Caliber Wealth Management, LLC / Ks Incresed Positions in Q3 2025

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
22.3K
+ 14.41%
$620.67 - $670.08 $13.8M - $14.9M
177K $118B
AVUS
American Centy ETF Tr Avantis

ETFs
57.3K
+ 12.45%
$101.2 - $109.16 $5.8M - $6.26M
518K $56.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
42.7K
+ 12.84%
$62.09 - $66.51 $2.65M - $2.84M
376K $24.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.18K
+ 3.32%
$567.77 - $614.76 $668K - $724K
36.6K $22.4B
AVEM
American Centy ETF Tr Avantis

ETFs
11.4K
+ 5.67%
$68.33 - $75.41 $782K - $863K
213K $16B
PULS
Pgim ETF Tr

ETFs
37.2K
+ 24.78%
$49.58 - $49.83 $1.85M - $1.86M
188K $9.34B
IEFA
Ishares Tr

ETFs
12.5K
+ 6.99%
$81.7 - $87.53 $1.02M - $1.09M
191K $16.7B
AVUV
American Centy ETF Tr Avantis

ETFs
8.54K
+ 8.82%
$90.37 - $102.12 $772K - $872K
105K $10.5B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13K
+ 5.17%
$97.75 - $100.75 $1.27M - $1.31M
265K $26.6B
AVDV
American Centy ETF Tr Avantis

ETFs
6.34K
+ 10.76%
$79.24 - $89.03 $503K - $565K
65.3K $5.81B
ABBV
Abb Vie Inc.

Healthcare
553
+ 4.03%
$184.85 - $231.54 $102K - $128K
14.3K $3.31B
UNH
Unitedhealth Group Inc

Healthcare
1.13K
+ 10.87%
$237.77 - $353.61 $268K - $398K
11.5K $3.97B
CMI
Cummins Inc

Industrials
16
+ 0.23%
$327.85 - $426.39 $5.25K - $6.82K
6.93K $2.93B
IEMG
Ishares Inc

ETFs
544
+ 0.87%
N/A
63.2K $4.17B
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.4K
+ 123.39%
$51.78 - $57.89 $331K - $370K
11.6K $666M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.25K
+ 19.7%
$108.97 - $121.65 $245K - $274K
13.7K $1.65B
Blackrock ETF Trust
8.69K
+ 54.33%
N/A
24.7K $935M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.32K
+ 3.52%
$48.5 - $50.19 $210K - $217K
127K $6.37B
DVN
Devon Energy Corp

Energy
992
+ 1.18%
$31.75 - $36.99 $31.5K - $36.7K
85.2K $2.99B
MDT
Medtronic PLC

Healthcare
299
+ 0.91%
$87.67 - $95.74 $26.2K - $28.6K
33.1K $3.15B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.98K
+ 15.54%
$72.65 - $78.68 $144K - $156K
14.7K $1.15B
QUAL
Ishares Msci Usa Quality Facto

ETFs
198
+ 2.38%
$182.33 - $194.5 $36.1K - $38.5K
8.52K $1.66B
VZ
Verizon Communications Inc

Communication Services
1.59K
+ 2.19%
$40.84 - $45.06 $64.8K - $71.5K
74K $3.25B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
714
+ 3.51%
$41.34 - $45.65 $29.5K - $32.6K
21.1K $950M
OEF
Ishares S&P 100 ETF

ETFs
200
+ 13.88%
N/A
1.64K $546M
UNP
Union Pacific Corp

Industrials
33
+ 0.25%
$214.91 - $237.16 $7.09K - $7.83K
13.4K $3.17B
Blackrock ETF Trust Ii
1.71K
+ 40.29%
N/A
5.97K $294M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
558
+ 1.69%
$76.16 - $78.59 $42.5K - $43.9K
33.6K $2.63B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
171
+ 1.23%
$87.05 - $93.19 $14.9K - $15.9K
14.1K $1.31B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
622
+ 24.03%
$98.52 - $103.93 $61.3K - $64.6K
3.21K $331M
CRM
Salesforce, Inc.

Technology
1.27K
+ 18.99%
$231.66 - $273.65 $295K - $348K
7.97K $1.89B
VEA
Vanguard Ftse Developed Market

ETFs
643
+ 15.81%
$56.02 - $60.3 $36K - $38.8K
4.71K $282M
HPQ
Hp Inc

Technology
825
+ 9.41%
$24.45 - $29.35 $20.2K - $24.2K
9.59K $261M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.68K
+ 5.75%
$24.11 - $24.94 $40.4K - $41.8K
30.8K $768M
PEG
Public Service Enterprise Group Inc

Utilities
747
+ 2.49%
$79.99 - $90.14 $59.8K - $67.3K
30.7K $2.56B
NTAP
Net App, Inc.

Technology
100
+ 5.0%
$101.1 - $126.36 $10.1K - $12.6K
2.1K $249M
XTEN
Bondbloxx ETF Tr Bloomberg 10
554
+ 7.07%
N/A
8.39K $391M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
90
+ 4.85%
$110.74 - $122.12 $9.97K - $11K
1.95K $235M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
444
+ 3.33%
$50.85 - $51.35 $22.6K - $22.8K
13.8K $705M
XLI
Industrial Sector Spdr

ETFs
12
+ 0.37%
$147.94 - $154.99 $1.78K - $1.86K
3.29K $507M
IEF
Ishares Barclays

ETFs
182
+ 2.69%
$93.91 - $97.26 $17.1K - $17.7K
6.94K $669M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
107
+ 2.03%
$73.94 - $78.51 $7.91K - $8.4K
5.39K $418M
AVSD
American Centy ETF Tr Avantis

ETFs
56
+ 1.65%
$66.62 - $71.66 $3.73K - $4.01K
3.45K $247M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
164
+ 1.3%
$46.86 - $48.27 $7.69K - $7.92K
12.8K $612M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
95
+ 0.69%
$78.96 - $80.04 $7.5K - $7.6K
13.8K $1.11B
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
105
+ 1.89%
$45.07 - $46.28 $4.73K - $4.86K
5.67K $262M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
289
+ 3.06%
$22.9 - $23.58 $6.62K - $6.81K
9.74K $229M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17
+ 0.2%
N/A
8.41K $204M
COF
Capital One Financial Corp

Financial Services
4
+ 0.41%
$207.29 - $229.74 $829 - $919
975 $207M
Activity Summary
Buys All Purchases 73 New Holdings 15 Increased Positions 58 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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