Cahill Financial Advisors Inc Portfolio Holdings

Cahill Financial Advisors Inc

  • $722 Million
  • Q1 2024

Cahill Financial Advisors Inc has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $722 Million distributed in 297 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $48.7M, Vanguard Growth ETF with a value of $35.8M, Ishares S&P 500 Value ETF with a value of $28.3M, Schwab Fundamental U S Large C with a value of $25M, and Ishares S&P 500 Growth ETF with a value of $21.4M.

Examining the 13F form we can see an increase of $49.4M in the current position value, from $673M to 722M.

Cahill Financial Advisors Inc is based out at Edina, MN

Below you can find more details about Cahill Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $722 Million
ETFs: $612 Million
Financial Services: $27 Million
Technology: $26.1 Million
Industrials: $11.4 Million
Consumer Cyclical: $7.45 Million
Energy: $6.36 Million
Healthcare: $5.85 Million
Consumer Defensive: $3.67 Million
Other: $7.65 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.7 Million 6.75% of portfolio
542,193
Q1 2024 Added 4.05%
$0
$35.8 Million 4.95% of portfolio
103,930
Q1 2024 Added 1.49%
$0
$28.3 Million 3.92% of portfolio
151,657
Q1 2024 Added 3.51%
$0
$25 Million 3.47% of portfolio
371,603
Q1 2024 Reduced 3.1%
$0
$21.4 Million 2.97% of portfolio
253,640
Q1 2024 Reduced 4.25%
$0
$21.2 Million 2.94% of portfolio
292,358
Q1 2024 Added 16.71%
$0
$20.8 Million 2.88% of portfolio
127,570
Q1 2024 Added 6.74%
$0
$20.3 Million 2.81% of portfolio
634,417
Q1 2024 Added 10.42%
$0
$19.8 Million 2.75% of portfolio
108,590
Q1 2024 Reduced 8.9%
$0
$18.7 Million 2.6% of portfolio
246,083
Q1 2024 Reduced 13.12%
$0
$16.9 Million 2.34% of portfolio
310,533
Q1 2024 Added 5.93%
$0
$16.9 Million 2.34% of portfolio
337,405
Q1 2024 Reduced 2.47%
$529B
$16.8 Million 2.33% of portfolio
39,966
Q1 2024 Added 2.43%
$0
$15.2 Million 2.1% of portfolio
197,959
Q1 2024 Reduced 0.22%
$0
$14.8 Million 2.05% of portfolio
582,447
Q1 2024 Added 10.91%
$3.38T
$14.3 Million 1.97% of portfolio
83,120
Q1 2024 Added 19.06%
$0
$11.5 Million 1.59% of portfolio
110,566
Q1 2024 Reduced 0.42%
$0
$10.1 Million 1.4% of portfolio
61,526
Q1 2024 Added 80.16%
$0
$9.98 Million 1.38% of portfolio
239,002
Q1 2024 Added 1.84%
$0
$9.55 Million 1.32% of portfolio
113,529
Q1 2024 Reduced 5.48%
$0
$9.37 Million 1.3% of portfolio
150,917
Q1 2024 Reduced 28.58%
$0
$8.85 Million 1.23% of portfolio
248,556
Q1 2024 Added 3.18%
$0
$8.58 Million 1.19% of portfolio
141,180
Q1 2024 Added 418.7%
$0
$8.12 Million 1.13% of portfolio
73,502
Q1 2024 Added 6.39%
$0
$6.24 Million 0.86% of portfolio
24,972
Q1 2024 Added 0.92%
$0
$5.8 Million 0.8% of portfolio
62,598
Q1 2024 Added 16.82%
$0
$5.52 Million 0.76% of portfolio
63,864
Q1 2024 Added 0.49%
$0
$5.38 Million 0.75% of portfolio
49,730
Q1 2024 Added 0.35%
$0
$5.33 Million 0.74% of portfolio
64,258
Q1 2024 Reduced 0.05%
$0
$5.21 Million 0.72% of portfolio
64,674
Q1 2024 Added 66.02%
$3.33T
$5 Million 0.69% of portfolio
11,875
Q1 2024 Reduced 23.18%
$0
$4.39 Million 0.61% of portfolio
57,815
Q1 2024 Added 10.21%
$0
$4.21 Million 0.58% of portfolio
184,999
Q1 2024 Reduced 10.84%
$0
$4.19 Million 0.58% of portfolio
226,162
Q1 2024 Added 0.17%
$0
$4.11 Million 0.57% of portfolio
53,204
Q1 2024 Reduced 2.34%
$0
$3.85 Million 0.53% of portfolio
78,183
Q1 2024 Added 2.55%
$0
$3.75 Million 0.52% of portfolio
64,721
Q1 2024 Reduced 1.74%
$0
$3.59 Million 0.5% of portfolio
32,536
Q1 2024 Reduced 2.16%
$0
$3.63 Million 0.5% of portfolio
73,882
Q1 2024 Added 42.46%
$0
$3.43 Million 0.47% of portfolio
25,382
Q1 2024 New
$0
$3.25 Million 0.45% of portfolio
41,303
Q1 2024 Reduced 4.6%
$0
$3.27 Million 0.45% of portfolio
82,560
Q1 2024 Added 3.86%
$0
$3.24 Million 0.45% of portfolio
6,160
Q1 2024 Added 5.03%
$0
$3.27 Million 0.45% of portfolio
51,598
Q1 2024 Reduced 2.81%
$0
$3.23 Million 0.45% of portfolio
63,696
Q1 2024 Reduced 31.73%
$0
$3.17 Million 0.44% of portfolio
81,309
Q1 2024 Added 9.13%
$0
$3.1 Million 0.43% of portfolio
16,134
Q1 2024 Added 7.7%
$0
$3.07 Million 0.43% of portfolio
72,928
Q1 2024 Added 2.75%
$0
$3.04 Million 0.42% of portfolio
5,817
Q1 2024 Reduced 10.45%

Summary

  • Portfolio
  • No. of Stocks 297
  • Current Value $722 Million
  • Prior Value $673 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 27 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
Track This Portfolio

Track Cahill Financial Advisors Inc Portfolio

Follow Cahill Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahill Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email