Cahaba Wealth Management, Inc. Sells in Q2 2025

Cahaba Wealth Management, Inc.

  • $1.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-7.2K
- 2.23%
$102.31 - $105.8 $737K - $762K
315K $32.9M
AAPL
Apple Inc.

Technology
-2.65K
- 9.72%
$172.42 - $223.89 $457K - $593K
24.6K $5.05M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-26.7K
- 5.94%
$90.56 - $109.49 $2.42M - $2.93M
424K $46.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-10.6K
- 0.68%
$96.84 - $99.46 $1.02M - $1.05M
1.54M $153M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-14.5K
- 1.5%
$47.89 - $48.65 $693K - $704K
951K $46.3M
XOM
Exxon Mobil Corp

Energy
-1.61K
- 21.49%
$99.93 - $119.04 $160K - $191K
5.87K $632K
KO
Coca Cola CO

Consumer Defensive
-3.32K
- 20.83%
$68.37 - $73.9 $227K - $245K
12.6K $892K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-7.43K
- 2.07%
$24.98 - $25.66 $186K - $191K
351K $8.99M
PEP
Pepsico Inc

Consumer Defensive
-312
- 6.7%
$128.02 - $151.37 $39.9K - $47.2K
4.34K $573K
META
Meta Platforms, Inc.

Communication Services
-357
- 39.76%
$484.66 - $738.09 $173K - $263K
541 $399K
XLV
Select Sector Spdr Fund Health

ETFs
-622
- 25.24%
$128.77 - $144.3 $80.1K - $89.8K
1.84K $248K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-262
- 14.94%
$212.1 - $244.27 $55.6K - $64K
1.49K $326K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.98K
- 8.47%
$50.48 - $50.71 $99.7K - $100K
21.4K $1.08M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.25K
- 6.51%
$72.02 - $73.82 $89.8K - $92.1K
17.9K $1.32M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.06K
- 0.61%
$50.36 - $50.68 $104K - $105K
334K $16.9M
PG
Procter & Gamble CO

Consumer Defensive
-211
- 4.38%
$157.66 - $172.39 $33.3K - $36.4K
4.61K $733K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-13.2K
- 2.47%
$50.09 - $51.09 $659K - $673K
520K $26.6M
DVY
Ishares Tr

ETFs
-597
- 13.17%
$118.37 - $134.86 $70.7K - $80.5K
3.94K $522K
IWS
Ishares Russell Midcap Value E

ETFs
-874
- 18.06%
$110.58 - $132.14 $96.6K - $115K
3.97K $524K
MCD
Mcdonalds Corp

Consumer Cyclical
-55
- 1.85%
$285.55 - $321.23 $15.7K - $17.7K
2.92K $854K
AMGN
Amgen Inc

Healthcare
-131
- 13.27%
$262.28 - $309.85 $34.4K - $40.6K
856 $239K
V
Visa Inc.

Financial Services
-218
- 7.89%
$308.27 - $373.31 $67.2K - $81.4K
2.55K $903K
COST
Costco Wholesale Corp

Consumer Defensive
-127
- 9.18%
$908.13 - $1056.85 $115K - $134K
1.26K $1.24M
HD
Home Depot, Inc.

Consumer Cyclical
-168
- 4.96%
$335.24 - $380.78 $56.3K - $64K
3.22K $1.18M
MRK
Merck & Co., Inc.

Healthcare
-352
- 11.18%
$73.47 - $87.12 $25.9K - $30.7K
2.8K $221K
ADP
Automatic Data Processing Inc

Industrials
-205
- 16.07%
$276.76 - $326.81 $56.7K - $67K
1.07K $330K
WM
Waste Management Inc

Industrials
-207
- 7.05%
$216.47 - $242.1 $44.8K - $50.1K
2.73K $624K
RTX
Raytheon Technologies Corp

Industrials
-810
- 15.85%
$113.75 - $148.48 $92.1K - $120K
4.3K $627K
GOOGL
Alphabet Inc.

Communication Services
-720
- 18.34%
$144.7 - $178.6 $104K - $129K
3.21K $564K
ABT
Abbott Laboratories

Healthcare
-390
- 10.09%
$123.95 - $138.08 $48.3K - $53.9K
3.47K $472K
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.37K
- 11.97%
$53.36 - $61.57 $73.3K - $84.5K
10.1K $621K
BOX
Box Inc

Technology
-1.71K
- 20.22%
$28.42 - $38.55 $48.5K - $65.8K
6.73K $230K
DE
Deere & CO

Industrials
-103
- 13.31%
$412.99 - $531.48 $42.5K - $54.7K
671 $341K
VZ
Verizon Communications Inc

Communication Services
-238
- 4.52%
$41.67 - $45.62 $9.92K - $10.9K
5.02K $217K
T
At&T Inc.

Communication Services
-1.69K
- 3.65%
$26.33 - $28.94 $44.5K - $48.9K
44.6K $1.29M
VIG
Vanguard Dividend Appreciation

ETFs
-82
- 3.85%
N/A
2.05K $373K
GLD
Spdr Gold Trust

ETFs
-116
- 6.26%
$273.71 - $316.29 $31.8K - $36.7K
1.74K $529K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-44
- 0.83%
$50.52 - $50.92 $2.22K - $2.24K
5.27K $268K
Blackrock Inc
-20
- 6.56%
N/A
285 $0
D
Dominion Energy, Inc

Utilities
-8
- 0.19%
$49.66 - $58.0 $397 - $464
4.27K $241K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-7
- 0.56%
$162.65 - $188.71 $1.14K - $1.32K
1.25K $236K
EMR
Emerson Electric CO

Industrials
-283
- 14.54%
$94.15 - $133.33 $26.6K - $37.7K
1.66K $221K
GS
Goldman Sachs Group Inc

Financial Services
-100
- 20.2%
$462.22 - $707.75 $46.2K - $70.8K
395 $279K
BAC
Bank Of America Corp

Financial Services
-1.19K
- 10.21%
$34.39 - $47.46 $41.1K - $56.7K
10.5K $496K
GOOG
Alphabet Inc.

Communication Services
-579
- 10.04%
$146.58 - $180.01 $84.9K - $104K
5.19K $920K
NFLX
Netflix Inc

Communication Services
-50
- 23.04%
$855.86 - $1339.13 $42.8K - $67K
167 $223K
IWM
Ishares Russell 2000 ETF

ETFs
-46
- 2.43%
$174.82 - $215.79 $8.04K - $9.93K
1.85K $398K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-75
- 6.04%
$456.74 - $568.03 $34.3K - $42.6K
1.17K $662K
MMM
3 M CO

Industrials
-12
- 0.22%
$126.09 - $154.15 $1.51K - $1.85K
5.57K $847K
Activity Summary
Buys All Purchases 70 New Holdings 15 Increased Positions 55 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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