Cahill Financial Advisors Inc Incresed Positions in Q3 2025

Cahill Financial Advisors Inc

  • $841 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
10
+ 0.03%
$118.16 - $123.66 $1.18K - $1.24K
32.8K $4.02M
V
Visa Inc.

Financial Services
678
+ 15.67%
$332.09 - $358.86 $225K - $243K
5.01K $1.71M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.12K
+ 8.22%
$23.82 - $25.84 $74.2K - $80.5K
41.1K $1.06M
IHE
Ishares Tr

ETFs
34
+ 0.17%
$65.74 - $72.56 $2.24K - $2.47K
20.3K $1.47M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
813
+ 2.44%
$30.13 - $33.37 $24.5K - $27.1K
34.2K $1.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
41
+ 1.68%
$567.77 - $614.76 $23.3K - $25.2K
2.48K $1.52M
RDVY
First Trust Rising Dividend Ac

ETFs
875
+ 5.66%
$62.38 - $67.29 $54.6K - $58.9K
16.3K $1.1M
CSCO
Cisco Systems, Inc.

Technology
1.99K
+ 23.46%
$66.2 - $71.79 $132K - $143K
10.5K $716K
GOOGL
Alphabet Inc.

Communication Services
147
+ 10.98%
$174.36 - $254.72 $25.6K - $37.4K
1.49K $361K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
624
+ 1.15%
$31.31 - $34.54 $19.5K - $21.6K
54.9K $1.85M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
55
+ 0.25%
$94.17 - $99.95 $5.18K - $5.5K
22K $2.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.45K
+ 3.06%
$25.21 - $25.99 $86.9K - $89.6K
116K $3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
49
+ 2.57%
$224.68 - $282.71 $11K - $13.9K
1.96K $546K
AOR
Ishares Tr Core Growth Allocat

ETFs
37
+ 0.1%
$60.99 - $64.39 $2.26K - $2.38K
38.4K $2.47M
ITOT
Ishares Core S&P Total U.S. St

ETFs
9
+ 0.09%
$135.0 - $146.02 $1.22K - $1.31K
9.93K $1.45M
USB
Us Bancorp \De\

Financial Services
410
+ 1.53%
$43.94 - $50.41 $18K - $20.7K
27.2K $1.32M
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 1.06%
$357.4 - $423.42 $8.58K - $10.2K
2.3K $929K
IJS
Ishares S&P Smallcap 600 Value

ETFs
101
+ 1.31%
$98.99 - $112.2 $10K - $11.3K
7.81K $864K
TSLA
Tesla, Inc.

Consumer Cyclical
14
+ 2.0%
$293.94 - $444.72 $4.12K - $6.23K
713 $317K
MO
Altria Group, Inc.

Consumer Defensive
496
+ 6.12%
$57.75 - $67.68 $28.6K - $33.6K
8.61K $568K
IDXX
Idexx Laboratories Inc

Healthcare
10
+ 1.36%
$514.61 - $682.78 $5.15K - $6.83K
743 $474K
COST
Costco Wholesale Corp

Consumer Defensive
148
+ 14.24%
$915.95 - $994.57 $136K - $147K
1.19K $1.1M
BA
Boeing CO

Industrials
287
+ 26.5%
$209.79 - $237.38 $60.2K - $68.1K
1.37K $295K
ABT
Abbott Laboratories

Healthcare
521
+ 35.08%
$120.51 - $136.62 $62.8K - $71.2K
2.01K $268K
GE
General Electric CO

Industrials
9
+ 0.65%
$244.75 - $305.63 $2.2K - $2.75K
1.4K $421K
EFG
Msci Eafe Growth ETF

ETFs
179
+ 0.81%
$106.99 - $114.46 $19.2K - $20.5K
22.3K $2.54M
ITA
Ishares Tr

ETFs
3
+ 0.11%
$184.73 - $209.26 $554 - $628
2.79K $583K
IDEV
Ishares Core Msci Intl Develop

ETFs
107
+ 0.96%
$74.68 - $80.26 $7.99K - $8.59K
11.3K $903K
IDV
Ishares Tr

ETFs
501
+ 2.92%
$34.54 - $37.28 $17.3K - $18.7K
17.6K $645K
WELL
Welltower Inc.

Real Estate
1
+ 0.06%
$150.71 - $178.14 $151 - $178
1.72K $306K
IXUS
Ishares Tr

ETFs
45
+ 0.61%
$76.35 - $82.58 $3.44K - $3.72K
7.4K $611K
DAL
Delta Air Lines, Inc.

Industrials
79
+ 1.65%
$49.0 - $61.97 $3.87K - $4.9K
4.87K $276K
PFE
Pfizer Inc

Healthcare
517
+ 2.38%
$23.29 - $25.88 $12K - $13.4K
22.3K $567K
AMZN
Amazon Com Inc

Consumer Cyclical
168
+ 1.39%
$211.65 - $238.24 $35.6K - $40K
12.2K $2.68M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
23
+ 0.28%
$74.73 - $80.82 $1.72K - $1.86K
8.15K $648K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
18
+ 0.55%
$85.31 - $97.03 $1.54K - $1.75K
3.27K $311K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.26K
+ 8.43%
$24.11 - $24.94 $30.3K - $31.3K
16.2K $402K
GIS
General Mills Inc

Consumer Defensive
819
+ 12.83%
$48.44 - $53.83 $39.7K - $44.1K
7.2K $363K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11
+ 0.16%
$68.24 - $73.73 $751 - $811
7.02K $515K
NEE
Nextera Energy Inc

Utilities
18
+ 0.37%
$69.77 - $77.54 $1.26K - $1.4K
4.86K $366K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
693
+ 7.57%
$37.5 - $40.3 $26K - $27.9K
9.85K $392K
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.06%
$127.63 - $144.37 $128 - $144
1.6K $231K
MBB
Ishares Tr

ETFs
220
+ 3.52%
$92.46 - $95.73 $20.3K - $21.1K
6.47K $615K
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.07%
$192.76 - $203.86 $386 - $408
2.74K $558K
MCD
Mcdonalds Corp

Consumer Cyclical
32
+ 2.22%
$291.67 - $316.99 $9.33K - $10.1K
1.47K $447K
MRK
Merck & Co., Inc.

Healthcare
46
+ 0.97%
$77.6 - $87.37 $3.57K - $4.02K
4.79K $402K
QCOM
Qualcomm Inc

Technology
81
+ 4.98%
$145.84 - $173.55 $11.8K - $14.1K
1.71K $283K
AOA
Ishares Tr Core Aggressive All

ETFs
12
+ 0.28%
$82.71 - $88.14 $993 - $1.06K
4.28K $377K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
23
+ 0.53%
$76.29 - $80.63 $1.75K - $1.85K
4.35K $349K
Activity Summary
Buys All Purchases 160 New Holdings 21 Increased Positions 139 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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