Caliber Wealth Management, LLC Incresed Positions in Q1 2024

Caliber Wealth Management, LLC

  • $188 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
FALN
Ishares Tr Fallen Angels Usd B

ETFs
83.8K
+ 129.49%
$26.17 - $26.88 $2.19M - $2.25M
149K $3.99M
IHDG
Wisdomtree Tr

ETFs
6.85K
+ 5.72%
$41.39 - $45.98 $284K - $315K
127K $5.82M
VO
Vanguard Mid Cap ETF

ETFs
1.02K
+ 3.96%
$225.86 - $249.86 $231K - $256K
26.9K $6.71M
VB
Vanguard Small Cap ETF

ETFs
922
+ 3.26%
$204.0 - $228.59 $188K - $211K
29.2K $6.68M
AXP
American Express CO

Financial Services
86
+ 0.63%
$179.79 - $229.12 $15.5K - $19.7K
13.8K $3.15M
ORCL
Oracle Corp

Technology
284
+ 1.16%
$102.46 - $129.24 $29.1K - $36.7K
24.7K $3.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 0.54%
$359.29 - $420.52 $14.4K - $16.8K
7.49K $3.15M
WMT
Walmart Inc.

Consumer Defensive
32.3K
+ 211.68%
$58.61 - $175.86 $1.89M - $5.67M
47.5K $2.86M
RTX
Raytheon Technologies Corp

Industrials
857
+ 3.4%
$85.02 - $97.53 $72.9K - $83.6K
26.1K $2.54M
ABNB
Airbnb, Inc.

Consumer Cyclical
111
+ 0.85%
$133.42 - $168.18 $14.8K - $18.7K
13.1K $2.16M
WM
Waste Management Inc

Industrials
147
+ 1.49%
$177.77 - $213.97 $26.1K - $31.5K
9.99K $2.13M
HD
Home Depot, Inc.

Consumer Cyclical
163
+ 2.14%
$338.26 - $395.2 $55.1K - $64.4K
7.78K $2.98M
DHR
Danaher Corp

Healthcare
401
+ 4.07%
$224.58 - $256.19 $90.1K - $103K
10.2K $2.56M
GD
General Dynamics Corp

Industrials
9
+ 0.08%
$249.34 - $282.55 $2.24K - $2.54K
11.1K $3.12M
PEP
Pepsico Inc

Consumer Defensive
788
+ 6.11%
$162.04 - $175.01 $128K - $138K
13.7K $2.39M
SCHW
Schwab Charles Corp

Financial Services
377
+ 0.91%
$61.89 - $72.38 $23.3K - $27.3K
41.8K $3.03M
NKLA
Nikola Corp

Industrials
500
+ 0.05%
$0.6 - $1.04 $300 - $520
1.03M $1.07M
TXN
Texas Instruments Inc

Technology
338
+ 2.45%
$156.85 - $175.27 $53K - $59.2K
14.1K $2.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
89
+ 14.08%
$429.43 - $481.35 $38.2K - $42.8K
721 $346K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29
+ 0.3%
$54.61 - $61.05 $1.58K - $1.77K
9.57K $584K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
8.08K
+ 32.33%
$0.74 - $2.08 $5.98K - $16.8K
33.1K $57K
HON
Honeywell International Inc

Industrials
357
+ 3.04%
$193.01 - $209.0 $68.9K - $74.6K
12.1K $2.48M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 0.48%
$372.72 - $397.76 $1.49K - $1.59K
841 $334K
UPS
United Parcel Service Inc

Industrials
873
+ 6.69%
$139.08 - $161.22 $121K - $141K
13.9K $2.07M
DOMO
Domo, Inc.

Technology
2.7K
+ 18.94%
$8.92 - $11.9 $24.1K - $32.2K
17K $151K
ADBE
Adobe Inc.

Technology
363
+ 18.02%
$492.46 - $634.76 $179K - $230K
2.38K $1.2M
UNH
Unitedhealth Group Inc

Healthcare
131
+ 2.55%
$472.6 - $545.42 $61.9K - $71.5K
5.28K $2.61M
TSLA
Tesla, Inc.

Consumer Cyclical
193
+ 7.75%
$162.5 - $248.42 $31.4K - $47.9K
2.68K $471K
ASAN
Asana, Inc.

Technology
8.46K
+ 7.71%
$15.28 - $20.07 $129K - $170K
118K $1.83M
AAPL
Apple Inc.

Technology
207
+ 1.24%
$169.0 - $195.18 $35K - $40.4K
16.9K $2.9M
RUN
Sunrun Inc.

Technology
20K
+ 10.72%
$9.51 - $19.46 $190K - $390K
207K $2.73M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
6.38K
+ 6.91%
$10.07 - $21.1 $64.2K - $135K
98.7K $1.08M
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 2 Puts 0
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