Caliber-Wealth-Management-Llc--Ks
AI_NATIVE detailed information: This accession holds the following tickers:[ "PINS", "JAZZ", null, null, null, null, null, "ABT", "ABBV", "APD", null, null, "ALL", "GOOGL", null, "AVDE", "AVGO", null, null, "AVEM", "KMX", "ARCC", "BBDC", null, "BSX", null, "KRP", "RGNX", "RC", null, null, "HD", "MCD", "UNP", "EMXC", "AMAT", "ICE", "MUB", "META", null, null, null, null, null, null, "IVW", "IJH", null, null, "IQV", null, null, "IOVA", null, null, null, "KNSL", "KGC", null, null, "LHX", null, null, "MPC", "MRVL", "MA", "MDT", "MSFT", "MS", "TMUS", "EVRG", "FIS", null, "DLN", "IJR", "EFG", "IWD", "ORCL", "OKE", "VGIT", null, "IWF", null, "IEMG", "IVV", "UNH", "AAPL", "SPY", "EFAV", "NVDA", "OGN", "PG", "MRK", "VZ", "MAS", null, "IEFA", "SPGI", null, null, null, "NOW", "SHW", "SHOP", "RTX", "SPDW", "GLD", null, null, "SPYG", "SPLG", null, "IBM", "SNPS", "ERIC", "TGT", "TJX", "UBER", "BIV", "VNQ", "VO", "SCHW", "UMBF", null, null, "VWO", "BTG", "ARDX", "VIG", null, "IEF", "TSM", null, null, "EW", "TT", "AFL", "AMD", "EL", "SDY", "FI", "DRI", "FTNT", "IWR", "RFMZ", "CAH", "EQBK", null, null, null, "PEG", "AMZN", "MSI", null, "IVE", "HCA", "LUV", null, "VEU", "VGT", "VUG", "VEA", null, null, "VXUS", "BNDX", "VTEB", "BND", "VOT", "VB", "VOO", "V", "WMT", "WFC", "IUSG", null, null, "AEM", "SCHD", "ET", "SCHG", "JCI", "NXPI", "MFC", "TTD", "TRMB", "CRM", null, null, "MTUM", null, "IUSV", null, null, "MELI", "ZM", null, null, "ESGU", "NRG", null, "STE", "ADP", "BAC", "BK", "BRK-B", "BBY", null, "BE", "BMY", "BR", null, "CDNS", "CFFN", "CBOE", "CVX", "CB", "CMG", "CSCO", "CME", "KO", "CGNX", "CMCSA", "CTSH", "CL", "COMM", "COST", "DDOG", "DVN", "FANG", "DXCM", "DFAC", "RSP", "ADI", "USMV", "NEE", "MAR", "QQQ", "IWM", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-07
- Total Holdings
- 254
- Total Value
- 732815805
- Accession Number
- 0001085146-25-002672
- Form Type
- 13F-HR
- Manager Name
- Caliber-Wealth-Management-Llc--Ks
Data Enrichment
74% identified189 identified65 unidentified
Holdings
254 positions • $732.8M total value
Manager:
Search and click to pin securities to the top
Page 6 of 13
92189F643
Shares:19.4K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$732.8M)
46432F388
Shares:15.4K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$732.8M)
316092857
Shares:50.5K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$732.8M)
464288109
Shares:16.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$732.8M)
464287770
Shares:16.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$732.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip92189F643)✕ | 19.4K | QoQ- YoY- | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$732.8M) | QoQ- YoY- |
| 23.4K | QoQ- YoY- | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$732.8M) | QoQ- YoY- | |
| 13.9K | QoQ- YoY- | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$732.8M) | QoQ- YoY- | |
STERIS plc(STEcusipG8473T100) | 7.4K | QoQ- YoY- | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$732.8M) | QoQ- YoY- |
| 15.5K | QoQ- YoY- | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$732.8M) | QoQ- YoY- | |
(cusip46432F388)✕ | 15.4K | QoQ- YoY- | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$732.8M) | QoQ- YoY- |
| 10.0K | QoQ- YoY- | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$732.8M) | QoQ- YoY- | |
| 4.5K | QoQ- YoY- | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$732.8M) | QoQ- YoY- | |
DEXCOM INC(DXCMcusip252131107) | 21.0K | QoQ- YoY- | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$732.8M) | QoQ- YoY- |
(cusip316092857)✕ | 50.5K | QoQ- YoY- | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$732.8M) | QoQ- YoY- |
| 20.7K | QoQ- YoY- | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$732.8M) | QoQ- YoY- | |
| 15.0K | QoQ- YoY- | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$732.8M) | QoQ- YoY- | |
| 7.1K | QoQ- YoY- | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$732.8M) | QoQ- YoY- | |
(cusip464288109)✕ | 16.5K | QoQ- YoY- | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$732.8M) | QoQ- YoY- |
| 26.5K | QoQ- YoY- | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$732.8M) | QoQ- YoY- | |
NVIDIA CORP(NVDAcusip67066G104) | 12.2K | QoQ- YoY- | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$732.8M) | QoQ- YoY- |
| 26.7K | QoQ- YoY- | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$732.8M) | QoQ- YoY- | |
(cusip464287770)✕ | 16.5K | QoQ- YoY- | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$732.8M) | QoQ- YoY- |
| 7.1K | QoQ- YoY- | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$732.8M) | QoQ- YoY- | |
| 11.6K | QoQ- YoY- | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$732.8M) | QoQ- YoY- |