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  Name: LIBERTY WEALTH MANAGEMENT LLC
  City: OAKLAND
  State: CA
  Zip: 94609
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $512,387,000
  Total Value Change : $45,962,000
  Securities Held Change : 17
   
All Securities Held : 187
  New Positions : 19
  Closed Positions : 13
  Increased Positions : 78
  Unchanged Positions : 14
  Decreased Positions : 76

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ENPH)1 Year Chart         ENPH Enphase Energy, Inc. 8 - $111.13 $13,945,000 115,267 2.72% -1,286,000 0 0.091    Semiconductor Equipme...
   (MSCI)1 Year Chart         MSCI Msci Inc 70 - $482.50 $1,055,000 1,883 0.21% -10,000 0 0.002    Business Services
   (S)1 Year Chart         S Sentinelone, Inc. 84 - $21.21 $787,000 33,780 0.15% -140,000 0 0.014    N/A
   (MA)1 Year Chart         MA MasterCard Inc A 110 - $455.49 $444,000 921 0.09% 51,000 0 0    Business Services
   (PEG)1 Year Chart         PEG Public Service Enterprise G... 118 - $73.60 $396,000 5,932 0.08% 33,000 0 0.001    Multi Utilities
   (CPAY)1 Year Chart         CPAY Corpay Inc 132 - $283.22 $344,000 1,115 0.07% 29,000 0 0    Business Services
   (AAXN)1 Year Chart         AAXN Axon Enterprise Inc 141 - $309.09 $313,000 1,000 0.06% 55,000 0 0.002    Aerospace/Defense Pro...
   (ROST)1 Year Chart         ROST Ross Stores Inc 142 - $134.87 $311,000 2,118 0.06% 18,000 0 0.001    Apparel Stores
   (ADI)1 Year Chart         ADI Analog Devices Inc 147 - $204.79 $291,000 1,470 0.06% -1,000 0 0    Semiconductor- Broad...
   (ALL)1 Year Chart         ALL Allstate Corp 150 - $171.46 $282,000 1,630 0.06% 54,000 0 0.001    Property & Casualty I...
   (AVDV)1 Year Chart         AVDV Avantis International Small... 167 - $0.00 $234,000 3,560 0.05% 12,000 0 0.002    N/A
   (BCLI)1 Year Chart         BCLI Brainstorm Cell Therapeutic... 181 - $0.47 $192,000 340,150 0.04% 98,000 0 1.077    Biotechnology
   (NKTR)1 Year Chart         NKTR Nektar Therapeutics 185 - $1.60 $18,000 19,000 0% 7,000 0 0.011    Drug Delivery
   (CDTX)1 Year Chart         CDTX Cidara Therapeutics, Inc. 186 - $0.00 $11,000 12,000 0% 1,000 0 0.027    N/A
      14 Records Found
  1    
Page 1 of 1
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