13F Filings History of CALIBER WEALTH MANAGEMENT, LLC

Latest 13F report
Q1 2024 - 25 Apr 2024
Value $
$188,032,496
Signature - Title
Todd Nuttall - Managing Member and CCO
Location
Orem, UT
Summary
This page shows a list of all the recent 13F filings made by CALIBER WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CALIBER WEALTH MANAGEMENT, LLC reported 58 stock holdings with total value $188,032,496 as of Q1 2024. Top holdings included SPY, QUAL, VO, VB, and VGT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2024 58 $188,032,496 +$13,323,629 -$3,330,384 +$9,993,245 SPY, QUAL, VO, VB, VGT 13F-HR 25 Apr 2024, 12:08
Q4 2023 55 $170,187,160 +$5,216,045 -$1,667,117 +$3,548,928 SPY, QUAL, VGT, VB, VO 13F-HR 22 Apr 2024, 19:49
Q3 2023 56 $148,686,949 +$6,749,599 -$293,804 +$6,455,795 SPY, QUAL, VGT, VB, VO 13F-HR 16 Oct 2023, 09:33
Q2 2023 55 $149,262,416 +$42,913,717 -$35,070,446 +$7,843,271 SPY, QUAL, VB, VO, VGT 13F-HR 27 Jul 2023, 14:53
Q1 2023 60 $133,567,981 +$50,164,435 -$51,743,586 -$1,579,151 RSP, COWZ, QUAL, VB, VO 13F-HR 10 Apr 2023, 16:03
Q4 2022 85 $130,836,753 +$39,257,296 -$40,283,543 -$1,026,247 SPY, COWZ, XSEP, VO, VB 13F-HR 24 Jan 2023, 15:17
Q3 2022 65 $126,664,000 +$8,525,788 -$1,655,940 +$6,869,848 SPY, COWZ, VO, SRLN, NKLA 13F-HR 14 Oct 2022, 19:15
Q2 2022 64 $128,517,000 +$21,046,187 -$20,693,405 +$352,782 SPY, NKLA, COWZ, VO, SRLN 13F-HR 11 Jul 2022, 18:00
Q1 2022 61 $156,693,000 +$19,826,738 -$7,273,697 +$12,553,041 SPY, NKLA, COWZ, VO, PXD 13F-HR 14 Apr 2022, 15:56
Q4 2021 66 $136,637,000 +$37,543,145 -$28,253,290 +$9,289,855 SPY, NKLA, VO, SRLN, FALN 13F-HR 19 Jan 2022, 17:33
Q3 2021 70 $141,453,000 +$9,348,363 -$4,044,656 +$5,303,707 NKLA, SPY, IQLT, VO, MSFT 13F-HR 25 Oct 2021, 09:47
Q2 2021 73 $141,209,000 +$26,512,178 -$38,582,134 -$12,069,956 NKLA, SPY, IQLT, ROKU, VO 13F-HR 22 Jul 2021, 14:15
Q1 2021 72 $137,719,000 +$48,755,950 -$12,722,422 +$36,033,528 NKLA, SPY, FBND, IUSB, IQLT 13F-HR 26 Apr 2021, 07:56
Q4 2020 71 $101,980,000 $0 $0 $0 SPY, FBND, LQD, IUSB, IQLT 13F-HR 19 Jan 2021, 08:23