Caliber Wealth Management, LLC / Ks Reduced Holdings in Q2 2025

Caliber Wealth Management, LLC / Ks

  • $930 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CAH
Cardinal Health Inc

Healthcare
-1.03K
- 24.28%
$125.0 - $168.0 $128K - $172K
3.2K $538M
VNLA
Janus Henderson Short Duration

ETFs
-854
- 1.27%
$48.74 - $49.2 $41.6K - $42K
66.6K $3.28B
KNSL
Kinsale Capital Group, Inc.

Financial Services
-73
- 11.08%
$419.99 - $501.97 $30.7K - $36.6K
586 $284M
MBB
Ishares Tr

ETFs
-329
- 11.03%
$91.41 - $94.22 $30.1K - $31K
2.66K $249M
EEMV
Ishares Msci Emerging Markets

ETFs
-806
- 14.71%
$54.12 - $62.8 $43.6K - $50.6K
4.67K $293M
SPYG
Spdr Portfolio

ETFs
-723
- 22.69%
$71.83 - $95.32 $51.9K - $68.9K
2.46K $235M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-195
- 4.28%
$105.23 - $109.61 $20.5K - $21.4K
4.37K $478M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-536
- 5.37%
$22.68 - $23.28 $12.2K - $12.5K
9.45K $220M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-44
- 0.78%
$43.64 - $45.44 $1.92K - $2K
5.57K $253M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-10
- 0.12%
N/A
8.4K $204M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-274
- 0.82%
$75.05 - $77.34 $20.6K - $21.2K
33.1K $2.56B
RGNX
Regenxbio Inc.

Healthcare
-1.49K
- 8.49%
$5.31 - $10.4 $7.93K - $15.5K
16.1K $132M
BK
Bank Of New York Mellon Corp

Financial Services
-90
- 3.58%
$73.31 - $91.62 $6.6K - $8.25K
2.43K $221M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.3K
- 9.3%
$108.06 - $135.3 $141K - $176K
12.7K $1.72B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-144
- 2.82%
$73.0 - $85.5 $10.5K - $12.3K
4.97K $418M
GLD
Spdr Gold Trust

ETFs
-645
- 4.94%
$273.71 - $316.29 $177K - $204K
12.4K $3.78B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-102
- 1.49%
$39.89 - $49.46 $4.07K - $5.04K
6.75K $334M
BTG
B2 Gold Corp

Basic Materials
-4K
- 7.92%
$2.64 - $3.77 $10.6K - $15.1K
46.5K $168M
AMAT
Applied Materials Inc

Technology
-148
- 10.58%
$126.95 - $183.52 $18.8K - $27.2K
1.25K $229M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-452
- 1.47%
$81.46 - $94.63 $36.8K - $42.8K
30.3K $2.87B
BSX
Boston Scientific Corp

Healthcare
-77
- 1.13%
$89.7 - $107.41 $6.91K - $8.27K
6.73K $723M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-61
- 0.24%
$65.1 - $75.98 $3.97K - $4.63K
25.5K $1.94B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-65
- 0.57%
$30.87 - $39.17 $2.01K - $2.55K
11.4K $445M
XLI
Industrial Sector Spdr

ETFs
-19
- 0.58%
$116.42 - $147.52 $2.21K - $2.8K
3.28K $484M
STE
Steris PLC

Healthcare
-199
- 2.68%
$208.55 - $252.55 $41.5K - $50.3K
7.24K $1.74B
VOT
Vanguard Mid Cap Growth Index

ETFs
-82
- 4.15%
$216.28 - $284.39 $17.7K - $23.3K
1.9K $539M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-86
- 6.51%
$141.37 - $228.57 $12.2K - $19.7K
1.24K $280M
PINS
Pinterest, Inc.

Communication Services
-1.75K
- 6.52%
$24.21 - $35.95 $42.4K - $62.9K
25.1K $900M
TSLA
Tesla, Inc.

Consumer Cyclical
-230
- 9.5%
$221.86 - $362.89 $51K - $83.5K
2.19K $696M
UBER
Uber Technologies, Inc

Technology
-329
- 6.68%
$64.62 - $93.3 $21.3K - $30.7K
4.59K $429M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.12K
- 4.07%
$29.12 - $35.84 $61.6K - $75.9K
49.8K $1.79B
MRVL
Marvell Technology, Inc.

Technology
-156
- 2.89%
$49.38 - $79.97 $7.7K - $12.5K
5.23K $405M
VGT
Vanguard Information Technolog

ETFs
-14
- 1.85%
$470.37 - $663.28 $6.59K - $9.29K
743 $493M
NOW
Service Now, Inc.

Technology
-86
- 11.64%
$721.65 - $1040.18 $62.1K - $89.5K
653 $671M
VTI
Vanguard Total Stock Market Et

ETFs
-12.4K
- 9.35%
$243.75 - $303.93 $3.02M - $3.77M
120K $36.6B
IBM
International Business Machines Corp

Technology
-34
- 1.49%
$221.03 - $294.78 $7.52K - $10K
2.25K $662M
VLUE
Ishares Msci Usa Value Factor

ETFs
-44
- 0.28%
$93.5 - $113.21 $4.11K - $4.98K
15.4K $1.74B
IYG
Ishares Tr

ETFs
-41
- 0.25%
$68.9 - $85.6 $2.82K - $3.51K
16.5K $1.41B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-47
- 0.34%
$108.12 - $135.04 $5.08K - $6.35K
13.8K $1.86B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.36K
- 6.4%
$32.66 - $40.75 $273K - $341K
122K $4.95B
IXN
Ishares Global Information Tec

ETFs
-384
- 2.63%
$65.81 - $92.34 $25.3K - $35.5K
14.2K $1.31B
VO
Vanguard Mid Cap ETF

ETFs
-2.94K
- 5.93%
$228.54 - $279.83 $671K - $822K
46.6K $13B
DXCM
Dexcom Inc

Healthcare
-1.84K
- 8.78%
$59.83 - $87.57 $110K - $161K
19.1K $1.67B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-741
- 6.59%
$180.84 - $240.32 $134K - $178K
10.5K $2.52B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-698
- 1.75%
$63.36 - $80.23 $44.2K - $56K
39.1K $3.14B
TT
Trane Technologies PLC

Industrials
-328
- 7.24%
$315.21 - $437.41 $103K - $143K
4.2K $1.84B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.12K
- 4.84%
$113.67 - $150.4 $127K - $168K
22K $3.3B
IGV
Ishares Expanded Tech Software

ETFs
-125
- 0.59%
$80.15 - $109.5 $10K - $13.7K
21K $2.3B
MELI
Mercadolibre Inc

Consumer Cyclical
-55
- 6.06%
$1794.73 - $2613.63 $98.7K - $144K
852 $2.23B
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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