The Analysis of LIBERTY SQUARE WEALTH PARTNERS LLC's Holdings
Currently, LIBERTY SQUARE WEALTH PARTNERS LLC holds 146 types of securities in its portfolio with a total value $324.0M. In the most recent quarter, they have increased their positions in RDVY (+147.0K shares, valued at $9.9M), SPYM (+92.5K shares, valued at $7.2M), HYDB (+107.7K shares, valued at $5.2M); decreased their positions in VOO (-11.7K shares, valued at $7.2M), SCHD (-126.0K shares, valued at $3.4M), SCHM (-50.7K shares, valued at $1.5M); initiated new positions in FSMD (+114.2K shares, valued at $5.0M), AVDE (+29.3K shares, valued at $2.3M), ROP (+943 shares, valued at $470.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS66.1K shares-15.02%2025-09-302025-11-06
RDVY FIRST TR EXCHANGE TRADED FD564.5K shares35.22%2025-09-302025-11-06 SPYM SPDR SERIES TRUST461.0K shares25.08%2025-09-302025-11-06 AAPL APPLE INC74.5K shares-1.10%2025-09-302025-11-06 IQLT ISHARES TR401.2K shares4.28%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR426.7K shares-22.80%2025-09-302025-11-06 HYDB ISHARES TR208.6K shares106.82%2025-09-302025-11-06 QQQ INVESCO QQQ TR15.5K shares8.08%2025-09-302025-11-06 XMHQ INVESCO EXCHANGE TRADED FD T60.9K shares35.79%2025-09-302025-11-06 MSFT MICROSOFT CORP12.1K shares-1.00%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR7.6K shares5.19%2025-09-302025-11-06 FSMD FIDELITY COVINGTON TRUST114.2K sharesnew addition2025-09-302025-11-06 VB VANGUARD INDEX FDS19.6K shares-22.11%2025-09-302025-11-06 FNDA SCHWAB STRATEGIC TR141.9K shares-24.81%2025-09-302025-11-06 CLSE TRUST FOR PROFESSIONAL MANAG161.0K shares630.00%2025-09-302025-11-06 NVDA NVIDIA CORPORATION19.8K shares0.62%2025-09-302025-11-06 SCHM SCHWAB STRATEGIC TR117.1K shares-30.21%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL5.6K shares0.00%2025-09-302025-11-06 VYM VANGUARD WHITEHALL FDS19.8K shares9.98%2025-09-302025-11-06 BND VANGUARD BD INDEX FDS32.1K shares-26.45%2025-09-302025-11-06 AVDE AMERICAN CENTY ETF TR29.3K sharesnew addition2025-09-302025-11-06 IGV ISHARES TR19.2K shares-0.75%2025-09-302025-11-06 META META PLATFORMS INC3.0K shares0.03%2025-09-302025-11-06 VOOG VANGUARD ADMIRAL FDS INC5.0K shares16.97%2025-09-302025-11-06 HDV ISHARES TR17.7K shares-2.62%2025-09-302025-11-06 IWY ISHARES TR7.3K shares-5.53%2025-09-302025-11-06 SPSM SPDR SERIES TRUST43.2K shares-28.64%2025-09-302025-11-06 AMZN AMAZON COM INC8.5K shares0.61%2025-09-302025-11-06 MNA NEW YORK LIFE INVESTMENTS ET52.2K shares-29.70%2025-09-302025-11-06 FNDF SCHWAB STRATEGIC TR41.5K shares-14.58%2025-09-302025-11-06 IMCG ISHARES TR21.3K shares0.02%2025-09-302025-11-06 IJH ISHARES TR26.3K shares-13.80%2025-09-302025-11-06 FDBC FIDELITY D & D BANCORP INC36.2K shares-0.47%2025-09-302025-11-06 HYLB DBX ETF TR41.7K shares-27.51%2025-09-302025-11-06 SMH VANECK ETF TRUST4.6K shares5.74%2025-09-302025-11-06 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-06 DIVO AMPLIFY ETF TR33.6K shares65.68%2025-09-302025-11-06 SPYV SPDR SERIES TRUST27.0K shares0.00%2025-09-302025-11-06 MPC MARATHON PETE CORP7.5K shares0.00%2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS6.2K shares-11.34%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F24.6K shares-24.65%2025-09-302025-11-06 IJR ISHARES TR11.1K shares-4.20%2025-09-302025-11-06 ACIO ETF SER SOLUTIONS29.7K shares-37.43%2025-09-302025-11-06 VGLT VANGUARD SCOTTSDALE FDS22.5K shares-30.32%2025-09-302025-11-06 VTV VANGUARD INDEX FDS6.5K shares-0.61%2025-09-302025-11-06 VTI VANGUARD INDEX FDS3.7K shares33.20%2025-09-302025-11-06 VO VANGUARD INDEX FDS4.1K shares0.00%2025-09-302025-11-06 FLTR VANECK ETF TRUST45.4K shares-2.38%2025-09-302025-11-06 PPL PPL CORP30.2K shares0.00%2025-09-302025-11-06 VV VANGUARD INDEX FDS3.5K shares0.00%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR3.7K shares0.00%2025-09-302025-11-06 GWW GRAINGER W W INC1.1K shares0.00%2025-09-302025-11-06 ADP AUTOMATIC DATA PROCESSING IN3.4K shares0.00%2025-09-302025-11-06 VCSH VANGUARD SCOTTSDALE FDS11.9K shares-4.94%2025-09-302025-11-06 IUSB ISHARES TR19.4K shares-18.20%2025-09-302025-11-06 JHMM JOHN HANCOCK EXCHANGE TRADED13.7K shares-23.87%2025-09-302025-11-06 IVV ISHARES TR1.3K shares0.54%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS13.2K shares-14.14%2025-09-302025-11-06 CAT CATERPILLAR INC1.6K shares0.00%2025-09-302025-11-06 XOM EXXON MOBIL CORP6.4K shares0.50%2025-09-302025-11-06 MO ALTRIA GROUP INC11.0K shares-15.27%2025-09-302025-11-06 FSK FS KKR CAP CORP48.0K shares-7.94%2025-09-302025-11-06 TSLA TESLA INC1.6K shares-1.49%2025-09-302025-11-06 AVGO BROADCOM INC2.1K shares5.90%2025-09-302025-11-06 WPC WP CAREY INC10.2K shares-8.35%2025-09-302025-11-06 XLRE SELECT SECTOR SPDR TR16.3K shares-0.89%2025-09-302025-11-06 EFA ISHARES TR7.3K shares-4.54%2025-09-302025-11-06 LLY ELI LILLY & CO840 shares0.00%2025-09-302025-11-06 PNC PNC FINL SVCS GROUP INC3.1K shares0.00%2025-09-302025-11-06 VGT VANGUARD WORLD FD821 shares0.12%2025-09-302025-11-06 PM PHILIP MORRIS INTL INC3.8K shares0.00%2025-09-302025-11-06 GOOGL ALPHABET INC2.4K shares0.12%2025-09-302025-11-06 ANGL VANECK ETF TRUST19.4K shares-12.81%2025-09-302025-11-06 SMB VANECK ETF TRUST33.0K shares1.60%2025-09-302025-11-06 CB CHUBB LIMITED2.0K shares0.00%2025-09-302025-11-06 GOOG ALPHABET INC2.3K shares5.03%2025-09-302025-11-06 DIVB ISHARES TR10.4K shares0.00%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC3.0K shares5.04%2025-09-302025-11-06 VTEB VANGUARD MUN BD FDS10.7K shares57.71%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS INC11.4K shares0.81%2025-09-302025-11-06 VUG VANGUARD INDEX FDS988 shares-4.63%2025-09-302025-11-06 TMUS T-MOBILE US INC2.0K shares0.00%2025-09-302025-11-06 ROP ROPER TECHNOLOGIES INC943 sharesnew addition2025-09-302025-11-06 SOXX ISHARES TR1.7K shares0.00%2025-09-302025-11-06 IWN ISHARES TR2.5K shares0.00%2025-09-302025-11-06 NOW SERVICENOW INC478 shares0.63%2025-09-302025-11-06 CVRT CALAMOS ETF TR12.0K shares0.00%2025-09-302025-11-06 AMD ADVANCED MICRO DEVICES INC2.7K shares0.00%2025-09-302025-11-06 WMT WALMART INC4.2K shares-16.71%2025-09-302025-11-06 ADI ANALOG DEVICES INC1.7K shares0.00%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.1.3K shares10.89%2025-09-302025-11-06 CVX CHEVRON CORP NEW2.6K shares0.00%2025-09-302025-11-06 IFRA ISHARES TR7.6K shares0.00%2025-09-302025-11-06 T AT&T INC14.3K shares-9.19%2025-09-302025-11-06 VOT VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO1.2K shares0.00%2025-09-302025-11-06 QUAL ISHARES TR2.0K shares0.00%2025-09-302025-11-06 ORCL ORACLE CORP1.4K shares9.45%2025-09-302025-11-06 SUB ISHARES TR3.6K shares0.00%2025-09-302025-11-06 RTX RTX CORPORATION2.2K shares0.00%2025-09-302025-11-06 IWS ISHARES TR2.7K shares0.00%2025-09-302025-11-06 FLOT ISHARES TR7.1K shares0.00%2025-09-302025-11-06 DJP BARCLAYS BANK PLC10.2K shares-44.84%2025-09-302025-11-06 ZS ZSCALER INC1.2K shares0.00%2025-09-302025-11-06 HD HOME DEPOT INC824 shares0.00%2025-09-302025-11-06 MRK MERCK & CO INC4.0K shares0.00%2025-09-302025-11-06 FNDX SCHWAB STRATEGIC TR12.5K shares11.02%2025-09-302025-11-06 MOAT VANECK ETF TRUST3.3K shares0.00%2025-09-302025-11-06 IAU ISHARES GOLD TR4.4K shares0.00%2025-09-302025-11-06 OBDC BLUE OWL CAPITAL CORPORATION25.1K shares0.00%2025-09-302025-11-06 SCHG SCHWAB STRATEGIC TR10.0K shares0.00%2025-09-302025-11-06 FALN ISHARES TR11.4K shares0.00%2025-09-302025-11-06 BUI BLACKROCK UTILS INFRASTRUCTU12.0K shares-0.92%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO2.0K shares-9.86%2025-09-302025-11-06 SPGP INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2025-09-302025-11-06 MUST COLUMBIA ETF TR I14.5K shares0.00%2025-09-302025-11-06 GLD SPDR GOLD TR830 shares0.00%2025-09-302025-11-06 AMP AMERIPRISE FINL INC572 shares-0.87%2025-09-302025-11-06 RCL ROYAL CARIBBEAN GROUP849 shares-5.25%2025-09-302025-11-06 GE GE AEROSPACE905 shares0.00%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON1.5K shares-7.46%2025-09-302025-11-06 IWR ISHARES TR2.8K shares0.00%2025-09-302025-11-06 QCOM QUALCOMM INC1.6K shares-19.51%2025-09-302025-11-06 DGRO ISHARES TR3.9K shares0.00%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS939 shares-2.19%2025-09-302025-11-06 MGK VANGUARD WORLD FD647 shares0.00%2025-09-302025-11-06 IEFA ISHARES TR3.0K shares-36.07%2025-09-302025-11-06 MCD MCDONALDS CORP828 shares0.00%2025-09-302025-11-06 CWB SPDR SERIES TRUST2.8K shares-4.21%2025-09-302025-11-06 PZA INVESCO EXCH TRADED FD TR II10.4K shares0.00%2025-09-302025-11-06 FSCO FS CREDIT OPPORTUNITIES CORP34.3K shares0.00%2025-09-302025-11-06 CRWD CROWDSTRIKE HLDGS INC475 shares0.00%2025-09-302025-11-06 KO COCA COLA CO3.5K shares-26.97%2025-09-302025-11-06 HYMB SPDR SERIES TRUST9.0K shares-7.00%2025-09-302025-11-06 JSMD JANUS DETROIT STR TR2.7K shares0.00%2025-09-302025-11-06 VC VISTEON CORP1.9K sharesnew addition2025-09-302025-11-06 SYK STRYKER CORPORATION586 shares0.00%2025-09-302025-11-06 APD AIR PRODS & CHEMS INC788 shares0.00%2025-09-302025-11-06 EQIX EQUINIX INC272 shares0.00%2025-09-302025-11-06 TSM TAIWAN SEMICONDUCTOR MFG LTD762 sharesnew addition2025-09-302025-11-06 BA BOEING CO955 shares0.00%2025-09-302025-11-06 AGZ ISHARES TR1.8K shares-64.47%2025-09-302025-11-06 ED CONSOLIDATED EDISON INC2.0K shares0.00%2025-09-302025-11-06 GTLS CHART INDS INC1.0K sharesnew addition2025-09-302025-11-06 F FORD MTR CO10.0K shares-7.31%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available