Caliber Wealth Management, LLC / Ks Incresed Positions in Q4 2025

Caliber Wealth Management, LLC / Ks

  • $929 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
17.6K
+ 9.94%
$656.2 - $690.71 $11.5M - $12.1M
195K $133B
AVUS
American Centy ETF Tr Avantis

ETFs
48.2K
+ 9.32%
$105.96 - $111.17 $5.11M - $5.36M
566K $63.3B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
24.5K
+ 67.46%
$100.37 - $100.72 $2.46M - $2.47M
60.9K $6.12B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
32.4K
+ 8.63%
$63.25 - $66.24 $2.05M - $2.15M
408K $26.9B
PULS
Pgim ETF Tr

ETFs
46.5K
+ 24.81%
$49.64 - $49.83 $2.31M - $2.32M
234K $11.6B
IEFA
Ishares Tr

ETFs
17.1K
+ 8.96%
$86.09 - $89.88 $1.47M - $1.54M
208K $18.6B
AVEM
American Centy ETF Tr Avantis

ETFs
9.48K
+ 4.45%
$73.09 - $78.36 $693K - $743K
223K $17.1B
AVUV
American Centy ETF Tr Avantis

ETFs
7.15K
+ 6.78%
$95.19 - $100.66 $680K - $720K
113K $11.5B
AVDE
American Centy ETF Tr Avantis

ETFs
191
+ 0.07%
$77.65 - $81.2 $14.8K - $15.5K
271K $22.3B
AMD
Advanced Micro Devices Inc

Technology
567
+ 4.37%
$164.01 - $264.33 $93K - $150K
13.5K $2.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
268
+ 0.73%
$600.51 - $631.95 $161K - $169K
36.9K $23.1B
AVDV
American Centy ETF Tr Avantis

ETFs
4.05K
+ 6.21%
$87.37 - $90.92 $354K - $369K
69.4K $6.52B
TSLA
Tesla, Inc.

Consumer Cyclical
1.32K
+ 73.63%
$401.99 - $468.37 $529K - $616K
3.1K $1.39B
NVDA
Nvidia Corp

Technology
3.08K
+ 31.18%
$179.83 - $207.04 $554K - $637K
13K $2.42B
CB
Chubb LTD

Financial Services
669
+ 6.06%
$268.2 - $296.22 $179K - $198K
11.7K $3.66B
CAT
Caterpillar Inc

Industrials
814
+ 145.36%
$480.82 - $585.49 $391K - $477K
1.37K $787M
IQV
Iqvia Holdings Inc.

Healthcare
654
+ 6.45%
$198.17 - $223.55 $130K - $146K
10.8K $2.43B
AMZN
Amazon Com Inc

Consumer Cyclical
757
+ 2.85%
$213.04 - $254.0 $161K - $192K
27.3K $6.31B
UNH
Unitedhealth Group Inc

Healthcare
1.88K
+ 16.39%
$320.52 - $369.92 $603K - $696K
13.4K $4.41B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.19K
+ 1.96%
$99.87 - $101.27 $519K - $526K
270K $27B
DRI
Darden Restaurants Inc

Consumer Cyclical
2.51K
+ 16.34%
$171.59 - $193.49 $431K - $486K
17.9K $3.29B
IEMG
Ishares Inc

ETFs
3.91K
+ 6.18%
N/A
67.1K $4.51B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.72K
+ 55.85%
$185.12 - $192.11 $317K - $329K
4.79K $917M
APH
Amphenol Corp

Technology
795
+ 4.07%
$121.7 - $143.85 $96.8K - $114K
20.3K $2.75B
CMCSA
Comcast Corp

Communication Services
15.5K
+ 17.75%
$26.98 - $31.09 $417K - $481K
103K $3.06B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.88K
+ 8.84%
$57.9 - $61.26 $225K - $238K
47.7K $2.9B
FIS
Fidelity National Information Services, Inc.

Technology
4.15K
+ 11.1%
$61.5 - $68.57 $255K - $285K
41.6K $2.76B
CME
Cme Group Inc.

Financial Services
951
+ 7.94%
$261.53 - $285.04 $249K - $271K
12.9K $3.53B
Ge Vernova Inc
257
+ 8.01%
N/A
3.47K $2.26B
EW
Edwards Lifesciences Corp

Healthcare
1.49K
+ 7.38%
$72.65 - $86.3 $108K - $129K
21.7K $1.85B
CRM
Salesforce, Inc.

Technology
143
+ 1.79%
$235.69 - $263.41 $33.7K - $37.7K
8.11K $2.15B
LLY
Eli Lilly & CO

Healthcare
96
+ 19.43%
$799.57 - $1025.28 $76.8K - $98.4K
590 $634M
FANG
Diamondback Energy, Inc.

Energy
1.1K
+ 9.6%
$137.29 - $149.2 $151K - $164K
12.5K $1.88B
IWD
Ishares Russell 1000 Val ETF

ETFs
652
+ 3.99%
$199.44 - $208.01 $130K - $136K
17K $3.57B
TJX
Tjx Companies Inc

Consumer Cyclical
635
+ 4.11%
$138.56 - $147.63 $88K - $93.7K
16.1K $2.47B
VUG
Vanguard Growth ETF

ETFs
262
+ 2.61%
$470.44 - $504.26 $123K - $132K
10.3K $5.02B
XOM
Exxon Mobil Corp

Energy
818
+ 6.29%
$110.64 - $119.78 $90.5K - $98K
13.8K $1.66B
EFV
Msci Eafe Value ETF

ETFs
1.42K
+ 6.48%
$66.73 - $70.99 $94.6K - $101K
23.3K $1.66B
SPGI
S&P Global Inc.

Financial Services
101
+ 3.13%
$472.05 - $502.96 $47.7K - $50.8K
3.33K $1.74B
UNP
Union Pacific Corp

Industrials
1K
+ 7.46%
$216.37 - $237.41 $217K - $238K
14.4K $3.34B
Blackrock ETF Trust
3.74K
+ 15.13%
N/A
28.4K $1.1B
CAH
Cardinal Health Inc

Healthcare
13
+ 0.41%
$153.27 - $206.06 $1.99K - $2.68K
3.2K $658M
IVW
Ishares S&P 500 Growth ETF

ETFs
939
+ 6.86%
$118.29 - $126.28 $111K - $119K
14.6K $1.8B
DXCM
Dexcom Inc

Healthcare
2.38K
+ 12.73%
$54.84 - $71.06 $130K - $169K
21K $1.4B
Blackrock ETF Trust Ii
2.93K
+ 49.01%
N/A
8.89K $433M
VZ
Verizon Communications Inc

Communication Services
9.06K
+ 12.24%
$38.4 - $43.83 $348K - $397K
83.1K $3.38B
V
Visa Inc.

Financial Services
185
+ 3.04%
$325.75 - $352.42 $60.3K - $65.2K
6.28K $2.2B
DIS
Walt Disney CO

Communication Services
1.04K
+ 24.39%
$105.69 - $116.65 $110K - $121K
5.29K $602M
GS
Goldman Sachs Group Inc

Financial Services
104
+ 37.55%
$744.6 - $838.97 $77.4K - $87.3K
381 $335M
Activity Summary
Buys All Purchases 125 New Holdings 18 Increased Positions 107 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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