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
VO
Vanguard Mid Cap ETF

ETFs
78
+ 0.31%
$261.5 - $284.63 $20.4K - $22.2K
25.5K $6.73M
MMM
3 M CO

Industrials
1.04K
+ 7.35%
$124.74 - $137.12 $130K - $143K
15.2K $1.96M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.85K
+ 14.86%
$20.55 - $23.26 $79.1K - $89.6K
29.8K $626K
PID
Invesco Exchange Traded Fd Tr

ETFs
1K
+ 0.43%
N/A
235K $4.19M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.55K
+ 20.32%
$34.21 - $38.73 $53.1K - $60.1K
9.2K $314K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
35
+ 1.1%
$89.88 - $101.38 $3.15K - $3.55K
3.23K $301K
AVLV
American Centy ETF Tr Avantis
21
+ 0.43%
$65.51 - $71.22 $1.38K - $1.5K
4.95K $330K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
325
+ 0.61%
$33.7 - $37.69 $11K - $12.2K
53.2K $1.83M
XOM
Exxon Mobil Corp

Energy
1.05K
+ 9.08%
$105.51 - $125.37 $111K - $132K
12.6K $1.36M
RYH
Invesco S&P 500 Equal Weight H

ETFs
91
+ 0.12%
N/A
75.8K $0
Jpmorgan Hedged Equity Laddered Overlay ETF
4.23K
+ 20.89%
N/A
24.5K $0
Running Oak Efficient Growth ETF
11.8K
+ 12.48%
N/A
107K $0
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.03%
$90.66 - $99.46 $90.7 - $99.5
3.27K $297K
ROBO
Robo Global Robotics And Autom

ETFs
1
+ 0.02%
$55.06 - $58.6 $55.1 - $58.6
5.08K $285K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
126
+ 1.17%
$56.06 - $61.35 $7.06K - $7.73K
10.9K $615K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
+ 0.04%
$126.68 - $134.74 $633 - $674
13.3K $1.69M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.05%
$134.53 - $150.65 $135 - $151
1.89K $256K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
30
+ 0.71%
$73.19 - $81.02 $2.2K - $2.43K
4.27K $317K
VOE
Vanguard Mid Cap Value Index F

ETFs
182
+ 2.79%
$160.89 - $176.18 $29.3K - $32.1K
6.71K $1.09M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
539
+ 2.54%
$91.94 - $100.02 $49.6K - $53.9K
21.8K $2.01M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.07%
$183.23 - $199.79 $366 - $400
2.74K $506K
TGT
Target Corp

Consumer Defensive
1.04K
+ 13.94%
$121.59 - $160.69 $127K - $168K
8.53K $1.15M
VOD
Vodafone Group Public LTD CO

Communication Services
1.61K
+ 8.58%
$8.37 - $9.95 $13.5K - $16K
20.4K $173K
EEMA
Ishares Msci Emerging Markets

ETFs
52
+ 1.86%
$71.65 - $82.07 $3.73K - $4.27K
2.84K $203K
FNDA
Schwab Fundamental U S Small C

ETFs
18.4K
+ 97.75%
$29.26 - $59.11 $540K - $1.09M
37.3K $1.11M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
31
+ 1.08%
$99.2 - $108.47 $3.08K - $3.36K
2.91K $290K
FNDC
Schwab Fundamental Intl Small

ETFs
154
+ 2.58%
$33.92 - $38.03 $5.22K - $5.86K
6.13K $209K
FXH
First Tr Exchange Trd Fd Healt

ETFs
1
+ 0.04%
$103.53 - $112.72 $104 - $113
2.25K $234K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
6.75K
+ 11.87%
$23.01 - $26.06 $155K - $176K
63.6K $1.47M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
65
+ 0.99%
$67.29 - $73.38 $4.37K - $4.77K
6.63K $450K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
184
+ 2.4%
$62.71 - $68.47 $11.5K - $12.6K
7.84K $493K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
38
+ 0.55%
$58.88 - $64.8 $2.24K - $2.46K
6.98K $411K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
34
+ 0.16%
$45.07 - $47.1 $1.53K - $1.6K
21K $949K
TSCO
Tractor Supply CO

Consumer Cyclical
6.17K
+ 395.83%
$52.59 - $303.74 $324K - $1.87M
7.73K $409K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
45
+ 0.41%
$52.1 - $57.26 $2.34K - $2.58K
10.9K $568K
NEM
Newmont Corp

Basic Materials
614
+ 11.26%
$37.0 - $58.68 $22.7K - $36K
6.07K $225K
LMT
Lockheed Martin Corp

Industrials
314
+ 13.13%
$479.66 - $614.62 $151K - $193K
2.71K $1.31M
SCHA
Schwab Strategic Tr Us Small C

ETFs
74K
+ 94.4%
$25.33 - $51.16 $1.87M - $3.78M
152K $3.94M
IHE
Ishares Tr

ETFs
25
+ 0.12%
$65.15 - $71.86 $1.63K - $1.8K
20.2K $1.32M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
88.7K
+ 113.4%
$18.41 - $40.87 $1.63M - $3.63M
167K $3.09M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
24.1K
+ 81.86%
$22.63 - $47.53 $545K - $1.14M
53.5K $1.21M
SCHV
Schwab Strategic Tr Us Large C

ETFs
116K
+ 195.86%
$25.79 - $80.4 $3M - $9.35M
176K $4.58M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
71
+ 0.11%
$28.25 - $31.75 $2.01K - $2.25K
67.5K $1.95M
SCHO
Schwab Short Term Us Treasury

ETFs
5.92K
+ 43.09%
$24.06 - $48.88 $142K - $289K
19.7K $473K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.04K
+ 5.5%
$87.1 - $98.49 $177K - $201K
39.1K $3.41M
SCHP
Schwab Strategic Us Tips ETF

ETFs
25.8K
+ 79.66%
$25.74 - $53.78 $664K - $1.39M
58.2K $1.5M
DTH
Wisdomtree Tr

ETFs
1.82K
+ 1.96%
$37.38 - $41.11 $67.8K - $74.6K
94.2K $3.56M
IVE
Ishares S&P 500 Value ETF

ETFs
3.35K
+ 2.24%
$189.5 - $206.17 $635K - $690K
153K $29.1M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
11.3K
+ 44.97%
$24.31 - $49.53 $276K - $562K
36.6K $891K
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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