Cahaba Wealth Management, Inc. Portfolio Holdings
Cahaba Wealth Management, Inc.
- $1.21 Billion
- Q4 2024
Cahaba Wealth Management, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.21 Billion distributed in 145 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 $366M, Ishares Core U.S. Aggregate Bo with a value of $147M, Ishares Core S&P Mid Cap ETF with a value of $115M, Ishares Tr with a value of $112M, and Ishares Core S&P Sm Cap ETF with a value of $49.9M.
Examining the 13F form we can see an decrease of $3.79M 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: $1.12 Billion
Utilities: $26.1 Million
Technology: $19 Million
Financial Services: $17.4 Million
Healthcare: $5.82 Million
Consumer Cyclical: $5.8 Million
Industrials: $5.09 Million
Consumer Defensive: $5.01 Million
Other: $4.21 Million