Caliber Wealth Management, LLC Reduced Holdings in Q1 2024

Caliber Wealth Management, LLC

  • $188 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-4
- 0.07%
$386.14 - $505.38 $1.54K - $2.02K
5.46K $2.13M
ZS
Zscaler, Inc.

Technology
-372
- 2.36%
$192.63 - $254.93 $71.7K - $94.8K
15.4K $2.96M
SRLN
Ssga Active Trust

ETFs
-10.6K
- 21.03%
$41.64 - $42.11 $443K - $448K
40K $1.68M
PANW
Palo Alto Networks Inc

Technology
-387
- 2.63%
$261.97 - $376.9 $101K - $146K
14.3K $4.07M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.49K
- 2.5%
$44.85 - $46.02 $112K - $115K
97.2K $4.4M
SOFI
So Fi Technologies, Inc.

Financial Services
-5.51K
- 12.56%
$6.92 - $9.65 $38.1K - $53.1K
38.3K $279K
COOK
Traeger, Inc.

Consumer Cyclical
-35.9K
- 21.74%
$2.03 - $2.59 $72.9K - $93K
129K $326K
SHOP
Shopify Inc.

Technology
-112
- 0.29%
$71.82 - $90.72 $8.04K - $10.2K
38.1K $2.94M
MDT
Medtronic PLC

Healthcare
-189
- 0.7%
$82.84 - $88.09 $15.7K - $16.6K
26.9K $2.34M
GOOG
Alphabet Inc.

Communication Services
-474
- 2.16%
$132.56 - $154.84 $62.8K - $73.4K
21.5K $3.27M
VGT
Vanguard Information Technolog

ETFs
-566
- 4.42%
$462.18 - $530.16 $262K - $300K
12.2K $6.41M
MAR
Marriott International Inc

Consumer Cyclical
-110
- 0.86%
$219.04 - $255.27 $24.1K - $28.1K
12.6K $3.19M
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 0.14%
$644.69 - $785.59 $3.87K - $4.71K
4.39K $3.22M
MSFT
Microsoft Corp

Technology
-96
- 1.06%
$367.75 - $429.37 $35.3K - $41.2K
8.96K $3.77M
CRM
Salesforce, Inc.

Technology
-307
- 2.52%
$251.12 - $316.88 $77.1K - $97.3K
11.9K $3.57M
AVGO
Broadcom Inc.

Technology
-147
- 4.21%
$1049.01 - $1407.01 $154K - $207K
3.35K $4.44M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-11
- 0.91%
$2212.8 - $2955.53 $24.3K - $32.5K
1.2K $3.5M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-446
- 1.55%
$49.9 - $96.11 $22.3K - $42.9K
28.4K $2.35M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.43K
- 2.54%
$144.62 - $165.44 $351K - $402K
93.1K $15.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-514
- 0.99%
$467.28 - $523.17 $240K - $269K
51.5K $26.9M
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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