LIBERTY SQUARE WEALTH PARTNERS LLC
CIK
2057655
City
BETHLEHEM
State / Country
PA
Top Portfolio Positions
60 positions ·
$75,593,486 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
72,480 | $18,394,699 | 24.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
21,586 | $12,459,007 | 16.48% | |
| MSFT |
Microsoft Corp
Technology
|
12,007 | $4,444,631 | 5.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,410 | $4,168,679 | 5.51% | |
| NVDA |
Nvidia Corp
Technology
|
19,784 | $3,450,329 | 4.56% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,373 | $2,574,741 | 3.41% | |
| MPC |
Marathon Petroleum Corp
Energy
|
7,533 | $1,839,407 | 2.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,552 | $1,781,125 | 2.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,994 | $1,712,957 | 2.27% | |
| FDBC |
Fidelity D & D Bancorp Inc
Financial Services
|
36,243 | $1,568,597 | 2.08% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BUI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,552 | 9,839 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $309,281 | 12,039 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $315,060 | 12,039 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $312,888 | 12,151 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $281,969 | 12,460 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $264,477 | 11,288 | Shares | Sole | 2025-02-24 | |
| No 13F history on record for this holder in this stock. | ||||||