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