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CALIBER WEALTH MANAGEMENT, LLC13F | |
| CALIBER WEALTH MANAGEMENT, LLC | |
| Last update 2024-04-25 | 60 Stocks (4 new) |
| Value $188.00 Mil | Turnover 6 % |
CALIBER WEALTH MANAGEMENT, LLC... Top Holdings of 2024-03-31
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| 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% | - | +17.14% | +7.04% | 641,384.0 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 93,120 | 15,304.2 | -2.54% | 8.140 | -0.21% | - | +12.73% | +3.71% | 53,264.3 | ||
VO | Vanguard Mid-Cap ETF | 26,873 | 6,714.5 | +3.96% | 3.570 | +0.14% | - | +16.29% | +7.74% | 79,383.2 | ||
VB | Vanguard Small Cap ETF | 29,228 | 6,681.2 | +3.26% | 3.550 | +0.11% | - | +18.12% | +1.59% | 60,849.6 | ||
VGT | Vanguard Information Technology ETF | 12,227 | 6,411.1 | -4.42% | 3.410 | -0.16% | - | +29.01% | +8.06% | 85,097.1 | ||
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% | - | +14.03% | +6.08% | 2,528.2 | ||
AVGO | Broadcom Inc | 33,480 | 4,437.8 | -4.21% | 2.360 | -0.10% | 0.000 | +51.16% | +18.99% | 1,290,538.4 | Semiconductors | |
FBND | Fidelity Total Bond ETF | 97,175 | 4,403.0 | -2.50% | 2.340 | -0.07% | - | +2.87% | +3.55% | 18,466.2 | ||
PANW | Palo Alto Networks Inc | 28,664 | 4,072.2 | -2.63% | 2.170 | -0.07% | 0.000 | +11.32% | +2.98% | 124,951.7 | Software | |
FALN | iShares Fallen Angels USD Bond ETF | 148,506 | 3,988.9 | +129.49% | 2.120 | +1.20% | - | +6.57% | +4.12% | 1,782.2 |
CALIBER WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns
CALIBER WEALTH MANAGEMENT, LLC's Top Stock Picks
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| 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 | $52.45 | 2.50% | 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 | $26.94 | 1.39% | 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 | $49.64 | 0.16% | 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 | $64.77 | 3.02% | 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 | $91.56 | -0.04% | Sold Out | 0 | -9,719 | |
SRLN | SPDR Blackstone Senior Loan ETF | 2024-03-31 | Reduce Reduce | -0.26% | 41.64 ($41.91) 42.11 | $41.52 | -0.93% | 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 | $183.86 | 17.69% | 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 | $45.43 | 4.01% | Add 5.72% | 126,658 | 6,852 | |
NVDA | NVIDIA Corp | 2024-03-31 | New Buy New Buy | +0.16% | 47.57 ($72.48) 95 | $164.92 | 127.54% | New holding | 3,360 | 336 | |
VGT | Vanguard Information Technology ETF | 2024-03-31 | Reduce Reduce | -0.16% | 462.18 ($507.07) 530.16 | $670.33 | 32.20% | Reduce -4.42% | 12,227 | -566 |
CALIBER WEALTH MANAGEMENT, LLC Total Holding History ($B)
CALIBER WEALTH MANAGEMENT, LLC's Asset Allocation
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 % |
|---|
CALIBER WEALTH MANAGEMENT, LLC's Holdings Heat Map
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CALIBER WEALTH MANAGEMENT, LLC's Holdings Bubble Chart
CALIBER WEALTH MANAGEMENT, LLC News
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