The Analysis of CALIBER WEALTH MANAGEMENT, LLC / KS's Holdings
Currently, CALIBER WEALTH MANAGEMENT, LLC / KS holds 250 types of securities in its portfolio with a total value $897.0M. In the most recent quarter, they have increased their positions in IVV (+22.3K shares, valued at $14.9M), AVUS (+57.3K shares, valued at $6.2M), IJH (+42.7K shares, valued at $2.8M); decreased their positions in MSFT (-81.6K shares, valued at $42.2M), AAPL (-40.1K shares, valued at $10.2M), VTI (-22.0K shares, valued at $7.2M); initiated new positions in PAUG (+19.2K shares, valued at $816.5K), BOCT (+14.7K shares, valued at $710.9K), VOOG (+1.4K shares, valued at $606.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR176.9K shares14.41%2025-09-302025-11-05
AVUS AMERICAN CENTY ETF TR517.6K shares12.45%2025-09-302025-11-05 IWF ISHARES TR72.6K shares-5.37%2025-09-302025-11-05 VTI VANGUARD INDEX FDS98.3K shares-18.29%2025-09-302025-11-05 AGG ISHARES TR265.1K shares5.17%2025-09-302025-11-05 IJH ISHARES TR375.5K shares12.84%2025-09-302025-11-05 VOO VANGUARD INDEX FDS36.6K shares3.32%2025-09-302025-11-05 ZMAR INNOVATOR ETFS TRUST794.8K shares-0.12%2025-09-302025-11-05 AVDE AMERICAN CENTY ETF TR270.8K shares-2.55%2025-09-302025-11-05 IJR ISHARES TR156.3K shares-2.05%2025-09-302025-11-05 IEFA ISHARES TR191.1K shares6.99%2025-09-302025-11-05 QQQ INVESCO QQQ TR27.0K shares-8.22%2025-09-302025-11-05 AVEM AMERICAN CENTY ETF TR213.2K shares5.67%2025-09-302025-11-05 SLV ISHARES SILVER TR339.7K shares-2.04%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR43.9K shares-5.48%2025-09-302025-11-05 VO VANGUARD INDEX FDS39.2K shares-16.02%2025-09-302025-11-05 AVUV AMERICAN CENTY ETF TR105.4K shares8.82%2025-09-302025-11-05 MSFT MICROSOFT CORP19.3K shares-80.88%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR14.5K shares-19.27%2025-09-302025-11-05 WMT WALMART INC93.6K shares-15.06%2025-09-302025-11-05 PULS PGIM ETF TR187.5K shares24.78%2025-09-302025-11-05 DFIV DIMENSIONAL ETF TRUST199.4K shares-1.97%2025-09-302025-11-05 AVGO BROADCOM INC24.5K shares-17.62%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.23.9K shares-11.11%2025-09-302025-11-05 GOOG ALPHABET INC29.7K shares-16.74%2025-09-302025-11-05 DLN WISDOMTREE TR83.1K shares-34.46%2025-09-302025-11-05 MUB ISHARES TR65.9K shares-4.06%2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS127.2K shares3.52%2025-09-302025-11-05 BND VANGUARD BD INDEX FDS84.3K shares-33.46%2025-09-302025-11-05 AAPL APPLE INC23.3K shares-63.26%2025-09-302025-11-05 AMZN AMAZON COM INC26.6K shares-17.51%2025-09-302025-11-05 AVDV AMERICAN CENTY ETF TR65.3K shares10.76%2025-09-302025-11-05 IVE ISHARES TR27.9K shares-6.49%2025-09-302025-11-05 HD HOME DEPOT INC14.0K shares-17.06%2025-09-302025-11-05 URI UNITED RENTALS INC5.4K shares-3.56%2025-09-302025-11-05 USMV ISHARES TR52.1K shares-1.80%2025-09-302025-11-05 VUG VANGUARD INDEX FDS10.0K shares-8.95%2025-09-302025-11-05 FVD FIRST TR EXCHANGE-TRADED FD100.5K shares-32.46%2025-09-302025-11-05 NEAR ISHARES U S ETF TR89.8K shares-1.04%2025-09-302025-11-05 VXUS VANGUARD STAR FDS60.3K shares-6.98%2025-09-302025-11-05 GLD SPDR GOLD TR12.3K shares-0.77%2025-09-302025-11-05 SCHD SCHWAB STRATEGIC TR158.3K shares-12.15%2025-09-302025-11-05 MPC MARATHON PETE CORP21.9K shares-10.46%2025-09-302025-11-05 IEMG ISHARES INC63.2K shares0.87%2025-09-302025-11-05 ETN EATON CORP PLC10.9K shares-6.26%2025-09-302025-11-05 JCI JOHNSON CTLS INTL PLC36.8K shares-6.00%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC11.5K shares10.87%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON20.1K shares-2.21%2025-09-302025-11-05 SGOV ISHARES TR36.4K shares-16.20%2025-09-302025-11-05 GOOGL ALPHABET INC14.2K shares-39.10%2025-09-302025-11-05 SPDW SPDR INDEX SHS FDS80.8K shares-33.98%2025-09-302025-11-05 IUSG ISHARES TR20.7K shares-5.95%2025-09-302025-11-05 MSI MOTOROLA SOLUTIONS INC7.4K shares-0.07%2025-09-302025-11-05 ADI ANALOG DEVICES INC13.6K shares-4.67%2025-09-302025-11-05 IWD ISHARES TR16.3K shares-6.26%2025-09-302025-11-05 ABBV ABBVIE INC14.3K shares4.03%2025-09-302025-11-05 VNLA JANUS DETROIT STR TR66.3K shares-0.37%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC74.0K shares2.19%2025-09-302025-11-05 CME CME GROUP INC12.0K shares-0.45%2025-09-302025-11-05 BBY BEST BUY INC42.3K shares-1.05%2025-09-302025-11-05 APD AIR PRODS & CHEMS INC11.7K shares-2.24%2025-09-302025-11-05 UNP UNION PAC CORP13.4K shares0.25%2025-09-302025-11-05 MDT MEDTRONIC PLC33.1K shares0.91%2025-09-302025-11-05 CB CHUBB LIMITED11.0K shares2.39%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL6.1K shares-13.89%2025-09-302025-11-05 DVN DEVON ENERGY CORP NEW85.2K shares1.18%2025-09-302025-11-05 META META PLATFORMS INC4.1K shares-3.09%2025-09-302025-11-05 HCA HCA HEALTHCARE INC6.9K shares-15.83%2025-09-302025-11-05 DRI DARDEN RESTAURANTS INC15.4K shares-1.01%2025-09-302025-11-05 CMI CUMMINS INC6.9K shares0.23%2025-09-302025-11-05 IMCG ISHARES TR35.1K shares-10.20%2025-09-302025-11-05 IUSV ISHARES TR29.0K shares-4.48%2025-09-302025-11-05 NEE NEXTERA ENERGY INC37.1K shares-1.61%2025-09-302025-11-05 CMCSA COMCAST CORP NEW87.1K shares4.54%2025-09-302025-11-05 BIV VANGUARD BD INDEX FDS33.6K shares1.69%2025-09-302025-11-05 DYNF BLACKROCK ETF TRUST43.9K shares51.25%2025-09-302025-11-05 VEU VANGUARD INTL EQUITY INDEX F36.2K shares-35.27%2025-09-302025-11-05 PEG PUBLIC SVC ENTERPRISE GRP IN30.7K shares2.49%2025-09-302025-11-05 DIVO AMPLIFY ETF TR55.5K shares-17.85%2025-09-302025-11-05 MTUM ISHARES TR9.6K shares-8.23%2025-09-302025-11-05 FIS FIDELITY NATL INFORMATION SV37.4K shares0.17%2025-09-302025-11-05 MDY SPDR S&P MIDCAP 400 ETF TR4.1K shares-3.71%2025-09-302025-11-05 APH AMPHENOL CORP NEW19.6K shares-5.10%2025-09-302025-11-05 IGV ISHARES TR20.7K shares-1.34%2025-09-302025-11-05 TJX TJX COS INC NEW15.5K shares-4.83%2025-09-302025-11-05 AMD ADVANCED MICRO DEVICES INC13.0K shares-7.80%2025-09-302025-11-05 V VISA INC6.1K shares-4.78%2025-09-302025-11-05 IMCV ISHARES TR25.1K shares-1.55%2025-09-302025-11-05 GEV GE VERNOVA INC3.2K shares-3.52%2025-09-302025-11-05 IQV IQVIA HLDGS INC10.1K shares-3.34%2025-09-302025-11-05 DFAC DIMENSIONAL ETF TRUST49.6K shares-0.54%2025-09-302025-11-05 VLUE ISHARES TR15.3K shares-0.87%2025-09-302025-11-05 ALL ALLSTATE CORP8.9K shares-1.83%2025-09-302025-11-05 CRM SALESFORCE INC8.0K shares18.99%2025-09-302025-11-05 NVDA NVIDIA CORPORATION9.9K shares-47.16%2025-09-302025-11-05 MAS MASCO CORP25.8K shares-3.14%2025-09-302025-11-05 IWM ISHARES TR7.5K shares-12.88%2025-09-302025-11-05 IWR ISHARES TR18.7K shares-32.38%2025-09-302025-11-05 STE STERIS PLC7.1K shares-2.07%2025-09-302025-11-05 NXPI NXP SEMICONDUCTORS N V7.7K shares-2.91%2025-09-302025-11-05 ITOT ISHARES TR12.0K shares-13.14%2025-09-302025-11-05 TT TRANE TECHNOLOGIES PLC4.1K shares-3.26%2025-09-302025-11-05 ESGU ISHARES TR11.8K shares-7.57%2025-09-302025-11-05 LGLV SPDR SERIES TRUST9.6K shares-15.40%2025-09-302025-11-05 SPSM SPDR SERIES TRUST36.4K shares-21.98%2025-09-302025-11-05 CDNS CADENCE DESIGN SYSTEM INC4.8K shares-3.83%2025-09-302025-11-05 QUAL ISHARES TR8.5K shares2.38%2025-09-302025-11-05 IVW ISHARES TR13.7K shares19.70%2025-09-302025-11-05 FANG DIAMONDBACK ENERGY INC11.4K shares-3.37%2025-09-302025-11-05 SPGI S&P GLOBAL INC3.2K shares-5.23%2025-09-302025-11-05 EW EDWARDS LIFESCIENCES CORP20.2K shares-2.00%2025-09-302025-11-05 AEM AGNICO EAGLE MINES LTD9.3K shares-9.70%2025-09-302025-11-05 SNPS SYNOPSYS INC3.0K shares-1.75%2025-09-302025-11-05 EFV ISHARES TR21.9K shares-4.93%2025-09-302025-11-05 XOM EXXON MOBIL CORP13.0K shares-36.63%2025-09-302025-11-05 IYG ISHARES TR16.4K shares-0.87%2025-09-302025-11-05 IXN ISHARES TR14.0K shares-1.35%2025-09-302025-11-05 ILCV ISHARES TR16.0K shares-2.79%2025-09-302025-11-05 FI FISERV INC11.0K shares6.38%2025-09-302025-11-05 MELI MERCADOLIBRE INC591 shares-30.63%2025-09-302025-11-05 BBDC BARINGS BDC INC153.7K shares-27.00%2025-09-302025-11-05 EYLD CAMBRIA ETF TR35.9K shares-26.13%2025-09-302025-11-05 ESGD ISHARES TR14.1K shares1.23%2025-09-302025-11-05 DXCM DEXCOM INC18.7K shares-2.35%2025-09-302025-11-05 EFG ISHARES TR10.8K shares-11.24%2025-09-302025-11-05 CMG CHIPOTLE MEXICAN GRILL INC30.5K shares-1.30%2025-09-302025-11-05 SPYM SPDR SERIES TRUST14.7K shares15.54%2025-09-302025-11-05 VCSH VANGUARD SCOTTSDALE FDS13.8K shares0.69%2025-09-302025-11-05 USHY ISHARES TR28.4K shares-0.38%2025-09-302025-11-05 MOAT VANECK ETF TRUST10.7K shares-35.91%2025-09-302025-11-05 RTX RTX CORPORATION6.0K shares-26.74%2025-09-302025-11-05 VNQ VANGUARD INDEX FDS11.0K shares-16.55%2025-09-302025-11-05 IUSB ISHARES TR21.2K shares-4.78%2025-09-302025-11-05 ORCL ORACLE CORP3.5K shares-44.74%2025-09-302025-11-05 ESML ISHARES TR21.1K shares3.51%2025-09-302025-11-05 THRO BLACKROCK ETF TRUST24.7K shares54.33%2025-09-302025-11-05 XJH ISHARES TR20.4K shares0.00%2025-09-302025-11-05 FREL FIDELITY COVINGTON TRUST31.6K shares-34.20%2025-09-302025-11-05 PKW INVESCO EXCHANGE TRADED FD T6.3K shares-2.06%2025-09-302025-11-05 TMUS T-MOBILE US INC3.5K shares-75.31%2025-09-302025-11-05 BNDX VANGUARD CHARLOTTE FDS16.5K shares-26.22%2025-09-302025-11-05 PAUG INNOVATOR ETFS TRUST19.2K sharesnew addition2025-09-302025-11-05 TSLA TESLA INC1.8K shares-18.52%2025-09-302025-11-05 BAC BANK AMERICA CORP14.9K shares-15.76%2025-09-302025-11-05 HYMB SPDR SERIES TRUST30.8K shares5.75%2025-09-302025-11-05 JPST J P MORGAN EXCHANGE TRADED F14.6K shares-2.89%2025-09-302025-11-05 XLF SELECT SECTOR SPDR TR13.5K shares-11.55%2025-09-302025-11-05 BOCT INNOVATOR ETFS TRUST14.7K sharesnew addition2025-09-302025-11-05 IAGG ISHARES TR13.8K shares3.33%2025-09-302025-11-05 KRP KIMBELL RTY PARTNERS LP51.8K shares-29.38%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS3.2K shares-6.79%2025-09-302025-11-05 PINS PINTEREST INC21.5K shares-14.27%2025-09-302025-11-05 BSX BOSTON SCIENTIFIC CORP7.0K shares3.55%2025-09-302025-11-05 CGNX COGNEX CORP15.0K shares-23.45%2025-09-302025-11-05 IEF ISHARES TR6.9K shares2.69%2025-09-302025-11-05 XLG INVESCO EXCHANGE TRADED FD T11.6K shares123.39%2025-09-302025-11-05 MRK MERCK & CO INC7.7K shares-7.40%2025-09-302025-11-05 CSCO CISCO SYS INC9.1K shares-3.48%2025-09-302025-11-05 EAGG ISHARES TR12.8K shares1.30%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW655 shares1.71%2025-09-302025-11-05 VOOG VANGUARD ADMIRAL FDS INC1.4K sharesnew addition2025-09-302025-11-05 SKYY FIRST TR EXCHANGE TRADED FD4.5K shares0.00%2025-09-302025-11-05 RSP INVESCO EXCHANGE TRADED FD T3.1K shares-5.45%2025-09-302025-11-05 VB VANGUARD INDEX FDS2.3K shares-25.62%2025-09-302025-11-05 VGT VANGUARD WORLD FD743 shares0.00%2025-09-302025-11-05 OEF ISHARES TR1.6K shares13.88%2025-09-302025-11-05 NOW SERVICENOW INC581 shares-11.03%2025-09-302025-11-05 VOT VANGUARD INDEX FDS1.8K shares-6.02%2025-09-302025-11-05 XLI SELECT SECTOR SPDR TR3.3K shares0.37%2025-09-302025-11-05 CAH CARDINAL HEALTH INC3.2K shares-0.38%2025-09-302025-11-05 MCD MCDONALDS CORP1.6K shares-33.63%2025-09-302025-11-05 MA MASTERCARD INCORPORATED865 shares-14.10%2025-09-302025-11-05 SUB ISHARES TR4.6K shares-23.24%2025-09-302025-11-05 DIS DISNEY WALT CO4.3K shares-64.34%2025-09-302025-11-05 BUFB INNOVATOR ETFS TRUST13.3K shares0.00%2025-09-302025-11-05 ESGE ISHARES INC10.7K shares-5.48%2025-09-302025-11-05 CMF ISHARES TR8.2K shares0.00%2025-09-302025-11-05 SDY SPDR SERIES TRUST3.3K shares-2.58%2025-09-302025-11-05 CBSH COMMERCE BANCSHARES INC7.7K shares-22.65%2025-09-302025-11-05 EMXC ISHARES INC6.8K shares-5.44%2025-09-302025-11-05 BSEP INNOVATOR ETFS TRUST8.9K sharesnew addition2025-09-302025-11-05 VCLT VANGUARD SCOTTSDALE FDS5.4K shares2.03%2025-09-302025-11-05 LHX L3HARRIS TECHNOLOGIES INC1.4K shares-8.69%2025-09-302025-11-05 BUFF INNOVATOR ETFS TRUST8.5K shares-16.85%2025-09-302025-11-05 BUG GLOBAL X FDS11.8K shares0.00%2025-09-302025-11-05 ICE INTERCONTINENTAL EXCHANGE IN2.4K shares-4.29%2025-09-302025-11-05 MMIT NEW YORK LIFE INVTS ACTIVE E16.7K shares0.00%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS1.4K shares-36.46%2025-09-302025-11-05 IYW ISHARES TR2.0K shares-31.08%2025-09-302025-11-05 BAI BLACKROCK ETF TRUST11.7K sharesnew addition2025-09-302025-11-05 XTEN BONDBLOXX ETF TRUST8.4K shares7.07%2025-09-302025-11-05 LQD ISHARES TR3.5K shares-19.84%2025-09-302025-11-05 LUV SOUTHWEST AIRLS CO12.0K shares0.18%2025-09-302025-11-05 EFAV ISHARES TR4.5K shares-10.08%2025-09-302025-11-05 LLY ELI LILLY & CO494 shares-43.61%2025-09-302025-11-05 EL LAUDER ESTEE COS INC4.1K shares-9.63%2025-09-302025-11-05 SHOP SHOPIFY INC2.4K shares-61.08%2025-09-302025-11-05 IOCT INNOVATOR ETFS TRUST10.3K sharesnew addition2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F6.5K shares-3.67%2025-09-302025-11-05 TLH ISHARES TR3.2K shares24.03%2025-09-302025-11-05 GOVT ISHARES TR14.2K shares-10.10%2025-09-302025-11-05 ABT ABBOTT LABS2.4K shares-13.14%2025-09-302025-11-05 KO COCA COLA CO4.9K shares-30.18%2025-09-302025-11-05 IHI ISHARES TR5.3K shares-2.75%2025-09-302025-11-05 SCHG SCHWAB STRATEGIC TR9.9K shares-3.12%2025-09-302025-11-05 OKE ONEOK INC NEW4.3K shares-33.23%2025-09-302025-11-05 PSLV SPROTT ASSET MANAGEMENT LP20.0K shares-59.39%2025-09-302025-11-05 HIMU BLACKROCK ETF TRUST II6.0K shares40.29%2025-09-302025-11-05 BNOV INNOVATOR ETFS TRUST6.7K shares0.00%2025-09-302025-11-05 PNOV INNOVATOR ETFS TRUST7.0K shares0.00%2025-09-302025-11-05 JAZZ JAZZ PHARMACEUTICALS PLC2.2K shares-27.98%2025-09-302025-11-05 SO SOUTHERN CO3.0K shares-35.66%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS4.7K shares15.81%2025-09-302025-11-05 IGSB ISHARES TR5.3K shares-7.13%2025-09-302025-11-05 MS MORGAN STANLEY1.7K shares-12.47%2025-09-302025-11-05 CAT CATERPILLAR INC560 shares-29.20%2025-09-302025-11-05 CVX CHEVRON CORP NEW1.7K shares-14.22%2025-09-302025-11-05 MRVL MARVELL TECHNOLOGY INC3.1K shares-39.93%2025-09-302025-11-05 CEMB ISHARES INC5.7K shares1.89%2025-09-302025-11-05 HPQ HP INC9.6K shares9.41%2025-09-302025-11-05 LRCX LAM RESEARCH CORP1.9K sharesnew addition2025-09-302025-11-05 SPYG SPDR SERIES TRUST2.4K shares-0.69%2025-09-302025-11-05 NTAP NETAPP INC2.1K shares5.00%2025-09-302025-11-05 AVSD AMERICAN CENTY ETF TR3.4K shares1.65%2025-09-302025-11-05 CL COLGATE PALMOLIVE CO3.0K shares0.20%2025-09-302025-11-05 EEMV ISHARES INC3.7K shares-20.20%2025-09-302025-11-05 CP CANADIAN PACIFIC KANSAS CITY3.2K shares-47.85%2025-09-302025-11-05 SPMO INVESCO EXCH TRADED FD TR II1.9K shares4.85%2025-09-302025-11-05 AFL AFLAC INC2.1K shares-5.41%2025-09-302025-11-05 SCHZ SCHWAB STRATEGIC TR9.7K shares3.06%2025-09-302025-11-05 FTNT FORTINET INC2.7K shares-37.21%2025-09-302025-11-05 SPIB SPDR SERIES TRUST6.7K shares-3.20%2025-09-302025-11-05 TGT TARGET CORP2.5K shares-8.26%2025-09-302025-11-05 RWL INVESCO EXCH TRADED FD TR II2.0K shares0.00%2025-09-302025-11-05 UBER UBER TECHNOLOGIES INC2.3K shares-50.49%2025-09-302025-11-05 GS GOLDMAN SACHS GROUP INC277 sharesnew addition2025-09-302025-11-05 NEM NEWMONT CORP2.6K sharesnew addition2025-09-302025-11-05 MBB ISHARES TR2.3K shares-13.75%2025-09-302025-11-05 JMUB J P MORGAN EXCHANGE TRADED F4.3K sharesnew addition2025-09-302025-11-05 AHR AMERICAN HEALTHCARE REIT INC5.1K sharesnew addition2025-09-302025-11-05 DFAS DIMENSIONAL ETF TRUST3.1K sharesnew addition2025-09-302025-11-05 ET ENERGY TRANSFER L P12.2K shares-4.54%2025-09-302025-11-05 COF CAPITAL ONE FINL CORP975 shares0.41%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO1.3K shares-92.49%2025-09-302025-11-05 IAU ISHARES GOLD TR2.8K sharesnew addition2025-09-302025-11-05 IBDR ISHARES TR8.4K shares0.20%2025-09-302025-11-05 DDFS INNOVATOR ETFS TRUST9.8K sharesnew addition2025-09-302025-11-05 IDV ISHARES TR5.5K shares-9.24%2025-09-302025-11-05 ZJUL INNOVATOR ETFS TRUST7.0K sharesnew addition2025-09-302025-11-05 RFMZ RIVERNORTH FLEXIBLE MUNI INC12.0K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available