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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.65K
New
$51.52 - $52.37 $291K - $296K
5.65K $296M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2.28K
New
$120.07 - $144.17 $274K - $329K
2.28K $283M
MBB
Ishares Tr

ETFs
2.98K
New
$90.37 - $94.08 $270K - $281K
2.98K $280M
CL
Colgate Palmolive CO

Consumer Defensive
2.99K
New
$85.68 - $97.5 $256K - $291K
2.99K $280M
TTD
Trade Desk, Inc.

Technology
5.1K
New
$53.59 - $126.58 $273K - $646K
5.1K $279M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.05K
New
$128.74 - $138.67 $264K - $284K
2.05K $278M
LUV
Southwest Airlines CO

Industrials
8.26K
New
$28.18 - $34.84 $233K - $288K
8.26K $277M
ENFR
Alerian Energy Infrastructure

ETFs
8.13K
New
$30.27 - $34.12 $246K - $277K
8.13K $266M
PNOV
Innovator U.S. Equity Power Bu
7.01K
New
N/A
7.01K $261M
NRG
Nrg Energy, Inc.

Utilities
2.7K
New
$84.82 - $113.33 $229K - $305K
2.7K $257M
BNOV
Innovator U.S. Equity Buffer E

ETFs
6.67K
New
$37.74 - $40.44 $252K - $270K
6.67K $255M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
5.61K
New
$44.28 - $45.4 $248K - $255K
5.61K $253M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.99K
New
$24.91 - $29.02 $249K - $290K
9.99K $250M
ZM
Zoom Video Communications, Inc.

Technology
3.38K
New
$72.23 - $88.64 $244K - $299K
3.38K $249M
AFL
Aflac Inc

Financial Services
2.18K
New
$100.99 - $111.19 $220K - $242K
2.18K $242M
XLE
Energy Sector Spdr

ETFs
2.58K
New
$85.7 - $93.96 $221K - $242K
2.58K $241M
ABT
Abbott Laboratories

Healthcare
1.81K
New
$111.1 - $140.22 $201K - $254K
1.81K $240M
KGC
Kinross Gold Corp

Basic Materials
18.7K
New
$9.69 - $12.61 $181K - $236K
18.7K $236M
TGT
Target Corp

Consumer Defensive
2.24K
New
$103.65 - $142.5 $233K - $320K
2.24K $234M
ABBV
Abb Vie Inc.

Healthcare
1.12K
New
$169.2 - $216.66 $189K - $242K
1.12K $234M
XLV
Select Sector Spdr Fund Health

ETFs
1.6K
New
$137.61 - $149.68 $220K - $239K
1.6K $233M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.99K
New
$22.46 - $23.26 $224K - $232K
9.99K $231M
MS
Morgan Stanley

Financial Services
1.96K
New
$111.68 - $141.08 $218K - $276K
1.96K $228M
BMY
Bristol Myers Squibb CO

Healthcare
3.71K
New
$53.9 - $63.11 $200K - $234K
3.71K $226M
TRMB
Trimble Inc.

Technology
3.4K
New
$65.52 - $77.49 $223K - $263K
3.4K $223M
NFLX
Netflix Inc

Communication Services
239
New
$828.4 - $1058.6 $198K - $253K
239 $223M
SCHW
Schwab Charles Corp

Financial Services
2.85K
New
$71.24 - $83.64 $203K - $238K
2.85K $223M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.75K
New
$57.44 - $59.4 $215K - $223K
3.75K $223M
CTSH
Cognizant Technology Solutions Corp

Technology
2.88K
New
$75.32 - $90.7 $217K - $261K
2.88K $220M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.32K
New
$165.25 - $224.62 $218K - $297K
1.32K $220M
BE
Bloom Energy Corp

Industrials
11K
New
$19.66 - $29.81 $216K - $328K
11K $216M
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.44K
New
$32.5 - $33.3 $209K - $214K
6.44K $214M
PAPR
Innovator U.S. Equity Power Bu

ETFs
5.97K
New
$35.21 - $37.69 $210K - $225K
5.97K $213M
BK
Bank Of New York Mellon Corp

Financial Services
2.52K
New
$75.42 - $88.95 $190K - $224K
2.52K $211M
CBOE
Cboe Global Markets, Inc.

Financial Services
924
New
$190.84 - $226.29 $176K - $209K
924 $209M
IDV
Ishares Tr

ETFs
6.64K
New
$27.0 - $31.7 $179K - $211K
6.64K $206M
VEA
Vanguard Ftse Developed Market

ETFs
4.04K
New
$47.4 - $52.99 $192K - $214K
4.04K $205M
Ishares Tr
7.97K
New
N/A
7.97K $204M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.41K
New
N/A
8.41K $204M
AMAT
Applied Materials Inc

Technology
1.4K
New
$145.06 - $195.51 $203K - $274K
1.4K $203M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.02K
New
$96.9 - $104.39 $195K - $211K
2.02K $200M
ET
Energy Transfer LP

Energy
10.5K
New
$17.26 - $21.08 $182K - $222K
10.5K $196M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
56.2K
New
$3.33 - $7.79 $187K - $438K
56.2K $187M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
12K
New
$13.4 - $14.48 $161K - $174K
12K $161M
BTG
B2 Gold Corp

Basic Materials
50.5K
New
$2.3 - $3.3 $116K - $167K
50.5K $144M
RGNX
Regenxbio Inc.

Healthcare
17.6K
New
$5.92 - $8.7 $104K - $153K
17.6K $126M
ERIC
Ericsson Lm Telephone CO

Technology
14.2K
New
$7.47 - $8.9 $106K - $127K
14.2K $110M
ARDX
Ardelyx, Inc.

Healthcare
20.2K
New
$4.91 - $6.36 $98.9K - $128K
20.2K $98.9M
RC
Ready Capital Corp

Real Estate
14.3K
New
$4.9 - $7.05 $70.2K - $101K
14.3K $72.9M
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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