StockDriftsStockDriftsTop 50 Caliber Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 14.32% | 51.5K | $26.9M | -0.12%(-62) | — | 2024-03-31 | |
| QUAL | ISHARES TR | 8.14% | 93.1K | $15.3M | -1.76%(-1.67K) | — | 2024-03-31 | |
| VO | VANGUARD INDEX FDS | 3.57% | 26.9K | $6.7M | +5.31%(+1.36K) | — | 2024-03-31 | |
| VB | VANGUARD INDEX FDS | 3.55% | 29.2K | $6.7M | +3.28%(+927) | — | 2024-03-31 | |
| VGT | VANGUARD WORLD FD | 3.41% | 12.2K | $6.4M | -5.50%(-712) | — | 2024-03-31 | |
| IHDG | WISDOMTREE TR | 3.09% | 126.7K | $5.8M | +6.43%(+7.66K) | — | 2024-03-31 | |
| AVGO | BROADCOM INC | 2.36% | 3.3K | $4.4M | -0.51%(-17) | — | 2024-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.34% | 97.2K | $4.4M | -1.82%(-1.80K) | — | 2024-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 2.17% | 14.3K | $4.1M | -3.08%(-456) | — | 2024-03-31 | |
| FALN | ISHARES TR | 2.12% | 148.5K | $4.0M | +132.64%(+84.67K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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