Caliber Wealth Management, LLC / Ks New Holdings in Q1 2025

Caliber Wealth Management, LLC / Ks

  • $733 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
19.4K
New
N/A
19.4K $1.7B
EW
Edwards Lifesciences Corp

Healthcare
23.4K
New
$67.95 - $76.19 $1.59M - $1.78M
23.4K $1.7B
ITOT
Ishares Core S&P Total U.S. St

ETFs
13.9K
New
$120.29 - $134.6 $1.67M - $1.86M
13.9K $1.69B
STE
Steris PLC

Healthcare
7.44K
New
$202.46 - $232.74 $1.51M - $1.73M
7.44K $1.69B
AEM
Agnico Eagle Mines LTD

Basic Materials
15.5K
New
$79.66 - $108.41 $1.23M - $1.68M
15.5K $1.68B
VLUE
Ishares Msci Usa Value Factor

ETFs
15.4K
New
$104.89 - $113.56 $1.62M - $1.75M
15.4K $1.65B
FANG
Diamondback Energy, Inc.

Energy
9.97K
New
$139.9 - $180.18 $1.4M - $1.8M
9.97K $1.59B
TT
Trane Technologies PLC

Industrials
4.53K
New
$332.0 - $400.86 $1.5M - $1.82M
4.53K $1.53B
DXCM
Dexcom Inc

Healthcare
21K
New
$67.74 - $90.75 $1.42M - $1.9M
21K $1.43B
FREL
Fidelity Covington Tr Msci Rea

ETFs
50.5K
New
$25.98 - $28.59 $1.31M - $1.44M
50.5K $1.39B
VNQ
Vanguard Specialized Funds Van

ETFs
15K
New
$85.55 - $94.34 $1.28M - $1.42M
15K $1.36B
NXPI
Nxp Semiconductors N.V.

Technology
7.09K
New
$189.99 - $245.86 $1.35M - $1.74M
7.09K $1.35B
ILCV
Ishares Morningstar Value ETF

ETFs
16.5K
New
$79.37 - $85.24 $1.31M - $1.4M
16.5K $1.34B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
26.5K
New
$47.79 - $59.89 $1.27M - $1.59M
26.5K $1.33B
NVDA
Nvidia Corp

Technology
12.2K
New
$106.98 - $149.43 $1.3M - $1.82M
12.2K $1.32B
BNDX
Vanguard Total International B

ETFs
26.7K
New
$48.33 - $49.5 $1.29M - $1.32M
26.7K $1.31B
IYG
Ishares Tr

ETFs
16.5K
New
$74.6 - $84.81 $1.23M - $1.4M
16.5K $1.3B
IQV
Iqvia Holdings Inc.

Healthcare
7.13K
New
$176.3 - $209.96 $1.26M - $1.5M
7.13K $1.26B
AMD
Advanced Micro Devices Inc

Technology
11.6K
New
$96.63 - $129.55 $1.12M - $1.5M
11.6K $1.19B
KRP
Kimbell Royalty Partners, LP

Energy
82.9K
New
$13.35 - $16.45 $1.11M - $1.36M
82.9K $1.16B
EL
Estee Lauder Companies Inc

Consumer Defensive
16.9K
New
$64.26 - $85.48 $1.09M - $1.45M
16.9K $1.12B
IXN
Ishares Global Information Tec

ETFs
14.6K
New
$75.73 - $88.4 $1.1M - $1.29M
14.6K $1.11B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.37K
New
$168.16 - $186.21 $1.07M - $1.19M
6.37K $1.09B
EFG
Msci Eafe Growth ETF

ETFs
10.6K
New
$96.1 - $106.37 $1.02M - $1.13M
10.6K $1.06B
DIS
Walt Disney CO

Communication Services
10.2K
New
$96.87 - $114.0 $990K - $1.16M
10.2K $1.01B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.7K
New
$77.7 - $78.94 $986K - $1M
12.7K $1B
VB
Vanguard Small Cap ETF

ETFs
4.32K
New
$217.89 - $252.64 $942K - $1.09M
4.32K $959M
EFV
Msci Eafe Value ETF

ETFs
16.1K
New
$51.88 - $60.73 $834K - $976K
16.1K $947M
XLF
Financial Sector Spdr

ETFs
18.9K
New
$47.32 - $52.19 $895K - $987K
18.9K $942M
ADP
Automatic Data Processing Inc

Industrials
3.04K
New
$286.85 - $318.64 $871K - $968K
3.04K $928M
RTX
Raytheon Technologies Corp

Industrials
7K
New
$114.1 - $135.66 $798K - $949K
7K $927M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
24K
New
$36.63 - $37.45 $880K - $900K
24K $884M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.49K
New
$92.45 - $106.69 $877K - $1.01M
9.49K $881M
PINS
Pinterest, Inc.

Communication Services
26.9K
New
$29.79 - $40.0 $800K - $1.07M
26.9K $833M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.4K
New
$50.39 - $50.66 $826K - $830K
16.4K $830M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.7K
New
$48.06 - $53.73 $801K - $895K
16.7K $812M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
17.6K
New
$44.72 - $46.25 $788K - $815K
17.6K $812M
UMBF
Umb Financial Corp

Financial Services
7.72K
New
$98.0 - $122.56 $756K - $946K
7.72K $780M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
30.4K
New
$25.12 - $26.05 $764K - $792K
30.4K $767M
SUB
Ishares Short Term National Mu

ETFs
6.96K
New
$105.3 - $106.24 $733K - $739K
6.96K $735M
PKW
Invesco Exchange Traded Fd Tr

ETFs
6.44K
New
$109.15 - $120.99 $703K - $779K
6.44K $726M
IEF
Ishares Barclays

ETFs
7.41K
New
$91.17 - $95.39 $675K - $707K
7.41K $707M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.03K
New
$142.8 - $176.36 $575K - $710K
4.03K $694M
BSX
Boston Scientific Corp

Healthcare
6.81K
New
$89.38 - $106.18 $609K - $723K
6.81K $687M
BAC
Bank Of America Corp

Financial Services
16K
New
$39.61 - $47.74 $633K - $763K
16K $667M
MCD
Mcdonalds Corp

Consumer Cyclical
2.05K
New
$279.74 - $321.29 $574K - $659K
2.05K $641M
OKE
Oneok Inc

Energy
6.33K
New
$89.57 - $109.85 $567K - $695K
6.33K $628M
TSLA
Tesla, Inc.

Consumer Cyclical
2.42K
New
$222.15 - $428.22 $538K - $1.04M
2.42K $628M
CDNS
Cadence Design Systems Inc

Technology
2.43K
New
$233.96 - $324.52 $568K - $787K
2.43K $617M
Activity Summary
Buys All Purchases 254 New Holdings 254 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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