Cahaba Wealth Management, Inc. Portfolio Holdings by Sector
Cahaba Wealth Management, Inc.
- $1.21 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV IXUS IJH SPLG IJR ISTB VXUS MUB 71 stocks |
$1.1 Million
91.33% of portfolio
|
47
|
18
|
6
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE D 3 stocks |
$33,163
2.75% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ORCL CRWD BOX 5 stocks |
$8,266
0.68% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF GS 2 stocks |
$7,551
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM MCHP 4 stocks |
$6,192
0.51% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,075
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$3,665
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV MRK AMGN 5 stocks |
$3,326
0.28% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$2,957
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,580
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$2,404
0.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
ABCB MCBS PNFP 3 stocks |
$2,257
0.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$2,237
0.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,748
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$1,614
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,586
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$1,485
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1,373
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1,345
0.11% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$1,328
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$1,136
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$1,109
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,039
0.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT 2 stocks |
$930
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$879
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$867
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN 2 stocks |
$795
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$699
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Insurance Brokers | Financial Services
AJG MMC 2 stocks |
$585
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$579
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$552
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV 1 stocks |
$517
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$464
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$428
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX WBD 2 stocks |
$422
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$382
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
FSK JPC 2 stocks |
$355
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$345
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM 1 stocks |
$291
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG 1 stocks |
$257
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$244
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$240
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$211
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
TGB 1 stocks |
$152
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
GALT 1 stocks |
$87
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|