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
FSCO
Fs Cr Opportunities Corp Com
714
+ 2.8%
N/A
26.2K $0
BNDX
Vanguard Total International B

ETFs
38
+ 0.37%
$48.33 - $49.5 $1.84K - $1.88K
10.4K $508K
NEE
Nextera Energy Inc

Utilities
36
+ 0.77%
$66.96 - $76.16 $2.41K - $2.74K
4.7K $332K
WMT
Walmart Inc.

Consumer Defensive
315
+ 2.62%
$84.5 - $105.05 $26.6K - $33.1K
12.3K $1.08M
ORCL
Oracle Corp

Technology
476
+ 17.83%
$139.81 - $186.47 $66.5K - $88.8K
3.15K $439K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.1%
$237.72 - $276.98 $238 - $277
985 $240K
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 0.9%
$497.6 - $606.74 $2.49K - $3.03K
561 $279K
IWS
Ishares Russell Midcap Value E

ETFs
16
+ 0.33%
$122.59 - $135.24 $1.96K - $2.16K
4.84K $609K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.4%
$423.19 - $506.29 $846 - $1.01K
506 $226K
MRK
Merck & Co., Inc.

Healthcare
119
+ 3.93%
$83.01 - $101.02 $9.88K - $12K
3.15K $282K
QQQ
Invesco Qqq Trust, Series 1

ETFs
79
+ 4.39%
$468.34 - $539.52 $37K - $42.6K
1.88K $881K
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.16%
$198.1 - $229.79 $594 - $689
1.89K $377K
VV
Vanguard Large Cap ETF

ETFs
120
+ 2.1%
$253.32 - $282.66 $30.4K - $33.9K
5.85K $1.5M
CAT
Caterpillar Inc

Industrials
85
+ 3.89%
$326.75 - $407.63 $27.8K - $34.6K
2.27K $749K
PANW
Palo Alto Networks Inc

Technology
7
+ 0.16%
$167.82 - $208.28 $1.17K - $1.46K
4.29K $731K
ETN
Eaton Corp PLC

Industrials
20
+ 2.21%
$271.83 - $371.23 $5.44K - $7.42K
926 $251K
IWP
Ishares Russell Mid Cap Growth

ETFs
3
+ 0.05%
$114.9 - $139.6 $345 - $419
6.63K $778K
ABCB
Ameris Bancorp

Financial Services
21
+ 0.13%
$55.56 - $68.47 $1.17K - $1.44K
16.6K $953K
MUB
Ishares National Muni Bond ETF

ETFs
2.57K
+ 0.8%
$104.71 - $107.69 $269K - $276K
322K $34M
GOOGL
Alphabet Inc.

Communication Services
250
+ 6.8%
$154.33 - $206.19 $38.6K - $51.5K
3.93K $606K
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.04%
$43.6 - $69.06 $131 - $207
6.7K $291K
GOOG
Alphabet Inc.

Communication Services
367
+ 6.8%
$156.06 - $207.71 $57.3K - $76.2K
5.77K $900K
AMZN
Amazon Com Inc

Consumer Cyclical
139
+ 1.1%
$190.26 - $242.06 $26.4K - $33.6K
12.7K $2.42M
AVGO
Broadcom Inc.

Technology
33
+ 0.48%
$167.43 - $244.7 $5.53K - $8.08K
6.88K $1.15M
MSFT
Microsoft Corp

Technology
180
+ 1.48%
$375.39 - $447.2 $67.6K - $80.5K
12.3K $4.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.56K
+ 3.37%
$40.03 - $46.81 $263K - $307K
201K $8.19M
NVDA
Nvidia Corp

Technology
973
+ 3.84%
$106.98 - $149.43 $104K - $145K
26.3K $2.85M
AAPL
Apple Inc.

Technology
201
+ 0.74%
$209.68 - $247.1 $42.1K - $49.7K
27.3K $6.06M
SPMD
Spdr Portfolio

ETFs
6.72K
+ 2.12%
$50.21 - $57.73 $337K - $388K
323K $16.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.98K
+ 1.54%
$64.88 - $72.1 $583K - $648K
591K $38.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.4K
+ 4.01%
$102.49 - $119.96 $1.78M - $2.08M
450K $47.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
48.4K
+ 2.61%
$57.21 - $65.8 $2.77M - $3.18M
1.9M $111M
IVV
Ishares Core S&P 500 ETF

ETFs
5.8K
+ 0.93%
$554.06 - $615.85 $3.21M - $3.57M
627K $352M
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
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