Cahaba Wealth Management, Inc. Purchases in Q3 2025

Cahaba Wealth Management, Inc.

  • $1.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
8.43K
+ 1.4%
$620.67 - $670.08 $5.23M - $5.65M
612K $410M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
64.2K
+ 3.55%
$62.09 - $66.51 $3.98M - $4.27M
1.87M $122M
IXUS
Ishares Tr

ETFs
13.3K
+ 0.79%
$76.35 - $82.58 $1.01M - $1.1M
1.7M $141M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.1K
+ 3.79%
$108.46 - $120.63 $1.74M - $1.94M
440K $52.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.5K
+ 0.49%
$72.65 - $78.68 $254K - $275K
714K $56M
MUB
Ishares National Muni Bond ETF

ETFs
24.1K
+ 7.66%
$103.24 - $106.68 $2.49M - $2.57M
339K $36.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
46.4K
+ 4.87%
$48.31 - $48.93 $2.24M - $2.27M
998K $48.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.03K
+ 0.2%
$68.24 - $73.73 $70.4K - $76K
504K $37M
SPMD
Spdr Portfolio

ETFs
3.86K
+ 0.89%
$54.43 - $58.29 $210K - $225K
438K $25M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.36K
+ 0.75%
$42.26 - $47.16 $99.8K - $111K
317K $14.7M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
19.3K
+ 3.71%
$50.85 - $51.35 $980K - $989K
539K $27.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.7K
+ 4.7%
$50.47 - $50.74 $793K - $797K
350K $17.7M
IEFA
Ishares Tr

ETFs
2.29K
+ 3.78%
$81.7 - $87.53 $187K - $201K
63K $5.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.59K
+ 16.06%
$135.0 - $146.02 $214K - $232K
11.5K $1.67M
VEA
Vanguard Ftse Developed Market

ETFs
5.56K
New
$56.02 - $60.3 $311K - $335K
5.56K $333K
VTI
Vanguard Total Stock Market Et

ETFs
617
+ 13.1%
$303.93 - $329.86 $188K - $204K
5.33K $1.75M
CVX
Chevron Corp

Energy
1.95K
New
$145.57 - $161.83 $284K - $316K
1.95K $303K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
363
+ 5.24%
$459.11 - $506.91 $167K - $184K
7.29K $3.67M
ITA
Ishares Tr

ETFs
1.34K
New
$184.73 - $209.26 $247K - $280K
1.34K $280K
IWR
Ishares Russell Mid Cap ETF

ETFs
103
+ 0.18%
$92.26 - $97.51 $9.5K - $10K
57.7K $5.57M
GLDM
World Gold Trust

ETFs
3.03K
New
$64.73 - $76.45 $196K - $232K
3.03K $231K
GOOGL
Alphabet Inc.

Communication Services
55
+ 1.72%
$174.36 - $254.72 $9.59K - $14K
3.26K $792K
IWD
Ishares Russell 1000 Val ETF

ETFs
476
+ 3.63%
$192.76 - $203.86 $91.8K - $97K
13.6K $2.77M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.24K
New
$164.63 - $174.58 $203K - $216K
1.24K $215K
VTV
Vanguard Value ETF

ETFs
1.15K
New
$175.51 - $186.57 $202K - $215K
1.15K $214K
FDN
First Tr Fd Dow Jones

ETFs
734
New
$264.06 - $287.34 $194K - $211K
734 $205K
WBD
Warner Bros. Discovery, Inc.

Communication Services
10K
New
$10.78 - $19.82 $108K - $198K
10K $195K
ABCB
Ameris Bancorp

Financial Services
18
+ 0.11%
$65.68 - $76.41 $1.18K - $1.38K
16.6K $1.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
80
+ 4.35%
$546.99 - $602.2 $43.8K - $48.2K
1.92K $1.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
125
+ 10.72%
$567.77 - $614.76 $71K - $76.8K
1.29K $790K
VO
Vanguard Mid Cap ETF

ETFs
372
+ 43.51%
$279.83 - $293.74 $104K - $109K
1.23K $360K
IWP
Ishares Russell Mid Cap Growth

ETFs
644
+ 9.71%
$137.51 - $145.26 $88.6K - $93.5K
7.27K $1.04M
IVE
Ishares S&P 500 Value ETF

ETFs
126
+ 1.71%
$194.44 - $206.51 $24.5K - $26K
7.49K $1.55M
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 2.64%
$293.94 - $444.72 $5.88K - $8.89K
778 $345K
XOM
Exxon Mobil Corp

Energy
663
+ 11.3%
$105.83 - $117.22 $70.2K - $77.7K
6.53K $736K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
12.1K
New
$7.98 - $8.29 $96.6K - $100K
12.1K $99K
IWV
Ishares Russell 3000 ETF

ETFs
8
+ 0.24%
$351.04 - $379.81 $2.81K - $3.04K
3.32K $1.26M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.13%
$284.45 - $324.95 $853 - $975
2.35K $750K
QUAL
Ishares Msci Usa Quality Facto

ETFs
69
+ 1.21%
$182.33 - $194.5 $12.6K - $13.4K
5.76K $1.12M
JPM
Jpmorgan Chase & CO

Financial Services
45
+ 1.8%
$282.78 - $316.06 $12.7K - $14.2K
2.55K $802K
IWM
Ishares Russell 2000 ETF

ETFs
97
+ 5.25%
$214.92 - $244.84 $20.8K - $23.7K
1.95K $470K
IWL
Ishares Tr Russell 200 ETF

ETFs
1
+ 0.02%
$152.78 - $166.59 $153 - $167
5.42K $900K
AFL
Aflac Inc

Financial Services
1
+ 0.01%
$98.09 - $111.7 $98.1 - $112
9.94K $1.11M
IWN
Ishares Russell2000 Val ETF

ETFs
14
+ 0.47%
$157.1 - $178.94 $2.2K - $2.51K
3K $529K
DAL
Delta Air Lines, Inc.

Industrials
21
+ 0.31%
$49.0 - $61.97 $1.03K - $1.3K
6.75K $382K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.05%
$339.37 - $366.46 $339 - $366
1.86K $677K
BAC
Bank Of America Corp

Financial Services
31
+ 0.3%
$44.92 - $52.42 $1.39K - $1.63K
10.5K $543K
DVY
Ishares Tr

ETFs
22
+ 0.56%
$133.88 - $142.57 $2.95K - $3.14K
3.96K $562K
PEP
Pepsico Inc

Consumer Defensive
28
+ 0.64%
$133.81 - $152.16 $3.75K - $4.26K
4.37K $613K
Activity Summary
Buys All Purchases 84 New Holdings 9 Increased Positions 75 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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