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CALIBER WEALTH MANAGEMENT, LLC

13F
CALIBER WEALTH MANAGEMENT, LLC
Last update 2024-04-25 60 Stocks (4 new)
Value $188.00 Mil Turnover 6 %
Countries:
Top Holdings: SPY(14.32%)QUAL(8.14%)VO(3.57%)VB(3.55%)VGT(3.41%)
Portfolio Report
Summary Stock Picks Current Portfolio
CALIBER WEALTH MANAGEMENT, LLC... Top Holdings of 2024-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
51,487
26931.480
-0.99%
14.320
-0.14%
-
+7.00%
+22.01%
601198.992
 
QUAL 		iShares MSCI USA Quality Factor ETF
93,120
15304.190
-2.54%
8.140
-0.21%
-
+6.50%
+22.07%
49854.286
 
VO 		Vanguard Mid-Cap ETF
26,873
6714.460
+3.96%
3.570
+0.14%
-
+6.26%
+14.27%
66577.817
 
VB 		Vanguard Small Cap ETF
29,228
6681.170
+3.26%
3.550
+0.11%
-
+3.07%
+12.06%
59476.721
 
VGT 		Vanguard Information Technology ETF
12,227
6411.060
-4.42%
3.410
-0.16%
-
+9.75%
+24.45%
74328.385
 
IHDG 		WisdomTree International Hedged Quality Dividend Growth Fund
126,658
5818.660
+5.72%
3.090
+0.17%
-
-1.68%
+5.79%
2780.692
 
AVGO 		Broadcom Inc
33,480
4437.780
-4.21%
2.360
-0.10%
0.000
+23.48%
+59.95%
825010.552
Semiconductors
FBND 		Fidelity Total Bond ETF
97,175
4403.000
-2.50%
2.340
-0.07%
-
+0.04%
-1.04%
12392.860
 
PANW 		Palo Alto Networks Inc
14,332
4072.150
-2.63%
2.170
-0.07%
0.000
+13.08%
+21.76%
117056.456
Software
FALN 		iShares Fallen Angels USD Bond ETF
148,506
3988.880
+129.49%
2.120
+1.20%
-
+1.05%
+2.08%
1827.213
 

CALIBER WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

CALIBER WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IGSB 		iShares 1-3 Year Credit Bond ETF2024-03-31New Buy
+1.39%
●
50.95 ($51.17) 51.48
$52.01
1.64%
New holding
51,006
51,006
FALN 		iShares Fallen Angels USD Bond ETF2024-03-31Add
+1.20%
●
26.17 ($26.57) 26.88
$26.95
1.43%
Add 129.49%
148,506
83,795
PULS 		PGIM Ultra Short Bond ETF2024-03-31New Buy
+1.01%
●
49.39 ($49.56) 49.7
$49.75
0.38%
New holding
38,385
38,385
VWOB 		Vanguard Emerging Markets Government Bond ETF2024-03-31New Buy
+0.96%
●
61.82 ($62.87) 64.13
$64.77
3.02%
New holding
28,382
28,382
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-03-31Sold Out
-0.52%
●
91.4 ($91.6) 91.8
$91.78
0.20%
Sold Out
0
-9,719
SRLN 		SPDR Blackstone Senior Loan ETF2024-03-31Reduce
-0.26%
●
41.64 ($41.91) 42.11
$41.93
0.05%
Reduce -21.03%
39,998
-10,649
QUAL 		iShares MSCI USA Quality Factor ETF2024-03-31Reduce
-0.21%
●
144.62 ($156.23) 165.44
$179.62
14.97%
Reduce -2.54%
93,120
-2,430
IHDG 		WisdomTree International Hedged Quality Dividend Growth Fund2024-03-31Add
+0.17%
●
41.39 ($43.68) 45.98
$44.42
1.69%
Add 5.72%
126,658
6,852
NVDA 		NVIDIA Corp2024-03-31New Buy
+0.16%
●
47.57 ($72.48) 95
$139.34
92.24%
New holding
3,360
336
VGT 		Vanguard Information Technology ETF2024-03-31Reduce
-0.16%
●
462.18 ($507.07) 530.16
$602.32
18.78%
Reduce -4.42%
12,227
-566

CALIBER WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

CALIBER WEALTH MANAGEMENT, LLC's Asset Allocation

To

CALIBER WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CALIBER WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2024-03-31

CALIBER WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CALIBER WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

CALIBER WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

CALIBER WEALTH MANAGEMENT, LLC News

  • 1

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