Caliber Wealth Management, LLC / Ks Incresed Positions 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
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
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
AVGO
Broadcom Inc.

Technology
19
+ 0.06%
$146.29 - $275.65 $2.78K - $5.24K
29.8K $8.21B
AVEM
American Centy ETF Tr Avantis

ETFs
25.5K
+ 14.45%
$53.08 - $68.54 $1.35M - $1.75M
202K $13.8B
ABBV
Abb Vie Inc.

Healthcare
12.6K
+ 1130.76%
$170.16 - $206.27 $2.15M - $2.6M
13.7K $2.55B
IEFA
Ishares Tr

ETFs
11.1K
+ 6.63%
$67.83 - $84.09 $754K - $934K
179K $14.9B
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
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
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
PG
Procter & Gamble CO

Consumer Defensive
4.73K
+ 36.2%
$157.66 - $172.39 $746K - $815K
17.8K $2.84B
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
HCA
Hca Healthcare, Inc.

Healthcare
482
+ 6.26%
$317.61 - $387.52 $153K - $187K
8.18K $3.13B
DIS
Walt Disney CO

Communication Services
1.71K
+ 16.69%
$81.72 - $124.01 $139K - $211K
11.9K $1.48B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.95K
+ 30.68%
$152.42 - $182.82 $298K - $357K
8.32K $1.52B
BBY
Best Buy CO Inc

Consumer Cyclical
9.37K
+ 28.08%
$56.17 - $75.73 $526K - $709K
42.7K $2.87B
FIS
Fidelity National Information Services, Inc.

Technology
2.03K
+ 5.76%
$68.14 - $82.13 $139K - $167K
37.3K $3.04B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.36K
+ 16.43%
$45.98 - $56.15 $200K - $245K
30.9K $1.73B
IQV
Iqvia Holdings Inc.

Healthcare
3.36K
+ 47.17%
$137.0 - $174.37 $461K - $586K
10.5K $1.65B
NXPI
Nxp Semiconductors N.V.

Technology
839
+ 11.84%
$153.5 - $218.72 $129K - $184K
7.93K $1.73B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.95K
+ 20.51%
$82.96 - $110.1 $161K - $214K
11.4K $1.26B
EFG
Msci Eafe Growth ETF

ETFs
1.61K
+ 15.17%
$89.8 - $112.0 $144K - $180K
12.2K $1.36B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.02K
+ 7.47%
$100.35 - $100.71 $303K - $304K
43.4K $4.37B
SHOP
Shopify Inc.

Technology
1.75K
+ 39.11%
$76.89 - $115.35 $135K - $202K
6.24K $720M
RTX
Raytheon Technologies Corp

Industrials
1.25K
+ 17.85%
$113.75 - $148.48 $142K - $185K
8.25K $1.2B
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
Track This Portfolio

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email