LIBERTY SQUARE WEALTH PARTNERS LLC

13F filer, CIK 2057655, BETHLEHEM, PA

LIBERTY SQUARE WEALTH PARTNERS LLC reported $274,107,877 across 154 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-24. Its ten largest share positions make up 56.87% of the portfolio.

Filed 2025-02-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001951757-25-000275

Period: 2024-12-31
Reported value: $274M
Holdings: 154
Top 10 weight: 56.87%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001951757-25-000275, largest first. % of portfolio is the value over $274,107,877, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
VOOVANGUARD INDEX FDS	73,343	$41.1M	15%	Timeline
SPYMSPDR SERIES TRUST	364,664	$26.2M	9.54%	Timeline
AAPLAPPLE INC	73,948	$18.1M	6.6%	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	273,995	$17.2M	6.26%	Timeline
SCHDSCHWAB STRATEGIC TR	582,967	$16.2M	5.91%	Timeline
IQLTISHARES TR	311,852	$12.5M	4.58%	Timeline
QQQINVESCO QQQ TR	12,227	$6.58M	2.4%	Timeline
VBVANGUARD INDEX FDS	26,409	$6.55M	2.39%	Timeline
SCHMSCHWAB STRATEGIC TR	217,164	$6.27M	2.29%	Timeline
MSFTMICROSOFT CORP	12,779	$5.22M	1.9%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	7,473	$4.56M	1.66%	Timeline
BNDVANGUARD BD INDEX FDS	54,810	$3.98M	1.45%	Timeline
FNDASCHWAB STRATEGIC TR	107,321	$3.24M	1.18%	Timeline
SPSMSPDR SERIES TRUST	69,770	$3.19M	1.16%	Timeline
XMHQINVESCO EXCHANGE TRADED FD T	29,841	$2.99M	1.09%	Timeline
MNANYLIM ETF TR	88,697	$2.97M	1.08%	Timeline
NVDANVIDIA CORPORATION	19,292	$2.68M	0.98%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,545	$2.66M	0.97%	Timeline
HYLBDBX ETF TR	69,535	$2.54M	0.93%	Timeline
VGLTVANGUARD SCOTTSDALE FDS	41,547	$2.34M	0.86%	Timeline
METAMETA PLATFORMS INC	3,131	$2.31M	0.84%	Timeline
AMZNAMAZON COM INC	9,415	$2.15M	0.79%	Timeline
IJHISHARES TR	33,590	$2.15M	0.78%	Timeline
HDVISHARES TR	18,125	$2.12M	0.77%	Timeline
IGVISHARES TR	19,375	$2.07M	0.75%	Timeline
IWYISHARES TR	8,199	$1.99M	0.72%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	41,936	$1.92M	0.7%	Timeline
FNDFSCHWAB STRATEGIC TR	49,039	$1.75M	0.64%	Timeline
IMCGISHARES TR	21,514	$1.71M	0.62%	Timeline
VYMVANGUARD WHITEHALL FDS	12,350	$1.65M	0.6%	Timeline
FDBCFIDELITY D & D BANCORP INC	36,414	$1.62M	0.59%	Timeline
VIGVANGUARD SPECIALIZED FUNDS	7,267	$1.48M	0.54%	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	2	$1.44M	0.52%	Timeline
SPYVSPDR SERIES TRUST	27,000	$1.42M	0.52%	Timeline
IJRISHARES TR	11,958	$1.4M	0.51%	Timeline
LOWLOWES COS INC	5,311	$1.34M	0.49%	Timeline
IUSBISHARES TR	27,773	$1.27M	0.46%	Timeline
FLTRVANECK ETF TRUST	48,694	$1.24M	0.45%	Timeline
FSKFS KKR CAP CORP	51,906	$1.23M	0.45%	Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	19,136	$1.18M	0.43%	Timeline
MPCMARATHON PETE CORP	7,530	$1.18M	0.43%	Timeline
VTVVANGUARD INDEX FDS	6,597	$1.17M	0.43%	Timeline
SMHVANECK ETF TRUST	4,463	$1.13M	0.41%	Timeline
VOVANGUARD INDEX FDS	4,045	$1.12M	0.41%	Timeline
GWWWW GRAINGER INC	1,080	$1.11M	0.4%	Timeline
HYDBISHARES TR	22,968	$1.09M	0.4%	Timeline
WMTWALMART INC	10,235	$1.06M	0.39%	Timeline
PGPROCTER & GAMBLE CO	6,527	$1.06M	0.39%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	3,350	$1.03M	0.38%	Timeline
PPLPPL CORP	30,299	$1.02M	0.37%	Timeline
IVVISHARES TR	1,628	$997K	0.36%	Timeline
VVVANGUARD INDEX FDS	3,516	$990K	0.36%	Timeline
VOOGVANGUARD ADMIRAL FDS INC	2,568	$988K	0.36%	Timeline
VCSHVANGUARD SCOTTSDALE FDS	12,540	$983K	0.36%	Timeline
VEAVANGUARD TAX-MANAGED FDS	18,098	$932K	0.34%	Timeline
ACIOETF SER SOLUTIONS	21,468	$885K	0.32%	Timeline
XLKSELECT SECTOR SPDR TR	3,674	$882K	0.32%	Timeline
VTIVANGUARD INDEX FDS	2,775	$838K	0.31%	Timeline
TSLATESLA INC	2,139	$761K	0.28%	Timeline
DJPBARCLAYS BANK PLC	21,562	$753K	0.27%	Timeline
XLRESELECT SECTOR SPDR TR	16,838	$708K	0.26%	Timeline
ANGLVANECK ETF TRUST	24,129	$699K	0.26%	Timeline
XOMEXXON MOBIL CORP	6,414	$694K	0.25%	Timeline
MOALTRIA GROUP INC	12,997	$693K	0.25%	Timeline
WPCWP CAREY INC	11,099	$651K	0.24%	Timeline
EFAISHARES TR	7,949	$651K	0.24%	Timeline
GISGENERAL MILLS INC	10,695	$629K	0.23%	Timeline
AGZISHARES TR	5,635	$610K	0.22%	Timeline
PNCPNC FINL SVCS GROUP INC	3,131	$607K	0.22%	Timeline
LLYELI LILLY & CO	704	$594K	0.22%	Timeline
PMPHILIP MORRIS INTL INC	3,765	$566K	0.21%	Timeline
IWFISHARES TR	1,326	$552K	0.2%	Timeline
SMBVANECK ETF TRUST	31,857	$547K	0.2%	Timeline
CATCATERPILLAR INC	1,546	$546K	0.2%	Timeline
TMUST-MOBILE US INC	1,973	$534K	0.19%	Timeline
CBCHUBB LIMITED	2,019	$534K	0.19%	Timeline
VOTVANGUARD INDEX FDS	1,941	$529K	0.19%	Timeline
SYYSYSCO CORP	7,380	$525K	0.19%	Timeline
VGTVANGUARD WORLD FD	820	$525K	0.19%	Timeline
VUGVANGUARD INDEX FDS	1,166	$499K	0.18%	Timeline
VZVERIZON COMMUNICATIONS INC	11,641	$477K	0.17%	Timeline
AVGOBROADCOM INC	2,000	$466K	0.17%	Timeline
IWSISHARES TR	3,441	$457K	0.17%	Timeline
GOOGLALPHABET INC	2,413	$447K	0.16%	Timeline
GOOGALPHABET INC	2,379	$445K	0.16%	Timeline
PLTRPALANTIR TECHNOLOGIES INC	3,580	$427K	0.16%	Timeline
HONHONEYWELL INTL INC	2,084	$423K	0.15%	Timeline
CVXCHEVRON CORPORATION	2,709	$421K	0.15%	Timeline
IWNISHARES TR	2,503	$419K	0.15%	Timeline
MUSTCOLUMBIA ETF TR I	20,534	$418K	0.15%	Timeline
NOWSERVICENOW INC	405	$400K	0.15%	Timeline
SPGPINVESCO EXCHANGE TRADED FD T	3,677	$396K	0.14%	Timeline
TAT&T INC	15,160	$392K	0.14%	Timeline
OBDCBLUE OWL CAPITAL CORPORATION	25,111	$386K	0.14%	Timeline
BABOEING CO	2,094	$386K	0.14%	Timeline
SOXXISHARES TR	1,731	$386K	0.14%	Timeline
QUALISHARES TR	2,029	$376K	0.14%	Timeline
SUBISHARES TR	3,536	$374K	0.14%	Timeline
CVRTCALAMOS ETF TR	11,700	$372K	0.14%	Timeline
AXPAMERICAN EXPRESS CO	1,193	$371K	0.14%	Timeline
FLOTISHARES TR	7,141	$364K	0.13%	Timeline
IFRAISHARES TR	7,644	$363K	0.13%	Timeline
AMDADVANCED MICRO DEVICES INC	3,117	$353K	0.13%	Timeline
IEFAISHARES TR	4,638	$352K	0.13%	Timeline
QCOMQUALCOMM INC	1,999	$344K	0.13%	Timeline
VTEBVANGUARD MUN BD FDS	6,787	$341K	0.12%	Timeline
HDHOME DEPOT INC	824	$337K	0.12%	Timeline
KOCOCA COLA CO	4,783	$329K	0.12%	Timeline
MRKMERCK & CO INC	3,961	$329K	0.12%	Timeline
JPMJPMORGAN CHASE & CO	1,175	$325K	0.12%	Timeline
AMPAMERIPRISE FINL INC	577	$315K	0.11%	Timeline
FALNISHARES TR	11,373	$307K	0.11%	Timeline
MOATVANECK ETF TRUST	3,279	$300K	0.11%	Timeline
JNJJOHNSON & JOHNSON	1,894	$296K	0.11%	Timeline
CWBSPDR SERIES TRUST	3,626	$295K	0.11%	Timeline
SCHGSCHWAB STRATEGIC TR	10,000	$289K	0.11%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,081	$282K	0.1%	Timeline
FNDXSCHWAB STRATEGIC TR	11,295	$280K	0.1%	Timeline
WFCWELLS FARGO & CO	3,465	$277K	0.1%	Timeline
RTXRTX CORPORATION	2,223	$272K	0.1%	Timeline
BUIBLACKROCK UTILS INFRASTRUCTU	11,288	$262K	0.1%	Timeline
IWRISHARES TR	2,782	$257K	0.09%	Timeline
MCDMCDONALDS CORP	828	$255K	0.09%	Timeline
EQIXEQUINIX INC	272	$254K	0.09%	Timeline
ADBEADOBE INC	546	$251K	0.09%	Timeline
HYMBSPDR SERIES TRUST	9,690	$250K	0.09%	Timeline
ORCLORACLE CORP	1,433	$250K	0.09%	Timeline
APDAIR PRODUCTS AND CHEMICALS I	788	$249K	0.09%	Timeline
DGROISHARES TR	3,899	$249K	0.09%	Timeline
ZSZSCALER INC	1,160	$247K	0.09%	Timeline
PZAINVESCO EXCH TRADED FD TR II	10,437	$246K	0.09%	Timeline
IAUISHARES GOLD TR	4,436	$242K	0.09%	Timeline
UPSUNITED PARCEL SVCS INC	2,078	$242K	0.09%	Timeline
FSCOFS CREDIT OPPORTUNITIES CORP	34,257	$237K	0.09%	Timeline
CAVACAVA GROUP INC	1,800	$236K	0.09%	Timeline
BXBLACKSTONE INC	1,412	$233K	0.08%	Timeline
MGKVANGUARD WORLD FD	646	$231K	0.08%	Timeline
PFXFVANECK ETF TRUST	13,014	$227K	0.08%	Timeline
SYKSTRYKER CORPORATION	586	$226K	0.08%	Timeline
MMM3M CO	1,513	$225K	0.08%	Timeline
IEFISHARES TR	2,401	$224K	0.08%	Timeline
GLDSPDR GOLD TR	830	$221K	0.08%	Timeline
UNHUNITEDHEALTH GROUP INC	422	$221K	0.08%	Timeline
IGEBISHARES TR	4,805	$215K	0.08%	Timeline
CRWDCROWDSTRIKE HLDGS INC	475	$215K	0.08%	Timeline
CPAYCORPAY INC	568	$214K	0.08%	Timeline
IWDISHARES TR	1,082	$210K	0.08%	Timeline
TTCTORO CO	2,598	$209K	0.08%	Timeline
RCLROYAL CARIBBEAN GROUP	788	$207K	0.08%	Timeline
JSMDJANUS DETROIT STR TR	2,672	$204K	0.07%	Timeline
FFORD MTR CO	11,451	$109K	0.04%	Timeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

Security	Type	Amount	Value
BOOKING HOLDINGS INCBOOKING HOLDINGS INC NOTE 0.750% 5/0	principal	11,000	$29.5K
SOUTHWEST AIRLS COSOUTHWEST AIRLS CO NOTE 1.250% 5/0	principal	11,000	$11K
EURONET WORLDWIDE INCEURONET WORLDWIDE INC NOTE 0.750% 3/1	principal	11,000	$10.9K

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001951757-25-000275	base		2025-02-24	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC