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

Caliber Wealth Management, LLC / Ks

  • $930 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
796K
New
N/A
796K $21.1B
DFIV
Dimensional ETF Tr

ETFs
203K
New
$34.67 - $43.21 $7.05M - $8.79M
203K $8.71B
CMI
Cummins Inc

Industrials
6.91K
New
$267.12 - $336.65 $1.85M - $2.33M
6.91K $2.26B
APH
Amphenol Corp

Technology
20.6K
New
$59.09 - $98.75 $1.22M - $2.03M
20.6K $2.03B
Ge Vernova Inc
3.33K
New
N/A
3.33K $1.76B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
13.9K
New
$73.02 - $90.22 $1.02M - $1.26M
13.9K $1.24B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
20.4K
New
$34.28 - $41.6 $699K - $848K
20.4K $846M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
20.4K
New
$33.46 - $41.33 $681K - $841K
20.4K $841M
CBSH
Commerce Bancshares Inc

Financial Services
9.93K
New
$55.42 - $65.63 $550K - $652K
9.93K $617M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
12.6K
New
$46.41 - $47.7 $584K - $600K
12.6K $598M
Blackrock ETF Trust
16K
New
N/A
16K $569M
Canadian Pacific Kansas City
6.08K
New
N/A
6.08K $482M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
10.2K
New
$41.3 - $47.0 $423K - $482K
10.2K $482M
CMF
Ishares California Muni Bond E

ETFs
8.16K
New
$54.52 - $56.7 $445K - $463K
8.16K $455M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
13.3K
New
$28.75 - $33.88 $382K - $450K
13.3K $450M
OEF
Ishares S&P 100 ETF

ETFs
1.44K
New
N/A
1.44K $439M
SO
Southern CO

Utilities
4.64K
New
$84.91 - $92.56 $394K - $429K
4.64K $426M
Arista Networks Inc
3.67K
New
N/A
3.67K $375M
XTEN
Bondbloxx ETF Tr Bloomberg 10
7.84K
New
N/A
7.84K $362M
DE
Deere & CO

Industrials
668
New
$412.99 - $531.48 $276K - $355K
668 $340M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.59K
New
$57.14 - $72.68 $262K - $334K
4.59K $334M
HON
Honeywell International Inc

Industrials
1.37K
New
$182.86 - $232.88 $251K - $319K
1.37K $319M
CAT
Caterpillar Inc

Industrials
791
New
$273.94 - $388.21 $217K - $307K
791 $307M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.19K
New
$40.94 - $52.1 $212K - $270K
5.19K $270M
ACN
Accenture PLC

Technology
898
New
$279.23 - $323.21 $251K - $290K
898 $268M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.59K
New
$97.29 - $105.63 $252K - $273K
2.59K $263M
APP
App Lovin Corp

Technology
742
New
$219.37 - $417.89 $163K - $310K
742 $260M
PANW
Palo Alto Networks Inc

Technology
1.25K
New
$152.44 - $204.64 $191K - $256K
1.25K $256M
CRWD
Crowd Strike Holdings, Inc.

Technology
468
New
$321.63 - $509.31 $151K - $238K
468 $238M
AMGN
Amgen Inc

Healthcare
837
New
$262.28 - $309.85 $220K - $259K
837 $234M
Primo Brands Corporation
7.83K
New
N/A
7.83K $232M
AVSD
American Centy ETF Tr Avantis

ETFs
3.39K
New
$53.85 - $67.74 $183K - $230K
3.39K $229M
AR
Antero Resources Corp

Energy
5.51K
New
$31.92 - $43.78 $176K - $241K
5.51K $222M
DVY
Ishares Tr

ETFs
1.64K
New
$118.37 - $134.86 $194K - $221K
1.64K $218M
HPQ
Hp Inc

Technology
8.77K
New
$21.88 - $29.32 $192K - $257K
8.77K $214M
NTAP
Net App, Inc.

Technology
2K
New
$76.1 - $106.55 $152K - $213K
2K $213M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.86K
New
$82.32 - $112.47 $153K - $209K
1.86K $209M
Blackrock ETF Trust Ii
4.25K
New
N/A
4.25K $207M
COF
Capital One Financial Corp

Financial Services
971
New
$150.57 - $212.76 $146K - $207K
971 $207M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.58K
New
$19.1 - $23.83 $164K - $204K
8.58K $204M
T
At&T Inc.

Communication Services
6.95K
New
$26.33 - $28.94 $183K - $201K
6.95K $201M
EBAY
Ebay Inc

Consumer Cyclical
2.69K
New
$59.52 - $79.36 $160K - $214K
2.69K $201M
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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