Instuitional Investor - Liberty Square Wealth Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Liberty Square Wealth Partners Llc |
| Portfolio Value | $323,971,197 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 66,140 | $40,502,687 | 12.5% | |
| 2. | First Tr Exchange Traded Fd | 564,503 | $37,968,484 | 11.72% | |
| 3. | Spdr Series Trust | 461,042 | $36,118,027 | 11.15% | |
| 4. | AAPL | 74,533 | $18,978,441 | 5.86% | |
| 5. | Ishares Tr - MSCI INTL QUALTY | 401,236 | $17,730,621 | 5.47% |
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