Cahaba Wealth Management, Inc. has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.13 Billion distributed in 149 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 $337M, Ishares Core U.S. Aggregate Bo with a value of $138M, Ishares Tr with a value of $110M, Ishares Core S&P Mid Cap ETF with a value of $104M, and Ishares Core S&P Sm Cap ETF with a value of $44.3M.

Examining the 13F form we can see an increase of $34M in the current position value, from $1.1B to 1.13B.

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

Portfolio value $1.13 Billion
ETFs: $1.05 Billion
Utilities: $25.6 Million
Technology: $18.5 Million
Financial Services: $16.6 Million
Healthcare: $7.5 Million
Consumer Cyclical: $5.29 Million
Consumer Defensive: $4.85 Million
Industrials: $4.75 Million
Other: $3.89 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $1.13 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 05, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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