Caliber Wealth Management, LLC / Ks Purchases in Q2 2025

Caliber Wealth Management, LLC / Ks

  • $930 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
67.6K
+ 739.91%
$320.42 - $424.58 $21.7M - $28.7M
76.7K $32.6B
IVV
Ishares Core S&P 500 ETF

ETFs
22.5K
+ 17.02%
$498.8 - $620.9 $11.2M - $14M
155K $96B
Innovator Etfs Trust
796K
New
N/A
796K $21.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
147K
+ 140.24%
$96.84 - $99.46 $14.3M - $14.6M
252K $25B
MSFT
Microsoft Corp

Technology
4.59K
+ 4.77%
$354.56 - $497.45 $1.63M - $2.28M
101K $50.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
112K
+ 235.7%
$90.56 - $109.49 $10.1M - $12.3M
160K $17.4B
AVUS
American Centy ETF Tr Avantis

ETFs
57.4K
+ 14.24%
$81.38 - $100.82 $4.67M - $5.78M
460K $46.4B
DFIV
Dimensional ETF Tr

ETFs
203K
New
$34.67 - $43.21 $7.05M - $8.79M
203K $8.71B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.73K
+ 15.41%
$456.74 - $568.03 $2.16M - $2.69M
35.4K $20.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
35.8K
+ 12.07%
$51.16 - $62.02 $1.83M - $2.22M
333K $20.6B
AVEM
American Centy ETF Tr Avantis

ETFs
25.5K
+ 14.45%
$53.08 - $68.54 $1.35M - $1.75M
202K $13.8B
AVDE
American Centy ETF Tr Avantis

ETFs
6.62K
+ 2.44%
$59.32 - $74.36 $393K - $492K
278K $20.6B
ABBV
Abb Vie Inc.

Healthcare
12.6K
+ 1130.76%
$170.16 - $206.27 $2.15M - $2.6M
13.7K $2.55B
CMI
Cummins Inc

Industrials
6.91K
New
$267.12 - $336.65 $1.85M - $2.33M
6.91K $2.26B
IEFA
Ishares Tr

ETFs
11.1K
+ 6.63%
$67.83 - $84.09 $754K - $934K
179K $14.9B
APH
Amphenol Corp

Technology
20.6K
New
$59.09 - $98.75 $1.22M - $2.03M
20.6K $2.03B
Ge Vernova Inc
3.33K
New
N/A
3.33K $1.76B
NVDA
Nvidia Corp

Technology
6.52K
+ 53.58%
$94.31 - $157.99 $615K - $1.03M
18.7K $2.95B
WMT
Walmart Inc.

Consumer Defensive
4.37K
+ 4.13%
$81.79 - $99.98 $357K - $437K
110K $10.8B
AVUV
American Centy ETF Tr Avantis

ETFs
10.8K
+ 12.51%
$75.17 - $91.21 $809K - $982K
96.8K $8.82B
AMZN
Amazon Com Inc

Consumer Cyclical
1.93K
+ 6.37%
$167.32 - $223.3 $323K - $431K
32.2K $7.07B
JPM
Jpmorgan Chase & CO

Financial Services
283
+ 1.06%
$210.28 - $289.91 $59.5K - $82K
26.9K $7.81B
ETN
Eaton Corp PLC

Industrials
1.02K
+ 9.69%
$246.52 - $356.99 $252K - $365K
11.6K $4.13B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
13.9K
New
$73.02 - $90.22 $1.02M - $1.26M
13.9K $1.24B
PULS
Pgim ETF Tr

ETFs
23.1K
+ 18.17%
$49.39 - $49.76 $1.14M - $1.15M
150K $7.48B
AVDV
American Centy ETF Tr Avantis

ETFs
7.09K
+ 13.67%
$61.76 - $79.32 $438K - $562K
59K $4.67B
SNPS
Synopsys Inc

Technology
1.81K
+ 141.88%
$380.9 - $517.66 $689K - $936K
3.08K $1.58B
CDNS
Cadence Design Systems Inc

Technology
2.56K
+ 105.48%
$231.64 - $323.08 $593K - $827K
4.99K $1.54B
VUG
Vanguard Growth ETF

ETFs
332
+ 3.11%
$329.49 - $438.4 $109K - $146K
11K $4.83B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
20.4K
New
$34.28 - $41.6 $699K - $848K
20.4K $846M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
20.4K
New
$33.46 - $41.33 $681K - $841K
20.4K $841M
ADI
Analog Devices Inc

Technology
1.56K
+ 12.29%
$164.6 - $238.02 $256K - $371K
14.2K $3.39B
AMD
Advanced Micro Devices Inc

Technology
2.47K
+ 21.32%
$78.21 - $143.81 $193K - $355K
14.1K $2B
ORCL
Oracle Corp

Technology
2.14K
+ 51.3%
$122.82 - $218.63 $263K - $469K
6.32K $1.38B
GOOG
Alphabet Inc.

Communication Services
182
+ 0.51%
$146.58 - $180.01 $26.7K - $32.8K
35.7K $6.33B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.3K
+ 74.06%
$43.53 - $54.46 $537K - $672K
29K $1.58B
IVE
Ishares S&P 500 Value ETF

ETFs
3.07K
+ 11.45%
$168.34 - $195.42 $517K - $600K
29.9K $5.84B
GOOGL
Alphabet Inc.

Communication Services
1.35K
+ 6.12%
$144.7 - $178.6 $195K - $241K
23.4K $4.12B
MPC
Marathon Petroleum Corp

Energy
1.44K
+ 6.25%
$118.55 - $170.08 $170K - $244K
24.4K $4.05B
IEMG
Ishares Inc

ETFs
5.98K
+ 10.55%
N/A
62.7K $3.76B
CBSH
Commerce Bancshares Inc

Financial Services
9.93K
New
$55.42 - $65.63 $550K - $652K
9.93K $617M
PG
Procter & Gamble CO

Consumer Defensive
4.73K
+ 36.2%
$157.66 - $172.39 $746K - $815K
17.8K $2.84B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
12.6K
New
$46.41 - $47.7 $584K - $600K
12.6K $598M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.62K
New
$87.84 - $1441.89 $581K - $9.54M
6.62K $597M
Blackrock ETF Trust
16K
New
N/A
16K $569M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.81K
+ 2.88%
$55.54 - $69.09 $101K - $125K
64.9K $4.48B
HD
Home Depot, Inc.

Consumer Cyclical
1.5K
+ 9.71%
$335.24 - $380.78 $502K - $570K
16.9K $6.2B
EFV
Msci Eafe Value ETF

ETFs
6.94K
+ 43.21%
$52.4 - $64.65 $364K - $449K
23K $1.46B
Canadian Pacific Kansas City
6.08K
New
N/A
6.08K $482M
Activity Summary
Buys All Purchases 162 New Holdings 43 Increased Positions 119 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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