LIBERTY SQUARE WEALTH PARTNERS LLC
Top Portfolio Positions
59 positions ·
$73,018,745 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
72,480 | $18,394,699 | 25.19% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
21,586 | $12,459,007 | 17.06% | |
| MSFT |
Microsoft Corp
Technology
|
12,007 | $4,444,631 | 6.09% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,410 | $4,168,679 | 5.71% | |
| NVDA |
Nvidia Corp
Technology
|
19,784 | $3,450,329 | 4.73% | |
| MPC |
Marathon Petroleum Corp
Energy
|
7,533 | $1,839,407 | 2.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,552 | $1,781,125 | 2.44% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,994 | $1,712,957 | 2.35% | |
| FDBC |
Fidelity D & D Bancorp Inc
Financial Services
|
36,243 | $1,568,597 | 2.15% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
1,081 | $1,179,165 | 1.61% |
Portfolio Trend
6 quarters · across all stocks
Holdings in PAL
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $421,553 | 62,176 | Shares | Sole | 2026-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||