Instuitional Investor - Liberty Square Wealth Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Liberty Square Wealth Partners Llc |
| Portfolio Value | $419,865,360 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchange Traded Fd | 860,676 | $69,766,389 | 16.62% | |
| 2. | KRE | 715,906 | $62,913,838 | 14.98% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 43,380 | $29,793,545 | 7.1% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 295,581 | $26,365,793 | 6.28% | |
| 5. | AAPL | 71,864 | $20,794,695 | 4.95% |