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
BDX
Becton Dickinson & CO

Healthcare
124
+ 8.57%
$221.47 - $242.41 $27.5K - $30.1K
1.57K $378K
QQQ
Invesco Qqq Trust, Series 1

ETFs
45
+ 2.42%
$434.77 - $502.96 $19.6K - $22.6K
1.9K $929K
PEP
Pepsico Inc

Consumer Defensive
181
+ 13.96%
$161.9 - $179.3 $29.3K - $32.5K
1.48K $251K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
44
+ 0.67%
$66.31 - $74.08 $2.92K - $3.26K
6.57K $482K
PG
Procter & Gamble CO

Consumer Defensive
87
+ 3.83%
$160.76 - $177.82 $14K - $15.5K
2.36K $408K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
12
+ 0.05%
$48.09 - $49.69 $577 - $596
25.2K $1.25M
AMZN
Amazon Com Inc

Consumer Cyclical
635
+ 5.14%
$161.02 - $200.0 $102K - $127K
13K $2.42M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
17
+ 0.59%
$95.1 - $106.76 $1.62K - $1.81K
2.88K $307K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
30
+ 0.71%
$69.7 - $76.81 $2.09K - $2.3K
4.24K $325K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
18
+ 0.57%
$82.38 - $93.84 $1.48K - $1.69K
3.2K $295K
AVLV
American Centy ETF Tr Avantis
133
+ 2.77%
$60.05 - $65.83 $7.99K - $8.76K
4.93K $324K
AOA
Ishares Tr Core Aggressive All

ETFs
19
+ 0.37%
$72.11 - $79.05 $1.37K - $1.5K
5.1K $402K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3
+ 0.16%
$127.29 - $141.5 $382 - $425
1.89K $264K
FNDC
Schwab Fundamental Intl Small

ETFs
41
+ 0.69%
$33.85 - $38.5 $1.39K - $1.58K
5.98K $227K
FNX
First Tr Mid Cap Core Alphadex

ETFs
13
+ 0.65%
$106.85 - $117.19 $1.39K - $1.52K
2.01K $235K
VZ
Verizon Communications Inc

Communication Services
14
+ 0.28%
$38.89 - $45.0 $544 - $630
5.05K $226K
LLY
Eli Lilly & CO

Healthcare
26
+ 11.76%
$772.14 - $960.02 $20.1K - $25K
247 $218K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
21
+ 0.46%
$59.93 - $66.52 $1.26K - $1.4K
4.62K $306K
FXH
First Tr Exchange Trd Fd Healt

ETFs
4
+ 0.18%
$103.09 - $113.83 $412 - $455
2.25K $252K
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.08%
$103.87 - $117.59 $208 - $235
2.38K $278K
NVDA
Nvidia Corp

Technology
452
+ 2.4%
$98.91 - $134.91 $44.7K - $61K
19.3K $2.34M
PFE
Pfizer Inc

Healthcare
162
+ 1.73%
$27.7 - $31.39 $4.49K - $5.09K
9.53K $275K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3
+ 0.21%
$175.46 - $203.3 $526 - $610
1.42K $287K
BAC
Bank Of America Corp

Financial Services
249
+ 2.08%
$36.65 - $44.13 $9.13K - $11K
12.2K $485K
TXN
Texas Instruments Inc

Technology
49
+ 3.52%
$194.6 - $194.6 $9.54K - $9.54K
1.44K $280K
CHD
Church & Dwight CO Inc

Consumer Defensive
5
+ 0.12%
$98.01 - $106.59 $490 - $533
4.08K $427K
RYH
Invesco S&P 500 Equal Weight H

ETFs
90
+ 0.12%
N/A
75.7K $0
DFSI
Dimensional ETF Tr Dimen Intl
51
+ 0.2%
N/A
25.4K $0
PSX
Phillips 66

Energy
126
+ 7.84%
$125.0 - $147.17 $15.8K - $18.5K
1.73K $227K
Matthews Pacific Tiger Active ETF
17.9K
+ 131.9%
N/A
31.6K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
1.41K
+ 3.47%
N/A
42.1K $0
Running Oak Efficient Growth ETF
16.7K
+ 21.36%
N/A
94.8K $0
Etfmg Prime Cyber Security ETF
8K
New
N/A
8K $0
Simplify Mbs ETF
14.3K
New
N/A
14.3K $0
Jpmorgan Hedged Equity Laddered Overlay ETF
7.41K
+ 57.66%
N/A
20.2K $0
DFSB
Dimensional ETF Tr Dimensional
27
+ 0.26%
N/A
10.5K $0
PID
Invesco Exchange Traded Fd Tr

ETFs
472
+ 0.2%
$17.85 - $17.85 $8.43K - $8.43K
234K $4.17M
WFC
Wells Fargo & Company

Financial Services
73
+ 0.79%
$51.58 - $60.97 $3.77K - $4.45K
9.29K $524K
NVO
Novo Nordisk A S

Healthcare
295
+ 7.64%
$119.07 - $145.42 $35.1K - $42.9K
4.15K $494K
GOOG
Alphabet Inc.

Communication Services
44
+ 0.8%
$149.54 - $192.66 $6.58K - $8.48K
5.57K $931K
AMAT
Applied Materials Inc

Technology
18
+ 0.71%
$174.88 - $254.97 $3.15K - $4.59K
2.57K $518K
MSFT
Microsoft Corp

Technology
115
+ 0.97%
$395.15 - $467.56 $45.4K - $53.8K
11.9K $5.14M
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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