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
ET
Energy Transfer LP

Energy
-581
- 4.54%
$17.11 - $18.16 $9.94K - $10.6K
12.2K $210M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-435
- 2.89%
$50.47 - $50.74 $22K - $22.1K
14.6K $740M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-403
- 7.13%
$52.39 - $53.11 $21.1K - $21.4K
5.25K $278M
CVX
Chevron Corp

Energy
-284
- 14.22%
$145.57 - $161.83 $41.3K - $46K
1.71K $266M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.42K
- 8.22%
$546.99 - $602.2 $1.32M - $1.45M
27K $16.2B
VUG
Vanguard Growth ETF

ETFs
-985
- 8.95%
$433.97 - $484.08 $427K - $477K
10K $4.81B
VOT
Vanguard Mid Cap Growth Index

ETFs
-114
- 6.02%
$282.75 - $294.19 $32.2K - $33.5K
1.78K $523M
VIG
Vanguard Dividend Appreciation

ETFs
-235
- 6.79%
N/A
3.23K $696M
MRK
Merck & Co., Inc.

Healthcare
-612
- 7.4%
$77.6 - $87.37 $47.5K - $53.5K
7.66K $643M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-963
- 7.57%
$134.94 - $145.86 $130K - $140K
11.8K $1.71B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-177
- 5.45%
$181.56 - $190.33 $32.1K - $33.7K
3.07K $583M
VNLA
Janus Henderson Short Duration

ETFs
-245
- 0.37%
$48.99 - $49.29 $12K - $12.1K
66.3K $3.27B
EL
Estee Lauder Companies Inc

Consumer Defensive
-440
- 9.63%
$83.65 - $95.26 $36.8K - $41.9K
4.13K $364M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-220
- 3.2%
$33.26 - $34.01 $7.32K - $7.48K
6.66K $226M
MS
Morgan Stanley

Financial Services
-244
- 12.47%
$139.09 - $161.16 $33.9K - $39.3K
1.71K $272M
AFL
Aflac Inc

Financial Services
-118
- 5.41%
$98.09 - $111.7 $11.6K - $13.2K
2.06K $231M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-88
- 2.58%
$136.48 - $142.97 $12K - $12.6K
3.32K $465M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-108
- 0.38%
$37.14 - $37.85 $4.01K - $4.09K
28.4K $1.07B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-390
- 5.44%
$62.54 - $68.42 $24.4K - $26.7K
6.77K $457M
FANG
Diamondback Energy, Inc.

Energy
-399
- 3.37%
$134.53 - $152.5 $53.7K - $60.8K
11.4K $1.63B
STE
Steris PLC

Healthcare
-150
- 2.07%
$221.21 - $252.43 $33.2K - $37.9K
7.09K $1.75B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-320
- 3.12%
$28.92 - $32.19 $9.25K - $10.3K
9.93K $317M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-248
- 3.67%
$49.43 - $54.52 $12.3K - $13.5K
6.5K $352M
NXPI
Nxp Semiconductors N.V.

Technology
-231
- 2.91%
$205.16 - $239.07 $47.4K - $55.2K
7.7K $1.75B
SPYG
Spdr Portfolio

ETFs
-17
- 0.69%
$94.33 - $105.31 $1.6K - $1.79K
2.45K $256M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-623
- 5.48%
$39.06 - $43.42 $24.3K - $27.1K
10.7K $466M
EFV
Msci Eafe Value ETF

ETFs
-1.14K
- 4.93%
$62.79 - $68.42 $71.3K - $77.7K
21.9K $1.48B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.36K
- 4.48%
$94.17 - $99.95 $128K - $136K
29K $2.9B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-158
- 3.71%
$567.09 - $607.37 $89.6K - $96K
4.1K $2.44B
PKW
Invesco Exchange Traded Fd Tr

ETFs
-133
- 2.06%
$123.59 - $132.83 $16.4K - $17.7K
6.33K $838M
LHX
L3 Harris Technologies, Inc.

Industrials
-130
- 8.69%
$252.18 - $305.41 $32.8K - $39.7K
1.37K $417M
IYG
Ishares Tr

ETFs
-144
- 0.87%
$85.16 - $90.57 $12.3K - $13K
16.4K $1.47B
CGNX
Cognex Corp

Technology
-4.6K
- 23.45%
$31.85 - $46.54 $146K - $214K
15K $680M
ILCV
Ishares Morningstar Value ETF

ETFs
-460
- 2.79%
$82.86 - $90.02 $38.1K - $41.4K
16K $1.44B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-395
- 1.55%
$76.29 - $80.63 $30.1K - $31.8K
25.1K $2.02B
IGV
Ishares Expanded Tech Software

ETFs
-282
- 1.34%
$105.96 - $117.79 $29.9K - $33.2K
20.7K $2.38B
ALL
Allstate Corp

Financial Services
-165
- 1.83%
$192.0 - $214.65 $31.7K - $35.4K
8.85K $1.9B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.31K
- 5.95%
$148.97 - $165.88 $195K - $217K
20.7K $3.4B
TSLA
Tesla, Inc.

Consumer Cyclical
-406
- 18.52%
$293.94 - $444.72 $119K - $181K
1.79K $794M
MAS
Masco Corp

Industrials
-835
- 3.14%
$64.44 - $76.07 $53.8K - $63.5K
25.8K $1.81B
AMD
Advanced Micro Devices Inc

Technology
-1.1K
- 7.8%
$134.8 - $184.42 $148K - $202K
13K $2.1B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-267
- 0.54%
$36.04 - $38.78 $9.62K - $10.4K
49.6K $1.91B
IXN
Ishares Global Information Tec

ETFs
-192
- 1.35%
$91.28 - $103.32 $17.5K - $19.8K
14K $1.45B
CDNS
Cadence Design Systems Inc

Technology
-191
- 3.83%
$309.46 - $373.37 $59.1K - $71.3K
4.79K $1.68B
MPC
Marathon Petroleum Corp

Energy
-2.55K
- 10.46%
$158.59 - $198.69 $405K - $507K
21.9K $4.21B
VLUE
Ishares Msci Usa Value Factor

ETFs
-134
- 0.87%
$111.55 - $125.05 $14.9K - $16.8K
15.3K $1.91B
NEE
Nextera Energy Inc

Utilities
-609
- 1.61%
$69.77 - $77.54 $42.5K - $47.2K
37.1K $2.8B
Ge Vernova Inc
-117
- 3.52%
N/A
3.21K $1.97B
TJX
Tjx Companies Inc

Consumer Cyclical
-785
- 4.83%
$121.35 - $144.54 $95.3K - $113K
15.5K $2.24B
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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