Liberty Square Wealth Partners LLC Top Holdings and 13F Report (2025) About Liberty Square Wealth Partners LLCInvestment ActivityLiberty Square Wealth Partners LLC has $274.11 million in total holdings as of December 31, 2024.Liberty Square Wealth Partners LLC owns shares of 154 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard S&P 500 ETF $41,122,408SPDR Portfolio S&P 500 ETF $26,153,702Apple $18,087,592First Trust NASDAQ Rising Dividend Achievers $17,163,021Schwab US Dividend Equity ETF $16,200,653 Sector AllocationMap of 500 Largest Holdings ofLiberty Square Wealth Partners LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$41,122,40873,34315.0%ETFSPLGSPDR Portfolio S&P 500 ETF$26,153,702364,6649.5%ETFAAPLApple$18,087,59273,9486.6%Computer and TechnologyRDVYFirst Trust NASDAQ Rising Dividend Achievers$17,163,021273,9956.3%ManufacturingSCHDSchwab US Dividend Equity ETF$16,200,653582,9675.9%ETFIQLTiShares MSCI Intl Quality Factor ETF$12,542,690311,8524.6%ETFQQQInvesco QQQ$6,579,99712,2272.4%FinanceVBVanguard Small-Cap ETF$6,548,11226,4092.4%ETFSCHMSchwab U.S. Mid-Cap ETF$6,273,868217,1642.3%ETFMSFTMicrosoft$5,219,51212,7791.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,556,2947,4731.7%FinanceBNDVanguard Total Bond Market ETF$3,975,36954,8101.5%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$3,237,879107,3211.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,188,48969,7701.2%ETFXMHQInvesco S&P MidCap Quality ETF$2,991,27329,8411.1%ETFMNANYLI Merger Arbitrage ETF$2,970,90688,6971.1%ETFNVDANVIDIA$2,678,69519,2921.0%Computer and TechnologyBRK.BBerkshire Hathaway$2,659,3275,5451.0%FinanceHYLBXtrackers USD High Yield Corporate Bond ETF$2,540,11469,5350.9%ETFVGLTVanguard Long-Term Treasury Index ETF$2,344,08241,5470.9%ETFMETAMeta Platforms$2,306,5143,1310.8%Computer and TechnologyAMZNAmazon.com$2,153,0229,4150.8%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$2,146,40133,5900.8%ETFHDViShares Core High Dividend ETF$2,115,36918,1250.8%ETFIGViShares Expanded Tech-Software Sector ETF$2,068,47519,3750.8%ETFIWYiShares Russell Top 200 Growth ETF$1,985,4708,1990.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,924,02441,9360.7%ETFFNDFSchwab Fundamental International Large Company Index ETF$1,750,20249,0390.6%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$1,711,65421,5140.6%ETFVYMVanguard High Dividend Yield ETF$1,652,09512,3500.6%ETFFDBCFidelity D & D Bancorp$1,620,78736,4140.6%FinanceVIGVanguard Dividend Appreciation ETF$1,481,5047,2670.5%ETFBRK.ABerkshire Hathaway$1,438,29220.5%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$1,423,17027,0000.5%ETFIJRiShares Core S&P Small-Cap ETF$1,400,16211,9580.5%ETFLOWLowe's Companies$1,337,2895,3110.5%Retail/WholesaleIUSBiShares Core Total USD Bond Market ETF$1,265,89327,7730.5%ManufacturingFLTRVanEck Floating Rate ETF$1,243,15848,6940.5%ETFFSKFS KKR Capital$1,231,73351,9060.4%FinanceJHMMJohn Hancock Multifactor Mid Cap ETF$1,184,32719,1360.4%ETFMPCMarathon Petroleum$1,175,1327,5300.4%Oils/EnergyVTVVanguard Value ETF$1,170,1406,5970.4%ETFSMHVanEck Semiconductor ETF$1,127,2654,4630.4%ManufacturingVOVanguard Mid-Cap ETF$1,115,1664,0450.4%ETFGWWW.W. Grainger$1,109,9481,0800.4%Industrial ProductsHYDBiShares High Yield Bond Factor ETF$1,091,21022,9680.4%ETFWMTWalmart$1,064,84910,2350.4%Retail/WholesalePGProcter & Gamble$1,063,2026,5270.4%Consumer StaplesADPAutomatic Data Processing$1,032,3033,3500.4%Business ServicesPPLPPL$1,021,98530,2990.4%UtilitiesIVViShares Core S&P 500 ETF$997,4431,6280.4%ETFVVVanguard Large-Cap ETF$989,5433,5160.4%ETFVOOGVanguard S&P 500 Growth ETF$987,5062,5680.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$982,76012,5400.4%ETFVEAVanguard FTSE Developed Markets ETF$932,22818,0980.3%ETFACIOAptus Collared Investment Opportunity ETF$884,91121,4680.3%ETFXLKTechnology Select Sector SPDR Fund$881,6503,6740.3%ETFVTIVanguard Total Stock Market ETF$837,6062,7750.3%ETFTSLATesla$761,1422,1390.3%Auto/Tires/TrucksDJPiPath Bloomberg Commodity Index Total Return ETN$752,72921,5620.3%FinanceXLREReal Estate Select Sector SPDR Fund$708,20616,8380.3%ETFANGLVanEck Fallen Angel High Yield Bond ETF$699,01724,1290.3%ManufacturingXOMExxon Mobil$694,2516,4140.3%Oils/EnergyMOAltria Group$692,61312,9970.3%Consumer StaplesWPCW. P. Carey$651,40011,0990.2%FinanceEFAiShares MSCI EAFE ETF$651,2627,9490.2%FinanceGISGeneral Mills$629,30310,6950.2%Consumer StaplesAGZiShares Agency Bond ETF$610,4115,6350.2%FinancePNCThe PNC Financial Services Group$607,1323,1310.2%FinanceLLYEli Lilly and Company$594,3667040.2%MedicalPMPhilip Morris International$566,4823,7650.2%Consumer StaplesIWFiShares Russell 1000 Growth ETF$552,1071,3260.2%ETFSMBVanEck Short Muni ETF$546,66631,8570.2%ETFCATCaterpillar$546,2331,5460.2%Industrial ProductsTMUST-Mobile US$534,3181,9730.2%Computer and TechnologyCBChubb$534,0662,0190.2%FinanceVOTVanguard Mid-Cap Growth ETF$529,4471,9410.2%ETFSYYSysco$524,7367,3800.2%Consumer StaplesVGTVanguard Information Technology ETF$524,6938200.2%ETFVUGVanguard Growth ETF$498,5291,1660.2%ETFVZVerizon Communications$477,15711,6410.2%Computer and TechnologyAVGOBroadcom$466,0802,0000.2%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$456,7933,4410.2%ETFGOOGLAlphabet$446,9602,4130.2%Computer and TechnologyGOOGAlphabet$444,5692,3790.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$426,5933,5800.2%CL AHONHoneywell International$422,5312,0840.2%Multi-Sector ConglomeratesCVXChevron$420,7632,7090.2%Oils/EnergyIWNiShares Russell 2000 Value ETF$419,2022,5030.2%ETFMUSTColumbia Multi-Sector Municipal Income ETF$418,27820,5340.2%ETFNOWServiceNow$399,5854050.1%Computer and TechnologySPGPInvesco S&P 500 GARP ETF$396,4543,6770.1%ETFTAT&T$392,18915,1600.1%Computer and TechnologyOBDCBlue Owl Capital$386,45825,1110.1%FinanceBABoeing$386,1752,0940.1%AerospaceSOXXiShares Semiconductor ETF$386,1341,7310.1%ETFQUALiShares MSCI USA Quality Factor ETF$375,5882,0290.1%ETFSUBiShares Short-Term National Muni Bond ETF$374,3563,5360.1%ETFCALAMOS ETF TR$372,21011,7000.1%CONVERTIBLE EQTYAXPAmerican Express$371,0711,1930.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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