Cahill Financial Advisors Inc Purchases in Q4 2024

Cahill Financial Advisors Inc

  • $715 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
6.17K
+ 4.37%
$378.79 - $428.11 $2.34M - $2.64M
147K $60.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.01K
+ 3.54%
$94.43 - $105.47 $851K - $950K
263K $26.7M
AVUV
American Centy ETF Tr Avantis

ETFs
20.3K
+ 369.46%
$94.37 - $106.41 $1.92M - $2.16M
25.8K $2.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.12K
+ 163.87%
$481.22 - $538.17 $1.5M - $1.68M
5.02K $2.57M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
15.7K
+ 163.8%
$100.22 - $100.73 $1.57M - $1.58M
25.2K $2.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.9K
+ 14.55%
$61.68 - $67.87 $1.29M - $1.42M
165K $10.3M
VGT
Vanguard Information Technolog

ETFs
1.62K
+ 457.91%
$571.78 - $647.97 $927K - $1.05M
1.98K $1.23M
IYW
Ishares Dj Us Tech ETF

ETFs
3.36K
+ 5.73%
$148.14 - $166.23 $497K - $558K
61.9K $9.87M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
22.3K
New
$39.86 - $46.0 $887K - $1.02M
22.3K $934K
RDVY
First Trust Rising Dividend Ac

ETFs
14.5K
New
$58.65 - $64.37 $850K - $933K
14.5K $856K
IWM
Ishares Russell 2000 ETF

ETFs
3.46K
+ 38.69%
$216.13 - $242.4 $747K - $838K
12.4K $2.74M
VBR
Vanguard Small Cap Value ETF

ETFs
3.77K
+ 25.53%
$197.36 - $217.3 $745K - $820K
18.5K $3.68M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.4K
+ 94.07%
$264.18 - $304.19 $633K - $729K
4.95K $1.38M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.27K
+ 4.45%
$176.42 - $186.91 $754K - $799K
100K $17.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
35.1K
+ 760.46%
$22.01 - $66.82 $772K - $2.35M
39.7K $901K
FDN
First Tr Fd Dow Jones

ETFs
1.9K
+ 64.38%
$210.5 - $257.24 $399K - $488K
4.84K $1.18M
JPM
Jpmorgan Chase & CO

Financial Services
1.53K
+ 27.95%
$205.18 - $250.29 $315K - $384K
7.02K $1.68M
SCHG
Schwab Strategic Tr Us Large C

ETFs
194K
+ 302.72%
$25.93 - $105.3 $5.03M - $20.4M
258K $7.19M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.7K
+ 14.06%
$57.53 - $60.83 $671K - $710K
94.7K $5.45M
ABBV
Abb Vie Inc.

Healthcare
2.82K
New
$164.99 - $203.87 $465K - $575K
2.82K $500K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9.82K
+ 188.48%
$50.02 - $51.24 $491K - $503K
15K $753K
VFH
Vanguard Financial ETF

ETFs
4.08K
New
$108.87 - $126.2 $445K - $515K
4.08K $482K
DGS
Wisdomtree Emerging Markets Sm

ETFs
9.63K
New
$48.87 - $53.53 $471K - $516K
9.63K $471K
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.6K
+ 6.47%
$71.75 - $75.11 $1.48M - $1.55M
339K $24.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
654
+ 11.55%
$567.81 - $607.81 $371K - $398K
6.32K $3.7M
MO
Altria Group, Inc.

Consumer Defensive
8.51K
New
$49.06 - $57.74 $418K - $491K
8.51K $444K
KMI
Kinder Morgan, Inc.

Energy
8.88K
+ 24.84%
$22.59 - $28.54 $201K - $253K
44.6K $1.22M
IDV
Ishares Tr

ETFs
14.6K
New
$27.03 - $29.92 $394K - $437K
14.6K $399K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.26K
+ 0.93%
N/A
460K $39.5M
HON
Honeywell International Inc

Industrials
1.26K
+ 30.33%
$202.84 - $236.0 $255K - $297K
5.4K $1.22M
V
Visa Inc.

Financial Services
595
+ 14.65%
$273.87 - $320.91 $163K - $191K
4.66K $1.47M
PRU
Prudential Financial Inc

Financial Services
2.96K
New
$114.59 - $129.52 $339K - $383K
2.96K $350K
T
At&T Inc.

Communication Services
15K
New
$21.22 - $23.88 $317K - $357K
15K $340K
GILD
Gilead Sciences, Inc.

Healthcare
3.62K
New
$83.95 - $97.9 $304K - $355K
3.62K $334K
VZ
Verizon Communications Inc

Communication Services
8.31K
+ 164.59%
$39.6 - $45.21 $329K - $375K
13.4K $533K
GIS
General Mills Inc

Consumer Defensive
4.76K
New
$62.78 - $74.62 $299K - $355K
4.76K $303K
IWV
Ishares Russell 3000 ETF

ETFs
619
+ 7.4%
$323.08 - $349.08 $200K - $216K
8.98K $3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
9.73K
+ 4.25%
$80.93 - $85.66 $787K - $833K
239K $19.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.16K
New
$50.37 - $50.6 $260K - $261K
5.16K $260K
CSCO
Cisco Systems, Inc.

Technology
3.94K
+ 86.24%
$52.45 - $60.02 $207K - $237K
8.51K $503K
VCR
Vanguard Consumer Discretionar

ETFs
685
New
$328.51 - $401.37 $225K - $275K
685 $257K
USB
Us Bancorp \De\

Financial Services
4.48K
+ 24.04%
$43.98 - $53.66 $197K - $240K
23.1K $1.1M
MA
Mastercard Inc

Financial Services
272
+ 8.42%
$491.3 - $536.15 $134K - $146K
3.5K $1.84M
QCOM
Qualcomm Inc

Technology
1.62K
New
$150.4 - $178.04 $244K - $289K
1.62K $249K
RFG
Invesco Exchange Traded Fd Tr

ETFs
4.92K
New
$47.9 - $53.39 $236K - $263K
4.92K $238K
HRB
H&R Block Inc

Consumer Cyclical
4.36K
New
$52.14 - $63.36 $227K - $276K
4.36K $230K
O
Realty Income Corp

Real Estate
4.09K
New
$51.76 - $64.71 $211K - $264K
4.09K $218K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.36K
New
$46.48 - $51.32 $203K - $224K
4.36K $209K
APO
Apollo Global Management, Inc.

Financial Services
1.22K
New
$131.36 - $178.61 $160K - $217K
1.22K $200K
Activity Summary
Buys All Purchases 126 New Holdings 22 Increased Positions 104 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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