Cahaba Wealth Management, Inc. Incresed Positions in Q1 2025

Cahaba Wealth Management, Inc.

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
22.8K
+ 1.35%
$65.06 - $72.31 $1.48M - $1.65M
1.71M $120M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
40.3K
+ 2.66%
$95.85 - $99.25 $3.86M - $4M
1.55M $154M
SO
Southern CO

Utilities
41.4K
+ 14.86%
$80.96 - $92.96 $3.35M - $3.85M
320K $29.4M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
40.4K
+ 4.36%
$47.59 - $48.35 $1.92M - $1.95M
966K $46.7M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
17.1K
+ 3.3%
$49.42 - $50.43 $843K - $860K
533K $26.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.3K
+ 4.77%
$50.39 - $50.66 $771K - $775K
336K $17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
131
+ 1.93%
$442.66 - $534.52 $58K - $70K
6.92K $3.68M
SUB
Ishares Short Term National Mu

ETFs
5.38K
+ 2.53%
$105.3 - $106.24 $566K - $571K
218K $23M
AWK
American Water Works Company, Inc.

Utilities
145
+ 0.69%
$121.01 - $149.31 $17.5K - $21.6K
21K $3.1M
T
At&T Inc.

Communication Services
7.07K
+ 18.03%
$21.56 - $28.28 $152K - $200K
46.3K $1.31M
KO
Coca Cola CO

Consumer Defensive
226
+ 1.44%
$60.81 - $72.32 $13.7K - $16.3K
15.9K $1.14M
JNJ
Johnson & Johnson

Healthcare
310
+ 6.08%
$142.06 - $167.7 $44K - $52K
5.41K $896K
V
Visa Inc.

Financial Services
156
+ 5.98%
$306.92 - $362.71 $47.9K - $56.6K
2.76K $968K
COST
Costco Wholesale Corp

Consumer Defensive
96
+ 7.45%
$890.62 - $1076.86 $85.5K - $103K
1.38K $1.31M
RTX
Raytheon Technologies Corp

Industrials
250
+ 5.15%
$114.1 - $135.66 $28.5K - $33.9K
5.11K $676K
MMM
3 M CO

Industrials
75
+ 1.36%
$129.7 - $155.12 $9.73K - $11.6K
5.58K $819K
LLY
Eli Lilly & CO

Healthcare
27
+ 1.95%
$725.72 - $929.72 $19.6K - $25.1K
1.41K $1.17M
XOM
Exxon Mobil Corp

Energy
6
+ 0.08%
$105.44 - $118.93 $633 - $714
7.47K $888K
AFL
Aflac Inc

Financial Services
1
+ 0.01%
$100.99 - $111.19 $101 - $111
9.93K $1.1M
AMGN
Amgen Inc

Healthcare
10
+ 1.02%
$258.59 - $327.36 $2.59K - $3.27K
987 $307K
XLV
Select Sector Spdr Fund Health

ETFs
220
+ 9.8%
$137.61 - $149.68 $30.3K - $32.9K
2.46K $359K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
263
+ 5.14%
$126.11 - $135.06 $33.2K - $35.5K
5.38K $693K
DE
Deere & CO

Industrials
3
+ 0.39%
$408.57 - $509.27 $1.23K - $1.53K
774 $363K
BND
Vanguard Bd Index Fd Inc Total

ETFs
101
+ 0.53%
$71.17 - $73.66 $7.19K - $7.44K
19.2K $1.41M
LNG
Cheniere Energy, Inc.

Energy
77
+ 7.6%
$209.32 - $253.66 $16.1K - $19.5K
1.09K $252K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
124
+ 0.61%
$76.94 - $78.28 $9.54K - $9.71K
20.6K $1.61M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
149
+ 0.63%
$81.83 - $82.73 $12.2K - $12.3K
23.9K $1.97M
MA
Mastercard Inc

Financial Services
32
+ 6.17%
$504.67 - $576.31 $16.1K - $18.4K
551 $302K
ADP
Automatic Data Processing Inc

Industrials
30
+ 2.41%
$286.85 - $318.64 $8.61K - $9.56K
1.28K $389K
PG
Procter & Gamble CO

Consumer Defensive
42
+ 0.88%
$158.56 - $176.26 $6.66K - $7.4K
4.82K $821K
DVY
Ishares Tr

ETFs
25
+ 0.55%
$128.58 - $138.1 $3.21K - $3.45K
4.53K $608K
VOOV
Vanguard S&P 500 Value ETF

ETFs
94
+ 8.06%
$179.71 - $192.06 $16.9K - $18.1K
1.26K $232K
MBB
Ishares Tr

ETFs
42
+ 0.72%
$90.37 - $94.08 $3.8K - $3.95K
5.88K $551K
D
Dominion Energy, Inc

Utilities
100
+ 2.4%
$52.85 - $57.43 $5.29K - $5.74K
4.28K $239K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
64
+ 0.53%
$44.72 - $46.25 $2.86K - $2.96K
12K $554K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
156
+ 0.71%
$22.46 - $23.26 $3.5K - $3.63K
22.2K $514K
VTI
Vanguard Total Stock Market Et

ETFs
292
+ 6.62%
$271.18 - $303.12 $79.2K - $88.5K
4.71K $1.29M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
79
+ 0.77%
$49.67 - $51.43 $3.92K - $4.06K
10.3K $527K
LOW
Lowes Companies Inc

Consumer Cyclical
114
+ 9.64%
$222.66 - $268.42 $25.4K - $30.6K
1.3K $302K
GS
Goldman Sachs Group Inc

Financial Services
41
+ 9.03%
$524.81 - $672.19 $21.5K - $27.6K
495 $270K
META
Meta Platforms, Inc.

Communication Services
38
+ 4.42%
$576.36 - $736.67 $21.9K - $28K
898 $517K
IYF
Ishares Tr

ETFs
10
+ 0.33%
$107.69 - $119.37 $1.08K - $1.19K
3.08K $348K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
75
+ 6.43%
$507.05 - $563.67 $38K - $42.3K
1.24K $637K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2
+ 0.06%
$58.32 - $65.09 $117 - $130
3.51K $211K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
97
+ 1.86%
$50.72 - $50.92 $4.92K - $4.94K
5.31K $270K
GALT
Galectin Therapeutics Inc

Healthcare
4K
+ 23.53%
$1.1 - $1.76 $4.4K - $7.04K
21K $25K
VTV
Vanguard Value ETF

ETFs
2
+ 0.16%
$167.73 - $179.21 $335 - $358
1.23K $212K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
187
+ 0.57%
$22.25 - $23.0 $4.16K - $4.3K
33.1K $761K
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.33%
N/A
2.13K $387K
Activity Summary
Buys All Purchases 89 New Holdings 5 Increased Positions 84 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cahaba Wealth Management, Inc. Portfolio

Follow Cahaba Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahaba Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cahaba Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email