Cahill Financial Advisors Inc Portfolio Holdings

Cahill Financial Advisors Inc

  • $707 Million
  • Q3 2024

Cahill Financial Advisors Inc has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $707 Million distributed in 332 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $54.2M, Vaneck Morningstar Wide Moat E with a value of $39.1M, Ishares S&P 500 Value ETF with a value of $29.4M, Vanguard Ftse Developed Market with a value of $26.9M, and Ishares S&P 500 Growth ETF with a value of $24.3M.

Examining the 13F form we can see an decrease of $9.63M in the current position value, from $717M to 707M.

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 $707 Million
ETFs: $585 Million
Technology: $31.8 Million
Financial Services: $28.8 Million
Industrials: $10.9 Million
Consumer Cyclical: $7.4 Million
Healthcare: $6.86 Million
Energy: $5.63 Million
Utilities: $3.85 Million
Other: $9.11 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.2 Million 7.66% of portfolio
141,137
Q3 2024 Added 10.11%
$0
$39.1 Million 5.53% of portfolio
455,522
Q3 2024 Reduced 8.02%
$0
$29.4 Million 4.16% of portfolio
149,313
Q3 2024 Added 1.12%
$0
$26.9 Million 3.8% of portfolio
509,420
Q3 2024 Added 7.41%
$0
$24.3 Million 3.44% of portfolio
254,222
Q3 2024 Reduced 0.94%
$0
$23.9 Million 3.38% of portfolio
318,057
Q3 2024 Added 6.6%
$0
$23.5 Million 3.32% of portfolio
685,588
Q3 2024 Added 5.13%
$0
$23 Million 3.26% of portfolio
321,021
Q3 2024 Reduced 15.47%
$0
$23 Million 3.25% of portfolio
131,743
Q3 2024 Added 1.93%
$3.68T
$19.2 Million 2.71% of portfolio
82,293
Q3 2024 Added 0.54%
$610B
$19.1 Million 2.69% of portfolio
41,401
Q3 2024 Added 1.91%
$0
$19 Million 2.69% of portfolio
228,919
Q3 2024 Reduced 6.53%
$0
$17.6 Million 2.49% of portfolio
651,987
Q3 2024 Added 8.37%
$0
$17.2 Million 2.44% of portfolio
96,132
Q3 2024 Added 44.31%
$0
$17.3 Million 2.44% of portfolio
94,713
Q3 2024 Reduced 4.75%
$0
$16.6 Million 2.35% of portfolio
211,527
Q3 2024 Added 4.85%
$0
$9.86 Million 1.39% of portfolio
145,304
Q3 2024 Reduced 2.17%
$0
$9.11 Million 1.29% of portfolio
243,731
Q3 2024 Added 2.29%
$0
$8.97 Million 1.27% of portfolio
143,983
Q3 2024 Added 1.25%
$0
$8.88 Million 1.25% of portfolio
58,545
Q3 2024 Added 59.42%
$0
$6.7 Million 0.95% of portfolio
25,401
Q3 2024 Added 0.94%
$0
$6.67 Million 0.94% of portfolio
64,052
Q3 2024 Added 3.93%
$0
$6.27 Million 0.89% of portfolio
74,119
Q3 2024 Added 6.96%
$0
$5.57 Million 0.79% of portfolio
116,499
Q3 2024 Reduced 48.98%
$0
$5.54 Million 0.78% of portfolio
48,351
Q3 2024 Reduced 1.49%
$3.1T
$5.14 Million 0.73% of portfolio
11,948
Q3 2024 Added 0.97%
$0
$4.94 Million 0.7% of portfolio
83,014
Q3 2024 Added 9.97%
$0
$4.77 Million 0.67% of portfolio
59,373
Q3 2024 Added 3.22%
$0
$4.76 Million 0.67% of portfolio
82,654
Q3 2024 Reduced 49.73%
$0
$4.17 Million 0.59% of portfolio
233,855
Q3 2024 Added 0.2%
$0
$4.03 Million 0.57% of portfolio
78,335
Q3 2024 Added 0.08%
$0
$3.89 Million 0.55% of portfolio
33,081
Q3 2024 Reduced 0.28%
$0
$3.83 Million 0.54% of portfolio
92,393
Q3 2024 Added 3.88%
$0
$3.64 Million 0.51% of portfolio
37,067
Q3 2024 Added 62.23%
$0
$3.55 Million 0.5% of portfolio
69,405
Q3 2024 Added 2.74%
$0
$3.25 Million 0.46% of portfolio
5,663
Q3 2024 Reduced 2.19%
$0
$3.22 Million 0.45% of portfolio
78,254
Q3 2024 Reduced 0.39%
$0
$3.11 Million 0.44% of portfolio
26,618
Q3 2024 Reduced 43.97%
$0
$3.1 Million 0.44% of portfolio
61,224
Q3 2024 Reduced 17.47%
$0
$3.04 Million 0.43% of portfolio
31,194
Q3 2024 Reduced 46.4%
$0
$2.97 Million 0.42% of portfolio
14,776
Q3 2024 Reduced 3.44%
$0
$2.91 Million 0.41% of portfolio
5,048
Q3 2024 Reduced 6.5%
$0
$2.9 Million 0.41% of portfolio
111,095
Q3 2024 Reduced 0.89%
$0
$2.73 Million 0.39% of portfolio
8,360
Q3 2024 Added 0.3%
$562B
$2.73 Million 0.39% of portfolio
4,676
Q3 2024 Added 6.13%
$0
$2.7 Million 0.38% of portfolio
15,094
Q3 2024 Added 0.79%
$0
$2.65 Million 0.37% of portfolio
73,359
Q3 2024 Reduced 1.41%
$15.7B
$2.64 Million 0.37% of portfolio
75,424
Q3 2024 Reduced 0.44%
$0
$2.56 Million 0.36% of portfolio
77,631
Q3 2024 Reduced 0.36%

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $707 Million
  • Prior Value $717 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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