Back to LIBERTY SQUARE WEALTH PARTNERS LLC

Liberty Square Wealth Partners LLC

All holdings · as of Dec 31, 2025

145 positions

CompanyClassValueShares% of portfolio
AUTOMATIC DATA PROCESSING INC$861.7K3,3500.2%
ELI LILLY & Co$849.0K7900.2%
VANGUARD WORLD FD$821.6K1,0900.2%
DBX ETF TR$768.0K20,8520.2%
Broadcom Inc.$753.1K2,1760.2%
VANGUARD SPECIALIZED FUNDS$753.0K3,4260.2%
Alphabet Inc.$740.0K2,3640.2%
VANGUARD INTL EQUITY INDEX F$718.7K13,3680.2%
EXXON MOBIL CORP$704.2K5,8520.2%
Tesla Inc$701.6K1,5600.2%
Alphabet Inc.$662.2K2,1100.2%
SELECT SECTOR SPDR TR$657.9K16,3040.2%
The PNC Financial Services Group, Inc.$653.5K3,1310.2%
VANGUARD SCOTTSDALE FDS$643.9K11,5390.2%
ISHARES TR$640.3K6,6680.2%
FS KKR Capital CorpFSKCommon Stock$638.8K43,1360.2%
WP Carey Inc$637.2K9,9010.2%
Chubb Ltd$630.2K2,0190.2%
ALTRIA GROUP, INC.$579.7K10,0530.2%
ADVANCED MICRO DEVICES INC$575.4K2,6870.2%
VANECK ETF TRUST$569.4K19,3900.2%
JOHN HANCOCK EXCHANGE TRADED$566.4K8,6500.2%
Philip Morris International Inc.$554.5K3,4570.2%
ISHARES TR$553.6K10,4150.2%
Palantir Technologies Inc$526.1K2,9600.2%
ISHARES TR$521.3K1,7310.1%
Walmart Inc.$469.7K4,2160.1%
ANALOG DEVICES INC$467.8K1,7250.1%
VERIZON COMMUNICATIONS INC$464.2K11,3970.1%
CALAMOS ETF TR$457.3K12,0000.1%
VANGUARD TAX-MANAGED FDS$456.1K7,3010.1%
ISHARES TR$443.1K2,4450.1%
AMERICAN EXPRESS CO$423.2K1,1440.1%
JPMORGAN CHASE & CO$420.0K1,3030.1%
ISHARES TR$419.1K9,0050.1%
VANGUARD INDEX FDS$418.1K8570.1%
CHEVRON CORP$416.4K2,7320.1%
RTX Corp$407.7K2,2230.1%
ISHARES TR$402.2K7,6440.1%
T-Mobile US, Inc.TMUSCommon Stock$400.6K1,9730.1%
VANECK ETF TRUST$382.2K21,9550.1%
VANGUARD INDEX FDS$378.5K1,3560.1%
ISHARES TR$375.5K2,6620.1%
Merck & Co., Inc.$366.8K3,4850.1%
ServiceNow Inc$366.1K2,3900.1%
ISHARES TR$363.2K7,1410.1%
iShares MSCI UAE ETF$360.7K1,8160.1%
AT&T INC.$351.3K14,1410.1%
ISHARES GOLD TR$348.2K4,2900.1%
SCHWAB STRATEGIC TR$341.2K12,5400.1%
← PrevPage 2 of 3Next →