Caliber Wealth Management, Llc / Ks »

Synchrony Financial shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of Synchrony Financial (SYF) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks investment in Synchrony Financial

Tip: Access up to 7 years of quarterly data

All positions including Synchrony Financial held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Synchrony Financial by Caliber Wealth Management, Llc / Ks

Quarter filed Position value Share count Share price at filing
2026-03-31 $224k 3.3k 68.02
2025-12-31 $237k 2.8k 83.43

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Silver Tr Ishares (SLV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Caliber Wealth Management, Llc / Ks

Top funds holding Synchrony Financial

Vanguard Group
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State Street Corporation
Bank of America Corporation
Geode Capital Management
Goldman Sachs Group
Par Capital Management
Dimensional Fund Advisors
Invesco
First Trust Advisors
Nordea Investment Management Ab
Northern Trust

View all funds holding Synchrony Financial