

Filed2026-05-07

SPYM

SPDR SERIES TRUST

11.42%

Shares669.7K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-7.73%

Shares45.2K

Event2026-03-31

Filed2026-05-07

AVDE

AMERICAN CENTY ETF TR

20.45%

Shares262.7K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-3.11%

Shares72.5K

Event2026-03-31

Filed2026-05-07

HYDB

ISHARES TR

19.72%

Shares394.1K

Event2026-03-31

Filed2026-05-07

FSMD

FIDELITY COVINGTON TRUST

22.18%

Shares317.6K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

16.47%

Shares21.6K

Event2026-03-31

Filed2026-05-07

CLSE

TRUST FOR PROFESSIONAL MANAG

23.08%

Shares387.1K

Event2026-03-31

Filed2026-05-07

XMHQ

INVESCO EXCHANGE TRADED FD T

11.71%

Shares92.2K

Event2026-03-31

Filed2026-05-07

SCHD

SCHWAB STRATEGIC TR

-7.41%

Shares296.9K

Event2026-03-31

Filed2026-05-07

IQLT

ISHARES TR

-12.58%

Shares145.9K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

-0.79%

Shares12.0K

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

-18.35%

Shares6.4K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-8.81%

Shares15.1K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

0.14%

Shares19.8K

Event2026-03-31

Filed2026-05-07

VYM

VANGUARD WHITEHALL FDS

0.26%

Shares19.2K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

-3.66%

Shares5.4K

Event2026-03-31

Filed2026-05-07

DIVO

AMPLIFY ETF TR

10.15%

Shares56.9K

Event2026-03-31

Filed2026-05-07

HDV

ISHARES TR

0.06%

Shares16.8K

Event2026-03-31

Filed2026-05-07

VOOG

VANGUARD ADMIRAL FDS INC

-1.23%

Shares5.0K

Event2026-03-31

Filed2026-05-07

SMH

VANECK ETF TRUST

10.27%

Shares5.1K

Event2026-03-31

Filed2026-05-07

FNDF

SCHWAB STRATEGIC TR

-3.21%

Shares38.6K

Event2026-03-31

Filed2026-05-07

MPC

MARATHON PETE CORP

0.04%

Shares7.5K

Event2026-03-31

Filed2026-05-07

IWY

ISHARES TR

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

1.32%

Shares8.6K

Event2026-03-31

Filed2026-05-07