Caliber Wealth Management, LLC / Ks Sells in Q4 2025

Caliber Wealth Management, LLC / Ks

  • $929 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-46.1K
- 55.5%
$85.3 - $88.17 $3.93M - $4.06M
37K $3.26B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-41K
- 48.68%
$74.09 - $75.1 $3.04M - $3.08M
43.2K $3.2B
VTI
Vanguard Total Stock Market Et

ETFs
-9.99K
- 10.16%
$321.8 - $337.95 $3.21M - $3.38M
88.3K $29.6B
VO
Vanguard Mid Cap ETF

ETFs
-7.93K
- 20.25%
$286.27 - $296.23 $2.27M - $2.35M
31.2K $9.06B
FVD
First Tr Value Line Divid Inde

ETFs
-51.1K
- 50.88%
$45.0 - $46.25 $2.3M - $2.36M
49.4K $2.27B
PEG
Public Service Enterprise Group Inc

Utilities
-27.2K
- 88.38%
$79.86 - $84.83 $2.17M - $2.3M
3.57K $287M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-41.5K
- 51.38%
$42.26 - $44.28 $1.75M - $1.84M
39.3K $1.74B
AVGO
Broadcom Inc.

Technology
-5.84K
- 23.79%
$324.63 - $385.98 $1.9M - $2.25M
18.7K $6.48B
URI
United Rentals, Inc.

Industrials
-296
- 5.49%
$806.61 - $1020.0 $239K - $302K
5.09K $4.12B
MPC
Marathon Petroleum Corp

Energy
-1.45K
- 6.64%
$180.89 - $200.13 $263K - $291K
20.4K $3.32B
ETN
Eaton Corp PLC

Industrials
-433
- 3.99%
$352.39 - $387.75 $153K - $168K
10.4K $3.32B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.28K
- 8.78%
$653.02 - $687.39 $833K - $876K
13.2K $9.03B
FREL
Fidelity Covington Tr Msci Rea

ETFs
-17.5K
- 55.3%
$26.82 - $28.15 $469K - $492K
14.1K $380M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-839
- 20.46%
$577.77 - $604.78 $485K - $507K
3.26K $1.97B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-17.9K
- 11.29%
$26.44 - $27.53 $473K - $492K
140K $3.85B
MUB
Ishares National Muni Bond ETF

ETFs
-4.42K
- 6.72%
$106.36 - $107.61 $471K - $476K
61.4K $6.58B
BBY
Best Buy CO Inc

Consumer Cyclical
-732
- 1.73%
$70.43 - $84.0 $51.6K - $61.5K
41.6K $2.78B
ORCL
Oracle Corp

Technology
-532
- 15.23%
$217.57 - $313.0 $116K - $167K
2.96K $577M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.53K
- 2.11%
$459.47 - $491.71 $703K - $752K
71.1K $33.6B
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.06K
- 16.75%
$70.2 - $73.89 $425K - $447K
30.1K $2.21B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-6.18K
- 10.25%
$72.17 - $75.74 $446K - $468K
54.1K $4.08B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.91K
- 22.4%
$191.01 - $199.18 $364K - $380K
6.61K $1.31B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-2.78K
- 7.92%
$80.06 - $83.68 $223K - $233K
32.3K $2.58B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-9.2K
- 25.6%
$36.08 - $39.41 $332K - $363K
26.7K $1.03B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-6.31K
- 11.36%
$43.6 - $45.68 $275K - $288K
49.2K $2.19B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.07K
- 3.96%
$589.5 - $635.77 $629K - $678K
25.9K $15.9B
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.52K
- 13.5%
$94.02 - $97.61 $237K - $246K
16.1K $1.55B
MAS
Masco Corp

Industrials
-1.07K
- 4.16%
$59.36 - $71.0 $63.7K - $76.2K
24.7K $1.57B
BNDX
Vanguard Total International B

ETFs
-4.71K
- 28.49%
$49.3 - $49.91 $232K - $235K
11.8K $571M
BBDC
Barings Bdc, Inc.

Financial Services
-32K
- 20.81%
$8.41 - $9.15 $269K - $293K
122K $1.12B
IWM
Ishares Russell 2000 ETF

ETFs
-1.05K
- 13.95%
$236.79 - $250.33 $247K - $262K
6.45K $1.59B
IGV
Ishares Expanded Tech Software

ETFs
-125
- 0.6%
$106.84 - $117.08 $13.4K - $14.6K
20.6K $2.18B
VNQ
Vanguard Specialized Funds Van

ETFs
-1.95K
- 17.81%
$88.13 - $92.69 $172K - $181K
9.02K $798M
MELI
Mercadolibre Inc

Consumer Cyclical
-4
- 0.68%
$2024.98 - $2360.76 $8.1K - $9.44K
587 $1.18B
CGNX
Cognex Corp

Technology
-1.15K
- 7.63%
$36.77 - $48.35 $42.1K - $55.4K
13.9K $499M
CMI
Cummins Inc

Industrials
-1.54K
- 22.21%
$407.98 - $484.34 $627K - $745K
5.39K $2.75B
ICE
Intercontinental Exchange, Inc.

Financial Services
-970
- 40.28%
$145.59 - $162.64 $141K - $158K
1.44K $233M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-826
- 8.63%
$171.48 - $177.68 $142K - $147K
8.74K $1.53B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.12K
- 2.0%
$114.27 - $121.15 $356K - $378K
153K $18.4B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.99K
- 18.72%
N/A
8.66K $896M
VNLA
Janus Henderson Short Duration

ETFs
-2.87K
- 4.32%
$49.13 - $49.33 $141K - $141K
63.5K $3.12B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.52K
- 9.69%
$44.53 - $47.25 $157K - $166K
32.8K $1.54B
LHX
L3 Harris Technologies, Inc.

Industrials
-369
- 27.01%
$283.87 - $306.76 $105K - $113K
997 $293M
KRP
Kimbell Royalty Partners, LP

Energy
-2.12K
- 4.09%
$12.83 - $13.79 $27.1K - $29.2K
49.6K $584M
VB
Vanguard Small Cap ETF

ETFs
-460
- 20.1%
$248.1 - $260.08 $114K - $120K
1.83K $471M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.7K
- 2.12%
$49.98 - $50.59 $135K - $137K
124K $6.26B
ADI
Analog Devices Inc

Technology
-1.66K
- 12.23%
$225.32 - $246.37 $374K - $408K
11.9K $3.23B
SUB
Ishares Short Term National Mu

ETFs
-806
- 17.51%
$106.22 - $106.81 $85.6K - $86.1K
3.8K $405M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-665
- 19.01%
$110.25 - $112.92 $73.3K - $75.1K
2.83K $312M
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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