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LSWP
Liberty Square Wealth Partners Portfolio holdings
AUM
$358M
1-Year Est. Return
17%
This Fund
S&P 500
This Quarter
Est. Return
+0.7%
1 Year Est. Return
+17%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$274M
AUM Growth
–
Cap. Flow
+$268M
Cap. Flow
% of AUM
97.91%
Top 10 Holdings %
Top 10 Hldgs %
56.87%
Holding
154
New
151
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$39.7M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$25.3M |
| 3 |
Apple
AAPL
|
+$17.4M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$16.7M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$16.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.11% |
| 2 | Financials | 3.73% |
| 3 | Consumer Discretionary | 1.97% |
| 4 | Consumer Staples | 1.78% |
| 5 | Communication Services | 1.68% |
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NC
Liberty Square Wealth Partners's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Liberty Square Wealth Partners, which disclosed 154 positions worth $274M. Its ten largest holdings account for 57% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 73,343 shares worth $41.1M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, followed by Financials and Consumer Discretionary.
- Liberty Square Wealth Partners's largest Q4 2024 buy was Vanguard S&P 500 ETF: 73,343 shares worth $41.1M.
- Liberty Square Wealth Partners's ten largest holdings make up 57% of its $274M portfolio in Q4 2024.
- Liberty Square Wealth Partners disclosed 154 positions in Q4 2024, its first 13F filing on record.
Based on Liberty Square Wealth Partners's 13F filing for Q4 2024, filed 24 Feb 2025.