We are live on ! Find out more
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 %
97.91%
Top 10 Hldgs %
56.87%
Holding
154
New
151
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$39.7M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$25.3M
3
AAPL icon
Apple
AAPL
+$17.4M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$16.7M
5
SCHD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
F icon
151
Ford
F
$56.6B
$109K 0.04%
+11,451
New +$122K
3 4 5 6
7

Similar funds

SPM
Symmetry Peak Management Radnor, Pennsylvania $359M AUM 146.87% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
RM
Rudius Management New York $358M AUM 12.23% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
KLWA
Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return

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.