LIBERTY SQUARE WEALTH PARTNERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 72K | $18.39M |
 | PAL | 62K | $421.55K |
 | FDBC | 36K | $1.57M |
 | FSK | 33K | $336.20K |
 | FSCO | 28K | $144.62K |
 | PPL | 27K | $1.02M |
 | OBDC | 25K | $277.73K |
 | NVDA | 20K | $3.45M |
 | T | 13K | $375.86K |
 | MSFT | 12K | $4.44M |
 | VZ | 10K | $498.03K |
 | WPC | 10K | $673.62K |
 | MO | 10K | $627.17K |
 | AMZN | 9K | $1.78M |
 | MPC | 8K | $1.84M |
 | XOM | 5K | $920.54K |
 | BRK-B | 5K | $2.57M |
 | WMT | 4K | $489.66K |
 | MRK | 4K | $421.98K |
 | ADP | 3K | $696.50K |
Apple Inc.
AAPL
Shares Held
72K
Value
$18.39M
Proficient Auto Logistics, Inc. Common Stock
PAL
Shares Held
62K
Value
$421.55K
Fidelity D & D Bancorp, Inc.
FDBC
Shares Held
36K
Value
$1.57M
FS KKR Capital Corp.
FSK
Shares Held
33K
Value
$336.20K
FS Credit Opportunities Corp.
FSCO
Shares Held
28K
Value
$144.62K
PPL Corporation
PPL
Shares Held
27K
Value
$1.02M
Blue Owl Capital Corporation
OBDC
Shares Held
25K
Value
$277.73K
NVIDIA Corporation
NVDA
Shares Held
20K
Value
$3.45M
AT&T Inc.
T
Shares Held
13K
Value
$375.86K
Microsoft Corporation
MSFT
Shares Held
12K
Value
$4.44M
Verizon Communications Inc.
VZ
Shares Held
10K
Value
$498.03K
W. P. Carey Inc.
WPC
Shares Held
10K
Value
$673.62K
Altria Group, Inc.
MO
Shares Held
10K
Value
$627.17K
Amazon.com, Inc.
AMZN
Shares Held
9K
Value
$1.78M
Marathon Petroleum Corporation
MPC
Shares Held
8K
Value
$1.84M
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$920.54K
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.57M
Walmart Inc.
WMT
Shares Held
4K
Value
$489.66K
Merck & Co., Inc.
MRK
Shares Held
4K
Value
$421.98K
Automatic Data Processing, Inc.
ADP
Shares Held
3K
Value
$696.50K