LIBERTY SQUARE WEALTH PARTNERS LLC
CIK 2057655 · Holdings on Dec 31, 2024 · First reported Feb 24, 2025
Top ten holdings
Q4 2024- VOO15.00%
- SPYM9.54%
- AAPL6.60%
- RDVY6.26%
- SCHD5.91%
- IQLT4.58%
- QQQ2.40%
- VB2.39%
- SCHM2.29%
- MSFT1.90%
Share classes counted separately56.87%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $41.12M | 15.00% | 73.34K shares | Prior unavailable — | — | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $26.15M | 9.54% | 364.66K shares | Prior unavailable — | — | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $18.09M | 6.60% | 73.95K shares | Prior unavailable — | — | ↗▾ |
| 04 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $17.16M | 6.26% | 274.00K shares | Prior unavailable — | — | ↗▾ |
| 05 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $16.20M | 5.91% | 582.97K shares | Prior unavailable — | — | ↗▾ |
| 06 | IQLTISHARES MSCI INTERNATIONAL QMSCI INTL QUALTY View history and evidence | $12.54M | 4.58% | 311.85K shares | Prior unavailable — | — | ↗▾ |
| 07 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $6.58M | 2.40% | 12.23K shares | Prior unavailable — | — | ↗▾ |
| 08 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $6.55M | 2.39% | 26.41K shares | Prior unavailable — | — | ↗▾ |
| 09 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $6.27M | 2.29% | 217.16K shares | Prior unavailable — | — | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $5.22M | 1.90% | 12.78K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2057655 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 274107877
}Research all 154 reported holdings.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.