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:

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46435G219

Shares:4.8K

Value:$216.3K

% of Portfolio:0.1% ($216.3K/$262.1M)

ADOBE INC.

ADBE|00724F101

Shares:546

Value:$209.4K

% of Portfolio:0.1% ($209.4K/$262.1M)

464287598

IWD|464287598

Shares:1.1K

Value:$203.6K

% of Portfolio:0.1% ($203.6K/$262.1M)

FORD MOTOR CO

F|345370860

Shares:11.9K

Value:$119.4K

% of Portfolio:0.0% ($119.4K/$262.1M)

09857LAN8

Shares:—

Value:$26.9K

% of Portfolio:0.0% ($26.9K/$262.1M)

844741BG2

Shares:—

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$262.1M)

298736AL3

Shares:—

Value:$10.7K

% of Portfolio:0.0% ($10.7K/$262.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G219)✕	4.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$216.3K	0.1% ($216.3K/$262.1M)	QoQ +0.64% (+$1.4K) YoY-
ADOBE INC.(ADBEcusip00724F101)	546	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$209.4K	0.1% ($209.4K/$262.1M)	QoQ -16.65% (-$41.8K) YoY-
(IWDcusip464287598)	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$203.6K	0.1% ($203.6K/$262.1M)	QoQ -3.24% (-$6.8K) YoY-
FORD MOTOR CO(Fcusip345370860)	11.9K	QoQ +3.93% (+451) YoY-	All Managers (Combined)	$119.4K	0.0% ($119.4K/$262.1M)	QoQ +9.96% (+$10.8K) YoY-
(cusip09857LAN8)✕	—	QoQ - YoY-	All Managers (Combined)	$26.9K	0.0% ($26.9K/$262.1M)	QoQ -8.85% (-$2.6K) YoY-
(cusip844741BG2)✕	—	QoQ - YoY-	All Managers (Combined)	$11.0K	0.0% ($11.0K/$262.1M)	QoQ -0.36% (-$40) YoY-
(cusip298736AL3)✕	—	QoQ - YoY-	All Managers (Combined)	$10.7K	0.0% ($10.7K/$262.1M)	QoQ -2.42% (-$265) YoY-