Cahill Financial Advisors Inc Purchases in Q2 2025

Cahill Financial Advisors Inc

  • $774 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EA
Electronic Arts Inc.

Communication Services
1.35K
New
$132.53 - $159.7 $179K - $216K
1.35K $216K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
555
+ 41.05%
$141.37 - $228.57 $78.5K - $127K
1.91K $431K
IWM
Ishares Russell 2000 ETF

ETFs
27
+ 0.22%
$174.82 - $215.79 $4.72K - $5.83K
12.3K $2.65M
ABT
Abbott Laboratories

Healthcare
1.49K
New
$123.95 - $138.08 $184K - $205K
1.49K $201K
IWR
Ishares Russell Mid Cap ETF

ETFs
101
+ 0.38%
$74.88 - $91.97 $7.56K - $9.29K
27K $2.48M
VFH
Vanguard Financial ETF

ETFs
1.13K
+ 18.82%
$104.87 - $127.3 $118K - $144K
7.13K $907K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.63K
+ 3.59%
$51.14 - $57.0 $186K - $207K
105K $5.96M
EFA
Ishares Tr Msci Eafe ETF

ETFs
139
+ 0.65%
$72.96 - $90.39 $10.1K - $12.6K
21.5K $1.93M
DE
Deere & CO

Industrials
200
+ 10.58%
$412.99 - $531.48 $82.6K - $106K
2.09K $1.06M
META
Meta Platforms, Inc.

Communication Services
108
+ 20.19%
$484.66 - $738.09 $52.3K - $79.7K
643 $474K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 0.83%
$456.74 - $568.03 $9.13K - $11.4K
2.44K $1.38M
ITOT
Ishares Core S&P Total U.S. St

ETFs
65
+ 0.66%
$108.12 - $135.04 $7.03K - $8.78K
9.92K $1.34M
VV
Vanguard Large Cap ETF

ETFs
181
+ 6.17%
$228.25 - $285.3 $41.3K - $51.6K
3.12K $888K
IDV
Ishares Tr

ETFs
2.16K
+ 14.43%
$27.79 - $34.84 $60.1K - $75.3K
17.1K $591K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.51K
+ 4.17%
$24.98 - $25.66 $113K - $116K
113K $2.89M
GOOG
Alphabet Inc.

Communication Services
9
+ 0.18%
$146.58 - $180.01 $1.32K - $1.62K
5.12K $907K
FNDE
Schwab Fundamental Emerging Mk

ETFs
120
+ 0.26%
$26.66 - $33.09 $3.2K - $3.97K
46.3K $1.53M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
75
+ 0.2%
$19.1 - $23.83 $1.43K - $1.79K
37.9K $904K
RDVY
First Trust Rising Dividend Ac

ETFs
397
+ 2.64%
$51.6 - $62.74 $20.5K - $24.9K
15.5K $969K
DGS
Wisdomtree Emerging Markets Sm

ETFs
347
+ 3.59%
$43.34 - $55.24 $15K - $19.2K
10K $553K
VOE
Vanguard Mid Cap Value Index F

ETFs
372
+ 6.11%
$141.87 - $164.49 $52.8K - $61.2K
6.46K $1.06M
GE
General Electric CO

Industrials
1
+ 0.07%
$166.81 - $257.39 $167 - $257
1.39K $358K
FNDA
Schwab Fundamental U S Small C

ETFs
1.06K
+ 2.68%
$23.85 - $28.69 $25.3K - $30.5K
40.6K $1.16M
IDEV
Ishares Core Msci Intl Develop

ETFs
13
+ 0.12%
$61.79 - $76.67 $803 - $997
11.2K $848K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
569
+ 3.03%
$45.88 - $54.4 $26.1K - $31K
19.3K $1.05M
PFE
Pfizer Inc

Healthcare
4.09K
+ 23.12%
$21.59 - $24.84 $88.2K - $102K
21.8K $527K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
68
+ 0.84%
$59.57 - $75.11 $4.05K - $5.11K
8.13K $610K
WFC
Wells Fargo & Company

Financial Services
16
+ 0.18%
$60.98 - $80.12 $976 - $1.28K
9.05K $725K
IXUS
Ishares Tr

ETFs
295
+ 4.18%
$62.37 - $77.63 $18.4K - $22.9K
7.36K $568K
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.22%
$149.23 - $184.95 $895 - $1.11K
2.69K $490K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
45
+ 0.41%
$49.48 - $61.22 $2.23K - $2.75K
10.9K $667K
BAC
Bank Of America Corp

Financial Services
3
+ 0.03%
$34.39 - $47.46 $103 - $142
11K $522K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
89
+ 0.41%
$81.46 - $94.63 $7.25K - $8.42K
21.9K $2.07M
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
357
+ 9.71%
$60.05 - $75.31 $21.4K - $26.9K
4.04K $303K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
22
+ 1.55%
$180.84 - $240.32 $3.98K - $5.29K
1.44K $345K
VT
Vanguard Total World Stk Index

ETFs
104
+ 2.93%
$103.16 - $128.52 $10.7K - $13.4K
3.65K $469K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.18K
+ 5.48%
$45.12 - $46.23 $53.4K - $54.7K
22.8K $1.05M
AOA
Ishares Tr Core Aggressive All

ETFs
351
+ 8.96%
$69.46 - $83.4 $24.4K - $29.3K
4.27K $356K
SCHO
Schwab Short Term Us Treasury

ETFs
2.27K
+ 13.71%
$24.19 - $24.45 $55K - $55.6K
18.9K $459K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
576
+ 6.72%
$32.02 - $39.74 $18.4K - $22.9K
9.15K $362K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.44K
+ 26.99%
$45.07 - $52.57 $64.8K - $75.5K
6.76K $330K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17
+ 0.24%
$55.54 - $69.09 $944 - $1.17K
7.01K $484K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.03K
+ 6.06%
$50.46 - $58.08 $52.2K - $60.1K
18.1K $1.04M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
64
+ 0.96%
$65.84 - $80.81 $4.21K - $5.17K
6.74K $539K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
899
+ 15.46%
$49.57 - $50.27 $44.6K - $45.2K
6.71K $337K
TGT
Target Corp

Consumer Defensive
992
+ 11.1%
$88.76 - $105.77 $88K - $105K
9.93K $979K
GIS
General Mills Inc

Consumer Defensive
1.62K
+ 33.97%
$50.37 - $60.97 $81.5K - $98.6K
6.38K $330K
SCHC
Schwab Strategic Tr Intl Small

ETFs
13
+ 0.2%
$32.41 - $42.59 $421 - $554
6.48K $275K
PEP
Pepsico Inc

Consumer Defensive
644
+ 27.24%
$128.02 - $151.37 $82.4K - $97.5K
3.01K $397K
Activity Summary
Buys All Purchases 149 New Holdings 15 Increased Positions 134 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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