Caliber Wealth Management, LLC / Ks Reduced Holdings in Q3 2025

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-81.6K
- 80.88%
$491.09 - $535.64 $40.1M - $43.7M
19.3K $9.99B
AAPL
Apple Inc.

Technology
-40.1K
- 63.26%
$202.38 - $256.87 $8.11M - $10.3M
23.3K $5.92B
VTI
Vanguard Total Stock Market Et

ETFs
-22K
- 18.29%
$303.93 - $329.86 $6.69M - $7.26M
98.3K $32.3B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-43.7K
- 34.46%
$82.42 - $87.03 $3.6M - $3.8M
83.1K $7.23B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-42.4K
- 33.46%
$72.57 - $74.72 $3.08M - $3.17M
84.3K $6.27B
PG
Procter & Gamble CO

Consumer Defensive
-16.5K
- 92.49%
$150.47 - $161.22 $2.48M - $2.65M
1.34K $205M
TMUS
T Mobile Us, Inc.

Communication Services
-10.5K
- 75.31%
$226.02 - $259.01 $2.38M - $2.73M
3.45K $827M
FVD
First Tr Value Line Divid Inde

ETFs
-48.3K
- 32.46%
$44.73 - $46.86 $2.16M - $2.26M
100K $4.65B
VO
Vanguard Mid Cap ETF

ETFs
-7.47K
- 16.02%
$279.83 - $293.74 $2.09M - $2.19M
39.2K $11.5B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-41.6K
- 33.98%
$39.8 - $42.86 $1.65M - $1.78M
80.8K $3.46B
AMZN
Amazon Com Inc

Consumer Cyclical
-5.64K
- 17.51%
$211.65 - $238.24 $1.19M - $1.34M
26.6K $5.83B
VEU
Vanguard Ftse All World Ex Us

ETFs
-19.7K
- 35.27%
$66.38 - $71.68 $1.31M - $1.41M
36.2K $2.58B
WMT
Walmart Inc.

Consumer Defensive
-16.6K
- 15.06%
$94.4 - $104.27 $1.57M - $1.73M
93.6K $9.65B
NVDA
Nvidia Corp

Technology
-8.81K
- 47.16%
$153.3 - $186.58 $1.35M - $1.64M
9.88K $1.84B
DIS
Walt Disney CO

Communication Services
-7.67K
- 64.34%
$112.25 - $124.0 $861K - $951K
4.25K $487M
MELI
Mercadolibre Inc

Consumer Cyclical
-261
- 30.63%
$2292.04 - $2514.05 $598K - $656K
591 $1.38B
XOM
Exxon Mobil Corp

Energy
-7.52K
- 36.63%
$105.83 - $117.22 $796K - $882K
13K $1.47B
IWR
Ishares Russell Mid Cap ETF

ETFs
-8.93K
- 32.38%
$92.26 - $97.51 $824K - $871K
18.7K $1.8B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-7.03K
- 16.2%
$100.37 - $100.74 $706K - $709K
36.4K $3.66B
GOOGL
Alphabet Inc.

Communication Services
-9.13K
- 39.1%
$174.36 - $254.72 $1.59M - $2.33M
14.2K $3.46B
BBDC
Barings Bdc, Inc.

Financial Services
-56.9K
- 27.0%
$8.76 - $9.9 $498K - $563K
154K $1.35B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-401
- 1.3%
$38.58 - $58.24 $15.5K - $23.4K
30.5K $1.19B
HD
Home Depot, Inc.

Consumer Cyclical
-2.88K
- 17.06%
$357.4 - $423.42 $1.03M - $1.22M
14K $5.68B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.97K
- 35.91%
N/A
10.7K $1.06B
DRI
Darden Restaurants Inc

Consumer Cyclical
-157
- 1.01%
$184.73 - $220.27 $29K - $34.6K
15.4K $2.93B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-21.9K
- 12.15%
$26.38 - $27.95 $578K - $612K
158K $4.32B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-12.7K
- 26.13%
$35.94 - $38.52 $457K - $490K
35.9K $1.34B
FREL
Fidelity Covington Tr Msci Rea

ETFs
-16.4K
- 34.2%
$26.84 - $28.32 $441K - $465K
31.6K $880M
DXCM
Dexcom Inc

Healthcare
-450
- 2.35%
$66.46 - $89.53 $29.9K - $40.3K
18.7K $1.26B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-12.1K
- 17.85%
$42.39 - $44.63 $511K - $538K
55.5K $2.47B
ORCL
Oracle Corp

Technology
-2.83K
- 44.74%
$218.96 - $328.33 $619K - $929K
3.49K $983M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-984
- 13.89%
$459.11 - $506.91 $452K - $499K
6.1K $3.07B
SHOP
Shopify Inc.

Technology
-3.81K
- 61.08%
$112.11 - $157.12 $427K - $599K
2.43K $361M
KRP
Kimbell Royalty Partners, LP

Energy
-21.5K
- 29.38%
$13.08 - $15.06 $282K - $324K
51.8K $698M
LLY
Eli Lilly & CO

Healthcare
-382
- 43.61%
$625.65 - $812.69 $239K - $310K
494 $377M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-10.2K
- 21.98%
$42.26 - $47.16 $433K - $483K
36.4K $1.68B
BNDX
Vanguard Total International B

ETFs
-5.87K
- 26.22%
$49.0 - $49.51 $287K - $290K
16.5K $817M
PSLV
Sprott Physical Silver Trust

Financial Services
-29.3K
- 59.39%
$12.24 - $15.73 $358K - $460K
20K $314M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-1.74K
- 15.4%
$172.72 - $179.11 $301K - $312K
9.57K $1.7B
IBM
International Business Machines Corp

Technology
-819
- 36.46%
$234.77 - $292.47 $192K - $240K
1.43K $403M
JPM
Jpmorgan Chase & CO

Financial Services
-2.99K
- 11.11%
$282.78 - $316.06 $846K - $945K
23.9K $7.55B
Canadian Pacific Kansas City
-2.91K
- 47.85%
N/A
3.17K $236M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-3.99K
- 10.2%
$79.89 - $83.25 $318K - $332K
35.1K $2.9B
FTNT
Fortinet, Inc.

Technology
-1.6K
- 37.21%
$74.39 - $107.65 $119K - $172K
2.7K $227M
SPGI
S&P Global Inc.

Financial Services
-178
- 5.23%
$484.94 - $564.15 $86.3K - $100K
3.23K $1.57B
MCD
Mcdonalds Corp

Consumer Cyclical
-827
- 33.63%
$291.67 - $316.99 $241K - $262K
1.63K $496M
OKE
Oneok Inc

Energy
-2.14K
- 33.23%
$71.36 - $83.47 $153K - $179K
4.3K $314M
PINS
Pinterest, Inc.

Communication Services
-3.58K
- 14.27%
$32.17 - $39.17 $115K - $140K
21.5K $692M
UBER
Uber Technologies, Inc

Technology
-2.32K
- 50.49%
$86.91 - $99.57 $202K - $231K
2.27K $223M
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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