All Stocks Held By Caliber Wealth Management LLC

As of 03/31/2024, we find all stocks held by Caliber Wealth Management LLC to be as follows, presented in the table below with each row detailing each Caliber Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Caliber Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Caliber Wealth Management LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
SPDR S&P 500 ETF TR (SPY)	51,487	-514	$26,931
SPY	51,487	-514	$26,931
ISHARES TR (QUAL)	93,120	-2,430	$15,304
QUAL	93,120	-2,430	$15,304
VANGUARD INDEX FDS (VO)	26,873	+1,023	$6,714
VO	26,873	+1,023	$6,714
VANGUARD INDEX FDS (VB)	29,228	+922	$6,681
VB	29,228	+922	$6,681
VANGUARD WORLD FD (VGT)	12,227	-566	$6,411
VGT	12,227	-566	$6,411
WISDOMTREE TR	126,658	+6,852	$5,819
IHDG	126,658	+6,852	$5,819
BROADCOM INC	3,348	-147	$4,438
AVGO	3,348	-147	$4,438
FIDELITY MERRIMACK STR TR	97,175	-2,494	$4,403
FBND	97,175	-2,494	$4,403
PALO ALTO NETWORKS INC	14,332	-387	$4,072
PANW	14,332	-387	$4,072
ISHARES TR (FALN)	148,506	+83,795	$3,989
FALN	148,506	+83,795	$3,989
MICROSOFT CORP	8,961	-96	$3,770
MSFT	8,961	-96	$3,770
SALESFORCE INC	11,857	-307	$3,571
CRM	11,857	-307	$3,571
CHIPOTLE MEXICAN GRILL INC	1,203	-11	$3,497
CMG	1,203	-11	$3,497
SERVICENOW INC	4,511	-99	$3,439
NOW	4,511	-99	$3,439
ALPHABET INC	21,505	-474	$3,274
GOOG	21,505	-474	$3,274
COSTCO WHSL CORP NEW	4,392	-6	$3,218
COST	4,392	-6	$3,218
MARRIOTT INTL INC NEW	12,641	-110	$3,189
MAR	12,641	-110	$3,189
AMERICAN EXPRESS CO	13,837	+86	$3,150
AXP	13,837	+86	$3,150
BERKSHIRE HATHAWAY INC DEL			$3,148
BRK.B	7,485	+40	$3,148
GENERAL DYNAMICS CORP	11,058	+9	$3,124
GD	11,058	+9	$3,124
ORACLE CORP	24,702	+284	$3,103
ORCL	24,702	+284	$3,103
SCHWAB CHARLES CORP	41,818	+377	$3,025
SCHW	41,818	+377	$3,025
HOME DEPOT INC	7,781	+163	$2,985
HD	7,781	+163	$2,985
ZSCALER INC	15,364	-372	$2,960
ZS	15,364	-372	$2,960
SHOPIFY INC	38,112	-112	$2,941
SHOP	38,112	-112	$2,941
APPLE INC	16,890	+207	$2,896
AAPL	16,890	+207	$2,896
WALMART INC	47,503	+32,262	$2,858
WMT	47,503	+32,262	$2,858
SUNRUN INC	206,837	+20,022	$2,726
RUN	206,837	+20,022	$2,726
ISHARES TR (IGSB)	51,006	+51,006	$2,616
IGSB	51,006	+51,006	$2,616
UNITEDHEALTH GROUP INC	5,275	+131	$2,609
UNH	5,275	+131	$2,609
DANAHER CORPORATION	10,243	+401	$2,558
DHR	10,243	+401	$2,558
RTX CORPORATION	26,068	+857	$2,542
RTX	26,068	+857	$2,542
HONEYWELL INTL INC	12,105	+357	$2,485
HON	12,105	+357	$2,485
TEXAS INSTRS INC	14,126	+338	$2,461
TXN	14,126	+338	$2,461
PEPSICO INC	13,680	+788	$2,394
PEP	13,680	+788	$2,394
CELSIUS HLDGS INC	28,400	-446	$2,355
CELH	28,400	-446	$2,355
MEDTRONIC PLC	26,856	-189	$2,340
MDT	26,856	-189	$2,340
AIRBNB INC	13,105	+111	$2,162
ABNB	13,105	+111	$2,162
LULULEMON ATHLETICA INC			$2,136
LULU	5,457	-4	$2,132
Call	200	+200	$4
WASTE MGMT INC DEL	9,992	+147	$2,130
WM	9,992	+147	$2,130
STRYKER CORPORATION	5,878	+131	$2,104
SYK	5,878	+131	$2,104
UNITED PARCEL SERVICE INC	13,925	+873	$2,070
UPS	13,925	+873	$2,070
PGIM ETF TR (PULS)	38,385	+38,385	$1,908
PULS	38,385	+38,385	$1,908
ASANA INC			$1,829
ASAN	118,051	+8,455	$1,829
Call	2,000	+2,000	$0
VANGUARD WHITEHALL FDS (VWOB)	28,382	+28,382	$1,812
VWOB	28,382	+28,382	$1,812
SSGA ACTIVE ETF TR (SRLN)	39,998	-10,649	$1,684
SRLN	39,998	-10,649	$1,684
ADOBE INC	2,377	+363	$1,199
ADBE	2,377	+363	$1,199
RIVIAN AUTOMOTIVE INC	98,657	+6,375	$1,080
RIVN	98,657	+6,375	$1,080
NIKOLA CORP	1,027,936	+500	$1,069
NKLA	1,027,936	+500	$1,069
SCHWAB STRATEGIC TR	9,573	+29	$584
SCHB	9,573	+29	$584
TESLA INC	2,682	+193	$471
TSLA	2,682	+193	$471
VANGUARD INDEX FDS (VOO)	721	+89	$347
VOO	721	+89	$347
SPDR DOW JONES INDL AVERAGE (DIA)	841	+4	$335
DIA	841	+4	$335
TRAEGER INC	129,202	-35,896	$327
COOK	129,202	-35,896	$327
NVIDIA CORPORATION	336	+336	$304
NVDA	336	+336	$304
SOFI TECHNOLOGIES INC	38,344	-5,507	$280
SOFI	38,344	-5,507	$280
DOMO INC	16,980	+2,704	$151
DOMO	16,980	+2,704	$151
PURPLE INNOVATION INC	33,082	+8,082	$58
PRPL	33,082	+8,082	$58
SPDR SER TR	0	-9,719	$0 (exited)
BIL	0	-9,719	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
IGSB	+51,006	+$2,616
PULS	+38,385	+$1,908
VWOB	+28,382	+$1,812
NVDA	+336	+$304

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
BIL	-9,719	-$888

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
FALN	+83,795	+$2,281
WMT	+32,262	+$455
RUN	+20,022	-$941
ASAN	+10,455	-$254
PRPL	+8,082	+$32
IHDG	+6,852	+$788
RIVN	+6,375	-$1,085
DOMO	+2,704	+$4
VO	+1,023	+$700
VB	+922	+$643

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
COOK	-35,896	-$124
SRLN	-10,649	-$440
SOFI	-5,507	-$156
FBND	-2,494	-$186
QUAL	-2,430	+$1,245
VGT	-566	+$219
SPY	-514	+$2,214
GOOG	-474	+$176
CELH	-446	+$782

Caliber Wealth Management LLC Info

Size ($ in 1000's)
At 03/31/2024: $188,036
At 12/31/2023: $170,187

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

All Stocks Held By Caliber Wealth Management LLC | www.HoldingsChannel.com