Holdings Channel
EntityShares/Amount
Change
Position Value
Change
PH +431+$240
IXUS +3,125+$212
EntityShares/Amount
Change
Position Value
Change
TSLA -1,128-$280
EL -1,789-$262
VBR -1,294-$233
EntityShares/Amount
Change
Position Value
Change
WMT +13,976+$159
AVUV +9,945+$1,036
DFEM +6,699+$189
SCHA +5,250+$336
SCHG +3,277+$692
VTEB +3,125+$111
CARR +2,766+$175
BND +1,889+$78
SCHH +1,439+$19
PANW +1,309+$327
EntityShares/Amount
Change
Position Value
Change
PFF -41,990-$1,179
SCHF -10,876-$279
IJS -10,716-$1,114
VEA -9,368-$201
SCHB -9,140+$105
VWO -6,638-$257
VTIP -4,833-$212
DISV -3,965-$69
VTI -3,283+$1,653
Size ($ in 1000's)
At 03/31/2024: $405,751
At 12/31/2023: $381,070

Liberty Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Liberty Capital Management Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Liberty Capital Management Inc.
As of  03/31/2024, we find all stocks held by Liberty Capital Management Inc. to be as follows, presented in the table below with each row detailing each Liberty Capital Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Liberty Capital Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Liberty Capital Management Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 107,209 -3,283 $27,864
     VTI107,209-3,283$27,864
APPLE INC 93,992 -2,404 $16,118
     AAPL93,992-2,404$16,118
INTUIT 20,850 -723 $13,552
     INTU20,850-723$13,552
COSTCO WHSL CORP NEW 16,304 -481 $11,945
     COST16,304-481$11,945
NVIDIA CORPORATION 13,070 -834 $11,810
     NVDA13,070-834$11,810
AMAZON COM INC 62,506 -1,269 $11,275
     AMZN62,506-1,269$11,275
MICROSOFT CORP 25,476 -572 $10,718
     MSFT25,476-572$10,718
VISA INC 34,955 -326 $9,755
     V34,955-326$9,755
THERMO FISHER SCIENTIFIC INC 16,635 -335 $9,668
     TMO16,635-335$9,668
ALPHABET INC 61,056 -881 $9,215
     GOOGL61,056-881$9,215
HOME DEPOT INC 22,567 -99 $8,657
     HD22,567-99$8,657
CINTAS CORP 12,511 -344 $8,595
     CTAS12,511-344$8,595
DANAHER CORPORATION 33,719 -384 $8,420
     DHR33,719-384$8,420
FISERV INC 52,402 -830 $8,375
     FI52,402-830$8,375
SCHWAB STRATEGIC TR 114,037 -9,140 $6,962
     SCHB114,037-9,140$6,962
AFLAC INC 80,748 -1,604 $6,933
     AFL80,748-1,604$6,933
UNITEDHEALTH GROUP INC 13,890 -272 $6,871
     UNH13,890-272$6,871
ABBVIE INC 37,358 -429 $6,803
     ABBV37,358-429$6,803
CONSTELLATION BRANDS INC 22,173 -415 $6,026
     STZ22,173-415$6,026
ILLINOIS TOOL WKS INC 22,387 -480 $6,007
     ITW22,387-480$6,007
VANGUARD MUN BD FDS (VTEB) 108,709 +3,125 $5,501
     VTEB108,709+3,125$5,501
VANGUARD TAX MANAGED FDS (VEA) 109,413 -9,368 $5,489
     VEA109,413-9,368$5,489
JPMORGAN CHASE & CO 25,435 +86 $5,095
     JPM25,435+86$5,095
ECOLAB INC 21,939 -3 $5,066
     ECL21,939-3$5,066
MCDONALDS CORP 17,446 +370 $4,919
     MCD17,446+370$4,919
CHURCH & DWIGHT CO INC 46,180 -535 $4,817
     CHD46,180-535$4,817
ULTA BEAUTY INC 9,146 -97 $4,782
     ULTA9,146-97$4,782
FASTENAL CO 61,940 -742 $4,778
     FAST61,940-742$4,778
VANGUARD BD INDEX FDS (BND) 65,460 +1,889 $4,754
     BND65,460+1,889$4,754
ABBOTT LABS 40,705 -297 $4,627
     ABT40,705-297$4,627
FORTINET INC 65,943 +117 $4,505
     FTNT65,943+117$4,505
AMERICAN TOWER CORP NEW 21,883 +401 $4,324
     AMT21,883+401$4,324
CHUBB LIMITED 16,686 -345 $4,324
     CB16,686-345$4,324
ISHARES TR (PFF) 125,148 -41,990 $4,034
     PFF125,148-41,990$4,034
SCHWAB STRATEGIC TR 43,022 +3,277 $3,989
     SCHG43,022+3,277$3,989
ALPHABET INC 25,410 -911 $3,869
     GOOG25,410-911$3,869
PACKAGING CORP AMER 20,101 -508 $3,815
     PKG20,101-508$3,815
STRYKER CORPORATION 10,550 +279 $3,776
     SYK10,550+279$3,776
AMERICAN CENTY ETF TR (AVUV) 36,650 +9,945 $3,434
     AVUV36,650+9,945$3,434
FORTIVE CORP 37,590 +1,132 $3,233
     FTV37,590+1,132$3,233
VANGUARD INDEX FDS (VNQ) 37,030 -2,551 $3,202
     VNQ37,030-2,551$3,202
ISHARES TR (IJS) 30,527 -10,716 $3,137
     IJS30,527-10,716$3,137
RTX CORPORATION 31,800 -61 $3,101
     RTX31,800-61$3,101
CADENCE DESIGN SYSTEM INC 8,310 -195 $2,587
     CDNS8,310-195$2,587
TRACTOR SUPPLY CO 9,796 +61 $2,564
     TSCO9,796+61$2,564
ADOBE INC 5,048 +182 $2,547
     ADBE5,048+182$2,547
PROGRESSIVE CORP 12,071 -231 $2,497
     PGR12,071-231$2,497
PEPSICO INC 14,177 +549 $2,481
     PEP14,177+549$2,481
OTIS WORLDWIDE CORP 24,578 +209 $2,440
     OTIS24,578+209$2,440
ASML HOLDING N V 2,488 -32 $2,415
     ASML2,488-32$2,415
ISHARES TR (IVV) 4,497 -749 $2,364
     IVV4,497-749$2,364
SCHWAB STRATEGIC TR 59,821 -10,876 $2,334
     SCHF59,821-10,876$2,334
DIMENSIONAL ETF TRUST (DFAC) 72,322 UNCH $2,311
     DFAC72,322UNCH$2,311
DIMENSIONAL ETF TRUST (DFNM) 47,167 -713 $2,268
     DFNM47,167-713$2,268
SCHWAB STRATEGIC TR 43,898 +5,250 $2,162
     SCHA43,898+5,250$2,162
INTERCONTINENTAL EXCHANGE IN (ICE) 15,079 UNCH $2,072
     ICE15,079UNCH$2,072
VANGUARD MALVERN FDS (VTIP) 42,066 -4,833 $2,015
     VTIP42,066-4,833$2,015
SCHWAB STRATEGIC TR 23,783 +1,140 $1,918
     SCHD23,783+1,140$1,918
MASTERCARD INCORPORATED 3,912 -215 $1,884
     MA3,912-215$1,884
ISHARES TR (MUB) 17,362 UNCH $1,868
     MUB17,362UNCH$1,868
BLACKROCK INC 2,238 -51 $1,866
     BLK2,238-51$1,866
ELI LILLY & CO 2,335 -15 $1,817
     LLY2,335-15$1,817
NEXTERA ENERGY INC 26,597 -840 $1,700
     NEE26,597-840$1,700
COGNIZANT TECHNOLOGY SOLUTIO 22,270 -300 $1,632
     CTSH22,270-300$1,632
VANGUARD INTL EQUITY INDEX F (VPL) 20,856 +88 $1,586
     VPL20,856+88$1,586
PALO ALTO NETWORKS INC 5,482 +1,309 $1,558
     PANW5,482+1,309$1,558
BERKSHIRE HATHAWAY INC DEL      $1,538
     BRK.B3,658-150$1,538
DIMENSIONAL ETF TRUST (DFAX) 60,457 UNCH $1,538
     DFAX60,457UNCH$1,538
WELLTOWER INC 16,402 -1,023 $1,533
     WELL16,402-1,023$1,533
VANGUARD INTL EQUITY INDEX F (VGK) 21,986 -617 $1,481
     VGK21,986-617$1,481
VANGUARD STAR FDS (VXUS) 23,267 -492 $1,403
     VXUS23,267-492$1,403
SPDR S&P 500 ETF TR (SPY) 2,674 -168 $1,399
     SPY2,674-168$1,399
DIMENSIONAL ETF TRUST (DFSV) 45,612 +124 $1,373
     DFSV45,612+124$1,373
CARRIER GLOBAL CORPORATION 23,202 +2,766 $1,349
     CARR23,202+2,766$1,349
AUTOMATIC DATA PROCESSING IN 5,143 -300 $1,284
     ADP5,143-300$1,284
WALMART INC 20,964 +13,976 $1,261
     WMT20,964+13,976$1,261
TRIMBLE INC 18,804 +1,194 $1,210
     TRMB18,804+1,194$1,210
SPDR SER TR (SLYV) 14,000 -3,062 $1,162
     SLYV14,000-3,062$1,162
VEEVA SYS INC 4,950 +118 $1,147
     VEEV4,950+118$1,147
DIMENSIONAL ETF TRUST (DFEM) 41,025 +6,699 $1,046
     DFEM41,025+6,699$1,046
VANGUARD INTL EQUITY INDEX F (VWO) 23,459 -6,638 $980
     VWO23,459-6,638$980
LOWES COS INC 3,837 UNCH $977
     LOW3,837UNCH$977
VERIZON COMMUNICATIONS INC 22,110 -1,102 $928
     VZ22,110-1,102$928
SCHWAB STRATEGIC TR 19,615 -2,598 $902
     SCHZ19,615-2,598$902
VANGUARD WHITEHALL FDS (VYM) 7,359 UNCH $890
     VYM7,359UNCH$890
ISHARES TR (ILCB) 12,260 UNCH $888
     ILCB12,260UNCH$888
ACCENTURE PLC IRELAND 2,548 +377 $883
     ACN2,548+377$883
JOHNSON & JOHNSON 5,574 -162 $882
     JNJ5,574-162$882
DISNEY WALT CO 6,836 -31 $836
     DIS6,836-31$836
CISCO SYS INC 16,529 -825 $825
     CSCO16,529-825$825
ISHARES TR (IMCB) 10,200 UNCH $743
     IMCB10,200UNCH$743
MAXIMUS INC 8,856 UNCH $743
     MMS8,856UNCH$743
INTUITIVE SURGICAL INC 1,665 +850 $664
     ISRG1,665+850$664
TEREX CORP NEW 9,962 -1,348 $642
     TEX9,962-1,348$642
DIMENSIONAL ETF TRUST (DISV) 23,495 -3,965 $639
     DISV23,495-3,965$639
INTEL CORP 14,457 UNCH $639
     INTC14,457UNCH$639
EMERSON ELEC CO 5,626 -337 $638
     EMR5,626-337$638
PROCTER AND GAMBLE CO 3,784 -59 $614
     PG3,784-59$614
GOLDMAN SACHS GROUP INC 1,440 -167 $601
     GS1,440-167$601
VANGUARD INTL EQUITY INDEX F (VSS) 5,140 -174 $601
     VSS5,140-174$601
META PLATFORMS INC 1,210 +195 $588
     META1,210+195$588
ENTERPRISE PRODS PARTNERS L 20,054 UNCH $585
     EPD20,054UNCH$585
MERCK & CO INC 4,291 UNCH $566
     MRK4,291UNCH$566
VANGUARD SCOTTSDALE FDS (VCIT) 7,007 +1,161 $564
     VCIT7,007+1,161$564
DIMENSIONAL ETF TRUST (DFAT) 10,305 UNCH $561
     DFAT10,305UNCH$561
BLACKROCK UTILS INFRASTRUCTU 25,480 UNCH $550
     BUI25,480UNCH$550
SCHWAB STRATEGIC TR 26,742 +1,439 $543
     SCHH26,742+1,439$543
UNITED PARCEL SERVICE INC 3,535 -19 $525
     UPS3,535-19$525
GARTNER INC 1,080 -54 $515
     IT1,080-54$515
ISHARES TR (IWF) 1,525 UNCH $514
     IWF1,525UNCH$514
AMERICAN ELEC PWR CO INC 5,800 UNCH $499
     AEP5,800UNCH$499
ISHARES TR (IWP) 4,299 -49 $491
     IWP4,299-49$491
EDWARDS LIFESCIENCES CORP 5,040 UNCH $482
     EW5,040UNCH$482
DIMENSIONAL ETF TRUST (DFUV) 10,742 UNCH $439
     DFUV10,742UNCH$439
LOCKHEED MARTIN CORP 946 UNCH $430
     LMT946UNCH$430
PLAINS ALL AMERN PIPELINE L 24,400 UNCH $428
     PAA24,400UNCH$428
PROSHARES TR (TQQQ) 6,900 UNCH $425
     TQQQ6,900UNCH$425
PHILLIPS 66 2,302 UNCH $376
     PSX2,302UNCH$376
PPG INDS INC 2,581 -75 $374
     PPG2,581-75$374
ISHARES TR (IJT) 2,830 UNCH $370
     IJT2,830UNCH$370
MICROCHIP TECHNOLOGY INC. 3,962 UNCH $355
     MCHP3,962UNCH$355
INVESCO QQQ TR 792 UNCH $352
     QQQ792UNCH$352
CONOCOPHILLIPS 2,712 UNCH $345
     COP2,712UNCH$345
VANGUARD SPECIALIZED FUNDS (VIG) 1,834 UNCH $335
     VIG1,834UNCH$335
BOOKING HOLDINGS INC 91 -15 $330
     BKNG91-15$330
EXXON MOBIL CORP 2,815 UNCH $327
     XOM2,815UNCH$327
US BANCORP DEL 7,090 UNCH $317
     USB7,090UNCH$317
VANGUARD WORLD FD (VGT) 600 UNCH $315
     VGT600UNCH$315
SYSCO CORP 3,808 -300 $309
     SYY3,808-300$309
NORTHERN TR CORP 3,224 UNCH $287
     NTRS3,224UNCH$287
PRICE T ROWE GROUP INC 2,329 UNCH $284
     TROW2,329UNCH$284
TRAVELERS COMPANIES INC 1,230 UNCH $283
     TRV1,230UNCH$283
CHEVRON CORP NEW 1,703 +43 $269
     CVX1,703+43$269
SCHWAB STRATEGIC TR 4,992 UNCH $260
     SCHP4,992UNCH$260
COCA COLA CO 4,164 UNCH $255
     KO4,164UNCH$255
NUSTAR ENERGY LP 10,962 UNCH $255
     NS10,962UNCH$255
AIR PRODS & CHEMS INC 1,045 UNCH $253
     APD1,045UNCH$253
DIMENSIONAL ETF TRUST (DFAU) 6,744 UNCH $246
     DFAU6,744UNCH$246
FORD MTR CO DEL 18,368 UNCH $244
     F18,368UNCH$244
STARBUCKS CORP 2,660 UNCH $243
     SBUX2,660UNCH$243
ISHARES TR (IEUR) 4,178 UNCH $242
     IEUR4,178UNCH$242
PARKER HANNIFIN CORP 431 +431 $240
     PH431+431$240
VANGUARD SCOTTSDALE FDS (VCSH) 3,061 +203 $237
     VCSH3,061+203$237
INTERNATIONAL BUSINESS MACHS 1,224 -163 $234
     IBM1,224-163$234
VERALTO CORP 2,625 -829 $233
     VLTO2,625-829$233
SCHWAB STRATEGIC TR 2,800 UNCH $228
     SCHM2,800UNCH$228
LANDSTAR SYS INC 1,154 UNCH $222
     LSTR1,154UNCH$222
NORFOLK SOUTHN CORP 865 UNCH $220
     NSC865UNCH$220
ISHARES TR (IXUS) 3,125 +3,125 $212
     IXUS3,125+3,125$212
3M CO 1,986 UNCH $211
     MMM1,986UNCH$211
PFIZER INC 7,208 -131 $200
     PFE7,208-131$200
EATON VANCE RISK MANAGED DIV 16,170 UNCH $135
     ETJ16,170UNCH$135
BLACKROCK MUNIYIELD MICH QU 11,072 UNCH $127
     MIY11,072UNCH$127
GABELLI UTIL TR 10,000 +0 $56
     GUT10,000UNCH$56
LAUDER ESTEE COS INC $0 (exited)
     EL0-1,789$0
TESLA INC $0 (exited)
     TSLA0-1,128$0
VANGUARD INDEX FDS 0 -1,294 $0 (exited)
     VBR0-1,294$0

See Summary: Liberty Capital Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Liberty Capital Management Inc.

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