Cahill Financial Advisors Inc Incresed Positions in Q4 2024

Cahill Financial Advisors Inc

  • $715 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
6.17K
+ 4.37%
$378.79 - $428.11 $2.34M - $2.64M
147K $60.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.01K
+ 3.54%
$94.43 - $105.47 $851K - $950K
263K $26.7M
AVUV
American Centy ETF Tr Avantis

ETFs
20.3K
+ 369.46%
$94.37 - $106.41 $1.92M - $2.16M
25.8K $2.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.12K
+ 163.87%
$481.22 - $538.17 $1.5M - $1.68M
5.02K $2.57M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
15.7K
+ 163.8%
$100.22 - $100.73 $1.57M - $1.58M
25.2K $2.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.9K
+ 14.55%
$61.68 - $67.87 $1.29M - $1.42M
165K $10.3M
VGT
Vanguard Information Technolog

ETFs
1.62K
+ 457.91%
$571.78 - $647.97 $927K - $1.05M
1.98K $1.23M
IYW
Ishares Dj Us Tech ETF

ETFs
3.36K
+ 5.73%
$148.14 - $166.23 $497K - $558K
61.9K $9.87M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
186K
+ 251.06%
$26.93 - $84.95 $5.01M - $15.8M
260K $7.11M
IWM
Ishares Russell 2000 ETF

ETFs
3.46K
+ 38.69%
$216.13 - $242.4 $747K - $838K
12.4K $2.74M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.4K
+ 94.07%
$264.18 - $304.19 $633K - $729K
4.95K $1.38M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.27K
+ 4.45%
$176.42 - $186.91 $754K - $799K
100K $17.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
35.1K
+ 760.46%
$22.01 - $66.82 $772K - $2.35M
39.7K $901K
FDN
First Tr Fd Dow Jones

ETFs
1.9K
+ 64.38%
$210.5 - $257.24 $399K - $488K
4.84K $1.18M
JPM
Jpmorgan Chase & CO

Financial Services
1.53K
+ 27.95%
$205.18 - $250.29 $315K - $384K
7.02K $1.68M
SCHG
Schwab Strategic Tr Us Large C

ETFs
194K
+ 302.72%
$25.93 - $105.3 $5.03M - $20.4M
258K $7.19M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.7K
+ 14.06%
$57.53 - $60.83 $671K - $710K
94.7K $5.45M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9.82K
+ 188.48%
$50.02 - $51.24 $491K - $503K
15K $753K
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.6K
+ 6.47%
$71.75 - $75.11 $1.48M - $1.55M
339K $24.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
654
+ 11.55%
$567.81 - $607.81 $371K - $398K
6.32K $3.7M
KMI
Kinder Morgan, Inc.

Energy
8.88K
+ 24.84%
$22.59 - $28.54 $201K - $253K
44.6K $1.22M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.26K
+ 0.93%
N/A
460K $39.5M
HON
Honeywell International Inc

Industrials
1.26K
+ 30.33%
$202.84 - $236.0 $255K - $297K
5.4K $1.22M
V
Visa Inc.

Financial Services
595
+ 14.65%
$273.87 - $320.91 $163K - $191K
4.66K $1.47M
VZ
Verizon Communications Inc

Communication Services
8.31K
+ 164.59%
$39.6 - $45.21 $329K - $375K
13.4K $533K
IWV
Ishares Russell 3000 ETF

ETFs
619
+ 7.4%
$323.08 - $349.08 $200K - $216K
8.98K $3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
9.73K
+ 4.25%
$80.93 - $85.66 $787K - $833K
239K $19.3M
CSCO
Cisco Systems, Inc.

Technology
3.94K
+ 86.24%
$52.45 - $60.02 $207K - $237K
8.51K $503K
USB
Us Bancorp \De\

Financial Services
4.48K
+ 24.04%
$43.98 - $53.66 $197K - $240K
23.1K $1.1M
MA
Mastercard Inc

Financial Services
272
+ 8.42%
$491.3 - $536.15 $134K - $146K
3.5K $1.84M
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
CVX
Chevron Corp

Energy
815
+ 40.89%
$141.15 - $162.53 $115K - $132K
2.81K $406K
MRK
Merck & Co., Inc.

Healthcare
1.44K
+ 57.84%
$96.31 - $114.76 $138K - $165K
3.92K $390K
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
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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