S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan

Libra Wealth LLC Top Holdings and 13F Report (2024)

About Libra Wealth LLC

Investment Activity

  • Libra Wealth LLC has $201.25 million in total holdings as of December 31, 2023.
  • Libra Wealth LLC owns shares of 52 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 2.71% of the portfolio was purchased this quarter.
  • About 1.22% of the portfolio was sold this quarter.
  • This quarter, Libra Wealth LLC has purchased 50 new stocks and bought additional shares in 11 stocks.
  • Libra Wealth LLC sold shares of 14 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

Block
$274,902 Holding
American Express
$243,542 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Treasury Index ETF
14,783 shares (about $876.93K)
Avantis U.S. Small Cap Value ETF
8,522 shares (about $765.28K)
Avantis International Small Cap Value ETF
12,193 shares (about $761.94K)
Avantis Emerging Markets Equity ETF
12,107 shares (about $682.71K)
Vanguard FTSE Developed Markets ETF
10,431 shares (about $499.64K)

Largest Sales this Quarter

Schwab US Broad Market ETF
9,441 shares (about $525.58K)
Dimensional U.S. Targeted Value ETF
8,528 shares (about $446.27K)
Amazon.com
2,920 shares (about $443.66K)
Vanguard Small-Cap ETF
1,555 shares (about $331.73K)
Vanguard S&P 500 ETF
387 shares (about $169.04K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLibra Wealth LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$41,793,094$445,973 1.1%176,17920.8%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$39,977,909$876,928 2.2%673,93619.9%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$15,372,031$446,270 -2.8%293,7527.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$14,544,099$499,644 3.6%303,6357.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$12,514,693$138,822 -1.1%338,6016.2%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$11,726,997$525,580 -4.3%210,6525.8%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$6,256,218$494,068 8.6%125,8293.1%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$5,204,141$9,952 -0.2%61,1822.6%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$5,088,607$765,276 17.7%56,6662.5%ETF
Apple Inc. stock logo
AAPL
Apple
$5,088,1830.0%26,4282.5%Computer and Technology
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$4,982,846$682,714 15.9%88,3642.5%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$4,075,032$84,921 -2.0%38,7252.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,618,178$51,892 -1.4%9,6221.8%Computer and Technology
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$3,300,851$136,345 -4.0%115,5761.6%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$3,204,175$761,941 31.2%51,2751.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,725,4280.0%5,7341.4%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$2,304,8900.0%4,7341.1%Consumer Discretionary
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$2,112,194$116,033 5.8%38,2091.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,458,475$169,042 -10.4%3,3390.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,078,6520.0%4,3410.5%Auto/Tires/Trucks
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$872,947$331,728 -27.5%4,0920.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$863,936$22,072 -2.5%2,7790.4%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$851,9500.0%8,1200.4%Manufacturing
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$778,5540.0%3,8790.4%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$753,056$86,077 12.9%3,2370.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$695,885$443,665 -38.9%4,5800.3%Retail/Wholesale
LendingClub Co. stock logo
LC
LendingClub
$639,1820.0%73,1330.3%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$609,1980.0%3,3850.3%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$600,8460.0%5,6990.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$588,0950.0%1,6970.3%Retail/Wholesale
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$566,622$21,912 4.0%6,4130.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$501,8880.0%4,4960.2%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$489,3420.0%2,9920.2%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$476,950$180,454 60.9%2,7990.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$445,5580.0%1,0880.2%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$437,170$30,994 -6.6%2,8210.2%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$433,0390.0%3,1000.2%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$396,026$65,332 -14.2%2,6490.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$395,4610.0%6,8230.2%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$357,2050.0%7,2360.2%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$318,0230.0%4,2100.2%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$290,3160.0%2,0600.1%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$275,3420.0%5560.1%Computer and Technology
Block, Inc. stock logo
SQ
Block
$274,902$274,902 New Holding3,5540.1%Business Services
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$261,3010.0%5150.1%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$259,3120.0%1,6000.1%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$257,4310.0%3900.1%Retail/Wholesale
American Express stock logo
AXP
American Express
$243,542$243,542 New Holding1,3000.1%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$242,3320.0%1,2590.1%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$230,415$5,514 -2.3%7,1870.1%Manufacturing
Deere & Company stock logo
DE
Deere & Company
$221,9280.0%5550.1%Industrial Products
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$200,3620.0%3,9660.1%Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: