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| Happy Holidays!! thanks for using AUM13F!! |
| Liberty One Investment Management LLC
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| CRD # | 304290 |
| SEC # | 801-116826 |
| CIK # | 0001807328 |
| AUM | $2.4 B (2025-04-24) |
| Employees | 19 (100% Investors, 11% Brokers) |
| Phone | 847-680-9255 |
| Address | 1509 N Milwaukee Ave Libertyville, IL 60048 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001807328 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cardinal Health Inc | 36.1 | ||
| Kroger Co | 33.3 | ||
| Southern Co | 32.4 | ||
| Coca Cola Co | 32.0 | ||
| Duke Energy Corp | 32.0 | ||
| Alliant Energy Corp | 31.1 | ||
| Johnson & Johnson | 30.5 | ||
| McDonalds Corp | 30.2 | ||
| Lockheed Martin Corp | 30.1 | ||
| Pfizer Inc | 29.7 | ||
| Procter & Gamble Co | 29.7 | ||
| Lilly Eli & Co | 29.2 | ||
| AT&T Inc | 27.9 | ||
| Clorox Co /DE/ | 27.0 | ||
| Microsoft Corp | 26.9 | ||
| Lamb Weston Holdings Inc | 26.8 | ||
| Republic Services Inc | 26.6 | ||
| Kraft Foods Inc | 26.5 | ||
| Sysco Corp | 26.2 | ||
| Waste Management Inc | 26.1 | ||
| Dr Pepper Snapple Group Inc | 25.8 | ||
| UnitedHealth Group Inc | 25.6 | ||
| Caseys General Stores Inc | 21.4 | ||
| Amdocs Ltd | 18.9 | ||
| Gilead Sciences Inc | 7.6 | ||
| Verizon Communications Inc | 7.5 | ||
| Entergy Corp /DE/ | 7.4 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 20 | 2.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17,276 | 2.4 |
| By Discretionary | ||
| Discretionary | 7,861 | 1.2 |
| Non-Discretionary | 9,415 | 1.2 |
| Total | 17,276 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 17,276 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001807328] |
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|---|---|---|
|
Carrick Lane LLC
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|
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|
RTD Financial Advisors Inc
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2.4 | |
|
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|
Hardy Reed LLC
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|
MS | 2.4 |
|
Guyasuta Investment Advisors Incorporated
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|
PA | 2.4 |