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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%
-
+18.80%
+8.86%
654,366.5
 
QUAL
iShares MSCI USA Quality Factor ETF
93,120
15,304.2
-2.54%
8.140
-0.21%
-
+14.04%
+5.05%
53,508.3
 
VO
Vanguard Mid-Cap ETF
26,873
6,714.5
+3.96%
3.570
+0.14%
-
+15.88%
+9.89%
80,725.0
 
VB
Vanguard Small Cap ETF
29,228
6,681.2
+3.26%
3.550
+0.11%
-
+17.97%
+3.73%
62,181.4
 
VGT
Vanguard Information Technology ETF
12,227
6,411.1
-4.42%
3.410
-0.16%
-
+32.19%
+10.45%
85,519.5
 
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%
-
+11.32%
+7.48%
2,506.3
 
AVGO
Broadcom Inc
33,480
4,437.8
-4.21%
2.360
-0.10%
0.000
+60.74%
+23.02%
1,334,327.7
Semiconductors
FBND
Fidelity Total Bond ETF
97,175
4,403.0
-2.50%
2.340
-0.07%
-
+2.36%
+3.87%
19,354.0
 
PANW
Palo Alto Networks Inc
28,664
4,072.2
-2.63%
2.170
-0.07%
0.000
+18.36%
+9.49%
132,839.9
Software
FALN
iShares Fallen Angels USD Bond ETF
148,506
3,988.9
+129.49%
2.120
+1.20%
-
+5.92%
+4.81%
1,846.9
 

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
$52.61
2.81%
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
$27.12
2.07%
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
$49.73
0.34%
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
$65.23
3.75%
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
$41.64
-0.64%
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
$186.25
19.22%
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
$46.03
5.38%
Add 5.72%
126,658
6,852
NVDA
NVIDIA Corp
2024-03-31
New Buy
New Buy
+0.16%
47.57 ($72.48) 95
$170.78
135.62%
New holding
3,360
336
VGT
Vanguard Information Technology ETF
2024-03-31
Reduce
Reduce
-0.16%
462.18 ($507.07) 530.16
$685.19
35.13%
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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