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Caliber Wealth Management, Llc Buys Pacer US Cash Cows 100 ETF, Pioneer Natural Resources Co, S&P 500 ETF TRUST ETF, Sells iShares 1-3 Year Credit Bond ETF, WisdomTree U.S. Dividend Growth Fund, iShares Morningstar Mid-Cap Growth ETF

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Jan 20, 2022
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Investment company Caliber Wealth Management, Llc (Current Portfolio) buys Pacer US Cash Cows 100 ETF, Pioneer Natural Resources Co, S&P 500 ETF TRUST ETF, SPDR Blackstone Senior Loan ETF, Vanguard Energy ETF, sells iShares 1-3 Year Credit Bond ETF, WisdomTree U.S. Dividend Growth Fund, iShares Morningstar Mid-Cap Growth ETF, iShares MSCI Intl Quality Factor ETF, Block Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Caliber Wealth Management, Llc. As of 2021Q4, Caliber Wealth Management, Llc owns 66 stocks with a total value of $145 million. These are the details of the buys and sells.

For the details of CALIBER WEALTH MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/caliber+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of CALIBER WEALTH MANAGEMENT, LLC
  1. S&P 500 ETF TRUST ETF (SPY) - 28,239 shares, 9.07% of the total portfolio. Shares added by 26.49%
  2. Nikola Corp (NKLA) - 1,027,436 shares, 7.16% of the total portfolio. Shares reduced by 17.1%
  3. Vanguard Mid-Cap ETF (VO) - 16,537 shares, 2.79% of the total portfolio. Shares added by 25.98%
  4. SPDR Blackstone Senior Loan ETF (SRLN) - 84,316 shares, 2.67% of the total portfolio. Shares added by 210.69%
  5. iShares Fallen Angels USD Bond ETF (FALN) - 128,703 shares, 2.62% of the total portfolio. Shares added by 27.59%
New Purchase: Pacer US Cash Cows 100 ETF (COWZ)

Caliber Wealth Management, Llc initiated holding in Pacer US Cash Cows 100 ETF. The purchase prices were between $44.03 and $47.4, with an estimated average price of $45.9. The stock is now traded at around $47.380000. The impact to a portfolio due to this purchase was 2.59%. The holding were 77,529 shares as of 2021-12-31.

New Purchase: Pioneer Natural Resources Co (PXD)

Caliber Wealth Management, Llc initiated holding in Pioneer Natural Resources Co. The purchase prices were between $172.65 and $193.08, with an estimated average price of $184.2. The stock is now traded at around $219.060000. The impact to a portfolio due to this purchase was 2.3%. The holding were 15,409 shares as of 2021-12-31.

New Purchase: Vanguard Energy ETF (VDE)

Caliber Wealth Management, Llc initiated holding in Vanguard Energy ETF. The purchase prices were between $74.1 and $82.7, with an estimated average price of $78.79. The stock is now traded at around $89.390000. The impact to a portfolio due to this purchase was 1.49%. The holding were 23,891 shares as of 2021-12-31.

New Purchase: Watsco Inc (WSO)

Caliber Wealth Management, Llc initiated holding in Watsco Inc. The purchase prices were between $267.37 and $315.96, with an estimated average price of $296.96. The stock is now traded at around $292.650000. The impact to a portfolio due to this purchase was 1.44%. The holding were 7,001 shares as of 2021-12-31.

New Purchase: UnitedHealth Group Inc (UNH)

Caliber Wealth Management, Llc initiated holding in UnitedHealth Group Inc. The purchase prices were between $387.01 and $505.58, with an estimated average price of $454.21. The stock is now traded at around $462.520000. The impact to a portfolio due to this purchase was 0.88%. The holding were 2,726 shares as of 2021-12-31.

New Purchase: Palo Alto Networks Inc (PANW)

Caliber Wealth Management, Llc initiated holding in Palo Alto Networks Inc. The purchase prices were between $469.54 and $568.34, with an estimated average price of $520.64. The stock is now traded at around $519.610000. The impact to a portfolio due to this purchase was 0.62%. The holding were 1,803 shares as of 2021-12-31.

Added: S&P 500 ETF TRUST ETF (SPY)

Caliber Wealth Management, Llc added to a holding in S&P 500 ETF TRUST ETF by 26.49%. The purchase prices were between $427.14 and $477.48, with an estimated average price of $458.13. The stock is now traded at around $451.750000. The impact to a portfolio due to this purchase was 1.9%. The holding were 28,239 shares as of 2021-12-31.

Added: SPDR Blackstone Senior Loan ETF (SRLN)

Caliber Wealth Management, Llc added to a holding in SPDR Blackstone Senior Loan ETF by 210.69%. The purchase prices were between $45.02 and $45.7, with an estimated average price of $45.41. The stock is now traded at around $45.780000. The impact to a portfolio due to this purchase was 1.81%. The holding were 84,316 shares as of 2021-12-31.

Added: iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)

Caliber Wealth Management, Llc added to a holding in iShares 0-5 Year High Yield Corporate Bond ETF by 83.55%. The purchase prices were between $44.55 and $45.36, with an estimated average price of $45. The stock is now traded at around $44.990000. The impact to a portfolio due to this purchase was 1.1%. The holding were 77,597 shares as of 2021-12-31.

Added: First Trust Municipal High Income ETF (FMHI)

Caliber Wealth Management, Llc added to a holding in First Trust Municipal High Income ETF by 256.66%. The purchase prices were between $55.02 and $56.13, with an estimated average price of $55.66. The stock is now traded at around $55.445000. The impact to a portfolio due to this purchase was 0.73%. The holding were 26,564 shares as of 2021-12-31.

Added: Vanguard Small Cap ETF (VB)

Caliber Wealth Management, Llc added to a holding in Vanguard Small Cap ETF by 52.30%. The purchase prices were between $214.09 and $238.21, with an estimated average price of $226.3. The stock is now traded at around $211.270000. The impact to a portfolio due to this purchase was 0.7%. The holding were 13,530 shares as of 2021-12-31.

Added: Vanguard Financials ETF (VFH)

Caliber Wealth Management, Llc added to a holding in Vanguard Financials ETF by 74.76%. The purchase prices were between $92.72 and $100.42, with an estimated average price of $97.06. The stock is now traded at around $96.460000. The impact to a portfolio due to this purchase was 0.6%. The holding were 20,146 shares as of 2021-12-31.

Sold Out: iShares 1-3 Year Credit Bond ETF (IGSB)

Caliber Wealth Management, Llc sold out a holding in iShares 1-3 Year Credit Bond ETF. The sale prices were between $53.7 and $54.33, with an estimated average price of $53.95.

Sold Out: WisdomTree U.S. Dividend Growth Fund (DGRW)

Caliber Wealth Management, Llc sold out a holding in WisdomTree U.S. Dividend Growth Fund. The sale prices were between $58.66 and $66.05, with an estimated average price of $62.62.

Sold Out: iShares Morningstar Mid-Cap Growth ETF (JKH)

Caliber Wealth Management, Llc sold out a holding in iShares Morningstar Mid-Cap Growth ETF. The sale prices were between $68.19 and $76.33, with an estimated average price of $72.78.

Sold Out: Block Inc (SQ)

Caliber Wealth Management, Llc sold out a holding in Block Inc. The sale prices were between $158.3 and $265.08, with an estimated average price of $215.58.

Sold Out: VanEck Investment Grade Floating Rate ETF (FLTR)

Caliber Wealth Management, Llc sold out a holding in VanEck Investment Grade Floating Rate ETF. The sale prices were between $25.25 and $25.36, with an estimated average price of $25.31.

Sold Out: PagerDuty Inc (PD)

Caliber Wealth Management, Llc sold out a holding in PagerDuty Inc. The sale prices were between $30.98 and $43.51, with an estimated average price of $38.57.



Here is the complete portfolio of CALIBER WEALTH MANAGEMENT, LLC. Also check out:

1. CALIBER WEALTH MANAGEMENT, LLC's Undervalued Stocks
2. CALIBER WEALTH MANAGEMENT, LLC's Top Growth Companies, and
3. CALIBER WEALTH MANAGEMENT, LLC's High Yield stocks
4. Stocks that CALIBER WEALTH MANAGEMENT, LLC keeps buying
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