LIBERTY SQUARE WEALTH PARTNERS LLC
CIK 2057655 · Holdings on Mar 31, 2025 · First reported Apr 29, 2025
Top ten holdings
Q1 2025- VOO14.74%
- SPYM9.26%
- RDVY7.12%
- AAPL6.44%
- SCHD6.00%
- IQLT5.01%
- QQQ2.32%
- VB2.22%
- SCHM2.03%
- MSFT1.78%
Share classes counted separately56.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RDVYWeight increased · +0.86 pp6.26% → 7.12%Shares +44.99K (+16.42%)
- IQLTWeight increased · +0.43 pp4.58% → 5.01%Shares +18.89K (+6.06%)
- HYDBWeight increased · +0.37 pp0.40% → 0.77%Shares +20.11K (+87.53%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $38.64M | 14.74% | 75.19K shares | 15.00% → 14.74%-0.26 pp +1.85K (+2.52%) | Added | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $24.28M | 9.26% | 369.16K shares | 9.54% → 9.26%-0.28 pp +4.49K (+1.23%) | Added | ↗▾ |
| 03 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $18.67M | 7.12% | 318.99K shares | 6.26% → 7.12%+0.86 pp +44.99K (+16.42%) | Added | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $16.88M | 6.44% | 75.99K shares | 6.60% → 6.44%-0.16 pp +2.04K (+2.76%) | Added | ↗▾ |
| 05 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $15.71M | 6.00% | 562.04K shares | 5.91% → 6.00%+0.09 pp -20.93K (-3.59%) | Reduced | ↗▾ |
| 06 | IQLTISHARES MSCI INTERNATIONAL QMSCI INTL QUALTY View history and evidence | $13.13M | 5.01% | 330.75K shares | 4.58% → 5.01%+0.43 pp +18.89K (+6.06%) | Added | ↗▾ |
| 07 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $6.09M | 2.32% | 12.98K shares | 2.40% → 2.32%-0.08 pp +755 (+6.17%) | Added | ↗▾ |
| 08 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $5.82M | 2.22% | 26.24K shares | 2.39% → 2.22%-0.17 pp -166 (-0.63%) | Reduced | ↗▾ |
| 09 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $5.33M | 2.03% | 203.53K shares | 2.29% → 2.03%-0.26 pp -13.63K (-6.28%) | Reduced | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $4.68M | 1.78% | 12.45K shares | 1.90% → 1.78%-0.12 pp -325 (-2.54%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ORCL ORACLE CORP | Non-derivative | -1,433 | -$249.57K | SEC filing ↗ | SEC filing ↗ |
| CAVA CAVA GROUP INC | Non-derivative | -1,800 | -$235.93K | SEC filing ↗ | SEC filing ↗ |
| BX BLACKSTONE INC | Non-derivative | -1,412 | -$232.69K | SEC filing ↗ | SEC filing ↗ |
3 / 9 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2057655 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 262094853
}Research all 147 reported holdings.
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