Liberty Capital Management, Inc. Top Holdings and 13F Report (2024) → The Crypto 9-5 Escape Plan (From Crypto 101 Media) (Ad) About Liberty Capital Management, Inc.Investment ActivityLiberty Capital Management, Inc. has $405.75 million in total holdings as of March 31, 2024.Liberty Capital Management, Inc. owns shares of 154 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 1.31% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Liberty Capital Management, Inc. has purchased 155 new stocks and bought additional shares in 31 stocks.Liberty Capital Management, Inc. sold shares of 73 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $27,863,561Apple $16,117,712Intuit $13,552,500Costco Wholesale $11,944,800NVIDIA $11,809,537 Largest New Holdings this Quarter Parker-Hannifin $239,545 HoldingiShares Core MSCI Total International Stock ETF $212,063 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 9,945 shares (about $931.95K)Walmart 13,976 shares (about $840.94K)Palo Alto Networks 1,309 shares (about $371.93K)Intuitive Surgical 850 shares (about $339.23K)Schwab U.S. Large-Cap Growth ETF 3,277 shares (about $303.84K) Largest Sales this Quarter iShares Preferred and Income Securities ETF 41,990 shares (about $1.35M)iShares S&P Small-Cap 600 Value ETF 10,716 shares (about $1.10M)Vanguard Total Stock Market ETF 3,283 shares (about $853.25K)NVIDIA 834 shares (about $753.57K)Schwab US Broad Market ETF 9,140 shares (about $558.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLiberty Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$27,863,561$853,250 ▼-3.0%107,2096.9%ETFAAPLApple$16,117,712$412,237 ▼-2.5%93,9924.0%Computer and TechnologyINTUIntuit$13,552,500$469,950 ▼-3.4%20,8503.3%Computer and TechnologyCOSTCostco Wholesale$11,944,800$352,395 ▼-2.9%16,3042.9%Retail/WholesaleNVDANVIDIA$11,809,537$753,570 ▼-6.0%13,0702.9%Computer and TechnologyAMZNAmazon.com$11,274,832$228,902 ▼-2.0%62,5062.8%Retail/WholesaleMSFTMicrosoft$10,718,263$240,652 ▼-2.2%25,4762.6%Computer and TechnologyVVisa$9,755,241$90,980 ▼-0.9%34,9552.4%Business ServicesTMOThermo Fisher Scientific$9,668,428$194,705 ▼-2.0%16,6352.4%MedicalGOOGLAlphabet$9,215,182$132,969 ▼-1.4%61,0562.3%Computer and TechnologyHDHome Depot$8,656,701$37,976 ▼-0.4%22,5672.1%Retail/WholesaleCTASCintas$8,595,432$236,338 ▼-2.7%12,5112.1%Industrial ProductsDHRDanaher$8,420,309$95,892 ▼-1.1%33,7192.1%Multi-Sector ConglomeratesFIFiserv$8,374,888$132,651 ▼-1.6%52,4022.1%Business ServicesSCHBSchwab US Broad Market ETF$6,961,959$557,997 ▼-7.4%114,0371.7%ETFAFLAflac$6,933,023$137,719 ▼-1.9%80,7481.7%FinanceUNHUnitedHealth Group$6,871,383$134,558 ▼-1.9%13,8901.7%MedicalABBVAbbVie$6,802,892$78,121 ▼-1.1%37,3581.7%MedicalSTZConstellation Brands$6,025,637$112,779 ▼-1.8%22,1731.5%Consumer StaplesITWIllinois Tool Works$6,007,104$128,798 ▼-2.1%22,3871.5%Industrial ProductsVTEBVanguard Tax-Exempt Bond ETF$5,500,675$158,125 ▲3.0%108,7091.4%ETFVEAVanguard FTSE Developed Markets ETF$5,489,250$469,993 ▼-7.9%109,4131.4%ETFJPMJPMorgan Chase & Co.$5,094,631$17,226 ▲0.3%25,4351.3%FinanceECLEcolab$5,065,715$693 ▼0.0%21,9391.2%Basic MaterialsMCDMcDonald's$4,918,900$104,322 ▲2.2%17,4461.2%Retail/WholesaleCHDChurch & Dwight$4,817,036$55,806 ▼-1.1%46,1801.2%Consumer StaplesULTAUlta Beauty$4,782,260$50,719 ▼-1.0%9,1461.2%Retail/WholesaleFASTFastenal$4,778,052$57,238 ▼-1.2%61,9401.2%Retail/WholesaleBNDVanguard Total Bond Market ETF$4,754,278$137,196 ▲3.0%65,4601.2%ETFABTAbbott Laboratories$4,626,530$33,757 ▼-0.7%40,7051.1%MedicalFTNTFortinet$4,504,566$7,992 ▲0.2%65,9431.1%Computer and TechnologyAMTAmerican Tower$4,323,862$79,234 ▲1.9%21,8831.1%FinanceCBChubb$4,323,843$89,400 ▼-2.0%16,6861.1%FinancePFFiShares Preferred and Income Securities ETF$4,033,520$1,353,338 ▼-25.1%125,1481.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,989,000$303,843 ▲8.2%43,0221.0%ETFGOOGAlphabet$3,868,927$138,709 ▼-3.5%25,4101.0%Computer and TechnologyPKGPackaging Co. of America$3,814,768$96,408 ▼-2.5%20,1010.9%Industrial ProductsSYKStryker$3,775,529$99,846 ▲2.7%10,5500.9%MedicalAVUVAvantis U.S. Small Cap Value ETF$3,434,472$931,946 ▲37.2%36,6500.8%ETFFTVFortive$3,233,492$97,375 ▲3.1%37,5900.8%Computer and TechnologyVNQVanguard Real Estate ETF$3,202,321$220,608 ▼-6.4%37,0300.8%ETFIJSiShares S&P Small-Cap 600 Value ETF$3,136,955$1,101,176 ▼-26.0%30,5270.8%ETFRTXRTX$3,101,454$5,949 ▼-0.2%31,8000.8%AerospaceCDNSCadence Design Systems$2,586,737$60,700 ▼-2.3%8,3100.6%Computer and TechnologyTSCOTractor Supply$2,563,809$15,965 ▲0.6%9,7960.6%Retail/WholesaleADBEAdobe$2,547,221$91,837 ▲3.7%5,0480.6%Computer and TechnologyPGRProgressive$2,496,524$47,775 ▼-1.9%12,0710.6%FinancePEPPepsiCo$2,481,161$96,082 ▲4.0%14,1770.6%Consumer StaplesOTISOtis Worldwide$2,439,858$20,747 ▲0.9%24,5780.6%ConstructionASMLASML$2,414,529$31,055 ▼-1.3%2,4880.6%Computer and TechnologyIVViShares Core S&P 500 ETF$2,364,208$393,772 ▼-14.3%4,4970.6%ETFSCHFSchwab International Equity ETF$2,334,215$424,381 ▼-15.4%59,8210.6%ETFDFACDimensional U.S. Core Equity 2 ETF$2,310,6990.0%72,3220.6%ETFDFNMDimensional National Municipal Bond ETF$2,268,261$34,288 ▼-1.5%47,1670.6%ETFSCHASchwab US Small-Cap ETF$2,161,538$258,510 ▲13.6%43,8980.5%ETFICEIntercontinental Exchange$2,072,3070.0%15,0790.5%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,014,536$231,452 ▼-10.3%42,0660.5%ManufacturingSCHDSchwab US Dividend Equity ETF$1,917,623$91,918 ▲5.0%23,7830.5%ETFMAMastercard$1,883,902$103,538 ▼-5.2%3,9120.5%Business ServicesMUBiShares National Muni Bond ETF$1,868,1510.0%17,3620.5%ETFBLKBlackRock$1,865,821$42,519 ▼-2.2%2,2380.5%FinanceLLYEli Lilly and Company$1,816,537$11,669 ▼-0.6%2,3350.4%MedicalNEENextEra Energy$1,699,814$53,684 ▼-3.1%26,5970.4%UtilitiesCTSHCognizant Technology Solutions$1,632,168$21,987 ▼-1.3%22,2700.4%Computer and TechnologyVPLVanguard FTSE Pacific ETF$1,585,645$6,690 ▲0.4%20,8560.4%ETFPANWPalo Alto Networks$1,557,601$371,926 ▲31.4%5,4820.4%Computer and TechnologyBRK.BBerkshire Hathaway$1,538,262$63,078 ▼-3.9%3,6580.4%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$1,538,0190.0%60,4570.4%ETFWELLWelltower$1,532,603$95,589 ▼-5.9%16,4020.4%FinanceVGKVanguard FTSE Europe ETF$1,480,511$41,548 ▼-2.7%21,9860.4%ETFVXUSVanguard Total International Stock ETF$1,403,002$29,668 ▼-2.1%23,2670.3%ETFSPYSPDR S&P 500 ETF Trust$1,398,723$87,878 ▼-5.9%2,6740.3%FinanceDFSVDimensional US Small Cap Value ETF$1,372,921$3,732 ▲0.3%45,6120.3%ETFCARRCarrier Global$1,348,732$160,788 ▲13.5%23,2020.3%Computer and TechnologyADPAutomatic Data Processing$1,284,413$74,922 ▼-5.5%5,1430.3%Business ServicesWMTWalmart$1,261,404$840,936 ▲200.0%20,9640.3%Retail/WholesaleTRMBTrimble$1,210,225$76,846 ▲6.8%18,8040.3%Computer and TechnologySLYVSPDR S&P 600 Small CapValue ETF$1,161,580$254,054 ▼-17.9%14,0000.3%ETFVEEVVeeva Systems$1,146,866$27,339 ▲2.4%4,9500.3%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$1,045,727$170,757 ▲19.5%41,0250.3%ETFVWOVanguard FTSE Emerging Markets ETF$979,880$277,269 ▼-22.1%23,4590.2%ETFLOWLowe's Companies$977,3990.0%3,8370.2%Retail/WholesaleVZVerizon Communications$927,736$46,240 ▼-4.7%22,1100.2%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$902,288$119,508 ▼-11.7%19,6150.2%ETFVYMVanguard High Dividend Yield ETF$890,3650.0%7,3590.2%ETFILCBiShares Morningstar U.S. Equity ETF$888,4820.0%12,2600.2%ETFACNAccenture$883,162$130,672 ▲17.4%2,5480.2%Business ServicesJNJJohnson & Johnson$881,751$25,627 ▼-2.8%5,5740.2%MedicalDISWalt Disney$836,453$3,793 ▼-0.5%6,8360.2%Consumer DiscretionaryCSCOCisco Systems$824,962$41,176 ▼-4.8%16,5290.2%Computer and TechnologyMMSMaximus$743,0180.0%8,8560.2%Business ServicesIMCBiShares Morningstar Mid-Cap ETF$742,8660.0%10,2000.2%ETFISRGIntuitive Surgical$664,485$339,227 ▲104.3%1,6650.2%MedicalTEXTerex$641,553$86,811 ▼-11.9%9,9620.2%Industrial ProductsDISVDimensional International Small Cap Value ETF$638,829$107,808 ▼-14.4%23,4950.2%ETFINTCIntel$638,5660.0%14,4570.2%Computer and TechnologyEMREmerson Electric$638,101$38,223 ▼-5.7%5,6260.2%Industrial ProductsPGProcter & Gamble$613,877$9,572 ▼-1.5%3,7840.2%Consumer StaplesGSThe Goldman Sachs Group$601,474$69,754 ▼-10.4%1,4400.1%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$600,582$20,331 ▼-3.3%5,1400.1%ETFShowing largest 100 holdings. 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