The Analysis of LIBERTY SQUARE WEALTH PARTNERS LLC's Holdings

Currently, LIBERTY SQUARE WEALTH PARTNERS LLC holds 145 types of securities in its portfolio with a total value $350.6M. In the most recent quarter, they have increased their positions in AVDE (+188.8K shares, valued at $15.5M), RDVY (+171.5K shares, valued at $11.9M), SPYM (+140.1K shares, valued at $11.2M); decreased their positions in N/A (-17.1K shares, valued at $10.8M), IQLT (-234.4K shares, valued at $10.7M), SCHD (-106.1K shares, valued at $2.9M); initiated new positions in INMU (+10.8K shares, valued at $258.6K), HMOP (+6.6K shares, valued at $258.0K), COF (+879 shares, valued at $213.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RDVY FIRST TR EXCHANGE TRADED FD736.0K shares30.38%2025-12-312026-02-11

SPYM SPDR SERIES TRUST601.1K shares30.38%2025-12-312026-02-11

VANGUARD INDEX FDS VANGUARD INDEX FDS49.0K shares-25.93%2025-12-312026-02-11

AAPL APPLE INC74.8K shares0.37%2025-12-312026-02-11

AVDE AMERICAN CENTY ETF TR218.1K shares644.52%2025-12-312026-02-11

HYDB ISHARES TR329.2K shares57.83%2025-12-312026-02-11

FSMD FIDELITY COVINGTON TRUST260.0K shares127.69%2025-12-312026-02-11

INVESCO QQQ TR INVESCO QQQ TR18.5K shares19.22%2025-12-312026-02-11

Sponsored

SCHD SCHWAB STRATEGIC TR320.6K shares-24.86%2025-12-312026-02-11

CLSE TRUST FOR PROFESSIONAL MANAG314.5K shares95.34%2025-12-312026-02-11

XMHQ INVESCO EXCHANGE TRADED FD T82.5K shares35.58%2025-12-312026-02-11

IQLT ISHARES TR166.8K shares-58.42%2025-12-312026-02-11

MSFT MICROSOFT CORP12.1K shares-0.33%2025-12-312026-02-11

SPY SPDR S&P 500 ETF TR7.9K shares2.84%2025-12-312026-02-11

VB VANGUARD INDEX FDS16.5K shares-15.74%2025-12-312026-02-11

NVDA NVIDIA CORPORATION19.8K shares-0.29%2025-12-312026-02-11

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.6K shares0.00%2025-12-312026-02-11

VYM VANGUARD WHITEHALL FDS19.2K shares-3.20%2025-12-312026-02-11

DIVO AMPLIFY ETF TR51.6K shares53.44%2025-12-312026-02-11

VOOG VANGUARD ADMIRAL FDS INC5.0K shares0.56%2025-12-312026-02-11

IGV ISHARES TR19.8K shares3.33%2025-12-312026-02-11

HDV ISHARES TR16.8K shares-5.07%2025-12-312026-02-11

IWY ISHARES TR7.4K shares0.27%2025-12-312026-02-11

SCHM SCHWAB STRATEGIC TR66.8K shares-42.93%2025-12-312026-02-11

Sponsored

META META PLATFORMS INC3.0K shares0.37%2025-12-312026-02-11

FNDA SCHWAB STRATEGIC TR62.3K shares-56.10%2025-12-312026-02-11

AMZN AMAZON COM INC8.4K shares-1.19%2025-12-312026-02-11

FNDF SCHWAB STRATEGIC TR39.9K shares-3.78%2025-12-312026-02-11

IMCG ISHARES TR21.3K shares0.03%2025-12-312026-02-11

SMH VANECK ETF TRUST4.6K shares0.00%2025-12-312026-02-11

FDBC FIDELITY D & D BANCORP INC36.2K shares0.00%2025-12-312026-02-11

SPYV SPDR SERIES TRUST27.0K shares0.00%2025-12-312026-02-11

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-11

SPSM SPDR SERIES TRUST27.6K shares-36.02%2025-12-312026-02-11

MNA NEW YORK LIFE INVESTMENTS ET35.5K shares-31.92%2025-12-312026-02-11

VTV VANGUARD INDEX FDS6.5K shares-0.83%2025-12-312026-02-11

VTI VANGUARD INDEX FDS3.7K shares-0.41%2025-12-312026-02-11

MPC MARATHON PETE CORP7.5K shares0.00%2025-12-312026-02-11

IJR ISHARES TR10.1K shares-8.64%2025-12-312026-02-11

BND VANGUARD BD INDEX FDS16.3K shares-49.35%2025-12-312026-02-11

Sponsored

VO VANGUARD INDEX FDS4.1K shares-0.22%2025-12-312026-02-11

VV VANGUARD INDEX FDS3.5K shares0.00%2025-12-312026-02-11

GWW WW GRAINGER INC1.1K shares0.00%2025-12-312026-02-11

XLK SELECT SECTOR SPDR TR7.3K shares98.48%2025-12-312026-02-11

FLTR VANECK ETF TRUST40.8K shares-10.24%2025-12-312026-02-11

PPL PPL CORP29.2K shares-3.31%2025-12-312026-02-11

IJH ISHARES TR14.5K shares-44.81%2025-12-312026-02-11

VCSH VANGUARD SCOTTSDALE FDS11.9K shares-0.10%2025-12-312026-02-11

Sponsored

CAT CATERPILLAR INC1.6K shares0.00%2025-12-312026-02-11

IVV ISHARES TR1.3K shares0.00%2025-12-312026-02-11

ADP AUTOMATIC DATA PROCESSING IN3.4K shares0.00%2025-12-312026-02-11

LLY ELI LILLY & CO790 shares-5.95%2025-12-312026-02-11

VGT VANGUARD WORLD FD1.1K shares32.76%2025-12-312026-02-11

HYLB DBX ETF TR20.9K shares-50.00%2025-12-312026-02-11

BROADCOM INC BROADCOM INC2.2K shares2.74%2025-12-312026-02-11

VIG VANGUARD SPECIALIZED FUNDS3.4K shares-44.61%2025-12-312026-02-11

Sponsored

ALPHABET INC ALPHABET INC2.4K shares-2.19%2025-12-312026-02-11

VWO VANGUARD INTL EQUITY INDEX F13.4K shares-45.64%2025-12-312026-02-11

XOM EXXON MOBIL CORP5.9K shares-9.22%2025-12-312026-02-11

TSLA TESLA INC1.6K shares-1.89%2025-12-312026-02-11

ALPHABET INC ALPHABET INC2.1K shares-6.51%2025-12-312026-02-11

XLRE SELECT SECTOR SPDR TR16.3K shares0.13%2025-12-312026-02-11

PNC PNC FINL SVCS GROUP INC3.1K shares0.00%2025-12-312026-02-11

VGLT VANGUARD SCOTTSDALE FDS11.5K shares-48.77%2025-12-312026-02-11

Sponsored

EFA ISHARES TR6.7K shares-8.51%2025-12-312026-02-11

FSK FS KKR CAP CORP43.1K shares-10.20%2025-12-312026-02-11

WPC WP CAREY INC9.9K shares-2.95%2025-12-312026-02-11

CB CHUBB LIMITED2.0K shares0.00%2025-12-312026-02-11

MO ALTRIA GROUP INC10.1K shares-8.33%2025-12-312026-02-11

AMD ADVANCED MICRO DEVICES INC2.7K shares0.00%2025-12-312026-02-11

ANGL VANECK ETF TRUST19.4K shares0.00%2025-12-312026-02-11

JHMM JOHN HANCOCK EXCHANGE TRADED8.7K shares-36.93%2025-12-312026-02-11

Sponsored

PM PHILIP MORRIS INTL INC3.5K shares-8.18%2025-12-312026-02-11

DIVB ISHARES TR10.4K shares0.00%2025-12-312026-02-11

PLTR PALANTIR TECHNOLOGIES INC3.0K shares0.00%2025-12-312026-02-11

SOXX ISHARES TR1.7K shares0.00%2025-12-312026-02-11

WMT WALMART INC4.2K shares0.00%2025-12-312026-02-11

ADI ANALOG DEVICES INC1.7K shares0.00%2025-12-312026-02-11

VZ VERIZON COMMUNICATIONS INC11.4K shares0.08%2025-12-312026-02-11

CVRT CALAMOS ETF TR12.0K shares0.00%2025-12-312026-02-11

Sponsored

VEA VANGUARD TAX-MANAGED FDS7.3K shares-44.61%2025-12-312026-02-11

IWN ISHARES TR2.4K shares-2.32%2025-12-312026-02-11

AXP AMERICAN EXPRESS CO1.1K shares-4.11%2025-12-312026-02-11

JPM JPMORGAN CHASE & CO.1.3K shares0.00%2025-12-312026-02-11

IUSB ISHARES TR9.0K shares-53.56%2025-12-312026-02-11

VUG VANGUARD INDEX FDS857 shares-13.26%2025-12-312026-02-11

CVX CHEVRON CORP NEW2.7K shares3.80%2025-12-312026-02-11

RTX RTX CORPORATION2.2K shares0.00%2025-12-312026-02-11

Sponsored

IFRA ISHARES TR7.6K shares0.00%2025-12-312026-02-11

TMUS T-MOBILE US INC2.0K shares0.00%2025-12-312026-02-11

SMB VANECK ETF TRUST22.0K shares-33.53%2025-12-312026-02-11

VOT VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-02-11

IWS ISHARES TR2.7K shares0.00%2025-12-312026-02-11

MERCK & CO INC MERCK & CO INC3.5K shares-12.02%2025-12-312026-02-11

NOW SERVICENOW INC2.4K shares400.00%2025-12-312026-02-11

FLOT ISHARES TR7.1K shares0.00%2025-12-312026-02-11

Sponsored

QUAL ISHARES TR1.8K shares-10.50%2025-12-312026-02-11

T AT&T INC14.1K shares-0.99%2025-12-312026-02-11

ISHARES GOLD TR ISHARES GOLD TR4.3K shares-3.29%2025-12-312026-02-11

FNDX SCHWAB STRATEGIC TR12.5K shares0.00%2025-12-312026-02-11

MOAT VANECK ETF TRUST3.3K shares0.00%2025-12-312026-02-11

SCHG SCHWAB STRATEGIC TR10.4K shares3.39%2025-12-312026-02-11

VTEB VANGUARD MUN BD FDS6.5K shares-39.62%2025-12-312026-02-11

OBDC BLUE OWL CAPITAL CORPORATION25.1K shares0.00%2025-12-312026-02-11

Sponsored

FALN ISHARES TR11.4K shares0.00%2025-12-312026-02-11

BUI BLACKROCK UTILS INFRASTRUCTU12.0K shares0.00%2025-12-312026-02-11

JNJ JOHNSON & JOHNSON1.5K shares0.00%2025-12-312026-02-11

SPGP INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2025-12-312026-02-11

MUST COLUMBIA ETF TR I14.5K shares0.00%2025-12-312026-02-11

PG PROCTER AND GAMBLE CO2.0K shares0.00%2025-12-312026-02-11

HD HOME DEPOT INC824 shares0.00%2025-12-312026-02-11

AMP AMERIPRISE FINL INC572 shares0.00%2025-12-312026-02-11

Sponsored

GE AEROSPACE GE AEROSPACE905 shares0.00%2025-12-312026-02-11

IBM INTERNATIONAL BUSINESS MACHS939 shares0.00%2025-12-312026-02-11

ORCL ORACLE CORP1.4K shares0.00%2025-12-312026-02-11

DGRO ISHARES TR3.9K shares0.00%2025-12-312026-02-11

IWR ISHARES TR2.8K shares0.00%2025-12-312026-02-11

MGK VANGUARD WORLD FD648 shares0.15%2025-12-312026-02-11

QCOM QUALCOMM INC1.6K shares-3.11%2025-12-312026-02-11

IEFA ISHARES TR3.0K shares0.00%2025-12-312026-02-11

Sponsored

ZS ZSCALER INC1.2K shares0.00%2025-12-312026-02-11

INMU BLACKROCK ETF TRUST II10.8K sharesnew addition2025-12-312026-02-11

HMOP HARTFORD FDS EXCHANGE TRADED6.6K sharesnew addition2025-12-312026-02-11

ACIO ETF SER SOLUTIONS5.9K shares-80.27%2025-12-312026-02-11

DJP BARCLAYS BANK PLC6.8K shares-33.39%2025-12-312026-02-11

MCD MCDONALDS CORP818 shares-1.21%2025-12-312026-02-11

GLD SPDR GOLD TR620 shares-25.30%2025-12-312026-02-11

CWB SPDR SERIES TRUST2.8K shares0.00%2025-12-312026-02-11

Sponsored

KO COCA COLA CO3.5K shares0.00%2025-12-312026-02-11

PZA INVESCO EXCH TRADED FD TR II10.4K shares0.00%2025-12-312026-02-11

RCL ROYAL CARIBBEAN GROUP837 shares-1.41%2025-12-312026-02-11

TSM TAIWAN SEMICONDUCTOR MFG LTD762 shares0.00%2025-12-312026-02-11

HYMB SPDR SERIES TRUST9.0K shares0.00%2025-12-312026-02-11

CRWD CROWDSTRIKE HLDGS INC475 shares0.00%2025-12-312026-02-11

JSMD JANUS DETROIT STR TR2.7K shares0.67%2025-12-312026-02-11

FSCO FS CREDIT OPPORTUNITIES CORP34.4K shares0.29%2025-12-312026-02-11

Sponsored

COF CAPITAL ONE FINL CORP879 sharesnew addition2025-12-312026-02-11

GEV GE VERNOVA INC323 sharesnew addition2025-12-312026-02-11

EQIX EQUINIX INC272 shares0.00%2025-12-312026-02-11

GTLS CHART INDS INC1.0K shares0.00%2025-12-312026-02-11

SYK STRYKER CORPORATION586 shares0.00%2025-12-312026-02-11

BA BOEING CO945 shares-1.05%2025-12-312026-02-11

TTC TORO CO2.6K sharesnew addition2025-12-312026-02-11

AGZ ISHARES TR1.8K shares-0.71%2025-12-312026-02-11

Sponsored

EURONET WORLDWIDE INC EURONET WORLDWIDE INC11.0K shares0.00%2025-12-312026-02-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available