Liberty-Square-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "DJP",
  null,
  null,
  "FNDF",
  "FNDA",
  "ZS",
  "MMM",
  "ADBE",
  "OBDC",
  "APD",
  null,
  null,
  null,
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "BUI",
  null,
  null,
  null,
  "GIS",
  "HON",
  "HD",
  "MCD",
  null,
  "QCOM",
  "FSCO",
  null,
  null,
  "META",
  "IJH",
  null,
  null,
  null,
  null,
  "IWS",
  null,
  null,
  "MPC",
  "MSFT",
  "TMUS",
  "EQIX",
  "AMP",
  "IJR",
  "IWD",
  null,
  "IWF",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PLTR",
  "PG",
  "MRK",
  "VZ",
  "FNDX",
  "IEFA",
  "NOW",
  "RTX",
  "GLD",
  null,
  "SPLG",
  "IBM",
  "SYK",
  "UPS",
  "VO",
  "VV",
  "VWO",
  null,
  null,
  null,
  null,
  "VIG",
  "IWN",
  "IEF",
  null,
  "FSK",
  null,
  "VYM",
  "AMD",
  "F",
  "IWR",
  "FDBC",
  null,
  null,
  null,
  "AMZN",
  "VGT",
  null,
  "VUG",
  "VEA",
  null,
  null,
  "VOOG",
  "VGLT",
  "VTEB",
  "BND",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  "WFC",
  "WPC",
  null,
  "SCHD",
  "SCHG",
  null,
  null,
  "PPL",
  "SYY",
  null,
  null,
  null,
  null,
  null,
  "DGRO",
  "SPYV",
  "GWW",
  null,
  "ADP",
  "BRK-A",
  "BRK-B",
  "BA",
  "CVX",
  "CB",
  "KO",
  "ED",
  "EFA",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 147
Total Value: 262094853
Accession Number: 0001951757-25-000475
Form Type: 13F-HR
CIK: liberty-square-wealth-partners
Manager Name: Liberty-Square-Wealth-Partners

Data Enrichment

72% identified

106 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

147 positions • $262.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46429B663

Shares:18.1K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$262.1M)

NVIDIA CORP

NVDA|67066G104

Shares:20.1K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$262.1M)

46435G250

Shares:43.1K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$262.1M)

464287507

IJH|464287507

Shares:33.9K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$262.1M)

922042858

VWO|922042858

Shares:41.5K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$262.1M)

Meta Platforms, Inc.

META|30303M102

Shares:3.1K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$262.1M)

808524755

FNDF|808524755

Shares:49.0K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$262.1M)

464287515

Shares:19.9K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$262.1M)

AMAZON COM INC

AMZN|023135106

Shares:9.2K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$262.1M)

464289438

Shares:8.2K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$262.1M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$262.1M)

464288307

Shares:21.5K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$262.1M)

FIDELITY D & D BANCORP INC

FDBC|31609R100

Shares:36.4K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$262.1M)

921908844

VIG|921908844

Shares:7.1K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$262.1M)

78464A508

SPYV|78464A508

Shares:27.0K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$262.1M)

26922A222

Shares:33.6K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$262.1M)

464287804

IJR|464287804

Shares:12.1K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$262.1M)

46434V613

Shares:27.1K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$262.1M)

LOWES COMPANIES INC

LOW|548661107

Shares:5.3K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$262.1M)

92189F486

Shares:47.5K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$262.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B663)✕	18.1K	QoQ +0.06% (+11) YoY-	All Managers (Combined)	$2.2M	0.8% ($2.2M/$262.1M)	QoQ +3.84% (+$81.3K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	20.1K	QoQ +4.14% (-800) YoY-	All Managers (Combined)	$2.2M	0.8% ($2.2M/$262.1M)	QoQ -18.70% (-$501.1K) YoY-
(cusip46435G250)✕	43.1K	QoQ +87.53% (+20.1K) YoY-	All Managers (Combined)	$2.0M	0.8% ($2.0M/$262.1M)	QoQ +85.87% (+$937.1K) YoY-
(IJHcusip464287507)	33.9K	QoQ +0.87% (-295) YoY-	All Managers (Combined)	$2.0M	0.8% ($2.0M/$262.1M)	QoQ -7.88% (-$169.2K) YoY-
(VWOcusip922042858)	41.5K	QoQ -1.09% (-459) YoY-	All Managers (Combined)	$1.9M	0.7% ($1.9M/$262.1M)	QoQ -2.43% (-$46.8K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	3.1K	QoQ -0.25% (-8) YoY-	All Managers (Combined)	$1.8M	0.7% ($1.8M/$262.1M)	QoQ -21.96% (-$506.5K) YoY-
(FNDFcusip808524755)	49.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.8M	0.7% ($1.8M/$262.1M)	QoQ +1.26% (+$22.1K) YoY-
(cusip464287515)✕	19.9K	QoQ +2.58% (-500) YoY-	All Managers (Combined)	$1.8M	0.7% ($1.8M/$262.1M)	QoQ -14.49% (-$299.8K) YoY-
AMAZON COM INC(AMZNcusip023135106)	9.2K	QoQ -2.76% (-260) YoY-	All Managers (Combined)	$1.7M	0.7% ($1.7M/$262.1M)	QoQ -19.09% (-$411.2K) YoY-
(cusip464289438)✕	8.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.7M	0.7% ($1.7M/$262.1M)	QoQ -12.89% (-$256.0K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.6M	0.6% ($1.6M/$262.1M)	QoQ +11.02% (+$158.6K) YoY-
(cusip464288307)✕	21.5K	QoQ +0.01% (-4) YoY-	All Managers (Combined)	$1.5M	0.6% ($1.5M/$262.1M)	QoQ -10.20% (-$174.6K) YoY-
FIDELITY D & D BANCORP INC(FDBCcusip31609R100)	36.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.5M	0.6% ($1.5M/$262.1M)	QoQ -6.51% (-$105.6K) YoY-
(VIGcusip921908844)	7.1K	QoQ -1.66% (-121) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$262.1M)	QoQ -6.42% (-$95.2K) YoY-
(SPYVcusip78464A508)	27.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$262.1M)	QoQ -3.11% (-$44.3K) YoY-
(cusip26922A222)✕	33.6K	QoQ +56.34% (+12.1K) YoY-	All Managers (Combined)	$1.3M	0.5% ($1.3M/$262.1M)	QoQ +46.75% (+$413.7K) YoY-
(IJRcusip464287804)	12.1K	QoQ +0.87% (-105) YoY-	All Managers (Combined)	$1.3M	0.5% ($1.3M/$262.1M)	QoQ -9.90% (-$138.7K) YoY-
(cusip46434V613)✕	27.1K	QoQ -2.27% (-633) YoY-	All Managers (Combined)	$1.3M	0.5% ($1.3M/$262.1M)	QoQ -1.20% (-$15.3K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	5.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.2M	0.5% ($1.2M/$262.1M)	QoQ -7.37% (-$98.6K) YoY-
(cusip92189F486)✕	47.5K	QoQ -2.46% (-1.2K) YoY-	All Managers (Combined)	$1.2M	0.5% ($1.2M/$262.1M)	QoQ -2.39% (-$29.7K) YoY-