$157 Million is the total value of CALIBER WEALTH MANAGEMENT, LLC's 61 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPS | New | UNITED PARCEL SERVICE INCcl b | $1,825,000 | – | 8,510 | +100.0% | 1.16% | – |
| XOM | New | EXXON MOBIL CORP | $1,507,000 | – | 18,245 | +100.0% | 0.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 14 | Q1 2024 | 14.8% |
| VANGUARD INDEX FDS | 14 | Q1 2024 | 3.8% |
| VANGUARD INDEX FDS | 14 | Q1 2024 | 3.9% |
| VANGUARD WORLD FDS | 14 | Q1 2024 | 3.7% |
| APPLE INC | 14 | Q1 2024 | 2.6% |
| MICROSOFT CORP | 14 | Q1 2024 | 2.4% |
| ALPHABET INC | 14 | Q1 2024 | 2.0% |
| COSTCO WHSL CORP NEW | 14 | Q1 2024 | 2.1% |
| GENERAL DYNAMICS CORP | 14 | Q1 2024 | 2.1% |
| HOME DEPOT INC | 14 | Q1 2024 | 1.9% |
View CALIBER WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-20 |
View CALIBER WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.