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
BA
Boeing CO

Industrials
1.13K
New
$138.14 - $180.72 $156K - $204K
1.13K $200K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.03K
+ 7.61%
$113.92 - $127.38 $231K - $258K
28.6K $3.3M
HD
Home Depot, Inc.

Consumer Cyclical
543
+ 31.41%
$385.02 - $431.37 $209K - $234K
2.27K $883K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
132
+ 0.81%
$129.96 - $144.97 $17.2K - $19.1K
16.4K $2.29M
PFE
Pfizer Inc

Healthcare
5.76K
+ 60.41%
$24.8 - $30.19 $143K - $174K
15.3K $405K
MUB
Ishares National Muni Bond ETF

ETFs
1.38K
+ 13.22%
$105.78 - $108.7 $146K - $150K
11.8K $1.26M
COST
Costco Wholesale Corp

Consumer Defensive
103
+ 9.96%
$873.59 - $994.69 $90K - $102K
1.14K $1.04M
PML
Pimco Municipal Income Fund Ii

Financial Services
14.7K
New
$8.02 - $9.52 $118K - $140K
14.7K $118K
CVX
Chevron Corp

Energy
815
+ 40.89%
$141.15 - $162.53 $115K - $132K
2.81K $406K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
13K
New
$8.51 - $9.15 $111K - $119K
13K $111K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.17K
+ 3.13%
$50.53 - $55.55 $110K - $121K
71.6K $3.65M
PEP
Pepsico Inc

Consumer Defensive
830
+ 56.16%
$151.29 - $176.1 $126K - $146K
2.31K $350K
VB
Vanguard Small Cap ETF

ETFs
269
+ 3.23%
$233.76 - $261.58 $62.9K - $70.4K
8.59K $2.06M
IVV
Ishares Core S&P 500 ETF

ETFs
35
+ 0.69%
$570.51 - $610.59 $20K - $21.4K
5.08K $2.99M
MDT
Medtronic PLC

Healthcare
1.65K
+ 30.18%
$79.61 - $92.24 $132K - $153K
7.13K $569K
FNDX
Schwab Fundamental U S Large C

ETFs
655K
+ 204.0%
$23.49 - $71.77 $15.4M - $47M
976K $23.1M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.53K
+ 13.25%
$79.93 - $88.06 $282K - $311K
30.2K $2.41M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
443
+ 1.97%
$53.94 - $58.15 $23.9K - $25.8K
22.9K $1.29M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
41.1K
+ 207.91%
$27.54 - $83.04 $1.13M - $3.42M
60.9K $1.69M
IWR
Ishares Russell Mid Cap ETF

ETFs
323
+ 1.22%
$87.25 - $95.52 $28.2K - $30.9K
26.9K $2.38M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.19K
+ 4.47%
$49.79 - $51.14 $59K - $60.6K
27.7K $1.39M
VO
Vanguard Mid Cap ETF

ETFs
78
+ 0.31%
$261.5 - $284.63 $20.4K - $22.2K
25.5K $6.73M
MMM
3 M CO

Industrials
1.04K
+ 7.35%
$124.74 - $137.12 $130K - $143K
15.2K $1.96M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.85K
+ 14.86%
$20.55 - $23.26 $79.1K - $89.6K
29.8K $626K
PID
Invesco Exchange Traded Fd Tr

ETFs
1K
+ 0.43%
N/A
235K $4.19M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.55K
+ 20.32%
$34.21 - $38.73 $53.1K - $60.1K
9.2K $314K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
35
+ 1.1%
$89.88 - $101.38 $3.15K - $3.55K
3.23K $301K
AVLV
American Centy ETF Tr Avantis
21
+ 0.43%
$65.51 - $71.22 $1.38K - $1.5K
4.95K $330K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
325
+ 0.61%
$33.7 - $37.69 $11K - $12.2K
53.2K $1.83M
XOM
Exxon Mobil Corp

Energy
1.05K
+ 9.08%
$105.51 - $125.37 $111K - $132K
12.6K $1.36M
Jpmorgan Hedged Equity Laddered Overlay ETF
4.23K
+ 20.89%
N/A
24.5K $0
Running Oak Efficient Growth ETF
11.8K
+ 12.48%
N/A
107K $0
Matthews Pacific Tiger Active ETF
91K
+ 288.41%
N/A
123K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
91
+ 0.12%
N/A
75.8K $0
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.03%
$90.66 - $99.46 $90.7 - $99.5
3.27K $297K
ROBO
Robo Global Robotics And Autom

ETFs
1
+ 0.02%
$55.06 - $58.6 $55.1 - $58.6
5.08K $285K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
126
+ 1.17%
$56.06 - $61.35 $7.06K - $7.73K
10.9K $615K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
+ 0.04%
$126.68 - $134.74 $633 - $674
13.3K $1.69M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
30
+ 0.71%
$73.19 - $81.02 $2.2K - $2.43K
4.27K $317K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.05%
$134.53 - $150.65 $135 - $151
1.89K $256K
VOE
Vanguard Mid Cap Value Index F

ETFs
182
+ 2.79%
$160.89 - $176.18 $29.3K - $32.1K
6.71K $1.09M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
539
+ 2.54%
$91.94 - $100.02 $49.6K - $53.9K
21.8K $2.01M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.07%
$183.23 - $199.79 $366 - $400
2.74K $506K
TGT
Target Corp

Consumer Defensive
1.04K
+ 13.94%
$121.59 - $160.69 $127K - $168K
8.53K $1.15M
EEMA
Ishares Msci Emerging Markets

ETFs
52
+ 1.86%
$71.65 - $82.07 $3.73K - $4.27K
2.84K $203K
VOD
Vodafone Group Public LTD CO

Communication Services
1.61K
+ 8.58%
$8.37 - $9.95 $13.5K - $16K
20.4K $173K
FNDA
Schwab Fundamental U S Small C

ETFs
18.4K
+ 97.75%
$29.26 - $59.11 $540K - $1.09M
37.3K $1.11M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
31
+ 1.08%
$99.2 - $108.47 $3.08K - $3.36K
2.91K $290K
FNDC
Schwab Fundamental Intl Small

ETFs
154
+ 2.58%
$33.92 - $38.03 $5.22K - $5.86K
6.13K $209K
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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