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
NOW
Service Now, Inc.

Technology
739
New
$783.83 - $1170.39 $579K - $865K
739 $588M
ORCL
Oracle Corp

Technology
4.18K
New
$139.81 - $186.47 $584K - $779K
4.18K $584M
LLY
Eli Lilly & CO

Healthcare
707
New
$725.72 - $929.72 $513K - $657K
707 $584M
CAH
Cardinal Health Inc

Healthcare
4.23K
New
$118.02 - $137.77 $499K - $582K
4.23K $582M
PSLV
Sprott Physical Silver Trust

Financial Services
49.3K
New
$9.86 - $11.68 $486K - $575K
49.3K $571M
IBM
International Business Machines Corp

Technology
2.28K
New
$217.4 - $264.74 $496K - $604K
2.28K $567M
VIG
Vanguard Dividend Appreciation

ETFs
2.92K
New
N/A
2.92K $566M
SNPS
Synopsys Inc

Technology
1.28K
New
$428.58 - $551.54 $546K - $703K
1.28K $547M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
10.5K
New
$49.42 - $50.43 $518K - $528K
10.5K $524M
MAR
Marriott International Inc

Consumer Cyclical
2.19K
New
$237.01 - $304.45 $519K - $666K
2.19K $521M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.06K
New
$54.25 - $57.64 $491K - $522K
9.06K $499M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.56K
New
$105.1 - $109.61 $479K - $500K
4.56K $496M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.98K
New
$237.72 - $276.98 $470K - $548K
1.98K $484M
MA
Mastercard Inc

Financial Services
872
New
$504.67 - $576.31 $440K - $503K
872 $478M
SKYY
First Trust Cloud Computing Et

ETFs
4.5K
New
$102.23 - $131.18 $460K - $590K
4.5K $460M
EVRG
Evergy, Inc.

Utilities
6.45K
New
$59.9 - $69.52 $386K - $448K
6.45K $444M
SHOP
Shopify Inc.

Technology
4.49K
New
$90.59 - $129.31 $406K - $580K
4.49K $434M
XLI
Industrial Sector Spdr

ETFs
3.3K
New
$128.78 - $141.67 $425K - $467K
3.3K $432M
CSCO
Cisco Systems, Inc.

Technology
6.81K
New
$58.74 - $64.87 $400K - $442K
6.81K $420M
KO
Coca Cola CO

Consumer Defensive
5.77K
New
$60.81 - $72.32 $351K - $418K
5.77K $413M
DDOG
Datadog, Inc.

Technology
4.17K
New
$98.68 - $151.89 $411K - $633K
4.17K $413M
VGT
Vanguard Information Technolog

ETFs
757
New
$542.38 - $646.34 $411K - $489K
757 $410M
SHW
Sherwin Williams CO

Basic Materials
1.17K
New
$330.16 - $365.55 $385K - $426K
1.17K $407M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
16.7K
New
$23.87 - $24.35 $398K - $406K
16.7K $400M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
11.4K
New
$32.74 - $36.2 $374K - $414K
11.4K $399M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5.12K
New
$69.81 - $78.9 $357K - $404K
5.12K $399M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.23K
New
$73.11 - $77.43 $383K - $405K
5.23K $397M
CGNX
Cognex Corp

Technology
13.2K
New
$29.83 - $41.02 $394K - $542K
13.2K $394M
OGN
Organon & Co.

Healthcare
26.5K
New
$14.29 - $16.41 $378K - $434K
26.5K $394M
BUG
Global X Fds Cybersecurity ETF

ETFs
11.8K
New
$31.56 - $36.78 $371K - $432K
11.8K $380M
MFC
Manulife Financial Corp

Financial Services
12.1K
New
$28.41 - $31.82 $344K - $386K
12.1K $378M
COST
Costco Wholesale Corp

Consumer Defensive
382
New
$890.62 - $1076.86 $340K - $411K
382 $362M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.6K
New
$22.25 - $23.0 $348K - $360K
15.6K $359M
BR
Broadridge Financial Solutions, Inc.

Technology
1.48K
New
$221.46 - $244.83 $328K - $363K
1.48K $359M
UBER
Uber Technologies, Inc

Technology
4.92K
New
$63.17 - $81.49 $311K - $401K
4.92K $359M
EQBK
Equity Bancshares Inc

Financial Services
8.86K
New
N/A
8.86K $349M
MRVL
Marvell Technology, Inc.

Technology
5.39K
New
$61.57 - $126.06 $332K - $679K
5.39K $332M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
5.46K
New
$58.32 - $65.09 $318K - $355K
5.46K $329M
WFC
Wells Fargo & Company

Financial Services
4.52K
New
$66.78 - $81.42 $302K - $368K
4.52K $324M
KNSL
Kinsale Capital Group, Inc.

Financial Services
659
New
$416.48 - $494.72 $274K - $326K
659 $321M
EEMV
Ishares Msci Emerging Markets

ETFs
5.48K
New
$57.07 - $59.29 $313K - $325K
5.48K $320M
CFFN
Capitol Federal Financial, Inc.

Financial Services
55.8K
New
$5.56 - $6.2 $310K - $346K
55.8K $312M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.85K
New
$42.5 - $46.71 $291K - $320K
6.85K $310M
CVX
Chevron Corp

Energy
1.85K
New
$146.71 - $167.97 $272K - $311K
1.85K $310M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
5.54K
New
$52.16 - $56.68 $289K - $314K
5.54K $308M
FTNT
Fortinet, Inc.

Technology
3.2K
New
$92.49 - $114.57 $296K - $367K
3.2K $308M
IYW
Ishares Dj Us Tech ETF

ETFs
2.16K
New
$140.44 - $166.79 $303K - $360K
2.16K $303M
ARCC
Ares Capital Corp

Financial Services
13.6K
New
$21.28 - $23.81 $290K - $325K
13.6K $302M
KMX
Carmax Inc

Consumer Cyclical
3.86K
New
$69.25 - $89.19 $267K - $344K
3.86K $300M
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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