Cahaba Wealth Management, Inc. Purchases in Q2 2025

Cahaba Wealth Management, Inc.

  • $1.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
120K
+ 20.37%
$58.41 - $72.69 $7.03M - $8.75M
711K $51.7M
SPMD
Spdr Portfolio

ETFs
111K
+ 34.25%
$44.89 - $54.38 $4.97M - $6.02M
434K $23.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
114K
+ 56.52%
$35.35 - $42.68 $4.02M - $4.85M
315K $13.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.7K
+ 2.17%
$55.54 - $69.09 $592K - $737K
503K $34.7M
SO
Southern CO

Utilities
31K
+ 9.7%
$84.91 - $92.56 $2.63M - $2.87M
351K $32.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
50.6K
+ 16.22%
$48.13 - $49.85 $2.44M - $2.52M
363K $17.8M
SUB
Ishares Short Term National Mu

ETFs
18.1K
+ 8.3%
$104.77 - $106.34 $1.89M - $1.92M
236K $25.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
66K
New
$19.1 - $23.83 $1.26M - $1.57M
66K $1.57M
VCIT
Vanguard Intermediate Term Cor

ETFs
7K
New
$79.56 - $82.92 $557K - $581K
7K $580K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24.3K
New
$17.76 - $22.1 $432K - $538K
24.3K $537K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16K
New
$24.32 - $27.87 $390K - $446K
16K $424K
IWR
Ishares Russell Mid Cap ETF

ETFs
112
+ 0.19%
$74.88 - $91.97 $8.39K - $10.3K
57.6K $5.29M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.87K
New
$58.63 - $59.9 $344K - $351K
5.87K $350K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.72K
New
$45.2 - $46.6 $304K - $313K
6.72K $311K
SPY
Spdr S&P 500 ETF Trust

ETFs
44
+ 0.95%
$496.48 - $617.85 $21.8K - $27.2K
4.66K $2.88M
MCHP
Microchip Technology Inc

Technology
3.76K
New
$35.34 - $71.6 $133K - $269K
3.76K $264K
ORCL
Oracle Corp

Technology
8
+ 0.25%
$122.82 - $218.63 $983 - $1.75K
3.15K $689K
TSLA
Tesla, Inc.

Consumer Cyclical
758
New
$221.86 - $362.89 $168K - $275K
758 $240K
VO
Vanguard Mid Cap ETF

ETFs
855
New
$228.54 - $279.83 $195K - $239K
855 $239K
CSCO
Cisco Systems, Inc.

Technology
3.21K
New
$53.19 - $69.38 $171K - $223K
3.21K $222K
JNJ
Johnson & Johnson

Healthcare
1.52K
+ 28.16%
$146.36 - $159.82 $223K - $243K
6.93K $1.06M
ITOT
Ishares Core S&P Total U.S. St

ETFs
229
+ 2.37%
$108.12 - $135.04 $24.8K - $30.9K
9.88K $1.33M
CRWD
Crowd Strike Holdings, Inc.

Technology
55
+ 7.13%
$321.63 - $509.31 $17.7K - $28K
826 $420K
IWP
Ishares Russell Mid Cap Growth

ETFs
3
+ 0.05%
$104.34 - $138.68 $313 - $416
6.63K $919K
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.11%
$243.75 - $303.93 $1.22K - $1.52K
4.71K $1.43M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.45K
+ 7.06%
$77.74 - $78.78 $113K - $114K
22K $1.73M
ABCB
Ameris Bancorp

Financial Services
25
+ 0.15%
$50.69 - $64.92 $1.27K - $1.62K
16.6K $1.07M
IWV
Ishares Russell 3000 ETF

ETFs
8
+ 0.24%
$281.67 - $351.0 $2.25K - $2.81K
3.31K $1.16M
GE
General Electric CO

Industrials
10
+ 0.6%
$166.81 - $257.39 $1.67K - $2.57K
1.69K $434K
IWL
Ishares Tr Russell 200 ETF

ETFs
1
+ 0.02%
$122.36 - $153.12 $122 - $153
5.42K $829K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.09%
$224.16 - $285.86 $448 - $572
2.34K $669K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.11%
$272.36 - $339.57 $545 - $679
1.85K $629K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
113
+ 1.42%
$49.48 - $61.22 $5.59K - $6.92K
8.07K $491K
DAL
Delta Air Lines, Inc.

Industrials
28
+ 0.42%
$35.88 - $52.99 $1K - $1.48K
6.73K $330K
QCOM
Qualcomm Inc

Technology
199
+ 15.14%
$124.66 - $159.48 $24.8K - $31.7K
1.51K $240K
IYF
Ishares Tr

ETFs
78
+ 2.53%
$99.23 - $120.99 $7.74K - $9.44K
3.16K $382K
PM
Philip Morris International Inc.

Consumer Defensive
16
+ 1.25%
$149.23 - $184.95 $2.39K - $2.96K
1.29K $235K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
36
+ 0.67%
$114.78 - $133.31 $4.13K - $4.8K
5.41K $721K
IWN
Ishares Russell2000 Val ETF

ETFs
13
+ 0.44%
$131.84 - $157.76 $1.71K - $2.05K
2.98K $470K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
226
+ 0.95%
$82.21 - $83.12 $18.6K - $18.8K
24.1K $2M
LNG
Cheniere Energy, Inc.

Energy
2
+ 0.18%
$197.25 - $244.33 $395 - $489
1.09K $265K
MA
Mastercard Inc

Financial Services
9
+ 1.63%
$479.92 - $590.74 $4.32K - $5.32K
560 $314K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
120
+ 1.16%
$49.73 - $51.44 $5.97K - $6.17K
10.4K $537K
BNDX
Vanguard Total International B

ETFs
64
+ 0.61%
$48.77 - $49.55 $3.12K - $3.17K
10.5K $518K
PNFP
Pinnacle Financial Partners Inc

Financial Services
6
+ 0.27%
$87.19 - $111.51 $523 - $669
2.24K $246K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.4%
$430.82 - $486.45 $862 - $973
508 $235K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3
+ 0.09%
$54.27 - $63.01 $163 - $189
3.52K $220K
TRV
Travelers Companies, Inc.

Financial Services
6
+ 0.33%
$233.83 - $276.34 $1.4K - $1.66K
1.85K $493K
MBB
Ishares Tr

ETFs
62
+ 1.05%
$91.41 - $94.22 $5.67K - $5.84K
5.95K $558K
Activity Summary
Buys All Purchases 70 New Holdings 15 Increased Positions 55 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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