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Liberty Wealth Management Llc Buys iShares Core S&P Total U.S. Stock Market, Novartis AG, iShares Core MSCI EAFE, Sells Vanguard Real Estate, iShares 20+ Year Treasury Bond ETF, Abbott Laboratories

Investment company Liberty Wealth Management Llc buys iShares Core S&P Total U.S. Stock Market, Novartis AG, iShares Core MSCI EAFE, Phillips 66, Cronos Group Inc, ConocoPhillips, iShares Global Tech, Invesco QQQ Trust Series 1, Dell Technologies Inc, iShares Edge MSCI Min Vol USA, The AES Corp, TD Ameritrade Holding Corp, AMETEK Inc, CarMax Inc, Fidelity National Information Services Inc, Host Hotels & Resorts Inc, M&T Bank Corp, United Technologies Corp, Anthem Inc, Hilton Worldwide Holdings Inc, Citizens Financial Group Inc, Arconic Inc, iShares MSCI Emerging Index Fund, Akamai Technologies Inc, Coca-Cola European Partners PLC, NXP Semiconductors NV, Anadarko Petroleum Corp, Biogen Inc, Commercial Metals Co, Fluor Corp, Heritage Financial Corp, IHS Markit, Johnson Controls International PLC, Rio Tinto PLC, Sysco Corp, Allergan PLC, TE Connectivity, GrubHub Inc, Under Armour Inc, SPDR Bloomberg Barclays High Yield Bond, Chubb, ASML Holding NV, Advance Auto Parts Inc, Aegon NV, Aflac Inc, American International Group Inc, Ansys Inc, AvalonBay Communities Inc, BHP Group, BT Group PLC, Becton, Dickinson and Co, Blackbaud Inc, BorgWarner Inc, Canadian Pacific Railway, China Unicom (Hong Kong), Energy Company of Parana, Companhia Siderurgica Nacional, Companhia De Saneamento Basico Do Estado De Sao Pa, United Breweries Co Inc, Core Laboratories NV, Discovery Inc, Dolby Laboratories Inc, East West Bancorp Inc, Eaton Corp PLC, Enbridge Inc, Equinix Inc, Exelon Corp, Freeport-McMoRan Inc, HDFC Bank, Hexcel Corp, Huntington Bancshares Inc, Illumina Inc, Interface Inc, International Flavors & Fragrances Inc, JB Hunt Transport Services Inc, Korea Electric Power Corp, L3 Technologies Inc, LG Display Co, La-Z-Boy Inc, Ligand Pharmaceuticals Inc, Lions Gate Entertainment Corp, The Middleby Corp, Minerals Technologies Inc, Mitsubishi UFJ Financial Group Inc, National Oilwell Varco Inc, Nokia Oyj, Nova Measuring Instruments, Nuance Communications Inc, Ormat Technologies Inc, PACCAR Inc, Packaging Corp of America, Nutrien, Qiagen NV, Quest Diagnostics Inc, Rayonier Inc, ResMed Inc, Ryanair Holdings PLC, SBA Communications Corp, Seagate Technology PLC, Taiwan Semiconductor Manufacturing Co, Teva Pharmaceutical Industries, Unilever NV, Valero Energy Corp, WPP PLC, Westinghouse Air Brake Technologies Corp, Waters Corp, Watsco Inc, Centrais Eletricas Brasileiras SA, Eaton Vance Municipal Bond Fund, Qurate Retail Inc, KBR Inc, First Solar Inc, IPG Photonics Corp, Melco Resorts and Entertainment, Lululemon Athletica Inc, American Water Works Co Inc, Takeda Pharmaceutical Co, Reinsurance Group of America Inc, LogMeIn Inc, Broadcom Inc, Lear Corp, First Republic Bank, AMC Networks Inc, Pentair PLC, IQVIA Holdings Inc, Criteo SA, JD.com Inc, NOW Inc, Atlantica Yield PLC, Rayonier Advanced Materials Inc, Shopify Inc, Liberty SiriusXM Group, Nutanix Inc, Lamb Weston Holdings Inc, Sanofi Contingent Value Right (Expiring 12/31/2020, Xtrackers USD High Yield Corporate Bond, PIMCO 0-5 Year High Yield Corporat Bond Index Exch, SPDR Bloomberg Barclays Short Term High Yield Bond, sells Vanguard Real Estate, iShares 20+ Year Treasury Bond ETF, Abbott Laboratories, AbbVie Inc, Pfizer Inc, iShares Edge MSCI USA Momentum Factor, Maxim Integrated Products Inc, Intel Corp, Bank of America Corporation, Royal Dutch Shell PLC, iShares S&P 500 Value, iShares S&P 500 Growth, iShares Core S&P Mid-Cap, International Business Machines Corp, Varian Medical Systems Inc, Macy's Inc, Intuitive Surgical Inc, Public Storage, Total System Services Inc, Aphria Inc, iShares Floating Rate Bond, SPDR Select Sector Fund - Utilities, Archer-Daniels Midland Co, Celanese Corp, Celgene Corp, Comerica Inc, E*TRADE Financial Corp, Lockheed Martin Corp, Morgan Stanley, Qualcomm Inc, SunTrust Banks Inc, Vectren Corp, Williams Inc, Twitter Inc, Applied Materials Inc, AstraZeneca PLC, Best Buy Co Inc, British American Tobacco PLC, CNOOC, CVS Health Corp, Cardinal Health Inc, Charles Schwab Corp, Eli Lilly and Co, Foot Locker Inc, H&R Block Inc, Kimco Realty Corp, Kohl's Corp, Lam Research Corp, Leggett & Platt Inc, Lloyds Banking Group PLC, MetLife Inc, NetApp Inc, Old Republic International Corp, Omnicom Group Inc, ORIX Corp, Principal Financial Group Inc, Red Hat Inc, Regeneron Pharmaceuticals Inc, Smith & Nephew PLC, The Travelers Inc, Invesco Municipal Opportunity Trust, BHP Group PLC, Philip Morris International Inc, Charter Communications Inc, Keysight Technologies Inc, The Kraft Heinz Co, SPDR Bloomberg Barclays 1-3 Month T-Bill, Cohen & Steers Global Realty Majors, iShares Russell 1000, iShares Short Treasury Bond ETF, Helios and Matheson Analytics Inc, Air Products & Chemicals Inc, Align Technology Inc, Ameriprise Financial Inc, Apartment Investment & Management Co, Barclays PLC, Brandywine Realty Trust, CBS Corp, CF Industries Holdings Inc, Capital One Financial Corp, TransEnterix Inc, Cigna Corp, Frontier Communications Corp, Tapestry Inc, DXC Technology Co, Covanta Holding Corp, Cummins Inc, Dover Corp, Electro Scientific Industries Inc, Expeditors International of Washington Inc, F N B Corp, F5 Networks Inc, Fastenal Co, Federal Realty Investment Trust, PacWest Bancorp, Franklin Resources Inc, Fresenius Medical Care AG. KGaA, Gap Inc, Gilead Sciences Inc, Goodyear Tire & Rubber Co, Harley-Davidson Inc, HP Inc, HollyFrontier Corp, Illinois Tool Works Inc, InterContinental Hotels Group PLC, International Paper Co, Intuit Inc, Juniper Networks Inc, L Brands Inc, MSC Industrial Direct Co Inc, Magellan Midstream Partners LP, McKesson Corp, Mettler-Toledo International Inc, Molson Coors Brewing Co, Multi-Color Corp, NRG Energy Inc, Newell Brands Inc, Nordstrom Inc, Orbotech, PG&E Corp, People's United Financial Inc, PetroChina Co, Royal Philips NV, Pitney Bowes Inc, Robert Half International Inc, WRKCo Inc, Rockwell Automation Inc, Rollins Inc, Ross Stores Inc, SK Telecom Co, Sealed Air Corp, Southwest Airlines Co, Steel Dynamics Inc, STERIS, Textron Inc, Tyson Foods Inc, Umpqua Holdings Corp, Under Armour Inc, Windstream Holdings Inc, Viacom Inc, Vornado Realty Trust, Western Digital Corp, Xerox Corp, BGC Partners Inc, Loews Corp, Sequential Brands Group Inc, Eaton Vance Municipal Bond Fund II, The Western Union Co, Delta Air Lines Inc, Masimo Corp, Ulta Beauty Inc, Retail Opportunity Investments Corp, Ecopetrol SA, Starwood Property Trust Inc, Colony Capital Inc, Pembina Pipeline Corp, Targa Resources Corp, Stag Industrial Inc, CyrusOne Inc, Plains GP Holdings LP, Viper Energy Partners LP, Avanos Medical Inc, Urban Edge Properties, The Chemours Co, Bank of N.T Butterfield & Son, Park Hotels & Resorts Inc, Varex Imaging Corp, Newmark Group Inc, Resideo Technologies Inc, JPMorgan Ultra-Short Income, PIMCO Enhanced Short Maturity Active Exchange-Trad during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Liberty Wealth Management Llc. As of 2019Q1, Liberty Wealth Management Llc owns 773 stocks with a total value of $124 million. These are the details of the buys and sells.

For the details of LIBERTY WEALTH MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/liberty+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of LIBERTY WEALTH MANAGEMENT LLC
  1. First Trust Dow Jones STOXX Select Dividend 30 Ind (FDD) - 1,801,150 shares, 18.59% of the total portfolio. Shares added by 1.14%
  2. SPDR Select Sector Fund - Financial (XLF) - 833,091 shares, 17.23% of the total portfolio. Shares added by 0.60%
  3. Apple Inc (AAPL) - 44,081 shares, 6.74% of the total portfolio. Shares reduced by 0.51%
  4. Chevron Corp (CVX) - 33,481 shares, 3.32% of the total portfolio. Shares reduced by 2.09%
  5. iShares Core S&P 500 (IVV) - 14,399 shares, 3.30% of the total portfolio. Shares added by 14.96%
New Purchase: iShares Core S&P Total U.S. Stock Market (ITOT)

Liberty Wealth Management Llc initiated holding in iShares Core S&P Total U.S. Stock Market. The purchase prices were between $55.45 and $64.92, with an estimated average price of $61.94. The stock is now traded at around $66.04. The impact to a portfolio due to this purchase was 0.51%. The holding were 9,936 shares as of .

New Purchase: Cronos Group Inc (CRON)

Liberty Wealth Management Llc initiated holding in Cronos Group Inc. The purchase prices were between $10.39 and $23.7, with an estimated average price of $18.62. The stock is now traded at around $15.75. The impact to a portfolio due to this purchase was 0.12%. The holding were 8,137 shares as of .

New Purchase: Dell Technologies Inc (DELL)

Liberty Wealth Management Llc initiated holding in Dell Technologies Inc. The purchase prices were between $42.62 and $60.71, with an estimated average price of $51.87. The stock is now traded at around $62.83. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,871 shares as of .

New Purchase: The AES Corp (AES)

Liberty Wealth Management Llc initiated holding in The AES Corp. The purchase prices were between $14.17 and $18.41, with an estimated average price of $16.76. The stock is now traded at around $17.72. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,015 shares as of .

New Purchase: Citizens Financial Group Inc (CFG)

Liberty Wealth Management Llc initiated holding in Citizens Financial Group Inc. The purchase prices were between $29.73 and $37.66, with an estimated average price of $34.62. The stock is now traded at around $35.36. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,067 shares as of .

New Purchase: Fidelity National Information Services Inc (FIS)

Liberty Wealth Management Llc initiated holding in Fidelity National Information Services Inc. The purchase prices were between $98.31 and $113.1, with an estimated average price of $106.57. The stock is now traded at around $110.87. The impact to a portfolio due to this purchase was 0.03%. The holding were 321 shares as of .

Added: Novartis AG (NVS)

Liberty Wealth Management Llc added to a holding in Novartis AG by 174.66%. The purchase prices were between $73.8 and $84.4, with an estimated average price of $78.6. The stock is now traded at around $76.41. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,458 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Liberty Wealth Management Llc added to a holding in iShares Core MSCI EAFE by 24.31%. The purchase prices were between $54.44 and $61.46, with an estimated average price of $58.96. The stock is now traded at around $62.47. The impact to a portfolio due to this purchase was 0.17%. The holding were 18,038 shares as of .

Added: Phillips 66 (PSX)

Liberty Wealth Management Llc added to a holding in Phillips 66 by 224.59%. The purchase prices were between $86.15 and $98.89, with an estimated average price of $94.94. The stock is now traded at around $95.44. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,389 shares as of .

Added: iShares Global Tech (IXN)

Liberty Wealth Management Llc added to a holding in iShares Global Tech by 25.72%. The purchase prices were between $137.15 and $173.39, with an estimated average price of $158.61. The stock is now traded at around $179.57. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,042 shares as of .

Added: ConocoPhillips (COP)

Liberty Wealth Management Llc added to a holding in ConocoPhillips by 115.92%. The purchase prices were between $62.18 and $70.65, with an estimated average price of $67.25. The stock is now traded at around $65.91. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,757 shares as of .

Added: Invesco QQQ Trust Series 1 (QQQ)

Liberty Wealth Management Llc added to a holding in Invesco QQQ Trust Series 1 by 46.56%. The purchase prices were between $149.82 and $182.57, with an estimated average price of $169.41. The stock is now traded at around $187.39. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,172 shares as of .

Sold Out: Varian Medical Systems Inc (VAR)

Liberty Wealth Management Llc sold out a holding in Varian Medical Systems Inc. The sale prices were between $109.8 and $141.72, with an estimated average price of $131.01.

Sold Out: Aphria Inc (APHA)

Liberty Wealth Management Llc sold out a holding in Aphria Inc. The sale prices were between $5.69 and $10.84, with an estimated average price of $8.71.

Sold Out: Macy's Inc (M)

Liberty Wealth Management Llc sold out a holding in Macy's Inc. The sale prices were between $23.09 and $31.72, with an estimated average price of $25.33.

Sold Out: Total System Services Inc (TSS)

Liberty Wealth Management Llc sold out a holding in Total System Services Inc. The sale prices were between $77.85 and $95.24, with an estimated average price of $90.26.

Sold Out: Intuitive Surgical Inc (ISRG)

Liberty Wealth Management Llc sold out a holding in Intuitive Surgical Inc. The sale prices were between $450.24 and $577.98, with an estimated average price of $532.72.

Sold Out: Archer-Daniels Midland Co (ADM)

Liberty Wealth Management Llc sold out a holding in Archer-Daniels Midland Co. The sale prices were between $40.77 and $44.9, with an estimated average price of $42.75.



Here is the complete portfolio of LIBERTY WEALTH MANAGEMENT LLC. Also check out:

1. LIBERTY WEALTH MANAGEMENT LLC's Undervalued Stocks
2. LIBERTY WEALTH MANAGEMENT LLC's Top Growth Companies, and
3. LIBERTY WEALTH MANAGEMENT LLC's High Yield stocks
4. Stocks that LIBERTY WEALTH MANAGEMENT LLC keeps buying

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