Caliber Wealth Management, LLC / Ks Purchases in Q3 2025

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEG
Public Service Enterprise Group Inc

Utilities
747
+ 2.49%
$79.99 - $90.14 $59.8K - $67.3K
30.7K $2.56B
NTAP
Net App, Inc.

Technology
100
+ 5.0%
$101.1 - $126.36 $10.1K - $12.6K
2.1K $249M
XTEN
Bondbloxx ETF Tr Bloomberg 10
554
+ 7.07%
N/A
8.39K $391M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
90
+ 4.85%
$110.74 - $122.12 $9.97K - $11K
1.95K $235M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
444
+ 3.33%
$50.85 - $51.35 $22.6K - $22.8K
13.8K $705M
XLI
Industrial Sector Spdr

ETFs
12
+ 0.37%
$147.94 - $154.99 $1.78K - $1.86K
3.29K $507M
IEF
Ishares Barclays

ETFs
182
+ 2.69%
$93.91 - $97.26 $17.1K - $17.7K
6.94K $669M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
107
+ 2.03%
$73.94 - $78.51 $7.91K - $8.4K
5.39K $418M
AVSD
American Centy ETF Tr Avantis

ETFs
56
+ 1.65%
$66.62 - $71.66 $3.73K - $4.01K
3.45K $247M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
164
+ 1.3%
$46.86 - $48.27 $7.69K - $7.92K
12.8K $612M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
105
+ 1.89%
$45.07 - $46.28 $4.73K - $4.86K
5.67K $262M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
289
+ 3.06%
$22.9 - $23.58 $6.62K - $6.81K
9.74K $229M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17
+ 0.2%
N/A
8.41K $204M
COF
Capital One Financial Corp

Financial Services
4
+ 0.41%
$207.29 - $229.74 $829 - $919
975 $207M
LUV
Southwest Airlines CO

Industrials
21
+ 0.18%
$29.06 - $37.7 $610 - $792
12K $382M
CB
Chubb LTD

Financial Services
258
+ 2.39%
$265.99 - $289.59 $68.6K - $74.7K
11K $3.12B
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 1.71%
$915.95 - $994.57 $10.1K - $10.9K
655 $606M
CL
Colgate Palmolive CO

Consumer Defensive
6
+ 0.2%
$79.36 - $93.33 $476 - $560
2.99K $239M
BSX
Boston Scientific Corp

Healthcare
239
+ 3.55%
$97.03 - $108.14 $23.2K - $25.8K
6.97K $681M
CMCSA
Comcast Corp

Communication Services
3.78K
+ 4.54%
$31.41 - $36.33 $119K - $137K
87.1K $2.74B
FISV
Fiserv Inc

Technology
661
+ 6.38%
N/A
11K $1.42B
FIS
Fidelity National Information Services, Inc.

Technology
63
+ 0.17%
$63.37 - $82.35 $3.99K - $5.19K
37.4K $2.47B
Activity Summary
Buys All Purchases 73 New Holdings 15 Increased Positions 58 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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