Caliber Wealth Management, LLC / Ks Purchases in Q1 2025

Caliber Wealth Management, LLC / Ks

  • $733 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
74.8K
New
$37.81 - $46.49 $2.83M - $3.48M
74.8K $3.4B
MPC
Marathon Petroleum Corp

Energy
23K
New
$134.72 - $159.03 $3.09M - $3.65M
23K $3.35B
VNLA
Janus Henderson Short Duration

ETFs
67.4K
New
$48.89 - $49.21 $3.3M - $3.32M
67.4K $3.31B
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.13K
New
$360.07 - $417.26 $3.29M - $3.81M
9.13K $3.3B
MSI
Motorola Solutions, Inc.

Technology
7.48K
New
$411.73 - $482.1 $3.08M - $3.61M
7.48K $3.28B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.13K
New
$442.66 - $534.52 $2.71M - $3.28M
6.13K $3.26B
JCI
Johnson Controls International PLC

Industrials
40.7K
New
$76.12 - $90.6 $3.1M - $3.68M
40.7K $3.26B
IWD
Ishares Russell 1000 Val ETF

ETFs
17.1K
New
$182.82 - $196.21 $3.12M - $3.35M
17.1K $3.21B
UNP
Union Pacific Corp

Industrials
13.1K
New
$225.21 - $254.42 $2.96M - $3.34M
13.1K $3.11B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
75.1K
New
$39.61 - $42.65 $2.97M - $3.2M
75.1K $3.06B
MDT
Medtronic PLC

Healthcare
33.3K
New
$79.84 - $94.5 $2.66M - $3.14M
33.3K $2.99B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
23.1K
New
$126.86 - $146.45 $2.93M - $3.38M
23.1K $2.93B
CMCSA
Comcast Corp

Communication Services
79K
New
$33.19 - $38.23 $2.62M - $3.02M
79K $2.91B
DVN
Devon Energy Corp

Energy
77.4K
New
$33.15 - $38.55 $2.57M - $2.98M
77.4K $2.89B
ETN
Eaton Corp PLC

Industrials
10.6K
New
$271.83 - $371.23 $2.87M - $3.92M
10.6K $2.87B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
39.8K
New
$69.69 - $79.99 $2.77M - $3.18M
39.8K $2.84B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
30.8K
New
$90.0 - $96.32 $2.77M - $2.96M
30.8K $2.84B
MRK
Merck & Co., Inc.

Healthcare
30.8K
New
$83.01 - $101.02 $2.55M - $3.11M
30.8K $2.76B
IWR
Ishares Russell Mid Cap ETF

ETFs
31.4K
New
$82.81 - $92.93 $2.6M - $2.92M
31.4K $2.67B
HCA
Hca Healthcare, Inc.

Healthcare
7.7K
New
$296.7 - $345.55 $2.28M - $2.66M
7.7K $2.66B
FIS
Fidelity National Information Services, Inc.

Technology
35.3K
New
$68.12 - $83.42 $2.41M - $2.95M
35.3K $2.64B
ADI
Analog Devices Inc

Technology
12.7K
New
$201.56 - $243.82 $2.55M - $3.09M
12.7K $2.55B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
33.4K
New
$73.78 - $76.59 $2.46M - $2.55M
33.4K $2.55B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
14.5K
New
$162.48 - $175.37 $2.36M - $2.55M
14.5K $2.53B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4.61K
New
$522.96 - $601.18 $2.41M - $2.77M
4.61K $2.46B
BBY
Best Buy CO Inc

Consumer Cyclical
33.4K
New
$70.3 - $91.1 $2.35M - $3.04M
33.4K $2.46B
META
Meta Platforms, Inc.

Communication Services
4.25K
New
$576.36 - $736.67 $2.45M - $3.13M
4.25K $2.45B
V
Visa Inc.

Financial Services
6.99K
New
$306.92 - $362.71 $2.14M - $2.53M
6.99K $2.45B
NEE
Nextera Energy Inc

Utilities
34.5K
New
$66.96 - $76.16 $2.31M - $2.63M
34.5K $2.45B
PEG
Public Service Enterprise Group Inc

Utilities
28.9K
New
$78.2 - $90.39 $2.26M - $2.61M
28.9K $2.38B
IWM
Ishares Russell 2000 ETF

ETFs
11.6K
New
$198.1 - $229.79 $2.29M - $2.65M
11.6K $2.3B
BBDC
Barings Bdc, Inc.

Financial Services
241K
New
$9.36 - $10.78 $2.26M - $2.6M
241K $2.3B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
11.2K
New
$196.12 - $229.48 $2.21M - $2.58M
11.2K $2.27B
XOM
Exxon Mobil Corp

Energy
18.8K
New
$105.44 - $118.93 $1.99M - $2.24M
18.8K $2.24B
PG
Procter & Gamble CO

Consumer Defensive
13.1K
New
$158.56 - $176.26 $2.07M - $2.3M
13.1K $2.23B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
52.5K
New
$40.03 - $46.81 $2.1M - $2.46M
52.5K $2.14B
FISV
Fiserv Inc

Technology
9.61K
New
N/A
9.61K $2.12B
TJX
Tjx Companies Inc

Consumer Cyclical
17.1K
New
$112.81 - $126.16 $1.93M - $2.15M
17.1K $2.08B
ALL
Allstate Corp

Financial Services
9.26K
New
$180.99 - $210.18 $1.68M - $1.95M
9.26K $1.92B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
25.6K
New
$71.9 - $77.57 $1.84M - $1.99M
25.6K $1.9B
MAS
Masco Corp

Industrials
27.2K
New
$68.67 - $81.85 $1.87M - $2.22M
27.2K $1.89B
CRM
Salesforce, Inc.

Technology
7.01K
New
$268.36 - $359.95 $1.88M - $2.52M
7.01K $1.88B
IGV
Ishares Expanded Tech Software

ETFs
21.1K
New
$88.3 - $107.83 $1.87M - $2.28M
21.1K $1.88B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
56.8K
New
$30.59 - $33.02 $1.74M - $1.88M
56.8K $1.8B
MELI
Mercadolibre Inc

Consumer Cyclical
907
New
$1739.0 - $2260.0 $1.58M - $2.05M
907 $1.77B
SPGI
S&P Global Inc.

Financial Services
3.38K
New
$478.26 - $543.77 $1.62M - $1.84M
3.38K $1.72B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
52K
New
$32.42 - $36.13 $1.68M - $1.88M
52K $1.71B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
14K
New
$120.24 - $134.3 $1.69M - $1.88M
14K $1.71B
LHX
L3 Harris Technologies, Inc.

Industrials
8.15K
New
$194.65 - $222.86 $1.59M - $1.82M
8.15K $1.71B
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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