Caliber Wealth Management, LLC Closed Holding Positions

Caliber Wealth Management, LLC

  • $188 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SNOW
Snowflake Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
8,602
$113.3 - $241.23 $975K - $2.08M
AMZN
Amazon Com Inc

Consumer Cyclical
Q2 2022 Filed on Jul 12, 2022
778
$102.31 - $168.35 $79.6K - $131K
WSO
Watsco Inc

Industrials
Q2 2022 Filed on Jul 12, 2022
7,885
$226.94 - $305.52 $1.79M - $2.41M
RBLX
Roblox Corp

Communication Services
Q2 2022 Filed on Jul 12, 2022
13,586
$23.19 - $50.02 $315K - $680K
MDB
Mongo Db, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
5,111
$223.61 - $458.6 $1.14M - $2.34M
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 12, 2022
14,690
$93.29 - $138.58 $1.37M - $2.04M
ROKU
Roku, Inc

Communication Services
Q1 2022 Filed on Apr 14, 2022
1,437
$100.69 - $233.19 $145K - $335K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 14, 2022
10,356
$93.61 - $194.94 $969K - $2.02M
GTLB
Gitlab Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
11,270
$33.1 - $80.57 $373K - $908K
Rbb Fd Inc
Q4 2021 Filed on Jan 20, 2022
28,150
N/A
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q4 2021 Filed on Jan 20, 2022
30,704
$68.19 - $76.33 $2.09M - $2.34M
PD
Pager Duty, Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
32,838
$30.98 - $43.51 $1.02M - $1.43M
SQ
Block, Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
8,301
$158.3 - $265.08 $1.31M - $2.2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q4 2021 Filed on Jan 20, 2022
28,397
$35.7 - $39.01 $1.01M - $1.11M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q4 2021 Filed on Jan 20, 2022
41,246
$58.98 - $66.05 $2.43M - $2.72M
PLTR
Palantir Technologies Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
49,209
$17.96 - $26.75 $884K - $1.32M
FSR
Fisker Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
25,711
$13.55 - $23.68 $348K - $609K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q4 2021 Filed on Jan 20, 2022
10,162
$52.59 - $53.43 $534K - $543K
CRCT
Cricut, Inc.

Technology
Q3 2021 Filed on Oct 25, 2021
5,929
$26.59 - $41.19 $158K - $244K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Oct 25, 2021
2,347
$145.08 - $221.87 $341K - $521K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q3 2021 Filed on Oct 25, 2021
4,426
$51.65 - $51.91 $229K - $230K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q3 2021 Filed on Oct 25, 2021
2,652
$104.62 - $113.69 $277K - $302K
KO
Coca Cola CO

Consumer Defensive
Q3 2021 Filed on Oct 25, 2021
4,655
$52.47 - $57.48 $244K - $268K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2021 Filed on Jul 22, 2021
2,721
$74.47 - $87.19 $203K - $237K
ARKW
Ark Next Generation Internet E

ETFs
Q2 2021 Filed on Jul 22, 2021
1,735
$123.49 - $160.08 $214K - $278K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2021 Filed on Jul 22, 2021
3,688
$99.48 - $130.88 $367K - $483K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2021 Filed on Jul 22, 2021
10,599
$73.64 - $93.1 $781K - $987K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q2 2021 Filed on Jul 22, 2021
9,501
$92.8 - $103.33 $882K - $982K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
Q2 2021 Filed on Jul 22, 2021
834
$50.6 - $56.47 $42.2K - $47.1K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,122
$132.71 - $192.38 $149K - $216K
DGRO
Ishares Core Dividend Growth E

ETFs
Q2 2021 Filed on Jul 22, 2021
7,625
$48.57 - $51.16 $370K - $390K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
1,162
$260.21 - $276.38 $302K - $321K
ACWI
Ishares Msci Acwi ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
2,967
$96.39 - $101.59 $286K - $301K
IXUS
Ishares Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
3,842
$71.2 - $75.53 $274K - $290K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q2 2021 Filed on Jul 22, 2021
25,879
$62.08 - $69.25 $1.61M - $1.79M
Boeing CO
Q1 2021 Filed on Apr 26, 2021
5,347
N/A
CSCO
Cisco Systems, Inc.

Technology
Q1 2021 Filed on Apr 26, 2021
21,562
$43.96 - $52.57 $948K - $1.13M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 26, 2021
1,478
$101.35 - $167.42 $150K - $247K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2021 Filed on Apr 26, 2021
24,709
$128.44 - $137.43 $3.17M - $3.4M
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