Cahaba Wealth Management, Inc. Purchases in Q3 2024

Cahaba Wealth Management, Inc.

  • $1.21 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.22K
+ 0.52%
$520.18 - $576.82 $1.67M - $1.86M
618K $357M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
49.2K
+ 3.46%
$96.25 - $101.98 $4.73M - $5.01M
1.47M $149M
MUB
Ishares National Muni Bond ETF

ETFs
93.5K
+ 42.08%
$106.13 - $108.7 $9.92M - $10.2M
316K $34.3M
IXUS
Ishares Tr

ETFs
22.3K
+ 1.37%
$64.9 - $73.35 $1.44M - $1.63M
1.65M $120M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
46K
+ 2.59%
$57.32 - $62.65 $2.63M - $2.88M
1.82M $113M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.64K
+ 2.32%
$105.53 - $118.34 $1.02M - $1.14M
425K $49.7M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
38.1K
+ 4.52%
$47.18 - $48.74 $1.8M - $1.86M
882K $42.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
11.3K
+ 2.39%
$49.77 - $51.95 $562K - $586K
483K $25.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.7K
+ 4.38%
$50.25 - $50.74 $638K - $645K
303K $15.4M
VV
Vanguard Large Cap ETF

ETFs
1.62K
+ 42.14%
$236.92 - $263.4 $384K - $426K
5.46K $1.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
117
+ 1.7%
$405.19 - $478.57 $47.4K - $56K
7.01K $3.22M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.67K
+ 31.98%
$76.38 - $78.87 $357K - $369K
19.3K $1.52M
T
At&T Inc.

Communication Services
13K
+ 47.45%
$18.21 - $22.28 $236K - $289K
40.3K $886K
IWD
Ishares Russell 1000 Val ETF

ETFs
860
+ 6.73%
$173.36 - $189.8 $149K - $163K
13.6K $2.59M
VGT
Vanguard Information Technolog

ETFs
513
New
$514.43 - $606.85 $264K - $311K
513 $300K
HD
Home Depot, Inc.

Consumer Cyclical
157
+ 4.53%
$333.64 - $405.2 $52.4K - $63.6K
3.62K $1.47M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.14K
New
$54.38 - $59.77 $225K - $247K
4.14K $245K
VTV
Vanguard Value ETF

ETFs
1.35K
New
$159.75 - $174.57 $216K - $236K
1.35K $235K
WMT
Walmart Inc.

Consumer Defensive
752
+ 6.43%
$66.91 - $81.4 $50.3K - $61.2K
12.5K $1.01M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.86K
New
$64.35 - $75.71 $184K - $216K
2.86K $210K
LHX
L3 Harris Technologies, Inc.

Industrials
878
New
$221.96 - $243.27 $195K - $214K
878 $208K
IQV
Iqvia Holdings Inc.

Healthcare
871
New
$206.81 - $251.55 $180K - $219K
871 $206K
VO
Vanguard Mid Cap ETF

ETFs
769
New
$237.84 - $263.83 $183K - $203K
769 $202K
ABCB
Ameris Bancorp

Financial Services
19
+ 0.12%
$48.61 - $65.14 $924 - $1.24K
16.5K $1.03M
MMM
3 M CO

Industrials
28
+ 0.51%
$99.69 - $139.42 $2.79K - $3.9K
5.48K $748K
SPY
Spdr S&P 500 ETF Trust

ETFs
48
+ 1.04%
$517.38 - $573.86 $24.8K - $27.5K
4.66K $2.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
230
+ 19.91%
$475.2 - $527.7 $109K - $121K
1.39K $730K
RTX
Raytheon Technologies Corp

Industrials
340
+ 6.79%
$99.55 - $123.34 $33.8K - $41.9K
5.35K $647K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.81K
+ 51.06%
$50.61 - $50.96 $142K - $143K
8.32K $423K
IYW
Ishares Dj Us Tech ETF

ETFs
936
+ 60.43%
$133.16 - $158.73 $125K - $149K
2.49K $376K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.25K
+ 5.65%
$81.31 - $83.29 $102K - $104K
23.4K $1.95M
IWS
Ishares Russell Midcap Value E

ETFs
660
+ 15.24%
$119.52 - $132.25 $78.9K - $87.3K
4.99K $659K
COST
Costco Wholesale Corp

Consumer Defensive
92
+ 7.11%
$801.83 - $917.05 $73.8K - $84.4K
1.39K $1.23M
IWP
Ishares Russell Mid Cap Growth

ETFs
739
+ 12.4%
$103.87 - $117.59 $76.8K - $86.9K
6.7K $785K
PG
Procter & Gamble CO

Consumer Defensive
477
+ 10.72%
$160.76 - $177.82 $76.7K - $84.8K
4.93K $852K
V
Visa Inc.

Financial Services
319
+ 13.48%
$253.74 - $291.56 $80.9K - $93K
2.69K $738K
JHSC
John Hancock ETF Tr Multifacto

ETFs
2.04K
+ 24.54%
$36.59 - $40.14 $74.7K - $81.9K
10.4K $415K
ADP
Automatic Data Processing Inc

Industrials
249
+ 25.08%
$233.44 - $279.45 $58.1K - $69.6K
1.24K $343K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
185
+ 7.8%
$256.4 - $289.78 $47.4K - $53.6K
2.56K $725K
LMT
Lockheed Martin Corp

Industrials
42
+ 6.91%
$460.3 - $584.56 $19.3K - $24.6K
650 $379K
IWN
Ishares Russell2000 Val ETF

ETFs
342
+ 12.7%
$150.05 - $171.34 $51.3K - $58.6K
3.04K $506K
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.28%
$163.84 - $199.33 $1.47K - $1.79K
3.27K $645K
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.4K
New
$6.71 - $8.78 $70.1K - $91.7K
10.4K $86K
BND
Vanguard Bd Index Fd Inc Total

ETFs
364
+ 1.95%
$71.45 - $75.64 $26K - $27.5K
19K $1.43M
XLV
Select Sector Spdr Fund Health

ETFs
430
+ 23.74%
$143.3 - $157.24 $61.6K - $67.6K
2.24K $345K
ORCL
Oracle Corp

Technology
25
+ 0.94%
$125.9 - $170.35 $3.15K - $4.26K
2.69K $458K
DVY
Ishares Tr

ETFs
36
+ 0.81%
$119.99 - $135.74 $4.32K - $4.89K
4.48K $604K
IWV
Ishares Russell 3000 ETF

ETFs
11
+ 0.33%
$294.75 - $326.73 $3.24K - $3.59K
3.38K $1.11M
LOW
Lowes Companies Inc

Consumer Cyclical
18
+ 1.53%
$213.3 - $270.78 $3.84K - $4.87K
1.2K $324K
Activity Summary
Buys All Purchases 79 New Holdings 9 Increased Positions 70 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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