CALIBER WEALTH MANAGEMENT, LLC / KS Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$732.8M
Holdings
254
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (254 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $74.3M |
AVUSAMERICAN CENTY ETF TR | $37.2M |
VTIVANGUARD INDEX FDS | $36.5M |
MSFTMICROSOFT CORP | $36.1M |
AVDEAMERICAN CENTY ETF TR | $18.0M |
IJHISHARES TR | $17.3M |
VOOVANGUARD INDEX FDS | $15.8M |
NDQINVESCO QQQ TR | $13.9M |
AAPLAPPLE INC | $13.1M |
VOVANGUARD INDEX FDS | $12.8M |
AQLTISHARES TR | $12.7M |
SLVISHARES SILVER TR | $11.7M |
SPYSPDR S&P 500 ETF TR | $11.4M |
DLNWISDOMTREE TR | $10.7M |
AVEMAMERICAN CENTY ETF TR | $10.6M |
AGGISHARES TR | $10.4M |
XLKSELECT SECTOR SPDR TR | $9.9M |
BNDVANGUARD BD INDEX FDS | $9.8M |
WMTWALMART INC | $9.3M |
AVUVAMERICAN CENTY ETF TR | $7.5M |
MUBISHARES TR | $7.1M |
FVDFIRST TR VALUE LINE DIVID IN | $7.0M |
JPMJPMORGAN CHASE & CO. | $6.5M |
VTEBVANGUARD MUN BD FDS | $6.5M |
PULSPGIM ETF TR | $6.3M |
AMZNAMAZON COM INC | $5.8M |
HDHOME DEPOT INC | $5.6M |
GOOGALPHABET INC | $5.5M |
IVEISHARES TR | $5.1M |
SCHDSCHWAB STRATEGIC TR | $5.1M |
AVGOBROADCOM INC | $5.0M |
IJRISHARES TR | $5.0M |
USMVISHARES TR | $4.9M |
SPDWSPDR INDEX SHS FDS | $4.8M |
NEARISHARES U S ETF TR | $4.6M |
SGOVISHARES TR | $4.1M |
VUGVANGUARD INDEX FDS | $4.0M |
VEUVANGUARD INTL EQUITY INDEX F | $3.9M |
VXUSVANGUARD STAR FDS | $3.9M |
UNHUNITEDHEALTH GROUP INC | $3.8M |
TMUST-MOBILE US INC | $3.8M |
CMECME GROUP INC | $3.8M |
GQ9SPDR GOLD TR | $3.8M |
DRIDARDEN RESTAURANTS INC | $3.6M |
AVDVAMERICAN CENTY ETF TR | $3.6M |
URIUNITED RENTALS INC | $3.6M |
APDAIR PRODS & CHEMS INC | $3.5M |
CBCHUBB LIMITED | $3.5M |
JNJJOHNSON & JOHNSON | $3.4M |
GOOGLALPHABET INC | $3.4M |
BACVERIZON COMMUNICATIONS INC | $3.4M |
MPCMARATHON PETE CORP | $3.3M |
VNLAJANUS DETROIT STR TR | $3.3M |
IWFISHARES TR | $3.3M |
MSIMOTOROLA SOLUTIONS INC | $3.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.3M |
JCIJOHNSON CTLS INTL PLC | $3.3M |
IWDISHARES TR | $3.2M |
UNPUNION PAC CORP | $3.1M |
DIVOAMPLIFY ETF TR | $3.1M |
IEMGISHARES INC | $3.1M |
MDTMEDTRONIC PLC | $3.0M |
IUSGISHARES TR | $2.9M |
CMCSACOMCAST CORP NEW | $2.9M |
DVNDEVON ENERGY CORP NEW | $2.9M |
ETNEATON CORP PLC | $2.9M |
IMCGISHARES TR | $2.8M |
IUSVISHARES TR | $2.8M |
MRKMERCK & CO INC | $2.8M |
IWRISHARES TR | $2.7M |
HCAHCA HEALTHCARE INC | $2.7M |
FISFIDELITY NATL INFORMATION SV | $2.6M |
ADIANALOG DEVICES INC | $2.6M |
BIVVANGUARD BD INDEX FDS | $2.6M |
LGLVSPDR SER TR | $2.5M |
MDYSPDR S&P MIDCAP 400 ETF TR | $2.5M |
BBYBEST BUY INC | $2.5M |
METAMETA PLATFORMS INC | $2.4M |
VVISA INC | $2.4M |
NEENEXTERA ENERGY INC | $2.4M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $2.4M |
IWMISHARES TR | $2.3M |
TRYBARINGS BDC INC | $2.3M |
MTUMISHARES TR | $2.3M |
XOMEXXON MOBIL CORP | $2.2M |
PGPROCTER AND GAMBLE CO | $2.2M |
SPSMSPDR SER TR | $2.1M |
FISVFISERV INC | $2.1M |
TJXTJX COS INC NEW | $2.1M |
ALSALLSTATE CORP | $1.9M |
IMCVISHARES TR | $1.9M |
MASMASCO CORP | $1.9M |
CRMSALESFORCE INC | $1.9M |
IGVISHARES TR | $1.9M |
EYLDCAMBRIA ETF TR | $1.8M |
MLB1MERCADOLIBRE INC | $1.8M |
SPGIS&P GLOBAL INC | $1.7M |
DFACDIMENSIONAL ETF TRUST | $1.7M |
ESGUISHARES TR | $1.7M |
LHXL3HARRIS TECHNOLOGIES INC | $1.7M |
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