Cahaba Wealth Management, Inc. Portfolio Holdings
Cahaba Wealth Management, Inc.
- $1.21 Billion
- Q3 2024
Cahaba Wealth Management, Inc. has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.21 Billion distributed in 151 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 $357M, Ishares Core U.S. Aggregate Bo with a value of $149M, Ishares Tr with a value of $120M, Ishares Core S&P Mid Cap ETF with a value of $113M, and Ishares Core S&P Sm Cap ETF with a value of $49.7M.
Examining the 13F form we can see an increase of $76.6M in the current position value, from $1.13B 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: $1.12 Billion
Utilities: $28.1 Million
Technology: $18.1 Million
Financial Services: $16.4 Million
Healthcare: $7.31 Million
Industrials: $5.73 Million
Consumer Defensive: $5.7 Million
Consumer Cyclical: $5.61 Million
Other: $4 Million