HoldingsChannel.com
Caliber Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Caliber Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Caliber Wealth Management LLC. In the Caliber Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Caliber Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Caliber Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 37,664 +3,790 $14,209
     SPY37,664+3,790$14,209
NIKOLA CORP 1,027,436 UNCH $4,891
     NKLA1,027,436UNCH$4,891
PACER FDS TR 111,145 +8,160 $4,787
     COWZ111,145+8,160$4,787
VANGUARD INDEX FDS (VO) 21,613 +1,280 $4,257
     VO21,613+1,280$4,257
SSGA ACTIVE ETF TR (SRLN) 89,901 +7,107 $3,743
     SRLN89,901+7,107$3,743
PIONEER NAT RES CO 16,387 -430 $3,656
     PXD16,387-430$3,656
SCHWAB STRATEGIC TR 123,736 +11,688 $3,503
     FNDF123,736+11,688$3,503
VANGUARD INDEX FDS (VB) 18,641 +1,494 $3,283
     VB18,641+1,494$3,283
VANGUARD WORLD FDS (VDE) 31,423 +1,656 $3,126
     VDE31,423+1,656$3,126
ISHARES TR (SHYG) 72,564 +4,231 $2,942
     SHYG72,564+4,231$2,942
MICROSOFT CORP 10,955 -907 $2,814
     MSFT10,955-907$2,814
APPLE INC 20,519 -1,841 $2,805
     AAPL20,519-1,841$2,805
ISHARES TR (FALN) 112,875 +4,799 $2,779
     FALN112,875+4,799$2,779
GENERAL DYNAMICS CORP 12,133 -420 $2,684
     GD12,133-420$2,684
COSTCO WHSL CORP NEW 5,539 -234 $2,655
     COST5,539-234$2,655
ALPHABET INC 1,112 +117 $2,432
     GOOG1,112+117$2,432
DANAHER CORPORATION 9,140 -48 $2,317
     DHR9,140-48$2,317
VANGUARD WORLD FDS (VFH) 29,708 +3,009 $2,293
     VFH29,708+3,009$2,293
BERKSHIRE HATHAWAY INC DEL      $2,289
     BRK.B8,383-131$2,289
VISA INC 11,591 -168 $2,282
     V11,591-168$2,282
VANGUARD WORLD FDS (VHT) 9,667 +750 $2,277
     VHT9,667+750$2,277
UNITEDHEALTH GROUP INC 4,382 +1,369 $2,251
     UNH4,382+1,369$2,251
HOME DEPOT INC 7,718 -289 $2,117
     HD7,718-289$2,117
PALO ALTO NETWORKS INC 4,269 +1,796 $2,109
     PANW4,269+1,796$2,109
SERVICENOW INC 4,403 -14 $2,094
     NOW4,403-14$2,094
ISHARES TR (IQLT) 66,869 +6,105 $2,068
     IQLT66,869+6,105$2,068
EXXON MOBIL CORP 24,153 +5,908 $2,068
     XOM24,153+5,908$2,068
WASTE MGMT INC DEL 13,329 -4,120 $2,039
     WM13,329-4,120$2,039
CHIPOTLE MEXICAN GRILL INC 1,550 -10 $2,026
     CMG1,550-10$2,026
BILL COM HLDGS INC 16,774 +14,813 $1,844
     BILL16,774+14,813$1,844
PEPSICO INC 10,677 +10,677 $1,779
     PEP10,677+10,677$1,779
JPMORGAN CHASE & CO 15,507 +162 $1,746
     JPM15,507+162$1,746
UNITED PARCEL SERVICE INC 9,475 +965 $1,730
     UPS9,475+965$1,730
VANGUARD WORLD FDS (VGT) 5,211 +513 $1,702
     VGT5,211+513$1,702
SUNRUN INC 71,800 +26,182 $1,677
     RUN71,800+26,182$1,677
SALESFORCE INC 10,041 -626 $1,657
     CRM10,041-626$1,657
TEXAS INSTRS INC 10,687 +10,687 $1,642
     TXN10,687+10,687$1,642
NVIDIA CORPORATION 10,492 +630 $1,590
     NVDA10,492+630$1,590
BROADCOM INC 3,141 +3,141 $1,526
     AVGO3,141+3,141$1,526
MARRIOTT INTL INC NEW 10,646 +1,048 $1,448
     MAR10,646+1,048$1,448
AMERICAN EXPRESS CO 10,372 +10,372 $1,438
     AXP10,372+10,372$1,438
HONEYWELL INTL INC 8,199 +8,199 $1,425
     HON8,199+8,199$1,425
AIRBNB INC 15,731 +1,273 $1,401
     ABNB15,731+1,273$1,401
LULULEMON ATHLETICA INC 4,896 -28 $1,335
     LULU4,896-28$1,335
STRYKER CORPORATION 6,556 +277 $1,304
     SYK6,556+277$1,304
NIKE INC 12,626 -432 $1,290
     NKE12,626-432$1,290
STARBUCKS CORP 14,707 -2,243 $1,123
     SBUX14,707-2,243$1,123
PACER FDS TR 26,142 +555 $900
     SRVR26,142+555$900
MEDTRONIC PLC 9,760 +9,760 $876
     MDT9,760+9,760$876
UBER TECHNOLOGIES INC 39,765 +2,804 $814
     UBER39,765+2,804$814

See Full List: All Stocks Held By Caliber Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Caliber Wealth Management LLC

Size ($ in 1000's)
At 06/30/2022: $128,517
At 03/31/2022: $156,693

Caliber Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Caliber Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Caliber Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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