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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:
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
26,931.5
-0.99%
14.320
-0.14%
-
+16.39%
+8.89%
654,583.2
 
QUAL
iShares MSCI USA Quality Factor ETF
93,120
15,304.2
-2.54%
8.140
-0.21%
-
+11.83%
+5.00%
53,479.5
 
VO
Vanguard Mid-Cap ETF
26,873
6,714.5
+3.96%
3.570
+0.14%
-
+13.58%
+9.73%
80,610.0
 
VB
Vanguard Small Cap ETF
29,228
6,681.2
+3.26%
3.550
+0.11%
-
+14.26%
+2.80%
61,621.0
 
VGT
Vanguard Information Technology ETF
12,227
6,411.1
-4.42%
3.410
-0.16%
-
+27.76%
+10.77%
85,761.7
 
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
126,658
5,818.7
+5.72%
3.090
+0.17%
-
+9.06%
+6.80%
2,490.5
 
AVGO
Broadcom Inc
33,480
4,437.8
-4.21%
2.360
-0.10%
0.000
+53.81%
+25.20%
1,357,939.1
Semiconductors
FBND
Fidelity Total Bond ETF
97,175
4,403.0
-2.50%
2.340
-0.07%
-
+1.62%
+3.76%
19,332.8
 
PANW
Palo Alto Networks Inc
28,664
4,072.2
-2.63%
2.170
-0.07%
0.000
+14.27%
+10.55%
134,133.5
Software
FALN
iShares Fallen Angels USD Bond ETF
148,506
3,988.9
+129.49%
2.120
+1.20%
-
+4.72%
+4.70%
1,844.9
 

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 ETF
2024-03-31
New Buy
New Buy
+1.39%
50.95 ($51.17) 51.48
$52.58
2.76%
New holding
51,006
51,006
FALN
iShares Fallen Angels USD Bond ETF
2024-03-31
Add
Add
+1.20%
26.17 ($26.57) 26.88
$27.09
1.96%
Add 129.49%
148,506
83,795
PULS
PGIM Ultra Short Bond ETF
2024-03-31
New Buy
New Buy
+1.01%
49.39 ($49.56) 49.7
$49.72
0.32%
New holding
38,385
38,385
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
2024-03-31
New Buy
New Buy
+0.96%
61.82 ($62.87) 64.13
$65.22
3.74%
New holding
28,382
28,382
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2024-03-31
Sold Out
Sold Out
-0.52%
91.4 ($91.6) 91.8
$91.68
0.09%
Sold Out
0
-9,719
SRLN
SPDR Blackstone Senior Loan ETF
2024-03-31
Reduce
Reduce
-0.26%
41.64 ($41.91) 42.11
$41.62
-0.69%
Reduce -21.03%
39,998
-10,649
QUAL
iShares MSCI USA Quality Factor ETF
2024-03-31
Reduce
Reduce
-0.21%
144.62 ($156.23) 165.44
$186.15
19.15%
Reduce -2.54%
93,120
-2,430
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
2024-03-31
Add
Add
+0.17%
41.39 ($43.68) 45.98
$45.74
4.72%
Add 5.72%
126,658
6,852
NVDA
NVIDIA Corp
2024-03-31
New Buy
New Buy
+0.16%
47.57 ($72.48) 95
$173.74
139.71%
New holding
3,360
336
VGT
Vanguard Information Technology ETF
2024-03-31
Reduce
Reduce
-0.16%
462.18 ($507.07) 530.16
$687.13
35.51%
Reduce -4.42%
12,227
-566

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

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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

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

CALIBER WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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