Cahill Financial Advisors Inc Purchases in Q1 2025

Cahill Financial Advisors Inc

  • $714 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WELL
Welltower Inc.

Real Estate
1
+ 0.06%
$124.05 - $156.86 $124 - $157
1.72K $262K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
588
+ 2.8%
$44.72 - $46.25 $26.3K - $27.2K
21.6K $995K
PFE
Pfizer Inc

Healthcare
2.4K
+ 15.68%
$25.01 - $27.13 $59.9K - $65K
17.7K $448K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.1K
+ 8.36%
$25.58 - $29.24 $130K - $149K
66K $1.73M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
38
+ 0.57%
$67.08 - $76.14 $2.55K - $2.89K
6.67K $491K
QCOM
Qualcomm Inc

Technology
258
+ 15.92%
$151.94 - $175.86 $39.2K - $45.4K
1.88K $288K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
227
+ 2.9%
$61.2 - $68.24 $13.9K - $15.5K
8.06K $532K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
179
+ 8.01%
$507.05 - $563.67 $90.8K - $101K
2.42K $1.24M
WFC
Wells Fargo & Company

Financial Services
315
+ 3.61%
$66.78 - $81.42 $21K - $25.6K
9.04K $648K
CSCO
Cisco Systems, Inc.

Technology
175
+ 2.06%
$58.74 - $64.87 $10.3K - $11.4K
8.69K $536K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
37
+ 0.22%
$55.76 - $59.54 $2.06K - $2.2K
17.1K $992K
RDVY
First Trust Rising Dividend Ac

ETFs
568
+ 3.92%
$57.22 - $63.39 $32.5K - $36K
15.1K $881K
IEMG
Ishares Inc

ETFs
465
+ 2.53%
N/A
18.9K $1.01M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7
+ 0.1%
$58.01 - $64.46 $406 - $451
6.99K $434K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
515
+ 1.41%
$24.29 - $24.65 $12.5K - $12.7K
37.1K $913K
ACN
Accenture PLC

Technology
185
+ 18.88%
$300.91 - $398.25 $55.7K - $73.7K
1.17K $363K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
82
+ 0.28%
$20.2 - $22.24 $1.66K - $1.82K
29.8K $641K
PG
Procter & Gamble CO

Consumer Defensive
48
+ 2.46%
$158.56 - $176.26 $7.61K - $8.46K
2K $340K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1.19K
+ 9.16%
$8.58 - $8.9 $10.2K - $10.6K
14.2K $124K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
10
+ 0.26%
$104.87 - $112.53 $1.05K - $1.13K
3.8K $416K
BDX
Becton Dickinson & CO

Healthcare
38
+ 2.69%
$222.79 - $249.08 $8.47K - $9.47K
1.45K $331K
PML
Pimco Municipal Income Fund Ii

Financial Services
1.36K
+ 9.26%
$8.04 - $8.62 $10.9K - $11.7K
16K $129K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.02%
$58.32 - $65.09 $58.3 - $65.1
5.3K $318K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
20
+ 0.69%
$97.38 - $104.52 $1.95K - $2.09K
2.93K $299K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.04%
$182.82 - $196.21 $183 - $196
2.74K $514K
VRT
Vertiv Holdings CO

Industrials
90
+ 2.86%
N/A
3.24K $280K
PEP
Pepsico Inc

Consumer Defensive
56
+ 2.43%
$142.64 - $156.42 $7.99K - $8.76K
2.36K $354K
VGT
Vanguard Information Technolog

ETFs
296
+ 14.99%
$542.38 - $646.34 $161K - $191K
2.27K $1.23M
PRU
Prudential Financial Inc

Financial Services
201
+ 6.79%
$105.04 - $122.33 $21.1K - $24.6K
3.16K $352K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
26
+ 0.61%
$71.9 - $77.57 $1.87K - $2.02K
4.3K $319K
WMT
Walmart Inc.

Consumer Defensive
88
+ 3.38%
$84.5 - $105.05 $7.44K - $9.24K
2.69K $236K
TXN
Texas Instruments Inc

Technology
3
+ 0.24%
N/A
1.25K $242K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
80
+ 0.37%
$90.0 - $96.32 $7.2K - $7.71K
21.8K $2.01M
Blackrock ETF Trust Ii Ishares High Yie
6.66K
New
N/A
6.66K $0
DFSI
Dimensional ETF Tr Dimen Intl
6.46K
+ 26.68%
N/A
30.7K $0
DFSB
Dimensional ETF Tr Dimensional
9
+ 0.09%
N/A
9.94K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
67
+ 0.16%
N/A
40.9K $0
Solventum Corp Com Shs
1.15K
+ 21.17%
N/A
6.58K $0
DFSU
Dimensional ETF Tr Dimen Us Su
5.03K
+ 17.37%
N/A
34K $0
Running Oak Efficient Growth ETF
8.41K
+ 7.89%
N/A
115K $0
Jpmorgan Hedged Equity Laddered Overlay ETF
1.95K
+ 7.96%
N/A
26.4K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
8
+ 0.03%
N/A
31.7K $0
FXH
First Tr Exchange Trd Fd Healt

ETFs
1
+ 0.04%
$102.5 - $112.02 $103 - $112
2.26K $233K
META
Meta Platforms, Inc.

Communication Services
8
+ 1.52%
$576.36 - $736.67 $4.61K - $5.89K
535 $308K
DGS
Wisdomtree Emerging Markets Sm

ETFs
42
+ 0.44%
$47.4 - $50.24 $1.99K - $2.11K
9.68K $467K
LAND
Gladstone Land Corp

Real Estate
35
+ 0.2%
$10.4 - $11.84 $364 - $414
17.8K $186K
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.06%
$127.9 - $140.56 $128 - $141
1.6K $204K
MRK
Merck & Co., Inc.

Healthcare
224
+ 5.71%
$83.01 - $101.02 $18.6K - $22.6K
4.15K $372K
GGG
Graco Inc

Industrials
8
+ 0.03%
$80.53 - $87.54 $644 - $700
24.7K $2.06M
Activity Summary
Buys All Purchases 135 New Holdings 8 Increased Positions 127 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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