Cahaba Wealth Management, Inc. Portfolio Holdings

Cahaba Wealth Management, Inc.

  • $1.21 Billion
  • Q1 2025

Cahaba Wealth Management, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $352M, Ishares Core U.S. Aggregate Bo with a value of $154M, Ishares Tr with a value of $120M, Ishares Core S&P Mid Cap ETF with a value of $111M, and Ishares Core S&P Sm Cap ETF with a value of $47.1M.

Examining the 13F form we can see an increase of $399K in the current position value, from $1.21B to 1.21B.

Below you can find more details about Cahaba Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.21 Billion
ETFs: $1.11 Billion
Utilities: $33.1 Million
Financial Services: $17 Million
Technology: $16.6 Million
Healthcare: $6.48 Million
Consumer Defensive: $5.47 Million
Industrials: $5.28 Million
Consumer Cyclical: $5.13 Million
Other: $5.19 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.19T
$6.06 Million 0.5% of portfolio
27,270
Q1 2025 Added 0.74%
$3.57T
$4.62 Million 0.38% of portfolio
12,312
Q1 2025 Added 1.48%
$648B
$3.68 Million 0.31% of portfolio
6,918
Q1 2025 Added 1.93%
$361B
$2.85 Million 0.24% of portfolio
26,323
Q1 2025 Added 3.84%
$2.2T
$2.42 Million 0.2% of portfolio
12,720
Q1 2025 Added 1.1%
$436B
$1.31 Million 0.11% of portfolio
1,384
Q1 2025 Added 7.45%
$767B
$1.17 Million 0.1% of portfolio
1,411
Q1 2025 Added 1.95%
$362B
$1.24 Million 0.1% of portfolio
3,387
Q1 2025 Reduced 2.02%
$256B
$1.08 Million 0.09% of portfolio
12,338
Q1 2025 Added 2.62%
$305B
$1.14 Million 0.09% of portfolio
15,927
Q1 2025 Added 1.44%
$218B
$930,000 0.08% of portfolio
2,979
Q1 2025 Reduced 3.18%
$581B
$968,000 0.08% of portfolio
2,763
Q1 2025 Added 5.98%
$1.08T
$900,000 0.07% of portfolio
5,767
Q1 2025 Added 6.8%
$381B
$821,000 0.07% of portfolio
4,818
Q1 2025 Added 0.88%
$406B
$896,000 0.07% of portfolio
5,408
Q1 2025 Added 6.08%
$469B
$888,000 0.07% of portfolio
7,472
Q1 2025 Added 0.08%
$288B
$713,000 0.06% of portfolio
1,363
Q1 2025 Reduced 0.07%
$337B
$723,000 0.06% of portfolio
3,454
Q1 2025 Reduced 1.31%
$793B
$641,000 0.05% of portfolio
2,615
Q1 2025 Reduced 0.61%
$993B
$606,000 0.05% of portfolio
3,925
Q1 2025 Added 6.8%
$1.5T
$517,000 0.04% of portfolio
898
Q1 2025 Added 4.42%
$235B
$512,000 0.04% of portfolio
3,864
Q1 2025 Reduced 1.55%
$356B
$487,000 0.04% of portfolio
11,690
Q1 2025 Reduced 2.17%
$569B
$439,000 0.04% of portfolio
3,145
Q1 2025 Added 17.83%
$542B
$302,000 0.03% of portfolio
551
Q1 2025 Added 6.17%
$258B
$335,000 0.03% of portfolio
1,677
Q4 2024 Reduced 2.78%
$214B
$270,000 0.02% of portfolio
495
Q1 2025 Added 9.03%
$205B
$282,000 0.02% of portfolio
3,149
Q1 2025 Added 3.93%
$284B
$202,000 0.02% of portfolio
1,276
Q1 2025 New
$286B
$202,000 0.02% of portfolio
1,210
Q1 2025 New
$545B
$202,000 0.02% of portfolio
217
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $1.21 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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