The Analysis of CALIBER WEALTH MANAGEMENT, LLC / KS's Holdings
Currently, CALIBER WEALTH MANAGEMENT, LLC / KS holds 260 types of securities in its portfolio with a total value $929.3M. In the most recent quarter, they have increased their positions in IVV (+17.6K shares, valued at $12.0M), XLK (+38.4K shares, valued at $5.5M), AVUS (+48.2K shares, valued at $5.4M); decreased their positions in DLN (-46.1K shares, valued at $4.1M), VTI (-10.0K shares, valued at $3.3M), BND (-41.0K shares, valued at $3.0M); initiated new positions in ETR (+26.0K shares, valued at $2.4M), WFC (+23.7K shares, valued at $2.2M), ZJAN (+36.6K shares, valued at $1.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR194.5K shares9.94%2025-12-312026-01-28
AVUS AMERICAN CENTY ETF TR565.9K shares9.32%2025-12-312026-01-28 IWF ISHARES TR71.1K shares-2.11%2025-12-312026-01-28 VTI VANGUARD INDEX FDS88.3K shares-10.16%2025-12-312026-01-28 AGG ISHARES TR270.3K shares1.96%2025-12-312026-01-28 IJH ISHARES TR407.9K shares8.63%2025-12-312026-01-28 AVDE AMERICAN CENTY ETF TR271.0K shares0.07%2025-12-312026-01-28 ZMAR INNOVATOR ETFS TRUST794.2K shares-0.08%2025-12-312026-01-28 SLV ISHARES SILVER TR325.7K shares-4.12%2025-12-312026-01-28 IEFA ISHARES TR208.2K shares8.96%2025-12-312026-01-28 IJR ISHARES TR153.1K shares-2.00%2025-12-312026-01-28 AVEM AMERICAN CENTY ETF TR222.6K shares4.45%2025-12-312026-01-28 XLK SELECT SECTOR SPDR TR82.2K shares87.40%2025-12-312026-01-28 PULS PGIM ETF TR234.1K shares24.81%2025-12-312026-01-28 AVUV AMERICAN CENTY ETF TR112.5K shares6.78%2025-12-312026-01-28 WMT WALMART INC92.2K shares-1.45%2025-12-312026-01-28 DFIV DIMENSIONAL ETF TRUST196.9K shares-1.29%2025-12-312026-01-28 MSFT MICROSOFT CORP18.8K shares-2.33%2025-12-312026-01-28 VO VANGUARD INDEX FDS31.2K shares-20.25%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR13.2K shares-8.78%2025-12-312026-01-28 ALPHABET INC ALPHABET INC28.5K shares-4.11%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.23.4K shares-2.33%2025-12-312026-01-28 AAPL APPLE INC24.5K shares5.37%2025-12-312026-01-28 MUB ISHARES TR61.4K shares-6.72%2025-12-312026-01-28 AVDV AMERICAN CENTY ETF TR69.4K shares6.21%2025-12-312026-01-28 BROADCOM INC BROADCOM INC18.7K shares-23.79%2025-12-312026-01-28 AMZN AMAZON COM INC27.3K shares2.85%2025-12-312026-01-28 VTEB VANGUARD MUN BD FDS124.5K shares-2.12%2025-12-312026-01-28 SGOV ISHARES TR60.9K shares67.46%2025-12-312026-01-28 IVE ISHARES TR27.1K shares-2.82%2025-12-312026-01-28 HD HOME DEPOT INC14.7K shares4.52%2025-12-312026-01-28 VUG VANGUARD INDEX FDS10.3K shares2.61%2025-12-312026-01-28 USMV ISHARES TR52.2K shares0.11%2025-12-312026-01-28 GLD SPDR GOLD TR12.2K shares-1.04%2025-12-312026-01-28 NEAR ISHARES U S ETF TR90.4K shares0.63%2025-12-312026-01-28 IEMG ISHARES INC67.1K shares6.18%2025-12-312026-01-28 UNH UNITEDHEALTH GROUP INC13.4K shares16.39%2025-12-312026-01-28 ALPHABET INC ALPHABET INC13.4K shares-5.50%2025-12-312026-01-28 URI UNITED RENTALS INC5.1K shares-5.49%2025-12-312026-01-28 VXUS VANGUARD STAR FDS54.1K shares-10.25%2025-12-312026-01-28 JCI JOHNSON CTLS INTL PLC33.2K shares-9.78%2025-12-312026-01-28 JNJ JOHNSON & JOHNSON18.7K shares-6.71%2025-12-312026-01-28 SCHD SCHWAB STRATEGIC TR140.4K shares-11.29%2025-12-312026-01-28 CB CHUBB LIMITED11.7K shares6.06%2025-12-312026-01-28 IWD ISHARES TR17.0K shares3.99%2025-12-312026-01-28 CME CME GROUP INC12.9K shares7.94%2025-12-312026-01-28 ABBV ABBVIE INC14.9K shares4.28%2025-12-312026-01-28 MSI MOTOROLA SOLUTIONS INC8.9K shares19.31%2025-12-312026-01-28 VZ VERIZON COMMUNICATIONS INC83.1K shares12.24%2025-12-312026-01-28 IUSG ISHARES TR20.0K shares-3.04%2025-12-312026-01-28 UNP UNION PAC CORP14.4K shares7.46%2025-12-312026-01-28 MPC MARATHON PETE CORP20.4K shares-6.64%2025-12-312026-01-28 APD AIR PRODS & CHEMS INC13.4K shares14.22%2025-12-312026-01-28 DRI DARDEN RESTAURANTS INC17.9K shares16.34%2025-12-312026-01-28 DLN WISDOMTREE TR37.0K shares-55.50%2025-12-312026-01-28 ADI ANALOG DEVICES INC11.9K shares-12.23%2025-12-312026-01-28 BND VANGUARD BD INDEX FDS43.2K shares-48.68%2025-12-312026-01-28 VNLA JANUS DETROIT STR TR63.5K shares-4.32%2025-12-312026-01-28 DVN DEVON ENERGY CORP NEW85.1K shares-0.12%2025-12-312026-01-28 HCA HCA HEALTHCARE INC6.7K shares-3.09%2025-12-312026-01-28 MEDTRONIC PLC MEDTRONIC PLC32.3K shares-2.28%2025-12-312026-01-28 CMCSA COMCAST CORP NEW102.5K shares17.75%2025-12-312026-01-28 NEE NEXTERA ENERGY INC37.0K shares-0.27%2025-12-312026-01-28 DYNF BLACKROCK ETF TRUST47.7K shares8.84%2025-12-312026-01-28 AMD ADVANCED MICRO DEVICES INC13.5K shares4.37%2025-12-312026-01-28 META META PLATFORMS INC4.3K shares7.28%2025-12-312026-01-28 IUSV ISHARES TR27.9K shares-3.64%2025-12-312026-01-28 BBY BEST BUY INC41.6K shares-1.73%2025-12-312026-01-28 FIS FIDELITY NATL INFORMATION SV41.6K shares11.10%2025-12-312026-01-28 CMI CUMMINS INC5.4K shares-22.21%2025-12-312026-01-28 APH AMPHENOL CORP NEW20.3K shares4.07%2025-12-312026-01-28 BIV VANGUARD BD INDEX FDS33.6K shares0.02%2025-12-312026-01-28 IMCG ISHARES TR32.3K shares-7.92%2025-12-312026-01-28 TJX TJX COS INC NEW16.1K shares4.11%2025-12-312026-01-28 IQV IQVIA HLDGS INC10.8K shares6.45%2025-12-312026-01-28 MTUM ISHARES TR9.7K shares0.40%2025-12-312026-01-28 NVDA NVIDIA CORPORATION13.0K shares31.18%2025-12-312026-01-28 ETR ENTERGY CORP NEW26.0K sharesnew addition2025-12-312026-01-28 FVD FIRST TR EXCHANGE-TRADED FD49.4K shares-50.88%2025-12-312026-01-28 GEV GE VERNOVA INC3.5K shares8.01%2025-12-312026-01-28 VEU VANGUARD INTL EQUITY INDEX F30.1K shares-16.75%2025-12-312026-01-28 WFC WELLS FARGO CO NEW23.7K sharesnew addition2025-12-312026-01-28 V VISA INC6.3K shares3.04%2025-12-312026-01-28 DIVO AMPLIFY ETF TR49.2K shares-11.36%2025-12-312026-01-28 IGV ISHARES TR20.6K shares-0.60%2025-12-312026-01-28 CRM SALESFORCE INC8.1K shares1.79%2025-12-312026-01-28 VLUE ISHARES TR15.2K shares-0.63%2025-12-312026-01-28 IMCV ISHARES TR24.8K shares-1.46%2025-12-312026-01-28 MDY SPDR S&P MIDCAP 400 ETF TR3.3K shares-20.46%2025-12-312026-01-28 DFAC DIMENSIONAL ETF TRUST49.6K shares0.02%2025-12-312026-01-28 ALL ALLSTATE CORP9.1K shares2.93%2025-12-312026-01-28 FANG DIAMONDBACK ENERGY INC12.5K shares9.60%2025-12-312026-01-28 EW EDWARDS LIFESCIENCES CORP21.7K shares7.38%2025-12-312026-01-28 STERIS PLC STERIS PLC7.2K shares1.66%2025-12-312026-01-28 IVW ISHARES TR14.6K shares6.86%2025-12-312026-01-28 ESGU ISHARES TR11.9K shares1.31%2025-12-312026-01-28 SPDW SPDR INDEX SHS FDS39.3K shares-51.38%2025-12-312026-01-28 SPGI S&P GLOBAL INC3.3K shares3.13%2025-12-312026-01-28 ITOT ISHARES TR11.6K shares-3.24%2025-12-312026-01-28 NXPI NXP SEMICONDUCTORS N V7.9K shares2.74%2025-12-312026-01-28 XOM EXXON MOBIL CORP13.8K shares6.29%2025-12-312026-01-28 EFV ISHARES TR23.3K shares6.48%2025-12-312026-01-28 TT TRANE TECHNOLOGIES PLC4.2K shares2.49%2025-12-312026-01-28 IWM ISHARES TR6.4K shares-13.95%2025-12-312026-01-28 MAS MASCO CORP24.7K shares-4.16%2025-12-312026-01-28 IWR ISHARES TR16.1K shares-13.50%2025-12-312026-01-28 AEM AGNICO EAGLE MINES LTD9.2K shares-1.60%2025-12-312026-01-28 CDNS CADENCE DESIGN SYSTEM INC4.9K shares3.05%2025-12-312026-01-28 SPSM SPDR SERIES TRUST32.8K shares-9.69%2025-12-312026-01-28 LGLV SPDR SERIES TRUST8.7K shares-8.63%2025-12-312026-01-28 IYG ISHARES TR16.3K shares-0.40%2025-12-312026-01-28 ILCV ISHARES TR15.9K shares-0.68%2025-12-312026-01-28 SNPS SYNOPSYS INC3.2K shares4.32%2025-12-312026-01-28 IXN ISHARES TR14.0K shares0.00%2025-12-312026-01-28 DXCM DEXCOM INC21.0K shares12.73%2025-12-312026-01-28 TSLA TESLA INC3.1K shares73.63%2025-12-312026-01-28 ESGD ISHARES TR14.2K shares0.84%2025-12-312026-01-28 QUAL ISHARES TR6.6K shares-22.40%2025-12-312026-01-28 CMG CHIPOTLE MEXICAN GRILL INC34.7K shares13.85%2025-12-312026-01-28 EFG ISHARES TR10.7K shares-0.67%2025-12-312026-01-28 MELI MERCADOLIBRE INC587 shares-0.68%2025-12-312026-01-28 BBDC BARINGS BDC INC121.8K shares-20.81%2025-12-312026-01-28 SPYM SPDR SERIES TRUST13.8K shares-6.38%2025-12-312026-01-28 VCSH VANGUARD SCOTTSDALE FDS13.9K shares0.20%2025-12-312026-01-28 THRO BLACKROCK ETF TRUST28.4K shares15.13%2025-12-312026-01-28 USHY ISHARES TR28.3K shares-0.13%2025-12-312026-01-28 RTX RTX CORPORATION5.7K shares-6.31%2025-12-312026-01-28 EYLD CAMBRIA ETF TR26.7K shares-25.60%2025-12-312026-01-28 ZJAN INNOVATOR ETFS TRUST36.6K sharesnew addition2025-12-312026-01-28 ESML ISHARES TR21.1K shares-0.01%2025-12-312026-01-28 IUSB ISHARES TR20.8K shares-2.06%2025-12-312026-01-28 XJH ISHARES TR20.4K shares0.00%2025-12-312026-01-28 MOAT VANECK ETF TRUST8.7K shares-18.72%2025-12-312026-01-28 FI FISERV INC12.9K shares16.68%2025-12-312026-01-28 PKW INVESCO EXCHANGE TRADED FD T6.3K shares0.02%2025-12-312026-01-28 PAUG INNOVATOR ETFS TRUST19.2K shares0.00%2025-12-312026-01-28 VNQ VANGUARD INDEX FDS9.0K shares-17.81%2025-12-312026-01-28 CAT CATERPILLAR INC1.4K shares145.36%2025-12-312026-01-28 JPST J P MORGAN EXCHANGE TRADED F15.5K shares5.90%2025-12-312026-01-28 HYMB SPDR SERIES TRUST30.3K shares-1.54%2025-12-312026-01-28 BAC BANK AMERICA CORP13.5K shares-9.65%2025-12-312026-01-28 IEF ISHARES TR7.7K shares10.91%2025-12-312026-01-28 TMUS T-MOBILE US INC3.6K shares5.24%2025-12-312026-01-28 BOCT INNOVATOR ETFS TRUST14.7K shares0.00%2025-12-312026-01-28 IAGG ISHARES TR14.2K shares3.23%2025-12-312026-01-28 BSX BOSTON SCIENTIFIC CORP7.4K shares5.47%2025-12-312026-01-28 VIG VANGUARD SPECIALIZED FUNDS3.2K shares-1.46%2025-12-312026-01-28 XLG INVESCO EXCHANGE TRADED FD T11.5K shares-0.42%2025-12-312026-01-28 XLF SELECT SECTOR SPDR TR12.5K shares-7.25%2025-12-312026-01-28 CAH CARDINAL HEALTH INC3.2K shares0.41%2025-12-312026-01-28 OEF ISHARES TR1.9K shares15.97%2025-12-312026-01-28 CSCO CISCO SYS INC8.3K shares-8.43%2025-12-312026-01-28 LLY ELI LILLY & CO590 shares19.43%2025-12-312026-01-28 PINS PINTEREST INC23.3K shares8.36%2025-12-312026-01-28 DIS DISNEY WALT CO5.3K shares24.39%2025-12-312026-01-28 EAGG ISHARES TR12.4K shares-3.09%2025-12-312026-01-28 SKYY FIRST TR EXCHANGE TRADED FD4.5K shares0.00%2025-12-312026-01-28 KRP KIMBELL RTY PARTNERS LP49.6K shares-4.09%2025-12-312026-01-28 ORCL ORACLE CORP3.0K shares-15.23%2025-12-312026-01-28 COST COSTCO WHSL CORP NEW669 shares2.14%2025-12-312026-01-28 BNDX VANGUARD CHARLOTTE FDS11.8K shares-28.49%2025-12-312026-01-28 VGT VANGUARD WORLD FD747 shares0.54%2025-12-312026-01-28 XLI SELECT SECTOR SPDR TR3.6K shares9.70%2025-12-312026-01-28 BUFF INNOVATOR ETFS TRUST10.1K shares18.81%2025-12-312026-01-28 CGNX COGNEX CORP13.9K shares-7.63%2025-12-312026-01-28 CPAG RBB FD INC4.9K sharesnew addition2025-12-312026-01-28 EMXC ISHARES INC6.8K shares0.63%2025-12-312026-01-28 LUV SOUTHWEST AIRLS CO11.9K shares-0.15%2025-12-312026-01-28 ESGE ISHARES INC10.9K shares1.92%2025-12-312026-01-28 VOT VANGUARD INDEX FDS1.7K shares-2.92%2025-12-312026-01-28 BUFB INNOVATOR ETFS TRUST13.1K shares-1.32%2025-12-312026-01-28 PSLV SPROTT ASSET MANAGEMENT LP20.0K shares0.00%2025-12-312026-01-28 VB VANGUARD INDEX FDS1.8K shares-20.10%2025-12-312026-01-28 CMF ISHARES TR8.2K shares0.00%2025-12-312026-01-28 MA MASTERCARD INCORPORATED813 shares-6.01%2025-12-312026-01-28 IBM INTERNATIONAL BUSINESS MACHS1.6K shares9.39%2025-12-312026-01-28 SDY SPDR SERIES TRUST3.3K shares-1.81%2025-12-312026-01-28 BSEP INNOVATOR ETFS TRUST8.9K shares0.00%2025-12-312026-01-28 HIMU BLACKROCK ETF TRUST II8.9K shares49.01%2025-12-312026-01-28 MCD MCDONALDS CORP1.4K shares-13.30%2025-12-312026-01-28 BAI BLACKROCK ETF TRUST12.7K shares8.52%2025-12-312026-01-28 IYW ISHARES TR2.1K shares3.67%2025-12-312026-01-28 CBSH COMMERCE BANCSHARES INC8.1K shares4.99%2025-12-312026-01-28 EL LAUDER ESTEE COS INC4.0K shares-3.42%2025-12-312026-01-28 VCLT VANGUARD SCOTTSDALE FDS5.4K shares-0.39%2025-12-312026-01-28 NOW SERVICENOW INC2.7K shares356.63%2025-12-312026-01-28 SUB ISHARES TR3.8K shares-17.51%2025-12-312026-01-28 FBND FIDELITY MERRIMACK STR TR8.4K sharesnew addition2025-12-312026-01-28 TLH ISHARES TR3.8K shares17.17%2025-12-312026-01-28 SHOP SHOPIFY INC2.4K shares-2.51%2025-12-312026-01-28 FREL FIDELITY COVINGTON TRUST14.1K shares-55.30%2025-12-312026-01-28 XTEN BONDBLOXX ETF TRUST8.0K shares-5.23%2025-12-312026-01-28 NFLX NETFLIX INC3.9K sharesnew addition2025-12-312026-01-28 IOCT INNOVATOR ETFS TRUST10.3K shares0.00%2025-12-312026-01-28 EFAV ISHARES TR4.2K shares-6.67%2025-12-312026-01-28 BUG GLOBAL X FDS11.8K shares0.00%2025-12-312026-01-28 KO COCA COLA CO5.1K shares3.77%2025-12-312026-01-28 MS MORGAN STANLEY1.9K shares12.56%2025-12-312026-01-28 VWO VANGUARD INTL EQUITY INDEX F6.3K shares-3.81%2025-12-312026-01-28 GS GOLDMAN SACHS GROUP INC381 shares37.55%2025-12-312026-01-28 IHI ISHARES TR5.3K shares0.00%2025-12-312026-01-28 SCHG SCHWAB STRATEGIC TR9.9K shares-0.63%2025-12-312026-01-28 SPMO INVESCO EXCH TRADED FD TR II2.7K shares38.20%2025-12-312026-01-28 GOVT ISHARES TR13.8K shares-2.93%2025-12-312026-01-28 OKE ONEOK INC NEW4.3K shares0.05%2025-12-312026-01-28 LQD ISHARES TR2.8K shares-19.01%2025-12-312026-01-28 JAZZ JAZZ PHARMACEUTICALS PLC1.8K shares-18.78%2025-12-312026-01-28 BNOV INNOVATOR ETFS TRUST6.7K shares0.00%2025-12-312026-01-28 LHX L3HARRIS TECHNOLOGIES INC997 shares-27.01%2025-12-312026-01-28 PNOV INNOVATOR ETFS TRUST7.0K shares0.00%2025-12-312026-01-28 GLDM WORLD GOLD TR3.4K sharesnew addition2025-12-312026-01-28 PEG PUBLIC SVC ENTERPRISE GRP IN3.6K shares-88.38%2025-12-312026-01-28 IGSB ISHARES TR5.2K shares-0.61%2025-12-312026-01-28 VEA VANGUARD TAX-MANAGED FDS4.4K shares-6.26%2025-12-312026-01-28 COF CAPITAL ONE FINL CORP1.1K shares15.18%2025-12-312026-01-28 AFL AFLAC INC2.5K shares19.38%2025-12-312026-01-28 CEMB ISHARES INC5.8K shares2.26%2025-12-312026-01-28 CVX CHEVRON CORP NEW1.7K shares1.63%2025-12-312026-01-28 ABT ABBOTT LABS2.1K shares-14.43%2025-12-312026-01-28 SPYG SPDR SERIES TRUST2.4K shares-0.08%2025-12-312026-01-28 AVSD AMERICAN CENTY ETF TR3.4K shares0.00%2025-12-312026-01-28 NEM NEWMONT CORP2.5K shares-2.87%2025-12-312026-01-28 NTAP NETAPP INC2.3K shares9.52%2025-12-312026-01-28 TGT TARGET CORP2.5K shares0.00%2025-12-312026-01-28 AMAT APPLIED MATLS INC947 sharesnew addition2025-12-312026-01-28 CTSH COGNIZANT TECHNOLOGY SOLUTIO2.9K sharesnew addition2025-12-312026-01-28 EEMV ISHARES INC3.7K shares0.00%2025-12-312026-01-28 AHR AMERICAN HEALTHCARE REIT INC5.1K shares0.00%2025-12-312026-01-28 SYF SYNCHRONY FINANCIAL2.8K sharesnew addition2025-12-312026-01-28 CL COLGATE PALMOLIVE CO3.0K shares0.00%2025-12-312026-01-28 ICE INTERCONTINENTAL EXCHANGE IN1.4K shares-40.28%2025-12-312026-01-28 SCHZ SCHWAB STRATEGIC TR9.9K shares2.11%2025-12-312026-01-28 RWL INVESCO EXCH TRADED FD TR II2.0K shares0.00%2025-12-312026-01-28 VYM VANGUARD WHITEHALL FDS1.6K sharesnew addition2025-12-312026-01-28 MBB ISHARES TR2.3K shares1.09%2025-12-312026-01-28 JMUB J P MORGAN EXCHANGE TRADED F4.3K shares-0.02%2025-12-312026-01-28 CVS CVS HEALTH CORP2.7K sharesnew addition2025-12-312026-01-28 DFAS DIMENSIONAL ETF TRUST3.1K shares0.00%2025-12-312026-01-28 SPIB SPDR SERIES TRUST6.2K shares-6.20%2025-12-312026-01-28 AKAM AKAMAI TECHNOLOGIES INC2.4K sharesnew addition2025-12-312026-01-28 DDFS INNOVATOR ETFS TRUST9.8K shares0.00%2025-12-312026-01-28 INTU INTUIT312 sharesnew addition2025-12-312026-01-28 IBDR ISHARES TR8.4K shares0.27%2025-12-312026-01-28 TMO THERMO FISHER SCIENTIFIC INC350 sharesnew addition2025-12-312026-01-28 ZJUL INNOVATOR ETFS TRUST7.0K shares0.00%2025-12-312026-01-28 ET ENERGY TRANSFER L P11.3K shares-7.14%2025-12-312026-01-28 PRMB PRIMO BRANDS CORPORATION10.0K sharesnew addition2025-12-312026-01-28 RFMZ RIVERNORTH FLEXIBLE MUNI INC12.0K shares0.00%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available