Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CALIBER WEALTH MANAGEMENT LLC
  City: OREM
  State: UT
  Zip: 84097
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $188,033,000
  Total Value Change : $17,846,000
  Securities Held Change : 3
   
All Securities Held : 58
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 33
  Unchanged Positions : 0
  Decreased Positions : 21

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 29 New $50.96 $2,616,000 51,006 1.39% 2,616,000 51,006 0.006    Closed - End Fund - E...
   (PULS)1 Year Chart         PULS Pgim Ultra Short Bond Etf 43 New $49.62 $1,908,000 38,385 1.01% 1,908,000 38,385 0.01    N/A
   (VWOB)1 Year Chart         VWOB Vanguard Emerging Markets G... 45 New $63.14 $1,812,000 28,382 0.96% 1,812,000 28,382 0.012    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 55 New $898.78 $304,000 336 0.16% 304,000 336 0    Semiconductor - Speci...

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results