CALIBER WEALTH MANAGEMENT, LLC holdings history

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153 is the total number of securities CALIBER WEALTH MANAGEMENT, LLC has owned. The longest CALIBER WEALTH MANAGEMENT, LLC has owned a single stock is 12 quarters.

CALIBER WEALTH MANAGEMENT, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 ETF TR12120.78%9.14%14.82%Q4 2020Q3 202312
VO VANGUARD INDEX FDS12121.25%2.86%3.84%Q4 2020Q3 202312
VB VANGUARD INDEX FDS12120.65%2.30%3.88%Q4 2020Q3 202312
AAPL APPLE INC12121.69%2.10%2.59%Q4 2020Q3 202312
MSFT MICROSOFT CORP12121.71%2.03%2.35%Q4 2020Q3 202312
VGT VANGUARD WORLD FDS12120.83%1.86%3.70%Q4 2020Q3 202312
GOOG ALPHABET INC12121.21%1.67%1.95%Q4 2020Q3 202312
COST COSTCO WHSL CORP NEW12121.18%1.64%2.12%Q4 2020Q3 202312
GD GENERAL DYNAMICS CORP12120.92%1.59%2.09%Q4 2020Q3 202312
HD HOME DEPOT INC12121.32%1.53%1.86%Q4 2020Q3 202312
DHR DANAHER CORPORATION12121.17%1.53%1.88%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.97%1.50%1.92%Q4 2020Q3 202312
CRM SALESFORCE INC12120.96%1.41%1.72%Q4 2020Q3 202312
WM WASTE MGMT INC DEL12120.88%1.33%1.76%Q4 2020Q3 202312
RUN SUNRUN INC12120.33%1.14%1.91%Q4 2020Q3 202312
LULU LULULEMON ATHLETICA INC12120.78%1.09%1.38%Q4 2020Q3 202312
TSLA TESLA INC12120.28%1.09%2.10%Q4 2020Q3 202312
SYK STRYKER CORPORATION12120.78%0.97%1.12%Q4 2020Q3 202312
NKLA NIKOLA CORP11110.93%6.70%21.91%Q1 2021Q3 202311
FALN ISHARES TR831.06%1.71%2.62%Q4 2020Q3 202311
CMG CHIPOTLE MEXICAN GRILL...11110.64%1.40%1.80%Q1 2021Q3 202311
ABNB AIRBNB INC11110.64%1.14%1.58%Q1 2021Q3 202311
SRLN SSGA ACTIVE ETF TR10100.87%1.91%2.94%Q2 2021Q3 202310
NOW SERVICENOW INC10101.02%1.46%1.70%Q2 2021Q3 202310
NKE NIKE INC10100.73%1.13%1.73%Q4 2020Q1 202310
MAR MARRIOTT INTL INC NEW10100.57%1.13%1.62%Q2 2021Q3 202310
DDOG DATADOG INC820.14%0.92%1.69%Q4 2020Q3 202310
SBUX STARBUCKS CORP10100.15%0.90%1.43%Q4 2020Q1 202310
IVV ISHARES TR10100.15%0.42%0.63%Q4 2020Q1 202310
UNH UNITEDHEALTH GROUP INC810.87%1.46%1.85%Q4 2020Q3 20239
V VISA INC990.16%1.39%1.78%Q4 2020Q4 20229
VHT VANGUARD WORLD FDS990.59%1.25%1.91%Q4 2020Q4 20229
FBND FIDELITY MERRIMACK STR TR530.18%2.20%4.10%Q4 2020Q3 20238
IQLT ISHARES TR881.40%2.13%2.98%Q4 2020Q3 20228
PANW PALO ALTO NETWORKS INC880.62%1.62%2.38%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.37%1.21%1.59%Q2 2021Q1 20238
ZS ZSCALER INC620.20%1.11%1.81%Q4 2020Q3 20238
NVDA NVIDIA CORPORATION710.17%1.06%1.72%Q1 2021Q1 20238
VCSH VANGUARD SCOTTSDALE FDS880.17%0.92%1.90%Q4 2020Q3 20228
UBER UBER TECHNOLOGIES INC880.63%0.82%0.93%Q4 2020Q3 20228
SRVR PACER FDS TR880.58%0.70%0.81%Q4 2020Q3 20228
VEEV VEEVA SYS INC880.16%0.51%1.12%Q4 2020Q3 20228
OCX ONCOCYTE CORP880.04%0.12%0.24%Q4 2020Q3 20228
SHYG ISHARES TR771.36%1.87%2.42%Q2 2021Q4 20227
UPS UNITED PARCEL SERVICE INC771.16%1.36%1.58%Q1 2022Q3 20237
VFH VANGUARD WORLD FDS770.72%1.35%1.86%Q2 2021Q4 20227
WMT WALMART INC430.38%1.26%1.59%Q4 2020Q3 20237
RIVIAN AUTOMOTIVE INC610.42%0.72%1.43%Q4 2021Q3 20237
GH GUARDANT HEALTH INC610.17%0.34%0.57%Q4 2020Q3 20227
SOFI SOFI TECHNOLOGIES INC610.16%0.21%0.27%Q4 2021Q3 20237
COWZ PACER FDS TR662.59%4.07%6.66%Q4 2021Q1 20236
PXD PIONEER NAT RES CO661.34%2.24%2.84%Q4 2021Q1 20236
FNDF SCHWAB STRATEGIC TR661.60%2.17%2.73%Q2 2021Q3 20226
VDE VANGUARD WORLD FDS660.16%1.73%2.56%Q4 2021Q1 20236
AVGO BROADCOM INC661.19%1.58%1.88%Q2 2022Q3 20236
AMZN AMAZON COM INC661.30%1.52%1.98%Q4 2020Q1 20226
MDB MONGODB INC661.08%1.52%2.46%Q4 2020Q1 20226
ADBE ADOBE SYSTEMS INCORPOR...661.24%1.44%1.65%Q4 2020Q1 20226
PEP PEPSICO INC661.38%1.42%1.47%Q2 2022Q3 20236
DIS DISNEY WALT CO661.26%1.37%1.69%Q4 2020Q1 20226
TXN TEXAS INSTRS INC661.27%1.35%1.44%Q2 2022Q3 20236
SNOW SNOWFLAKE INC660.99%1.30%1.53%Q4 2020Q1 20226
HON HONEYWELL INTL INC661.11%1.27%1.42%Q2 2022Q3 20236
AXP AMERICAN EXPRESS CO661.02%1.26%1.47%Q2 2022Q3 20236
MDT MEDTRONIC PLC660.66%1.11%1.37%Q2 2022Q3 20236
BA BOEING CO510.26%1.01%1.66%Q1 2021Q4 20226
BILL BILL COM HLDGS INC660.26%0.79%1.66%Q3 2021Q4 20226
FMHI FIRST TR EXCH TRADED F...660.29%0.56%1.02%Q2 2021Q3 20226
TRAEGER INC660.24%0.34%0.42%Q2 2022Q3 20236
SCHB SCHWAB STRATEGIC TR660.26%0.29%0.33%Q2 2022Q3 20236
DIA SPDR DOW JONES INDL AV...660.19%0.20%0.21%Q2 2022Q3 20236
ROKU ROKU INC550.17%1.63%2.75%Q4 2020Q4 20215
XOM EXXON MOBIL CORP550.96%1.54%1.74%Q1 2022Q1 20235
PYPL PAYPAL HLDGS INC551.28%1.48%1.88%Q4 2020Q4 20215
DOMO DOMO INC320.09%0.24%0.55%Q3 2021Q3 20235
IMCG ISHARES TR441.42%1.87%2.60%Q4 2020Q3 20214
SQ SQUARE INC441.48%1.81%2.69%Q4 2020Q3 20214
FLTR VANECK VECTORS ETF TR311.31%1.77%2.50%Q1 2021Q4 20224
IUSB ISHARES TR440.38%1.62%3.18%Q4 2020Q3 20214
ORCL ORACLE CORP441.38%1.60%1.78%Q4 2022Q3 20234
DGRW WISDOMTREE TR440.96%1.44%1.77%Q4 2020Q3 20214
RTX RTX CORPORATION441.16%1.35%1.46%Q4 2022Q3 20234
SCHW SCHWAB CHARLES CORP440.35%1.15%1.49%Q4 2022Q3 20234
MFMS RBB FD INC440.75%1.13%1.70%Q4 2020Q3 20214
BIL SPDR SER TR440.57%1.09%2.35%Q4 2022Q3 20234
PD PAGERDUTY INC440.94%1.02%1.20%Q4 2020Q3 20214
XSOE WISDOMTREE TR440.48%0.65%0.78%Q4 2020Q3 20214
QUAL ISHARES TR334.22%7.05%8.51%Q1 2023Q3 20233
IHDG WISDOMTREE TR333.10%3.16%3.25%Q1 2023Q3 20233
ASAN ASANA INC210.15%0.98%1.43%Q3 2021Q3 20233
BABA ALIBABA GROUP HLDG LTD330.38%0.95%1.34%Q4 2020Q2 20213
PLTR PALANTIR TECHNOLOGIES INC330.69%0.79%0.84%Q1 2021Q3 20213
KO COCA COLA CO330.18%0.68%1.07%Q4 2020Q2 20213
MGA MAGNA INTL INC210.22%0.46%0.60%Q2 2021Q4 20223
SLQD ISHARES TR330.16%0.36%0.54%Q4 2020Q2 20213
IJR ISHARES TR330.21%0.34%0.44%Q4 2020Q2 20213
PRPL PURPLE INNOVATION INC330.03%0.04%0.05%Q1 2023Q3 20233
IGSB ISHARES TR221.82%1.82%1.82%Q2 2021Q3 20212
WSO WATSCO INC221.44%1.49%1.53%Q4 2021Q1 20222
JNJ JOHNSON & JOHNSON221.36%1.45%1.54%Q4 2022Q1 20232
SHOP SHOPIFY INC221.39%1.43%1.48%Q2 2023Q3 20232
FPXI FIRST TR EXCHANGE TRAD...221.24%1.34%1.44%Q4 2020Q1 20212
CELH CELSIUS HLDGS INC220.79%0.92%1.05%Q2 2023Q3 20232
JBLU JETBLUE AWYS CORP220.63%0.82%1.02%Q2 2023Q3 20232
ARKG ARK ETF TR220.68%0.81%0.94%Q4 2020Q1 20212
BAC BK OF AMERICA CORP110.32%0.77%1.22%Q4 2020Q4 20222
VZ VERIZON COMMUNICATIONS...110.24%0.69%1.14%Q4 2020Q4 20222
CPNG COUPANG INC220.55%0.63%0.70%Q2 2021Q3 20212
NTR NUTRIEN LTD220.51%0.56%0.62%Q2 2022Q3 20222
RBLX ROBLOX CORP220.40%0.42%0.45%Q4 2021Q1 20222
ARKK ARK ETF TR220.32%0.36%0.40%Q4 2020Q1 20212
ONEQ FIDELITY COMWLTH TR220.31%0.36%0.41%Q4 2020Q1 20212
DGRO ISHARES TR220.27%0.30%0.34%Q4 2020Q1 20212
FSR FISKER INC220.26%0.29%0.33%Q2 2021Q3 20212
IJH ISHARES TR220.22%0.24%0.26%Q4 2020Q1 20212
ACWI ISHARES TR220.20%0.23%0.26%Q4 2020Q1 20212
IXUS ISHARES TR220.20%0.22%0.25%Q4 2020Q1 20212
ARKW ARK ETF TR220.19%0.22%0.25%Q4 2020Q1 20212
O REALTY INCOME CORP110.19%0.21%0.22%Q2 2022Q4 20222
ARKQ ARK ETF TR220.17%0.18%0.20%Q4 2020Q1 20212
TDOC TELADOC HEALTH INC220.15%0.18%0.22%Q4 2020Q1 20212
RSP INVESCO EXCHANGE TRADE...1114.75%14.75%14.75%Q1 2023Q1 20231
FIRST TR EXCHNG TRADED...114.31%4.31%4.31%Q4 2022Q4 20221
LQD ISHARES TR113.35%3.35%3.35%Q4 2020Q4 20201
XLP SELECT SECTOR SPDR TR111.91%1.91%1.91%Q4 2022Q4 20221
XLU SELECT SECTOR SPDR TR111.13%1.13%1.13%Q4 2022Q4 20221
BOEING CO111.12%1.12%1.12%Q4 2020Q4 20201
CSCO CISCO SYS INC110.95%0.95%0.95%Q4 2020Q4 20201
ICVT ISHARES TR110.68%0.68%0.68%Q1 2021Q1 20211
GBCI GLACIER BANCORP INC NEW110.59%0.59%0.59%Q3 2022Q3 20221
SUB ISHARES TR110.54%0.54%0.54%Q4 2022Q4 20221
GITLAB INC110.50%0.50%0.50%Q4 2021Q4 20211
CVX CHEVRON CORP NEW110.39%0.39%0.39%Q4 2022Q4 20221
EMR EMERSON ELEC CO110.37%0.37%0.37%Q4 2022Q4 20221
LLY LILLY ELI & CO110.36%0.36%0.36%Q4 2022Q4 20221
AMGN AMGEN INC110.35%0.35%0.35%Q4 2022Q4 20221
ETN EATON CORP PLC110.35%0.35%0.35%Q4 2022Q4 20221
PFG PRINCIPAL FINANCIAL GR...110.34%0.34%0.34%Q4 2022Q4 20221
BMY BRISTOL-MYERS SQUIBB CO110.34%0.34%0.34%Q4 2022Q4 20221
FITB FIFTH THIRD BANCORP110.32%0.32%0.32%Q4 2022Q4 20221
INTU INTUIT110.25%0.25%0.25%Q4 2022Q4 20221
BHP BHP GROUP LTD110.25%0.25%0.25%Q4 2022Q4 20221
PG PROCTER AND GAMBLE CO110.25%0.25%0.25%Q4 2022Q4 20221
HPE HEWLETT PACKARD ENTERP...110.25%0.25%0.25%Q4 2022Q4 20221
APD AIR PRODS & CHEMS INC110.24%0.24%0.24%Q4 2022Q4 20221
DE DEERE & CO110.24%0.24%0.24%Q4 2022Q4 20221
MCD MCDONALDS CORP110.24%0.24%0.24%Q4 2022Q4 20221
VICI VICI PPTYS INC110.24%0.24%0.24%Q4 2022Q4 20221
RY ROYAL BK CDA SUSTAINABL110.23%0.23%0.23%Q4 2022Q4 20221
CMCSA COMCAST CORP NEW110.23%0.23%0.23%Q4 2022Q4 20221
PTON PELOTON INTERACTIVE INC110.22%0.22%0.22%Q4 2020Q4 20201
CRCT CRICUT INC110.18%0.18%0.18%Q2 2021Q2 20211
VOO VANGUARD INDEX FDS110.16%0.16%0.16%Q3 2023Q3 20231
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The securities at the top of the list , including SPDR S&P 500 ETF TR, VANGUARD INDEX FDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of CALIBER WEALTH MANAGEMENT, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by CALIBER WEALTH MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that CALIBER WEALTH MANAGEMENT, LLC owns currently or has owned in the past.