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| Name: |
LIBERTY CAPITAL MANAGEMENT INC |
| City: |
BIRMINGHAM |
| State: |
MI |
| Zip: |
48009 |
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data |
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| Holdings
Found :
31 |
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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 |
|
VTEB |
Vanguard Tax Exempt Bond Etf |
21 |
- |
$50.18 |
$5,501,000 |
108,709 |
1.36% |
111,000 |
3,125 |
0.006 |
N/A |
|
|
JPM |
JP Morgan Chase & Co |
23 |
- |
$198.77 |
$5,095,000 |
25,435 |
1.26% |
783,000 |
86 |
0.001 |
Domestic Money Center... |
|
|
MCD |
McDonalds Corp |
25 |
- |
$275.00 |
$4,919,000 |
17,446 |
1.21% |
-144,000 |
370 |
0.002 |
Restaurants |
|
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BND |
Vanguard Total Bond Market ETF |
29 |
- |
$71.38 |
$4,754,000 |
65,460 |
1.17% |
78,000 |
1,889 |
0.007 |
Closed - End Fund - E... |
|
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FTNT |
Fortinet Inc |
31 |
- |
$58.16 |
$4,505,000 |
65,943 |
1.11% |
652,000 |
117 |
0.008 |
Computer Peripherals |
|
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AMT |
American Tower Corp |
33 |
- |
$184.49 |
$4,324,000 |
21,883 |
1.07% |
-314,000 |
401 |
0 |
Integrated Telecommun... |
|
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SCHG |
Schwab Strategic Trust |
35 |
- |
$92.91 |
$3,989,000 |
43,022 |
0.98% |
692,000 |
3,277 |
0.004 |
Closed - End Fund - Debt |
|
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SYK |
Stryker Corp |
38 |
- |
$330.58 |
$3,776,000 |
10,550 |
0.93% |
700,000 |
279 |
0.003 |
Medical Instruments &... |
|
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AVUV |
Avantis Us Small Cap Value Etf |
39 |
- |
$92.43 |
$3,434,000 |
36,650 |
0.85% |
1,036,000 |
9,945 |
0.041 |
N/A |
|
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FTV |
Fortive Corp |
40 |
- |
$76.88 |
$3,233,000 |
37,590 |
0.8% |
549,000 |
1,132 |
0.01 |
N/A |
|
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TSCO |
Tractor Supply Co |
45 |
- |
$271.43 |
$2,564,000 |
9,796 |
0.63% |
471,000 |
61 |
0.008 |
Specialty Retail, Other |
|
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ADBE |
Adobe Systems Inc |
46 |
- |
$482.29 |
$2,547,000 |
5,048 |
0.63% |
-356,000 |
182 |
0.001 |
Application Software |
|
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PEP |
Pepsico Inc |
48 |
- |
$179.79 |
$2,481,000 |
14,177 |
0.61% |
166,000 |
549 |
0.001 |
Beverage Soft Drinks... |
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OTIS |
Otis Worldwide Corp |
49 |
- |
$97.10 |
$2,440,000 |
24,578 |
0.6% |
260,000 |
209 |
0.006 |
N/A |
|
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SCHA |
Schwab Strategic Trust |
55 |
- |
$48.03 |
$2,162,000 |
43,898 |
0.53% |
336,000 |
5,250 |
0.003 |
Closed - End Fund - Debt |
|
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SCHD |
Schwab US Dividend Equity ETF |
58 |
- |
$79.30 |
$1,918,000 |
23,783 |
0.47% |
194,000 |
1,140 |
0.008 |
N/A |
|
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VPL |
Vanguard Pacific Stock Vipers |
65 |
- |
$74.19 |
$1,586,000 |
20,856 |
0.39% |
90,000 |
88 |
0.023 |
Closed - End Fund - E... |
|
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PANW |
Palo Alto Networks Inc |
66 |
- |
$297.47 |
$1,558,000 |
5,482 |
0.38% |
327,000 |
1,309 |
0.002 |
Networking & Communic... |
|
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DFSV |
Dfa Dimensional Us Small Ca... |
73 |
- |
$0.00 |
$1,373,000 |
45,612 |
0.34% |
48,000 |
124 |
0.051 |
N/A |
|
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CARR |
Carrier Global Corp |
74 |
- |
$65.50 |
$1,349,000 |
23,202 |
0.33% |
175,000 |
2,766 |
0.003 |
N/A |
|
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WMT |
Wal-Mart Stores Inc |
76 |
- |
$60.24 |
$1,261,000 |
20,964 |
0.31% |
159,000 |
13,976 |
0.001 |
Discount, Variety Stores |
|
|
TRMB |
Trimble Navigation Ltd |
77 |
- |
$57.00 |
$1,210,000 |
18,804 |
0.3% |
273,000 |
1,194 |
0.008 |
Scientific & Technica... |
|
|
VEEV |
Veeva Systems Inc |
79 |
- |
$203.78 |
$1,147,000 |
4,950 |
0.28% |
217,000 |
118 |
0.004 |
Healthcare Informatio... |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
80 |
- |
$0.00 |
$1,046,000 |
41,025 |
0.26% |
189,000 |
6,699 |
0.04 |
N/A |
|
|
ACN |
Accenture Plc |
87 |
- |
$306.33 |
$883,000 |
2,548 |
0.22% |
121,000 |
377 |
0 |
Management Services |
|
|
ISRG |
Intuitive Surgical Inc |
93 |
- |
$372.63 |
$664,000 |
1,665 |
0.16% |
389,000 |
850 |
0.001 |
Medical Appliances & ... |
|
|
FB |
Meta Platforms Inc |
101 |
- |
$476.20 |
$588,000 |
1,210 |
0.14% |
229,000 |
195 |
0 |
Internet Service Prov... |
|
|
VCIT |
Vanguard Intermediate-Term |
104 |
- |
$79.12 |
$564,000 |
7,007 |
0.14% |
89,000 |
1,161 |
0.001 |
Closed - End Fund - Debt |
|
|
SCHH |
Schwab Us Reit |
107 |
- |
$19.53 |
$543,000 |
26,742 |
0.13% |
19,000 |
1,439 |
0.002 |
N/A |
|
|
CVX |
Chevron Corp |
133 |
- |
$165.82 |
$269,000 |
1,703 |
0.07% |
21,000 |
43 |
0 |
Integrated Oil & Gas |
|
|
VCSH |
Vanguard Scottsdale Funds |
143 |
- |
$76.88 |
$237,000 |
3,061 |
0.06% |
16,000 |
203 |
0.001 |
N/A |
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