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
HCA
Hca Healthcare, Inc.

Healthcare
-1.3K
- 15.83%
$334.32 - $426.2 $433K - $552K
6.89K $2.93B
RTX
Raytheon Technologies Corp

Industrials
-2.21K
- 26.74%
$144.19 - $167.33 $318K - $369K
6.04K $1.01B
V
Visa Inc.

Financial Services
-306
- 4.78%
$332.09 - $358.86 $102K - $110K
6.09K $2.08B
APD
Air Products & Chemicals, Inc.

Basic Materials
-268
- 2.24%
$265.78 - $299.3 $71.2K - $80.2K
11.7K $3.2B
KO
Coca Cola CO

Consumer Defensive
-2.12K
- 30.18%
$65.67 - $71.67 $139K - $152K
4.9K $325M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.18K
- 16.55%
$88.47 - $93.24 $192K - $203K
11K $1B
MUB
Ishares National Muni Bond ETF

ETFs
-2.78K
- 4.06%
$103.24 - $106.68 $287K - $297K
65.9K $7.01B
CBSH
Commerce Bancshares Inc

Financial Services
-2.25K
- 22.65%
$58.61 - $66.11 $132K - $149K
7.68K $459M
VB
Vanguard Small Cap ETF

ETFs
-788
- 25.62%
$237.58 - $259.17 $187K - $204K
2.29K $582M
SUB
Ishares Short Term National Mu

ETFs
-1.39K
- 23.24%
$106.17 - $107.3 $148K - $149K
4.6K $491M
MRVL
Marvell Technology, Inc.

Technology
-2.09K
- 39.93%
$62.31 - $84.07 $130K - $176K
3.14K $264M
NOW
Service Now, Inc.

Technology
-72
- 11.03%
$850.86 - $1044.69 $61.3K - $75.2K
581 $535M
EFG
Msci Eafe Growth ETF

ETFs
-1.37K
- 11.24%
$106.99 - $114.46 $147K - $157K
10.8K $1.23B
TT
Trane Technologies PLC

Industrials
-137
- 3.26%
$398.96 - $472.54 $54.7K - $64.7K
4.06K $1.71B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.81K
- 13.14%
$135.0 - $146.02 $245K - $265K
12K $1.75B
AVGO
Broadcom Inc.

Technology
-5.25K
- 17.62%
$264.74 - $369.57 $1.39M - $1.94M
24.5K $8.1B
IYW
Ishares Dj Us Tech ETF

ETFs
-921
- 31.08%
$171.38 - $197.01 $158K - $181K
2.04K $400M
META
Meta Platforms, Inc.

Communication Services
-129
- 3.09%
$695.21 - $791.73 $89.7K - $102K
4.05K $2.97B
JCI
Johnson Controls International PLC

Industrials
-2.35K
- 6.0%
$103.24 - $111.73 $243K - $262K
36.8K $4.04B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-866
- 19.84%
$107.66 - $112.36 $93.2K - $97.3K
3.5K $390M
SNPS
Synopsys Inc

Technology
-54
- 1.75%
$387.78 - $645.35 $20.9K - $34.8K
3.03K $1.49B
CME
Cme Group Inc.

Financial Services
-54
- 0.45%
$258.83 - $287.1 $14K - $15.5K
12K $3.24B
MA
Mastercard Inc

Financial Services
-142
- 14.1%
$550.18 - $598.96 $78.1K - $85.1K
865 $492M
XLF
Financial Sector Spdr

ETFs
-1.76K
- 11.55%
$51.37 - $54.25 $90.2K - $95.3K
13.5K $725M
ETN
Eaton Corp PLC

Industrials
-725
- 6.26%
$342.99 - $392.76 $249K - $285K
10.9K $4.06B
IVE
Ishares S&P 500 Value ETF

ETFs
-1.94K
- 6.49%
$194.44 - $206.51 $377K - $401K
27.9K $5.77B
BAC
Bank Of America Corp

Financial Services
-2.79K
- 15.76%
$44.92 - $52.42 $125K - $146K
14.9K $769M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-1.73K
- 16.85%
$46.97 - $48.89 $81.1K - $84.4K
8.52K $416M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.09K
- 6.26%
$192.76 - $203.86 $210K - $222K
16.3K $3.33B
ICE
Intercontinental Exchange, Inc.

Financial Services
-108
- 4.29%
$167.28 - $188.45 $18.1K - $20.4K
2.41K $406M
EEMV
Ishares Msci Emerging Markets

ETFs
-944
- 20.2%
$61.94 - $64.63 $58.5K - $61K
3.73K $238M
ABT
Abbott Laboratories

Healthcare
-370
- 13.14%
$120.51 - $136.62 $44.6K - $50.5K
2.45K $328M
ADI
Analog Devices Inc

Technology
-665
- 4.67%
$220.68 - $255.63 $147K - $170K
13.6K $3.33B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-865
- 8.23%
$236.25 - $257.69 $204K - $223K
9.64K $2.47B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.53K
- 6.98%
$68.24 - $73.73 $309K - $334K
60.3K $4.43B
TGT
Target Corp

Consumer Defensive
-225
- 8.26%
$86.56 - $107.43 $19.5K - $24.2K
2.5K $224M
IWM
Ishares Russell 2000 ETF

ETFs
-1.11K
- 12.88%
$214.92 - $244.84 $238K - $271K
7.49K $1.81B
EW
Edwards Lifesciences Corp

Healthcare
-412
- 2.0%
$73.75 - $81.83 $30.4K - $33.7K
20.2K $1.57B
CAT
Caterpillar Inc

Industrials
-231
- 29.2%
$390.92 - $477.15 $90.3K - $110K
560 $267M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.06K
- 4.78%
$45.6 - $46.92 $48.5K - $49.9K
21.2K $990M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-501
- 10.08%
$81.76 - $86.36 $41K - $43.3K
4.47K $379M
CAH
Cardinal Health Inc

Healthcare
-12
- 0.38%
$146.04 - $167.63 $1.75K - $2.01K
3.19K $500M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.6K
- 10.1%
$22.64 - $23.22 $36.2K - $37.1K
14.2K $329M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-846
- 27.98%
$105.93 - $131.8 $89.6K - $112K
2.18K $287M
NEAR
Blackrock Short Maturity Bond

ETFs
-946
- 1.04%
$50.8 - $51.32 $48.1K - $48.5K
89.8K $4.6B
CSCO
Cisco Systems, Inc.

Technology
-328
- 3.48%
$66.2 - $71.79 $21.7K - $23.5K
9.1K $623M
MBB
Ishares Tr

ETFs
-365
- 13.75%
$92.46 - $95.73 $33.7K - $34.9K
2.29K $218M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-956
- 1.8%
$92.18 - $95.14 $88.1K - $91K
52.1K $4.96B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-150
- 2.75%
$59.29 - $62.87 $8.89K - $9.43K
5.31K $319M
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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