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
IVV
Ishares Core S&P 500 ETF

ETFs
132K
New
$554.06 - $615.85 $73.2M - $81.4M
132K $74.3B
AVUS
American Centy ETF Tr Avantis

ETFs
403K
New
$90.7 - $101.57 $36.5M - $40.9M
403K $37.2B
VTI
Vanguard Total Stock Market Et

ETFs
133K
New
$271.18 - $303.12 $36M - $40.2M
133K $36.5B
MSFT
Microsoft Corp

Technology
96.3K
New
$375.39 - $447.2 $36.1M - $43M
96.3K $36.1B
AVDE
American Centy ETF Tr Avantis

ETFs
271K
New
$60.63 - $68.55 $16.4M - $18.6M
271K $18B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
297K
New
$57.21 - $65.8 $17M - $19.5M
297K $17.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30.7K
New
$507.05 - $563.67 $15.6M - $17.3M
30.7K $15.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
29.7K
New
$468.34 - $539.52 $13.9M - $16M
29.7K $13.9B
AAPL
Apple Inc.

Technology
59.1K
New
$209.68 - $247.1 $12.4M - $14.6M
59.1K $13.1B
VO
Vanguard Mid Cap ETF

ETFs
49.6K
New
$251.87 - $277.95 $12.5M - $13.8M
49.6K $12.8B
SLV
I Shares Silver Trust

ETFs
377K
New
$26.93 - $31.32 $10.2M - $11.8M
377K $11.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
20.3K
New
$551.42 - $612.93 $11.2M - $12.5M
20.3K $11.4B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
134K
New
$76.77 - $82.22 $10.3M - $11M
134K $10.7B
AVEM
American Centy ETF Tr Avantis

ETFs
176K
New
$57.11 - $62.4 $10.1M - $11M
176K $10.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
105K
New
$95.85 - $99.25 $10.1M - $10.4M
105K $10.4B
XLK
Technology Sector Spdr

ETFs
47.9K
New
$206.38 - $242.18 $9.88M - $11.6M
47.9K $9.88B
BND
Vanguard Bd Index Fd Inc Total

ETFs
134K
New
$71.17 - $73.66 $9.54M - $9.88M
134K $9.85B
WMT
Walmart Inc.

Consumer Defensive
106K
New
$84.5 - $105.05 $8.94M - $11.1M
106K $9.29B
AVUV
American Centy ETF Tr Avantis

ETFs
86.1K
New
$84.95 - $100.62 $7.31M - $8.66M
86.1K $7.5B
MUB
Ishares National Muni Bond ETF

ETFs
67.3K
New
$104.71 - $107.69 $7.05M - $7.25M
67.3K $7.1B
FVD
First Tr Value Line Divid Inde

ETFs
157K
New
$42.61 - $45.51 $6.68M - $7.13M
157K $6.99B
JPM
Jpmorgan Chase & CO

Financial Services
26.6K
New
$225.19 - $279.95 $6M - $7.46M
26.6K $6.54B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
131K
New
$49.25 - $50.66 $6.47M - $6.65M
131K $6.51B
PULS
Pgim ETF Tr

ETFs
127K
New
$49.56 - $49.78 $6.3M - $6.33M
127K $6.32B
AMZN
Amazon Com Inc

Consumer Cyclical
30.3K
New
$190.26 - $242.06 $5.76M - $7.33M
30.3K $5.76B
HD
Home Depot, Inc.

Consumer Cyclical
15.4K
New
$347.25 - $424.87 $5.35M - $6.55M
15.4K $5.65B
GOOG
Alphabet Inc.

Communication Services
35.5K
New
$156.06 - $207.71 $5.54M - $7.37M
35.5K $5.54B
IVE
Ishares S&P 500 Value ETF

ETFs
26.8K
New
$185.78 - $198.58 $4.98M - $5.32M
26.8K $5.11B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
183K
New
$27.01 - $28.54 $4.93M - $5.21M
183K $5.11B
AVGO
Broadcom Inc.

Technology
29.8K
New
$167.43 - $244.7 $4.99M - $7.29M
29.8K $4.99B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
47.5K
New
$102.49 - $119.96 $4.87M - $5.7M
47.5K $4.97B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
52.2K
New
$87.68 - $94.52 $4.58M - $4.94M
52.2K $4.89B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
131K
New
$33.84 - $37.77 $4.42M - $4.94M
131K $4.76B
NEAR
Blackrock Short Maturity Bond

ETFs
90.5K
New
$50.4 - $50.89 $4.56M - $4.61M
90.5K $4.6B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
40.4K
New
$100.34 - $100.68 $4.05M - $4.07M
40.4K $4.07B
VUG
Vanguard Growth ETF

ETFs
10.7K
New
$369.1 - $427.61 $3.94M - $4.57M
10.7K $3.96B
VEU
Vanguard Ftse All World Ex Us

ETFs
65K
New
$56.51 - $62.98 $3.67M - $4.09M
65K $3.94B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
63K
New
$58.01 - $64.46 $3.66M - $4.06M
63K $3.91B
UNH
Unitedhealth Group Inc

Healthcare
7.21K
New
$461.52 - $548.18 $3.33M - $3.95M
7.21K $3.78B
TMUS
T Mobile Us, Inc.

Communication Services
14.1K
New
$211.3 - $272.83 $2.98M - $3.85M
14.1K $3.77B
CME
Cme Group Inc.

Financial Services
14.2K
New
$225.82 - $266.54 $3.2M - $3.78M
14.2K $3.76B
GLD
Spdr Gold Trust

ETFs
13.1K
New
$243.19 - $288.14 $3.17M - $3.76M
13.1K $3.76B
DRI
Darden Restaurants Inc

Consumer Cyclical
17.5K
New
$180.02 - $208.56 $3.16M - $3.66M
17.5K $3.65B
AVDV
American Centy ETF Tr Avantis

ETFs
51.9K
New
$63.74 - $71.96 $3.31M - $3.73M
51.9K $3.62B
URI
United Rentals, Inc.

Industrials
5.74K
New
$594.17 - $789.56 $3.41M - $4.53M
5.74K $3.6B
APD
Air Products & Chemicals, Inc.

Basic Materials
12K
New
$283.24 - $338.07 $3.39M - $4.05M
12K $3.53B
CB
Chubb LTD

Financial Services
11.6K
New
$257.71 - $301.99 $3M - $3.51M
11.6K $3.51B
JNJ
Johnson & Johnson

Healthcare
20.7K
New
$142.06 - $167.7 $2.94M - $3.47M
20.7K $3.43B
GOOGL
Alphabet Inc.

Communication Services
22K
New
$154.33 - $206.19 $3.4M - $4.54M
22K $3.4B
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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