Caliber Wealth Management, LLC Portfolio Holdings

Caliber Wealth Management, LLC

  • $188 Million
  • Q1 2024

Caliber Wealth Management, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $188 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $26.9M, Ishares Msci Usa Quality Facto with a value of $15.3M, Vanguard Mid Cap ETF with a value of $6.71M, Vanguard Small Cap ETF with a value of $6.68M, and Vanguard Information Technolog with a value of $6.41M.

Examining the 13F form we can see an increase of $17.9M in the current position value, from $170M to 188M.

Below you can find more details about Caliber Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $188 Million
ETFs: $85.5 Million
Technology: $39.9 Million
Consumer Cyclical: $16 Million
Industrials: $13.4 Million
Consumer Defensive: $10.8 Million
Healthcare: $9.61 Million
Financial Services: $9.6 Million
Communication Services: $3.27 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $188 Million
  • Prior Value $170 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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