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

Caliber Wealth Management, LLC / Ks

  • $930 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-22.5K
- 73.12%
$73.47 - $87.12 $1.65M - $1.96M
8.27K $655M
LHX
L3 Harris Technologies, Inc.

Industrials
-6.66K
- 81.65%
$200.21 - $256.99 $1.33M - $1.71M
1.5K $375M
EL
Estee Lauder Companies Inc

Consumer Defensive
-12.4K
- 73.02%
$50.06 - $80.8 $619K - $999K
4.57K $369M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-3.23K
- 22.23%
$157.93 - $175.89 $510K - $568K
11.3K $1.97B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.44K
- 5.55%
$72.02 - $73.82 $536K - $549K
127K $9.32B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.45K
- 6.44%
$48.13 - $49.85 $407K - $421K
123K $6.02B
AEM
Agnico Eagle Mines LTD

Basic Materials
-5.19K
- 33.51%
$99.48 - $124.46 $517K - $646K
10.3K $1.23B
IWM
Ishares Russell 2000 ETF

ETFs
-2.95K
- 25.57%
$174.82 - $215.79 $516K - $637K
8.6K $1.86B
CME
Cme Group Inc.

Financial Services
-2.15K
- 15.17%
$252.37 - $290.71 $543K - $625K
12K $3.31B
TMUS
T Mobile Us, Inc.

Communication Services
-134
- 0.95%
$220.99 - $268.54 $29.6K - $36K
14K $3.33B
CB
Chubb LTD

Financial Services
-849
- 7.3%
$274.32 - $302.46 $233K - $257K
10.8K $3.13B
BBDC
Barings Bdc, Inc.

Financial Services
-30.5K
- 12.66%
$7.89 - $9.51 $241K - $290K
211K $1.92B
FVD
First Tr Value Line Divid Inde

ETFs
-7.98K
- 5.09%
$40.62 - $45.12 $324K - $360K
149K $6.65B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.43K
- 1.33%
$24.32 - $27.87 $59K - $67.6K
180K $4.78B
SLV
I Shares Silver Trust

ETFs
-30.6K
- 8.1%
$27.08 - $33.74 $828K - $1.03M
347K $11.4B
JNJ
Johnson & Johnson

Healthcare
-154
- 0.74%
$146.36 - $159.82 $22.5K - $24.6K
20.5K $3.13B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.36K
- 11.61%
$496.48 - $617.85 $1.17M - $1.46M
18K $11.1B
VZ
Verizon Communications Inc

Communication Services
-2.41K
- 3.21%
$41.67 - $45.62 $100K - $110K
72.4K $3.13B
DRI
Darden Restaurants Inc

Consumer Cyclical
-2.02K
- 11.49%
$186.58 - $225.78 $376K - $455K
15.5K $3.39B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-7.56K
- 5.63%
$70.7 - $82.14 $534K - $621K
127K $10.4B
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.51K
- 37.51%
$151.62 - $183.47 $229K - $277K
2.52K $462M
VB
Vanguard Small Cap ETF

ETFs
-1.25K
- 28.86%
$193.73 - $237.37 $242K - $296K
3.08K $729M
BNDX
Vanguard Total International B

ETFs
-4.37K
- 16.33%
$48.77 - $49.55 $213K - $216K
22.4K $1.11B
VEU
Vanguard Ftse All World Ex Us

ETFs
-9.13K
- 14.05%
$54.19 - $67.22 $495K - $614K
55.9K $3.75B
VNQ
Vanguard Specialized Funds Van

ETFs
-1.85K
- 12.36%
$79.79 - $91.42 $148K - $169K
13.1K $1.17B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-7.52K
- 10.02%
$37.18 - $42.55 $280K - $320K
67.6K $2.88B
MAS
Masco Corp

Industrials
-570
- 2.1%
$58.73 - $71.06 $33.5K - $40.5K
26.6K $1.71B
V
Visa Inc.

Financial Services
-588
- 8.41%
$308.27 - $373.31 $181K - $220K
6.4K $2.27B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.93K
- 11.28%
$35.35 - $42.68 $210K - $253K
46.6K $1.99B
MSI
Motorola Solutions, Inc.

Technology
-51
- 0.68%
$394.72 - $440.39 $20.1K - $22.5K
7.43K $3.12B
XLF
Financial Sector Spdr

ETFs
-3.7K
- 19.58%
$43.92 - $52.37 $163K - $194K
15.2K $797M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.74K
- 14.16%
N/A
16.6K $1.56B
KRP
Kimbell Royalty Partners, LP

Energy
-9.58K
- 11.56%
$11.58 - $14.61 $111K - $140K
73.3K $1.02B
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.85K
- 12.23%
$74.88 - $91.97 $288K - $354K
27.6K $2.54B
MDT
Medtronic PLC

Healthcare
-505
- 1.52%
$80.68 - $88.86 $40.7K - $44.9K
32.8K $2.86B
ALL
Allstate Corp

Financial Services
-239
- 2.58%
$180.53 - $212.64 $43.1K - $50.8K
9.02K $1.81B
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-5.75K
- 10.23%
$1.66 - $3.61 $9.55K - $20.8K
50.5K $86.8M
SUB
Ishares Short Term National Mu

ETFs
-963
- 13.84%
$104.77 - $106.34 $101K - $102K
6K $637M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-2.42K
- 4.8%
$24.18 - $27.61 $58.6K - $66.9K
48.1K $1.3B
EW
Edwards Lifesciences Corp

Healthcare
-2.81K
- 12.0%
$67.07 - $78.22 $188K - $220K
20.6K $1.61B
TJX
Tjx Companies Inc

Consumer Cyclical
-815
- 4.78%
$119.13 - $135.03 $97.1K - $110K
16.3K $2.01B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.36K
- 8.3%
$50.36 - $50.68 $68.5K - $69K
15K $762M
SHW
Sherwin Williams CO

Basic Materials
-156
- 13.39%
$313.51 - $363.51 $48.9K - $56.7K
1.01K $346M
IEF
Ishares Barclays

ETFs
-654
- 8.83%
$93.15 - $96.56 $60.9K - $63.2K
6.76K $647M
CRM
Salesforce, Inc.

Technology
-313
- 4.46%
$236.26 - $291.15 $73.9K - $91.1K
6.7K $1.83B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.89K
- 20.91%
$50.08 - $63.14 $94.9K - $120K
7.16K $452M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-350
- 7.6%
$468.22 - $566.51 $164K - $198K
4.26K $2.41B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-8.14K
- 14.33%
$27.65 - $36.12 $225K - $294K
48.7K $1.76B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.26K
- 4.15%
$24.14 - $25.43 $30.5K - $32.1K
29.1K $722M
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
Track This Portfolio

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email