Caliber Wealth Management, Llc / Ks

Caliber Wealth Management, Llc / Ks as of June 30, 2025

Portfolio Holdings for Caliber Wealth Management, Llc / Ks

Caliber Wealth Management, Llc / Ks holds 282 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.3 $96M 155k 620.90
Microsoft Corporation (MSFT) 5.4 $50M 101k 497.41
American Centy Etf Tr Us Eqt Etf (AVUS) 5.0 $46M 460k 100.82
Vanguard Index Fds Total Stk Mkt (VTI) 3.9 $37M 120k 303.93
Ishares Tr Rus 1000 Grw Etf (IWF) 3.5 $33M 77k 424.58
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $25M 252k 99.20
Innovator Etfs Trust Equity Defined P (ZMAR) 2.3 $21M 796k 26.52
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $21M 333k 62.02
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.2 $21M 278k 74.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $20M 35k 568.03
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $17M 160k 109.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $16M 29k 551.65
Ishares Tr Core Msci Eafe (IEFA) 1.6 $15M 179k 83.48
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.5 $14M 202k 68.54
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $13M 47k 279.83
Apple (AAPL) 1.4 $13M 63k 205.17
Select Sector Spdr Tr Technology (XLK) 1.3 $12M 46k 253.23
Ishares Silver Tr Ishares (SLV) 1.2 $11M 347k 32.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $11M 18k 617.87
Wal-Mart Stores (WMT) 1.2 $11M 110k 97.78
Wisdomtree Tr Us Largecap Divd (DLN) 1.1 $10M 127k 82.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $9.3M 127k 73.63
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.9 $8.8M 97k 91.10
Dimensional Etf Trust Internatnal Val (DFIV) 0.9 $8.7M 203k 42.83
Broadcom (AVGO) 0.9 $8.2M 30k 275.65
JPMorgan Chase & Co. (JPM) 0.8 $7.8M 27k 289.91
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.8 $7.5M 150k 49.76
Ishares Tr National Mun Etf (MUB) 0.8 $7.2M 69k 104.48
Amazon (AMZN) 0.8 $7.1M 32k 219.39
First Tr Exchange-traded SHS (FVD) 0.7 $6.7M 149k 44.70
Alphabet Cap Stk Cl C (GOOG) 0.7 $6.3M 36k 177.39
Home Depot (HD) 0.7 $6.2M 17k 366.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $6.0M 123k 49.03
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $5.8M 30k 195.42
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $5.0M 53k 93.87
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $5.0M 122k 40.49
Vanguard Index Fds Growth Etf (VUG) 0.5 $4.8M 11k 438.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $4.8M 180k 26.50
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $4.7M 59k 79.28
Ishares U S Etf Tr Short Duration B (NEAR) 0.5 $4.6M 91k 51.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $4.5M 65k 69.09
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $4.4M 43k 100.69
United Rentals (URI) 0.5 $4.2M 5.6k 753.37
Eaton Corp SHS (ETN) 0.4 $4.1M 12k 357.00
Johnson Ctls Intl SHS (JCI) 0.4 $4.1M 39k 105.62
Alphabet Cap Stk Cl A (GOOGL) 0.4 $4.1M 23k 176.23
Marathon Petroleum Corp (MPC) 0.4 $4.1M 24k 166.11
Spdr Gold Tr Gold Shs (GLD) 0.4 $3.8M 12k 304.83
Ishares Core Msci Emkt (IEMG) 0.4 $3.8M 63k 60.03
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $3.8M 56k 67.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.4M 7.1k 485.77
Analog Devices (ADI) 0.4 $3.4M 14k 238.01
Darden Restaurants (DRI) 0.4 $3.4M 16k 217.96
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $3.4M 17k 194.23
Air Products & Chemicals (APD) 0.4 $3.4M 12k 282.05
Metropcs Communications (TMUS) 0.4 $3.3M 14k 238.27
Cme (CME) 0.4 $3.3M 12k 275.62
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $3.3M 22k 150.40
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.4 $3.3M 67k 49.20
UnitedHealth (UNH) 0.3 $3.2M 10k 311.98
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.3 $3.1M 39k 80.23
Johnson & Johnson (JNJ) 0.3 $3.1M 21k 152.75
Verizon Communications (VZ) 0.3 $3.1M 72k 43.27
Hca Holdings (HCA) 0.3 $3.1M 8.2k 383.11
Chubb (CB) 0.3 $3.1M 11k 289.71
Motorola Solutions Com New (MSI) 0.3 $3.1M 7.4k 420.46
Meta Platforms Cl A (META) 0.3 $3.1M 4.2k 738.06
Union Pacific Corporation (UNP) 0.3 $3.1M 13k 230.08
Fidelity National Information Services (FIS) 0.3 $3.0M 37k 81.41
Comcast Corp Cl A (CMCSA) 0.3 $3.0M 83k 35.69
NVIDIA Corporation (NVDA) 0.3 $3.0M 19k 157.99
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.3 $2.9M 68k 42.55
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $2.9M 30k 94.63
Best Buy (BBY) 0.3 $2.9M 43k 67.13
Medtronic SHS (MDT) 0.3 $2.9M 33k 87.17
Procter & Gamble Company (PG) 0.3 $2.8M 18k 159.32
Devon Energy Corporation (DVN) 0.3 $2.7M 84k 31.81
Nextera Energy (NEE) 0.3 $2.6M 38k 69.42
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $2.6M 33k 77.34
Abbvie (ABBV) 0.3 $2.5M 14k 185.61
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $2.5M 28k 91.97
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $2.5M 11k 240.32
Public Service Enterprise (PEG) 0.3 $2.5M 30k 84.18
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $2.4M 4.3k 566.52
Ishares Tr Expanded Tech (IGV) 0.2 $2.3M 21k 109.50
Visa Com Cl A (V) 0.2 $2.3M 6.4k 355.04
Cummins (CMI) 0.2 $2.3M 6.9k 327.50
MercadoLibre (MELI) 0.2 $2.2M 852.00 2613.63
Exxon Mobil Corporation (XOM) 0.2 $2.2M 21k 107.80
Amphenol Corp Cl A (APH) 0.2 $2.0M 21k 98.75
TJX Companies (TJX) 0.2 $2.0M 16k 123.49
Advanced Micro Devices (AMD) 0.2 $2.0M 14k 141.90
Spdr Series Trust Portfolio S&p600 (SPSM) 0.2 $2.0M 47k 42.60
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.2 $2.0M 11k 174.61
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $1.9M 26k 75.98
Barings Bdc (BBDC) 0.2 $1.9M 211k 9.14
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.9M 14k 135.04
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.9M 8.6k 215.78
Trane Technologies SHS (TT) 0.2 $1.8M 4.2k 437.46
salesforce (CRM) 0.2 $1.8M 6.7k 272.70
Allstate Corporation (ALL) 0.2 $1.8M 9.0k 201.30
S&p Global (SPGI) 0.2 $1.8M 3.4k 527.32
Fiserv (FI) 0.2 $1.8M 10k 172.41
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $1.8M 50k 35.84
Ge Vernova (GEV) 0.2 $1.8M 3.3k 529.15
Cambria Etf Tr Emrg Sharehldr (EYLD) 0.2 $1.8M 49k 36.12
Ishares Tr Msci Usa Value (VLUE) 0.2 $1.7M 15k 113.21
Steris Shs Usd (STE) 0.2 $1.7M 7.2k 240.21
Chipotle Mexican Grill (CMG) 0.2 $1.7M 31k 56.15
Nxp Semiconductors N V (NXPI) 0.2 $1.7M 7.9k 218.48
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.7M 13k 135.30
Masco Corporation (MAS) 0.2 $1.7M 27k 64.36
Dex (DXCM) 0.2 $1.7M 19k 87.29
Iqvia Holdings (IQV) 0.2 $1.7M 11k 157.59
Diamondback Energy (FANG) 0.2 $1.6M 12k 137.40
Edwards Lifesciences (EW) 0.2 $1.6M 21k 78.21
Synopsys (SNPS) 0.2 $1.6M 3.1k 512.68
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $1.6M 29k 54.46
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $1.6M 17k 93.79
Cadence Design Systems (CDNS) 0.2 $1.5M 5.0k 308.15
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.5M 8.3k 182.82
Walt Disney Company (DIS) 0.2 $1.5M 12k 124.00
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.5M 23k 63.48
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $1.4M 17k 85.60
Oracle Corporation (ORCL) 0.1 $1.4M 6.3k 218.63
Ishares Tr Morningstar Valu (ILCV) 0.1 $1.4M 17k 83.39
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.4M 12k 112.00
Ishares Tr Global Tech Etf (IXN) 0.1 $1.3M 14k 92.34
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $1.3M 48k 27.04
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.3M 11k 110.10
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.2M 14k 89.22
Agnico (AEM) 0.1 $1.2M 10k 118.93
Raytheon Technologies Corp (RTX) 0.1 $1.2M 8.2k 146.02
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.2M 13k 89.06
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $1.1M 22k 49.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.1M 14k 79.50
Ishares Tr Broad Usd High (USHY) 0.1 $1.1M 29k 37.51
Ishares Tr Core Total Usd (IUSB) 0.1 $1.0M 22k 46.23
Kimbell Rty Partners Unit (KRP) 0.1 $1.0M 73k 13.96
Automatic Data Processing (ADP) 0.1 $961k 3.1k 308.43
Spdr Series Trust Portfolio S&p500 (SPYM) 0.1 $927k 13k 72.69
Pinterest Cl A (PINS) 0.1 $900k 25k 35.86
Ishares Tr Esg Select Scre (XJH) 0.1 $846k 20k 41.50
Ishares Tr Esg Aware Msci (ESML) 0.1 $841k 20k 41.33
Bank of America Corporation (BAC) 0.1 $837k 18k 47.32
UMB Financial Corporation (UMBF) 0.1 $814k 7.7k 105.16
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $799k 6.5k 123.59
Select Sector Spdr Tr Financial (XLF) 0.1 $797k 15k 52.37
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $762k 15k 50.68
Vanguard Index Fds Small Cp Etf (VB) 0.1 $729k 3.1k 236.95
Boston Scientific Corporation (BSX) 0.1 $723k 6.7k 107.41
Spdr Series Trust Nuveen Ice High (HYMB) 0.1 $722k 29k 24.78
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $720k 6.2k 115.35
McDonald's Corporation (MCD) 0.1 $719k 2.5k 292.21
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $708k 3.5k 204.65
Tesla Motors (TSLA) 0.1 $696k 2.2k 317.66
Eli Lilly & Co. (LLY) 0.1 $683k 876.00 779.53
Ishares Tr Core Intl Aggr (IAGG) 0.1 $681k 13k 51.09
Servicenow (NOW) 0.1 $671k 653.00 1028.08
International Business Machines (IBM) 0.1 $662k 2.2k 294.84
Merck & Co (MRK) 0.1 $655k 8.3k 79.16
Cisco Systems (CSCO) 0.1 $654k 9.4k 69.38
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $647k 6.8k 95.77
Evergy (EVRG) 0.1 $646k 9.4k 68.93
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $638k 6.0k 106.33
Costco Wholesale Corporation (COST) 0.1 $637k 644.00 989.20
Cognex Corporation (CGNX) 0.1 $622k 20k 31.72
Commerce Bancshares (CBSH) 0.1 $618k 9.9k 62.17
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $603k 49k 12.24
Marriott Intl Cl A (MAR) 0.1 $601k 2.2k 273.25
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $598k 13k 47.54
O'reilly Automotive (ORLY) 0.1 $597k 6.6k 90.13
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $590k 3.2k 181.74
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $569k 16k 35.58
Mastercard Incorporated Cl A (MA) 0.1 $566k 1.0k 562.04
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $547k 4.5k 121.64
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $539k 1.9k 284.43
Cardinal Health (CAH) 0.1 $538k 3.2k 168.01
Oneok (OKE) 0.1 $526k 6.4k 81.63
Ishares Tr U.s. Tech Etf (IYW) 0.1 $513k 3.0k 173.26
Coca-Cola Company (KO) 0.1 $497k 7.0k 70.75
Vanguard World Inf Tech Etf (VGT) 0.1 $493k 743.00 663.39
Select Sector Spdr Tr Indl (XLI) 0.1 $484k 3.3k 147.50
Canadian Pacific Kansas City (CP) 0.1 $482k 6.1k 79.27
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.1 $482k 10k 47.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $479k 4.4k 109.62
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $463k 3.4k 135.73
Intercontinental Exchange (ICE) 0.0 $462k 2.5k 183.50
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $455k 8.2k 55.74
Fortinet (FTNT) 0.0 $455k 4.3k 105.72
The Trade Desk Com Cl A (TTD) 0.0 $454k 6.3k 71.99
Ishares Msci Emrg Chn (EMXC) 0.0 $452k 7.2k 63.14
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.0 $450k 13k 33.88
Ishares Esg Awr Msci Em (ESGE) 0.0 $445k 11k 39.17
Ishares Tr S&p 100 Etf (OEF) 0.0 $439k 1.4k 304.39
Global X Fds Cybrscurty Etf (BUG) 0.0 $436k 12k 37.10
Uber Technologies (UBER) 0.0 $429k 4.6k 93.30
Southern Company (SO) 0.0 $426k 4.6k 91.83
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $418k 5.0k 84.06
Marvell Technology (MRVL) 0.0 $405k 5.2k 77.39
Manulife Finl Corp (MFC) 0.0 $402k 13k 31.96
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $401k 5.3k 75.90
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.0 $398k 17k 23.85
Netflix (NFLX) 0.0 $395k 295.00 1339.13
Southwest Airlines (LUV) 0.0 $387k 12k 32.44
Abbott Laboratories (ABT) 0.0 $383k 2.8k 136.02
Zoom Communications Cl A (ZM) 0.0 $382k 4.9k 77.98
L3harris Technologies (LHX) 0.0 $375k 1.5k 250.90
Arista Networks Com Shs (ANET) 0.0 $375k 3.7k 102.31
Wells Fargo & Company (WFC) 0.0 $373k 4.7k 80.12
Lauder Estee Cos Cl A (EL) 0.0 $369k 4.6k 80.80
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $364k 16k 22.98
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.0 $362k 7.8k 46.16
Broadridge Financial Solutions (BR) 0.0 $362k 1.5k 243.09
Equity Bancshares Com Cl A (EQBK) 0.0 $361k 8.9k 40.80
Capitol Federal Financial (CFFN) 0.0 $349k 57k 6.10
Sherwin-Williams Company (SHW) 0.0 $346k 1.0k 343.23
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $346k 5.5k 62.50
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $342k 5.5k 62.64
Deere & Company (DE) 0.0 $340k 668.00 508.49
Bristol Myers Squibb (BMY) 0.0 $336k 7.3k 46.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $334k 6.8k 49.46
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $334k 4.6k 72.68
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.0 $321k 3.0k 106.12
Honeywell International (HON) 0.0 $319k 1.4k 232.81
Kinross Gold Corp (KGC) 0.0 $312k 20k 15.63
Caterpillar (CAT) 0.0 $307k 791.00 388.21
Ares Capital Corporation (ARCC) 0.0 $301k 14k 21.96
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $300k 10k 29.21
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $298k 5.7k 52.76
Ishares Msci Emerg Mrkt (EEMV) 0.0 $294k 4.7k 62.81
Chevron Corporation (CVX) 0.0 $286k 2.0k 143.17
Kinsale Cap Group (KNSL) 0.0 $284k 586.00 484.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $280k 1.2k 226.42
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.0 $277k 7.0k 39.52
Morgan Stanley Com New (MS) 0.0 $276k 2.0k 140.86
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.0 $275k 6.7k 41.25
Colgate-Palmolive Company (CL) 0.0 $271k 3.0k 90.90
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $270k 5.2k 52.10
Target Corporation (TGT) 0.0 $269k 2.7k 98.63
Accenture Plc Ireland Shs Class A (ACN) 0.0 $268k 898.00 298.84
Alps Etf Tr Alerian Energy (ENFR) 0.0 $265k 8.2k 32.24
Charles Schwab Corporation (SCHW) 0.0 $264k 2.9k 91.25
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $263k 2.6k 101.58
CarMax (KMX) 0.0 $261k 3.9k 67.21
Applovin Corp Com Cl A (APP) 0.0 $260k 742.00 350.08
Palo Alto Networks (PANW) 0.0 $256k 1.3k 204.64
Ishares Jp Mrg Em Crp Bd (CEMB) 0.0 $253k 5.6k 45.44
Ishares Tr Mbs Etf (MBB) 0.0 $249k 2.7k 93.90
Crowdstrike Hldgs Cl A (CRWD) 0.0 $238k 468.00 509.31
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $235k 2.5k 95.31
Amgen (AMGN) 0.0 $234k 837.00 279.38
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $232k 13k 18.13
Primo Brands Corporation Class A Com Shs (PRMB) 0.0 $232k 7.8k 29.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $232k 4.1k 57.01
Spdr Series Trust Portfolio Intrmd (SPIB) 0.0 $231k 6.9k 33.58
AFLAC Incorporated (AFL) 0.0 $230k 2.2k 105.47
Applied Materials (AMAT) 0.0 $229k 1.3k 183.07
American Centy Etf Tr Avantis Responsi (AVSD) 0.0 $229k 3.4k 67.55
Antero Res (AR) 0.0 $222k 5.5k 40.28
Bank of New York Mellon Corporation (BK) 0.0 $221k 2.4k 91.11
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $220k 9.5k 23.24
Ishares Tr Select Divid Etf (DVY) 0.0 $218k 1.6k 132.80
Hp (HPQ) 0.0 $214k 8.8k 24.46
NetApp (NTAP) 0.0 $213k 2.0k 106.55
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.0 $210k 2.0k 104.29
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $209k 6.1k 34.51
Ishares Tr Ibonds Dec 2033 (IBDY) 0.0 $209k 8.1k 25.91
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $209k 1.9k 112.49
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.0 $207k 4.3k 48.63
Capital One Financial (COF) 0.0 $207k 971.00 212.76
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $204k 8.6k 23.83
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $204k 8.4k 24.25
At&t (T) 0.0 $201k 6.9k 28.94
eBay (EBAY) 0.0 $201k 2.7k 74.46
B2gold Corp (BTG) 0.0 $168k 47k 3.61
Rivernorth Flexible Municipal Incm Fd II (RFMZ) 0.0 $152k 12k 12.64
Commscope Hldg 0.0 $151k 18k 8.28
Regenxbio Inc equity us cm (RGNX) 0.0 $132k 16k 8.21
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $121k 14k 8.48
Iovance Biotherapeutics (IOVA) 0.0 $87k 51k 1.72
Sundial Growers (SNDL) 0.0 $20k 16k 1.21