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
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.47K
+ 18.61%
$35.3 - $37.51 $158K - $168K
28.5K $1.07B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
955
+ 15.59%
$483.48 - $539.8 $462K - $516K
7.08K $3.44B
TTD
Trade Desk, Inc.

Technology
1.21K
+ 23.65%
$45.27 - $79.4 $54.6K - $95.8K
6.31K $454M
IWD
Ishares Russell 1000 Val ETF

ETFs
363
+ 2.13%
$166.82 - $194.23 $60.6K - $70.5K
17.4K $3.38B
NFLX
Netflix Inc

Communication Services
56
+ 23.43%
$855.86 - $1339.13 $47.9K - $75K
295 $395M
BAC
Bank Of America Corp

Financial Services
1.7K
+ 10.63%
$34.39 - $47.46 $58.5K - $80.7K
17.7K $837M
NEE
Nextera Energy Inc

Utilities
3.18K
+ 9.2%
$64.11 - $75.0 $204K - $238K
37.7K $2.62B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.85K
+ 27.19%
$50.09 - $51.09 $143K - $146K
13.3K $681M
FTNT
Fortinet, Inc.

Technology
1.1K
+ 34.38%
$84.71 - $108.69 $93.2K - $120K
4.3K $455M
PEG
Public Service Enterprise Group Inc

Utilities
1.08K
+ 3.75%
$77.13 - $84.18 $83.6K - $91.3K
30K $2.52B
VIG
Vanguard Dividend Appreciation

ETFs
542
+ 18.57%
N/A
3.46K $708M
ZM
Zoom Video Communications, Inc.

Technology
1.53K
+ 45.19%
$66.7 - $84.62 $102K - $129K
4.9K $382M
LUV
Southwest Airlines CO

Industrials
3.67K
+ 44.47%
$24.04 - $34.36 $88.3K - $126K
11.9K $387M
BMY
Bristol Myers Squibb CO

Healthcare
3.55K
+ 95.71%
$44.12 - $59.6 $157K - $212K
7.26K $336M
LLY
Eli Lilly & CO

Healthcare
169
+ 23.9%
$713.71 - $898.95 $121K - $152K
876 $683M
COMM
Comm Scope Holding Company, Inc.

Technology
7.5K
+ 70.09%
$3.02 - $8.28 $22.7K - $62.1K
18.2K $151M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
874
+ 1.67%
$85.42 - $94.39 $74.7K - $82.5K
53.1K $4.98B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.05K
+ 8.26%
$77.94 - $79.5 $81.8K - $83.4K
13.7K $1.09B
MA
Mastercard Inc

Financial Services
135
+ 15.48%
$479.92 - $590.74 $64.8K - $79.7K
1.01K $566M
KO
Coca Cola CO

Consumer Defensive
1.25K
+ 21.58%
$68.37 - $73.9 $85.2K - $92.1K
7.02K $497M
MAR
Marriott International Inc

Consumer Cyclical
13
+ 0.59%
$211.12 - $274.14 $2.74K - $3.56K
2.2K $601M
MCD
Mcdonalds Corp

Consumer Cyclical
408
+ 19.89%
$285.55 - $321.23 $117K - $131K
2.46K $719M
SPGI
S&P Global Inc.

Financial Services
22
+ 0.65%
$438.31 - $527.29 $9.64K - $11.6K
3.4K $1.8B
KGC
Kinross Gold Corp

Basic Materials
1.25K
+ 6.68%
$11.79 - $15.85 $14.7K - $19.8K
20K $312M
MUB
Ishares National Muni Bond ETF

ETFs
1.32K
+ 1.95%
$102.31 - $105.8 $135K - $139K
68.6K $7.17B
PKW
Invesco Exchange Traded Fd Tr

ETFs
19
+ 0.29%
$98.58 - $123.6 $1.87K - $2.35K
6.46K $799M
RSP
Invesco S&P 500 Equal Weight E

ETFs
259
+ 8.67%
$152.93 - $181.74 $39.6K - $47.1K
3.25K $590M
CMCSA
Comcast Corp

Communication Services
4.32K
+ 5.47%
$32.84 - $36.72 $142K - $159K
83.3K $2.97B
SCHG
Schwab Strategic Tr Us Large C

ETFs
260
+ 2.6%
$22.27 - $29.21 $5.79K - $7.59K
10.3K $300M
WFC
Wells Fargo & Company

Financial Services
138
+ 3.05%
$60.98 - $80.12 $8.42K - $11.1K
4.66K $373M
MS
Morgan Stanley

Financial Services
1
+ 0.05%
$99.83 - $140.86 $99.8 - $141
1.96K $276M
SCHW
Schwab Charles Corp

Financial Services
47
+ 1.65%
$69.06 - $91.24 $3.25K - $4.29K
2.89K $264M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
745
+ 32.69%
$97.78 - $126.44 $72.8K - $94.2K
3.02K $321M
CFFN
Capitol Federal Financial, Inc.

Financial Services
1.51K
+ 2.71%
$5.03 - $6.1 $7.6K - $9.22K
57.3K $349M
ET
Energy Transfer LP

Energy
2.28K
+ 21.66%
$15.65 - $18.93 $35.7K - $43.1K
12.8K $232M
TGT
Target Corp

Consumer Defensive
481
+ 21.43%
$88.76 - $105.77 $42.7K - $50.9K
2.73K $269M
UMBF
Umb Financial Corp

Financial Services
24
+ 0.31%
$86.4 - $107.99 $2.07K - $2.59K
7.74K $814M
ADP
Automatic Data Processing Inc

Industrials
77
+ 2.53%
$276.76 - $326.81 $21.3K - $25.2K
3.12K $961M
NEAR
Blackrock Short Maturity Bond

ETFs
224
+ 0.25%
$50.41 - $51.17 $11.3K - $11.5K
90.7K $4.64B
ILCV
Ishares Morningstar Value ETF

ETFs
1
+ 0.01%
$72.16 - $83.39 $72.2 - $83.4
16.5K $1.37B
FANG
Diamondback Energy, Inc.

Energy
1.85K
+ 18.56%
$119.25 - $161.49 $221K - $299K
11.8K $1.62B
VEA
Vanguard Ftse Developed Market

ETFs
27
+ 0.67%
$45.65 - $57.01 $1.23K - $1.54K
4.07K $232M
MFC
Manulife Financial Corp

Financial Services
452
+ 3.73%
$26.93 - $32.44 $12.2K - $14.7K
12.6K $402M
SPIB
Spdr Portfolio Intermediate Te

ETFs
441
+ 6.85%
$32.62 - $33.58 $14.4K - $14.8K
6.88K $231M
Ishares Tr
100
+ 1.25%
N/A
8.07K $209M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
180
+ 1.15%
$22.54 - $23.17 $4.06K - $4.17K
15.8K $363M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
49
+ 0.94%
$72.12 - $76.23 $3.53K - $3.74K
5.28K $401M
BR
Broadridge Financial Solutions, Inc.

Technology
5
+ 0.34%
$217.22 - $246.25 $1.09K - $1.23K
1.49K $361M
ARCC
Ares Capital Corp

Financial Services
85
+ 0.62%
$18.91 - $22.43 $1.61K - $1.91K
13.7K $301M
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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