Cahaba Wealth Management, Inc. Reduced Holdings in Q3 2025

Cahaba Wealth Management, Inc.

  • $1.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.53M
- 98.92%
$97.75 - $100.75 $149M - $154M
16.7K $1.68M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-329K
- 93.62%
$25.21 - $25.99 $8.29M - $8.54M
22.4K $579K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-39.5K
- 59.77%
$23.82 - $25.84 $940K - $1.02M
26.6K $682K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.53K
- 50.42%
$81.75 - $84.54 $289K - $299K
3.47K $292K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10.5K
- 43.13%
$21.69 - $23.34 $228K - $245K
13.8K $322K
COST
Costco Wholesale Corp

Consumer Defensive
-66
- 5.25%
$915.95 - $994.57 $60.5K - $65.6K
1.19K $1.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-2.61K
- 12.24%
$50.52 - $50.75 $132K - $133K
18.7K $950K
KO
Coca Cola CO

Consumer Defensive
-1.15K
- 9.1%
$65.67 - $71.67 $75.3K - $82.2K
11.5K $760K
AMZN
Amazon Com Inc

Consumer Cyclical
-436
- 3.58%
$211.65 - $238.24 $92.3K - $104K
11.8K $2.58M
V
Visa Inc.

Financial Services
-149
- 5.85%
$332.09 - $358.86 $49.5K - $53.5K
2.4K $817K
HCA
Hca Healthcare, Inc.

Healthcare
-611
- 13.89%
$334.32 - $426.2 $204K - $260K
3.79K $1.61M
MCHP
Microchip Technology Inc

Technology
-518
- 13.77%
$60.95 - $75.26 $31.6K - $39K
3.24K $208K
WM
Waste Management Inc

Industrials
-102
- 3.74%
$213.88 - $237.1 $21.8K - $24.2K
2.63K $579K
ABT
Abbott Laboratories

Healthcare
-278
- 8.0%
$120.51 - $136.62 $33.5K - $38K
3.2K $428K
T
At&T Inc.

Communication Services
-352
- 0.79%
$26.94 - $29.62 $9.48K - $10.4K
44.2K $1.25M
CRWD
Crowd Strike Holdings, Inc.

Technology
-51
- 6.17%
$412.46 - $514.1 $21K - $26.2K
775 $380K
AMGN
Amgen Inc

Healthcare
-140
- 16.36%
$271.18 - $309.22 $38K - $43.3K
716 $202K
JNJ
Johnson & Johnson

Healthcare
-1.42K
- 20.55%
$155.17 - $185.42 $221K - $264K
5.51K $1.02M
PG
Procter & Gamble CO

Consumer Defensive
-57
- 1.24%
$150.47 - $161.22 $8.58K - $9.19K
4.55K $699K
ADP
Automatic Data Processing Inc

Industrials
-36
- 3.36%
$288.69 - $310.94 $10.4K - $11.2K
1.04K $303K
GS
Goldman Sachs Group Inc

Financial Services
-71
- 17.97%
$696.56 - $806.32 $49.5K - $57.2K
324 $258K
AJG
Arthur J. Gallagher & Co.

Financial Services
-2
- 0.19%
$284.17 - $319.49 $568 - $639
1.07K $331K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-379
- 7.0%
$132.9 - $142.03 $50.4K - $53.8K
5.04K $709K
VIG
Vanguard Dividend Appreciation

ETFs
-23
- 1.12%
N/A
2.03K $368K
BNDX
Vanguard Total International B

ETFs
-83
- 0.79%
$49.0 - $49.51 $4.07K - $4.11K
10.4K $514K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-28
- 0.12%
$82.38 - $83.0 $2.31K - $2.32K
24K $2M
Amentum Holdings Inc
-2.4K
- 16.56%
N/A
12.1K $0
Blackrock Inc
-25
- 8.77%
N/A
260 $0
ETN
Eaton Corp PLC

Industrials
-30
- 3.74%
$342.99 - $392.76 $10.3K - $11.8K
772 $288K
SPYG
Spdr Portfolio

ETFs
-304
- 7.09%
$94.33 - $105.31 $28.7K - $32K
3.99K $416K
WMT
Walmart Inc.

Consumer Defensive
-364
- 3.2%
$94.4 - $104.27 $34.4K - $38K
11K $1.14M
MCD
Mcdonalds Corp

Consumer Cyclical
-29
- 0.99%
$291.67 - $316.99 $8.46K - $9.19K
2.9K $879K
NEE
Nextera Energy Inc

Utilities
-52
- 1.08%
$69.77 - $77.54 $3.63K - $4.03K
4.77K $360K
RTX
Raytheon Technologies Corp

Industrials
-348
- 8.09%
$144.19 - $167.33 $50.2K - $58.2K
3.95K $661K
UNH
Unitedhealth Group Inc

Healthcare
-27
- 1.97%
$237.77 - $353.61 $6.42K - $9.55K
1.35K $464K
GLD
Spdr Gold Trust

ETFs
-33
- 1.9%
$300.96 - $355.47 $9.93K - $11.7K
1.71K $606K
HD
Home Depot, Inc.

Consumer Cyclical
-107
- 3.32%
$357.4 - $423.42 $38.2K - $45.3K
3.11K $1.26M
VV
Vanguard Large Cap ETF

ETFs
-31
- 0.57%
$285.05 - $309.14 $8.84K - $9.58K
5.37K $1.65M
MSFT
Microsoft Corp

Technology
-192
- 1.66%
$491.09 - $535.64 $94.3K - $103K
11.4K $5.89M
CAT
Caterpillar Inc

Industrials
-83
- 3.93%
$390.92 - $477.15 $32.4K - $39.6K
2.03K $967K
ABBV
Abb Vie Inc.

Healthcare
-10
- 0.28%
$184.85 - $231.54 $1.85K - $2.32K
3.51K $813K
SPY
Spdr S&P 500 ETF Trust

ETFs
-89
- 1.91%
$617.65 - $666.84 $55K - $59.3K
4.57K $3.04M
ORCL
Oracle Corp

Technology
-17
- 0.54%
$218.96 - $328.33 $3.72K - $5.58K
3.14K $881K
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.94K
- 4.92%
$108.97 - $121.65 $320K - $357K
56.8K $6.85M
GOOG
Alphabet Inc.

Communication Services
-199
- 3.84%
$175.16 - $255.24 $34.9K - $50.8K
4.99K $1.22M
AVGO
Broadcom Inc.

Technology
-144
- 2.27%
$264.74 - $369.57 $38.1K - $53.2K
6.2K $2.05M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.31K
- 0.36%
$48.5 - $50.19 $63.6K - $65.8K
361K $18.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-50
- 0.69%
$420.11 - $472.68 $21K - $23.6K
7.17K $3.36M
SO
Southern CO

Utilities
-7.49K
- 2.13%
$90.83 - $96.0 $680K - $719K
343K $32.5M
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
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