Cahill Financial Advisors Inc Purchases in Q3 2024

Cahill Financial Advisors Inc

  • $707 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
421
+ 2.02%
$87.56 - $95.49 $36.9K - $40.2K
21.2K $2.03M
JPM
Jpmorgan Chase & CO

Financial Services
565
+ 11.49%
$194.9 - $224.8 $110K - $127K
5.48K $1.16M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.01%
$200.87 - $224.6 $201 - $225
8.93K $1.97M
FNDA
Schwab Fundamental U S Small C

ETFs
1.34K
+ 7.67%
$54.26 - $60.01 $72.9K - $80.6K
18.9K $1.12M
IWV
Ishares Russell 3000 ETF

ETFs
25
+ 0.3%
$294.75 - $326.73 $7.37K - $8.17K
8.36K $2.73M
META
Meta Platforms, Inc.

Communication Services
171
+ 19.68%
$453.41 - $572.44 $77.5K - $97.9K
1.04K $595K
XEL
Xcel Energy Inc

Utilities
635
+ 6.78%
$52.11 - $65.3 $33.1K - $41.5K
10K $653K
ORCL
Oracle Corp

Technology
342
+ 10.45%
$125.9 - $170.35 $43.1K - $58.3K
3.62K $615K
EFA
Ishares Tr Msci Eafe ETF

ETFs
472
+ 2.23%
$75.32 - $84.37 $35.6K - $39.8K
21.6K $1.81M
VOE
Vanguard Mid Cap Value Index F

ETFs
202
+ 3.19%
$149.02 - $167.67 $30.1K - $33.9K
6.53K $1.09M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.69K
+ 7.1%
$50.2 - $50.48 $135K - $136K
40.6K $2.04M
JNJ
Johnson & Johnson

Healthcare
459
+ 12.82%
$145.48 - $167.38 $66.8K - $76.8K
4.04K $654K
FNDE
Schwab Fundamental Emerging Mk

ETFs
153
+ 0.33%
$28.02 - $32.68 $4.29K - $5K
46.8K $1.51M
NEE
Nextera Energy Inc

Utilities
533
+ 8.77%
$69.9 - $84.97 $37.3K - $45.3K
6.61K $558K
TSLA
Tesla, Inc.

Consumer Cyclical
117
+ 7.88%
$191.76 - $263.26 $22.4K - $30.8K
1.6K $419K
GOOGL
Alphabet Inc.

Communication Services
1.07K
+ 33.06%
$148.65 - $191.18 $159K - $205K
4.32K $715K
ECL
Ecolab Inc.

Basic Materials
267
+ 8.17%
$228.86 - $255.76 $61.1K - $68.3K
3.53K $901K
AOR
Ishares Tr Core Growth Allocat

ETFs
19
+ 0.05%
$55.15 - $59.31 $1.05K - $1.13K
41K $2.43M
LOW
Lowes Companies Inc

Consumer Cyclical
183
+ 13.15%
$213.3 - $270.78 $39K - $49.6K
1.58K $426K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
81
+ 3.32%
$475.2 - $527.7 $38.5K - $42.7K
2.52K $1.33M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
24
+ 0.14%
$52.25 - $58.97 $1.25K - $1.42K
17.1K $1.01M
CBRE
Cbre Group, Inc.

Real Estate
7
+ 0.24%
$85.97 - $124.48 $602 - $871
2.99K $371K
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 2.78%
$245.82 - $304.51 $12.3K - $15.2K
1.85K $563K
V
Visa Inc.

Financial Services
190
+ 4.91%
$253.74 - $291.56 $48.2K - $55.4K
4.06K $1.12M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
2.02K
+ 35.83%
$35.73 - $39.48 $72K - $79.6K
7.64K $299K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
25
+ 0.07%
$25.45 - $29.53 $636 - $738
33.8K $986K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
258
+ 1.01%
$19.78 - $23.53 $5.1K - $6.07K
25.9K $600K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
168
+ 1.42%
$91.37 - $101.65 $15.4K - $17.1K
12K $1.22M
VV
Vanguard Large Cap ETF

ETFs
76
+ 1.94%
$236.92 - $263.4 $18K - $20K
4K $1.05M
ITOT
Ishares Core S&P Total U.S. St

ETFs
13
+ 0.13%
$113.41 - $125.62 $1.47K - $1.63K
10.4K $1.3M
CRM
Salesforce, Inc.

Technology
212
+ 26.4%
$238.42 - $276.53 $50.5K - $58.6K
1.02K $277K
ACN
Accenture PLC

Technology
46
+ 4.3%
$295.44 - $355.81 $13.6K - $16.4K
1.12K $394K
TGT
Target Corp

Consumer Defensive
76
+ 1.03%
$133.47 - $159.25 $10.1K - $12.1K
7.49K $1.17M
SCHP
Schwab Strategic Us Tips ETF

ETFs
268
+ 0.83%
$51.58 - $53.79 $13.8K - $14.4K
32.4K $1.74M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
9
+ 0.03%
$32.02 - $34.87 $288 - $314
35.9K $1.25M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
783
+ 13.04%
$54.38 - $59.77 $42.6K - $46.8K
6.79K $401K
GE
General Electric CO

Industrials
116
+ 8.76%
$156.66 - $189.66 $18.2K - $22K
1.44K $271K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
452
+ 2.2%
$44.83 - $47.42 $20.3K - $21.4K
21K $988K
NOW
Service Now, Inc.

Technology
18
+ 4.68%
$730.87 - $937.36 $13.2K - $16.9K
403 $360K
WMT
Walmart Inc.

Consumer Defensive
150
+ 4.25%
$66.91 - $81.4 $10K - $12.2K
3.68K $297K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7
+ 0.02%
$45.2 - $47.87 $316 - $335
29.4K $1.4M
MUB
Ishares National Muni Bond ETF

ETFs
335
+ 3.32%
$106.13 - $108.7 $35.6K - $36.4K
10.4K $1.13M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
359
+ 10.57%
$83.76 - $91.82 $30.1K - $33K
3.75K $342K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
110
+ 1.46%
$61.97 - $69.37 $6.82K - $7.63K
7.65K $528K
FDN
First Tr Fd Dow Jones

ETFs
143
+ 5.1%
$183.68 - $212.48 $26.3K - $30.4K
2.95K $623K
AVGO
Broadcom Inc.

Technology
3.58K
+ 898.99%
$136.27 - $1745.86 $488K - $6.25M
3.98K $685K
ADBE
Adobe Inc.

Technology
124
+ 24.75%
$508.13 - $586.55 $63K - $72.7K
625 $323K
IJK
Ishares S&P Midcap 400 Growth

ETFs
349
+ 11.95%
$84.81 - $93.54 $29.6K - $32.6K
3.27K $300K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
981
+ 4.56%
$49.7 - $56.11 $48.8K - $55K
22.5K $1.23M
Activity Summary
Buys All Purchases 143 New Holdings 13 Increased Positions 130 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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