Cahill Financial Advisors Inc Incresed Positions in Q1 2025

Cahill Financial Advisors Inc

  • $714 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
91K
+ 70.35%
$167.73 - $179.21 $15.3M - $16.3M
220K $38.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
53.6K
+ 15.83%
$71.17 - $73.66 $3.82M - $3.95M
392K $28.8M
DFAX
Dimensional ETF Tr
60.2K
+ 9.21%
$24.45 - $27.2 $1.47M - $1.64M
713K $18.7M
AVUV
American Centy ETF Tr Avantis

ETFs
22.9K
+ 88.79%
$84.95 - $100.62 $1.95M - $2.31M
48.7K $4.25M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
19.3K
+ 8.1%
$78.0 - $84.37 $1.51M - $1.63M
258K $20.6M
FNDF
Schwab Fundamental Intl Large

ETFs
8.46K
+ 3.36%
$32.9 - $37.45 $278K - $317K
260K $9.4M
MMM
3 M CO

Industrials
4.61K
+ 30.33%
$129.7 - $155.12 $598K - $715K
19.8K $2.91M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.14K
+ 8.11%
$168.16 - $186.21 $1.37M - $1.52M
109K $18.5M
CGXU
Capital Group Intl Focus Equit

ETFs
29.8K
+ 5.83%
$24.48 - $26.59 $728K - $791K
540K $13.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.12K
+ 24.28%
$100.32 - $100.76 $614K - $617K
31.4K $3.15M
DTH
Wisdomtree Tr

ETFs
522
+ 0.55%
$37.33 - $43.33 $19.5K - $22.6K
94.7K $4.02M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.43K
+ 6.8%
$56.17 - $59.71 $361K - $384K
101K $5.78M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.74K
+ 9.1%
$78.97 - $85.82 $217K - $235K
32.9K $2.73M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
5.69K
+ 8.95%
$22.91 - $25.71 $130K - $146K
69.3K $1.76M
VFH
Vanguard Financial ETF

ETFs
1.92K
+ 46.9%
$114.07 - $127.34 $218K - $244K
6K $716K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.55K
+ 30.28%
$49.69 - $50.76 $226K - $231K
19.6K $979K
RTX
Raytheon Technologies Corp

Industrials
521
+ 6.56%
$114.1 - $135.66 $59.4K - $70.7K
8.46K $1.12M
V
Visa Inc.

Financial Services
22
+ 0.47%
$306.92 - $362.71 $6.75K - $7.98K
4.68K $1.64M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.28K
+ 63.62%
$50.39 - $50.66 $165K - $166K
8.45K $427K
XLE
Energy Sector Spdr

ETFs
1.18K
+ 18.06%
$85.7 - $93.96 $101K - $111K
7.73K $722K
VO
Vanguard Mid Cap ETF

ETFs
1.05K
+ 4.12%
$251.87 - $277.95 $264K - $292K
26.5K $6.86M
O
Realty Income Corp

Real Estate
1.84K
+ 45.11%
$51.67 - $58.49 $95.2K - $108K
5.93K $343K
ABBV
Abb Vie Inc.

Healthcare
160
+ 5.68%
$169.2 - $216.66 $27.1K - $34.7K
2.98K $624K
F
Ford Motor CO

Consumer Cyclical
10.6K
+ 32.23%
$9.12 - $10.43 $96.4K - $110K
43.4K $434K
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.26%
$117.15 - $158.79 $820 - $1.11K
2.69K $426K
IHE
Ishares Tr

ETFs
32
+ 0.16%
$65.36 - $72.85 $2.09K - $2.33K
20.2K $1.42M
VZ
Verizon Communications Inc

Communication Services
623
+ 4.67%
$37.81 - $46.49 $23.6K - $29K
14K $633K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
989
+ 20.22%
$96.18 - $109.82 $95.1K - $109K
5.88K $602K
JPM
Jpmorgan Chase & CO

Financial Services
239
+ 3.41%
$225.19 - $279.95 $53.8K - $66.9K
7.26K $1.78M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.42K
+ 1.32%
$24.73 - $25.62 $35K - $36.3K
108K $2.76M
MO
Altria Group, Inc.

Consumer Defensive
459
+ 5.39%
$50.81 - $60.02 $23.3K - $27.5K
8.97K $538K
VNQ
Vanguard Specialized Funds Van

ETFs
468
+ 1.5%
$85.55 - $94.34 $40K - $44.2K
31.6K $2.86M
IXUS
Ishares Tr

ETFs
911
+ 14.81%
$65.06 - $72.31 $59.3K - $65.9K
7.06K $492K
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.07%
$461.52 - $548.18 $1.38K - $1.64K
4.62K $2.42M
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 0.08%
$89.14 - $117.41 $267 - $352
3.63K $406K
NEM
Newmont Corp

Basic Materials
1
+ 0.02%
$37.79 - $48.39 $37.8 - $48.4
6.07K $293K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
964
+ 22.11%
$48.65 - $53.06 $46.9K - $51.1K
5.33K $276K
USB
Us Bancorp \De\

Financial Services
4.63K
+ 20.06%
$40.92 - $50.9 $190K - $236K
27.7K $1.17M
IDV
Ishares Tr

ETFs
393
+ 2.69%
$27.0 - $31.7 $10.6K - $12.5K
15K $464K
ECL
Ecolab Inc.

Basic Materials
2
+ 0.06%
$229.72 - $269.82 $459 - $540
3.37K $854K
IDEV
Ishares Core Msci Intl Develop

ETFs
51
+ 0.46%
$63.77 - $71.36 $3.25K - $3.64K
11.2K $768K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.02K
+ 2.56%
$50.29 - $50.5 $51K - $51.3K
40.6K $2.04M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
588
+ 2.8%
$44.72 - $46.25 $26.3K - $27.2K
21.6K $995K
WELL
Welltower Inc.

Real Estate
1
+ 0.06%
$124.05 - $156.86 $124 - $157
1.72K $262K
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
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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