Cahaba Wealth Management, Inc. Sells in Q3 2024

Cahaba Wealth Management, Inc.

  • $1.21 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
-71.1K
- 25.32%
$104.3 - $106.3 $7.42M - $7.56M
210K $22.3M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-14.9K
- 69.61%
$76.97 - $100.56 $1.15M - $1.5M
6.51K $637K
AWK
American Water Works Company, Inc.

Utilities
-8.49K
- 29.01%
$127.76 - $149.9 $1.08M - $1.27M
20.8K $3.04M
UNH
Unitedhealth Group Inc

Healthcare
-1.53K
- 52.91%
$488.01 - $604.18 $745K - $922K
1.36K $793K
IEFA
Ishares Tr

ETFs
-13.4K
- 17.44%
$70.09 - $78.74 $938K - $1.05M
63.3K $4.94M
IWY
Ishares Tr Russell 200 Growth

ETFs
-2.46K
- 41.35%
$194.66 - $225.97 $479K - $556K
3.49K $768K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.39K
- 15.24%
$332.02 - $382.76 $463K - $533K
7.75K $2.91M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.21K
- 7.53%
$84.77 - $97.13 $442K - $506K
64K $6.13M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.96K
- 20.2%
$181.06 - $197.17 $355K - $386K
7.74K $1.53M
TILE
Interface Inc

Consumer Cyclical
-16K
- 61.25%
$14.17 - $19.02 $227K - $304K
10.1K $192K
XOM
Exxon Mobil Corp

Energy
-1.37K
- 14.65%
$109.72 - $119.0 $150K - $163K
7.98K $934K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.62K
- 13.74%
$113.41 - $125.62 $184K - $204K
10.2K $1.28M
GOOGL
Alphabet Inc.

Communication Services
-241
- 6.16%
$148.65 - $191.18 $35.8K - $46.1K
3.67K $609K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-669
- 36.7%
$175.0 - $190.72 $117K - $128K
1.15K $220K
GOOG
Alphabet Inc.

Communication Services
-25
- 0.46%
$149.54 - $192.66 $3.74K - $4.82K
5.4K $902K
JNJ
Johnson & Johnson

Healthcare
-1.19K
- 17.68%
$145.48 - $167.38 $173K - $199K
5.53K $896K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.27K
- 16.06%
$44.83 - $47.42 $102K - $107K
11.8K $557K
GLD
Spdr Gold Trust

ETFs
-458
- 33.8%
$215.56 - $246.98 $98.7K - $113K
897 $218K
MCHP
Microchip Technology Inc

Technology
-228
- 5.28%
$72.0 - $95.98 $16.4K - $21.9K
4.09K $328K
SPYG
Spdr Portfolio

ETFs
-853
- 15.55%
$73.38 - $84.1 $62.6K - $71.7K
4.63K $384K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-16.5K
- 4.54%
$24.86 - $26.33 $409K - $433K
346K $9.04M
MRK
Merck & Co., Inc.

Healthcare
-126
- 3.96%
$111.15 - $128.97 $14K - $16.3K
3.06K $347K
PFE
Pfizer Inc

Healthcare
-1.53K
- 18.13%
$27.7 - $31.39 $42.4K - $48.1K
6.91K $200K
VOT
Vanguard Mid Cap Growth Index

ETFs
-172
- 14.88%
$218.05 - $243.47 $37.5K - $41.9K
984 $239K
JPM
Jpmorgan Chase & CO

Financial Services
-241
- 8.4%
$194.9 - $224.8 $47K - $54.2K
2.63K $554K
MBB
Ishares Tr

ETFs
-501
- 7.99%
$90.85 - $96.66 $45.5K - $48.4K
5.77K $552K
UPS
United Parcel Service Inc

Industrials
-130
- 8.0%
$123.32 - $147.38 $16K - $19.2K
1.49K $203K
FSK
Fs Kkr Capital Corp

Financial Services
-333
- 2.12%
$18.74 - $20.43 $6.24K - $6.8K
15.4K $303K
PANW
Palo Alto Networks Inc

Technology
-28
- 1.29%
$294.18 - $368.01 $8.24K - $10.3K
2.14K $731K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-525
- 6.23%
$37.33 - $40.63 $19.6K - $21.3K
7.9K $321K
ETN
Eaton Corp PLC

Industrials
-11
- 1.2%
$272.52 - $333.02 $3K - $3.66K
906 $300K
GS
Goldman Sachs Group Inc

Financial Services
-7
- 1.52%
$459.02 - $510.25 $3.21K - $3.57K
454 $224K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-198
- 3.3%
$162.64 - $179.3 $32.2K - $35.5K
5.8K $1.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.15%
$434.77 - $502.96 $1.3K - $1.51K
1.94K $947K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-263
- 3.45%
$48.51 - $52.86 $12.8K - $13.9K
7.36K $388K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-111
- 1.55%
$84.81 - $93.54 $9.41K - $10.4K
7.04K $647K
IWM
Ishares Russell 2000 ETF

ETFs
-81
- 4.12%
$200.87 - $224.6 $16.3K - $18.2K
1.89K $416K
MA
Mastercard Inc

Financial Services
-5
- 0.95%
$429.6 - $500.99 $2.15K - $2.5K
519 $256K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-149
- 0.46%
$22.38 - $23.66 $3.33K - $3.53K
32.6K $764K
META
Meta Platforms, Inc.

Communication Services
-58
- 6.32%
$453.41 - $572.44 $26.3K - $33.2K
860 $492K
AOR
Ishares Tr Core Growth Allocat

ETFs
-122
- 0.92%
$55.15 - $59.31 $6.73K - $7.24K
13.1K $777K
DE
Deere & CO

Industrials
-13
- 1.47%
$344.84 - $418.0 $4.48K - $5.43K
873 $364K
VTI
Vanguard Total Stock Market Et

ETFs
-125
- 2.72%
$255.18 - $283.2 $31.9K - $35.4K
4.46K $1.26M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-320
- 2.06%
$75.32 - $84.37 $24.1K - $27K
15.2K $1.27M
NEE
Nextera Energy Inc

Utilities
-16
- 0.34%
$69.9 - $84.97 $1.12K - $1.36K
4.63K $391K
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.83K
- 6.01%
$79.92 - $88.19 $306K - $338K
59.9K $5.28M
KO
Coca Cola CO

Consumer Defensive
-224
- 1.39%
$62.69 - $73.01 $14K - $16.4K
15.9K $1.15M
CAT
Caterpillar Inc

Industrials
-13
- 0.59%
$316.8 - $391.12 $4.12K - $5.08K
2.18K $854K
MCD
Mcdonalds Corp

Consumer Cyclical
-54
- 1.73%
$245.82 - $304.51 $13.3K - $16.4K
3.08K $936K
Activity Summary
Buys All Purchases 79 New Holdings 9 Increased Positions 70 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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