CALIBER WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q1 2024 - Apr 25, 2024
Value $
$188M
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 $188M as of Q1 2024. Top holdings included SPY, QUAL, VO, VB, and VGT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 58 $188M +$13.3M -$3.33M +$9.99M SPY, QUAL, VO, VB, VGT 13F-HR 4/25/2024, 12:08 PM
Q4 2023 55 $170M +$5.22M -$1.67M +$3.55M SPY, QUAL, VGT, VB, VO 13F-HR 4/22/2024, 07:49 PM
Q3 2023 56 $149M +$6.75M -$294K +$6.46M SPY, QUAL, VGT, VB, VO 13F-HR 10/16/2023, 09:33 AM
Q2 2023 55 $149M +$42.9M -$35.1M +$7.84M SPY, QUAL, VB, VO, VGT 13F-HR 7/27/2023, 02:53 PM
Q1 2023 60 $134M +$50.2M -$51.7M -$1.58M RSP, COWZ, QUAL, VB, VO 13F-HR 4/10/2023, 04:03 PM
Q4 2022 85 $131M +$39.3M -$40.3M -$1.03M SPY, COWZ, XSEP, VO, VB 13F-HR 1/24/2023, 03:17 PM
Q3 2022 65 $127M +$8.53M -$1.66M +$6.87M SPY, COWZ, VO, SRLN, NKLA 13F-HR 10/14/2022, 07:15 PM
Q2 2022 64 $129M +$21M -$20.7M +$353K SPY, NKLA, COWZ, VO, SRLN 13F-HR 7/11/2022, 06:00 PM
Q1 2022 61 $157M +$19.8M -$7.27M +$12.6M SPY, NKLA, COWZ, VO, PXD 13F-HR 4/14/2022, 03:56 PM
Q4 2021 66 $137M +$37.5M -$28.3M +$9.29M SPY, NKLA, VO, SRLN, FALN 13F-HR 1/19/2022, 05:33 PM
Q3 2021 70 $141M +$9.35M -$4.04M +$5.3M NKLA, SPY, IQLT, VO, MSFT 13F-HR 10/25/2021, 09:47 AM
Q2 2021 73 $141M +$26.5M -$38.6M -$12.1M NKLA, SPY, IQLT, ROKU, VO 13F-HR 7/22/2021, 02:15 PM
Q1 2021 72 $138M +$48.8M -$12.7M +$36M NKLA, SPY, FBND, IUSB, IQLT 13F-HR 4/26/2021, 07:56 AM
Q4 2020 71 $102M $0 $0 SPY, FBND, LQD, IUSB, IQLT 13F-HR 1/19/2021, 08:23 AM