News + Filings Holdings
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CALIBER WEALTH MANAGEMENT, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Pacer Funds Trust
| COWZ | Common | 0 | -188,423 | 0 | -8,714,578,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VanEck ETF Trust
| FLTR | Common | 0 | -131,635 | 0 | -3,275,079,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLP | Common | 0 | -33,596 | 0 | -2,504,582,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WORLD FDS HEALTH CAR
| VHT | STOCK | 0 | -10,059 | 0 | -2,495,205,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 0 | -20,608 | 0 | -2,273,062,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VDE | Common | 0 | -18,641 | 0 | -2,260,772,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 0 | -15,549 | 0 | -2,085,121,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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JOHNSON & JOHNSON
| JNJ | Common | 0 | -11,393 | 0 | -2,012,573,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SHYG | Common | 0 | -43,525 | 0 | -1,779,725,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PIONEER NATURAL RESOURCES CO
| PXD | Common | 0 | -7,652 | 0 | -1,747,640,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VFH | Common | 0 | -20,902 | 0 | -1,729,220,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TR SBI INT-UTILS
| XLU | OPTION | 0 | -21,014 | 0 | -1,481,487,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NIKE, Inc.
| NKE | Common | 0 | -8,173 | 0 | -956,307,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUB | Common | 0 | -6,762 | 0 | -705,074,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BILL Holdings, Inc.
| BILL | Common | 0 | -6,421 | 0 | -699,632,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CHEVRON CORP
| CVX | Common | 0 | -2,870 | 0 | -515,136,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EMERSON ELECTRIC CO
| EMR | Common | 0 | -5,048 | 0 | -484,911,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 0 | -1,299 | 0 | -475,226,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Eaton Corp plc
| ETN | SHS | 0 | -2,929 | 0 | -459,707,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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AMGEN INC
| AMGN | Common | 0 | -1,747 | 0 | -458,832,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PRINCIPAL FINANCIAL GROUP INC
| PFG | Common | 0 | -5,312 | 0 | -445,783,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BRISTOL MYERS SQUIBB CO
| BMY | Common | 0 | -6,122 | 0 | -440,478,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIFTH THIRD BANCORP
| FITB | Common | 0 | -12,883 | 0 | -422,691,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| BAC | Common | 0 | -12,749 | 0 | -422,261,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BOEING CO
| BA | Common | 0 | -1,865 | 0 | -355,264,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 0 | -894 | 0 | -343,352,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INTUIT INC.
| INTU | Common | 0 | -854 | 0 | -332,394,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BHP Group Ltd
| BHP | SPONSORED ADS | 0 | -5,351 | 0 | -332,030,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PROCTER & GAMBLE Co
| PG | Common | 0 | -2,164 | 0 | -327,976,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Hewlett Packard Enterprise Co
| HPE | COM | 0 | -20,306 | 0 | -324,084,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Air Products & Chemicals, Inc.
| APD | Common | 0 | -1,040 | 0 | -320,590,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VERIZON COMMUNICATIONS INC
| VZ | Common | 0 | -7,991 | 0 | -314,845,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DEERE & CO
| DE | Common | 0 | -731 | 0 | -313,424,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MCDONALDS CORP
| MCD | Common | 0 | -1,179 | 0 | -310,702,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VICI PROPERTIES INC.
| | Common | 0 | -9,549 | 0 | -309,388,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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