Cahaba Wealth Management, Inc. Sells in Q1 2025

Cahaba Wealth Management, Inc.

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
-27.5K
- 54.1%
$50.44 - $50.7 $1.39M - $1.39M
23.3K $1.18M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.01K
- 1.63%
$92.45 - $106.69 $93.6K - $108K
61.2K $5.68M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-4.4K
- 66.35%
$99.42 - $126.15 $437K - $555K
2.23K $236K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-366
- 4.83%
$360.07 - $417.26 $132K - $153K
7.21K $2.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.95K
- 3.28%
$82.81 - $92.93 $161K - $181K
57.5K $4.89M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-584
- 23.97%
$302.31 - $337.54 $177K - $197K
1.85K $568K
ACWI
Ishares Msci Acwi ETF

ETFs
-563
- 0.93%
$115.16 - $124.13 $64.8K - $69.9K
60.2K $7.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.02%
$551.42 - $612.93 $551 - $613
4.61K $2.58M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-127
- 5.15%
$254.58 - $302.92 $32.3K - $38.5K
2.34K $597K
CRWD
Crowd Strike Holdings, Inc.

Technology
-326
- 29.72%
$308.86 - $455.36 $101K - $148K
771 $271K
IWL
Ishares Tr Russell 200 ETF

ETFs
-420
- 7.2%
$135.83 - $151.73 $57K - $63.7K
5.42K $744K
IWY
Ishares Tr Russell 200 Growth

ETFs
-41
- 1.17%
$210.19 - $243.33 $8.62K - $9.98K
3.45K $727K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-85
- 0.87%
$120.29 - $134.6 $10.2K - $11.4K
9.65K $1.18M
IWV
Ishares Russell 3000 ETF

ETFs
-45
- 1.34%
$313.1 - $349.83 $14.1K - $15.7K
3.31K $1.05M
IWN
Ishares Russell2000 Val ETF

ETFs
-81
- 2.65%
$149.27 - $169.4 $12.1K - $13.7K
2.97K $448K
IWD
Ishares Russell 1000 Val ETF

ETFs
-478
- 3.51%
$182.82 - $196.21 $87.4K - $93.8K
13.1K $2.47M
PEP
Pepsico Inc

Consumer Defensive
-219
- 4.49%
$142.64 - $156.42 $31.2K - $34.3K
4.66K $697K
SPYG
Spdr Portfolio

ETFs
-66
- 1.42%
$80.05 - $92.39 $5.28K - $6.1K
4.57K $367K
BAC
Bank Of America Corp

Financial Services
-259
- 2.17%
$39.61 - $47.74 $10.3K - $12.4K
11.7K $487K
IVE
Ishares S&P 500 Value ETF

ETFs
-170
- 2.26%
$185.78 - $198.58 $31.6K - $33.8K
7.37K $1.4M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-246
- 3.41%
$39.4 - $42.61 $9.69K - $10.5K
6.96K $281K
Blackrock Inc
-10
- 3.17%
N/A
305 $0
JPM
Jpmorgan Chase & CO

Financial Services
-16
- 0.61%
$225.19 - $279.95 $3.6K - $4.48K
2.62K $641K
UNH
Unitedhealth Group Inc

Healthcare
-1
- 0.07%
$461.52 - $548.18 $462 - $548
1.36K $713K
TRV
Travelers Companies, Inc.

Financial Services
-16
- 0.86%
$232.43 - $265.13 $3.72K - $4.24K
1.84K $486K
MCD
Mcdonalds Corp

Consumer Cyclical
-98
- 3.18%
$279.74 - $321.29 $27.4K - $31.5K
2.98K $930K
AJG
Arthur J. Gallagher & Co.

Financial Services
-46
- 4.12%
$275.89 - $345.24 $12.7K - $15.9K
1.07K $369K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-485
- 3.15%
$74.85 - $84.89 $36.3K - $41.2K
14.9K $1.22M
ABT
Abbott Laboratories

Healthcare
-61
- 1.55%
$111.1 - $140.22 $6.78K - $8.55K
3.86K $512K
GLD
Spdr Gold Trust

ETFs
-38
- 2.01%
$243.19 - $288.14 $9.24K - $10.9K
1.85K $534K
WM
Waste Management Inc

Industrials
-49
- 1.64%
$200.54 - $233.78 $9.83K - $11.5K
2.94K $679K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.27K
- 1.18%
$24.73 - $25.62 $106K - $109K
359K $9.16M
ABBV
Abb Vie Inc.

Healthcare
-46
- 1.31%
$169.2 - $216.66 $7.78K - $9.97K
3.45K $723K
HCA
Hca Healthcare, Inc.

Healthcare
-104
- 2.23%
$296.7 - $345.55 $30.9K - $35.9K
4.56K $1.58M
IEFA
Ishares Tr

ETFs
-1.2K
- 1.89%
$69.57 - $78.65 $83.6K - $94.5K
62.4K $4.72M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.89K
- 0.38%
$58.01 - $64.46 $110K - $122K
492K $30.6M
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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