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
WMT
Walmart Inc.

Consumer Defensive
-956
- 7.75%
$81.79 - $99.98 $78.2K - $95.6K
11.4K $1.11M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-240
- 3.49%
$73.7 - $90.98 $17.7K - $21.8K
6.63K $603K
IVE
Ishares S&P 500 Value ETF

ETFs
-5
- 0.07%
$168.34 - $195.42 $842 - $977
7.36K $1.44M
ETN
Eaton Corp PLC

Industrials
-124
- 13.39%
$246.52 - $356.99 $30.6K - $44.3K
802 $286K
VV
Vanguard Large Cap ETF

ETFs
-445
- 7.61%
$228.25 - $285.3 $102K - $127K
5.4K $1.54M
SPYG
Spdr Portfolio

ETFs
-278
- 6.09%
$71.83 - $95.32 $20K - $26.5K
4.29K $408K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-115
- 1.98%
$152.42 - $182.82 $17.5K - $21K
5.69K $1.04M
CAT
Caterpillar Inc

Industrials
-161
- 7.09%
$273.94 - $388.21 $44.1K - $62.5K
2.11K $819K
IWD
Ishares Russell 1000 Val ETF

ETFs
-8
- 0.06%
$166.82 - $194.23 $1.33K - $1.55K
13.1K $2.55M
JPM
Jpmorgan Chase & CO

Financial Services
-115
- 4.4%
$210.28 - $289.91 $24.2K - $33.3K
2.5K $724K
HCA
Hca Healthcare, Inc.

Healthcare
-161
- 3.53%
$317.61 - $387.52 $51.1K - $62.4K
4.4K $1.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-39
- 2.07%
$416.06 - $551.64 $16.2K - $21.5K
1.84K $1.02M
AMZN
Amazon Com Inc

Consumer Cyclical
-531
- 4.17%
$167.32 - $223.3 $88.8K - $119K
12.2K $2.67M
NVDA
Nvidia Corp

Technology
-6.1K
- 23.19%
$94.31 - $157.99 $576K - $964K
20.2K $3.19M
IEFA
Ishares Tr

ETFs
-1.74K
- 2.79%
$67.83 - $84.09 $118K - $146K
60.7K $5.07M
AVGO
Broadcom Inc.

Technology
-539
- 7.83%
$146.29 - $275.65 $78.9K - $149K
6.34K $1.75M
ACWI
Ishares Msci Acwi ETF

ETFs
-982
- 1.63%
$103.59 - $128.6 $102K - $126K
59.2K $7.62M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.46K
- 2.39%
$82.96 - $110.1 $121K - $161K
59.7K $6.57M
MSFT
Microsoft Corp

Technology
-754
- 6.12%
$354.56 - $497.45 $267K - $375K
11.6K $5.75M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-89.8K
- 4.73%
$51.16 - $62.02 $4.59M - $5.57M
1.81M $112M
IXUS
Ishares Tr

ETFs
-22.5K
- 1.31%
$62.37 - $77.63 $1.4M - $1.74M
1.69M $131M
IVV
Ishares Core S&P 500 ETF

ETFs
-23.1K
- 3.69%
$498.8 - $620.9 $11.5M - $14.4M
604K $375M
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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