Cahill Financial Advisors Inc Incresed Positions in Q2 2025

Cahill Financial Advisors Inc

  • $774 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.03%
$83.54 - $100.04 $167 - $200
7.71K $767K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.02%
$54.27 - $63.01 $54.3 - $63
5.3K $331K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
1
+ 0.03%
$97.18 - $113.06 $97.2 - $113
3.8K $429K
T
At&T Inc.

Communication Services
39
+ 0.26%
$26.33 - $28.94 $1.03K - $1.13K
15K $433K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
100
+ 0.61%
$49.54 - $50.53 $4.95K - $5.05K
16.6K $836K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
25
+ 0.58%
$65.1 - $75.98 $1.63K - $1.9K
4.33K $328K
PRU
Prudential Financial Inc

Financial Services
205
+ 6.49%
$95.12 - $112.71 $19.5K - $23.1K
3.37K $361K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
12
+ 0.37%
$71.94 - $86.02 $863 - $1.03K
3.25K $278K
TLT
Ishares Barclays 20+ Year Trea

ETFs
169
+ 4.19%
$83.97 - $92.85 $14.2K - $15.7K
4.2K $371K
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.25%
$233.83 - $276.34 $468 - $553
802 $214K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17
+ 0.66%
$85.42 - $94.39 $1.45K - $1.6K
2.58K $242K
CVX
Chevron Corp

Energy
485
+ 17.27%
$133.73 - $168.51 $64.9K - $81.7K
3.29K $471K
WELL
Welltower Inc.

Real Estate
1
+ 0.06%
$136.49 - $155.22 $136 - $155
1.72K $263K
TXN
Texas Instruments Inc

Technology
4
+ 0.32%
N/A
1.25K $243K
Blackrock ETF Trust Ii Ishares High Yie
5.74K
+ 86.18%
N/A
12.4K $0
DFSU
Dimensional ETF Tr Dimen Us Su
417
+ 1.23%
N/A
34.4K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
66
+ 0.16%
N/A
40.9K $0
DFSI
Dimensional ETF Tr Dimen Intl
386
+ 1.26%
N/A
31K $0
Running Oak Efficient Growth ETF
7.54K
+ 6.55%
N/A
123K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
104
+ 0.14%
N/A
75.2K $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6
+ 0.03%
$22.54 - $23.17 $135 - $139
19.8K $454K
Matthews Pacific Tiger Active ETF
215
+ 0.18%
N/A
121K $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
13
+ 0.44%
$90.85 - $102.31 $1.18K - $1.33K
2.95K $296K
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 0.08%
$96.91 - $113.0 $291 - $339
3.63K $402K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.08%
$210.83 - $235.28 $211 - $235
1.28K $283K
ACN
Accenture PLC

Technology
2
+ 0.17%
$279.23 - $323.21 $558 - $646
1.17K $348K
VZ
Verizon Communications Inc

Communication Services
284
+ 2.03%
$41.67 - $45.62 $11.8K - $13K
14.3K $616K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.07%
$285.55 - $321.23 $286 - $321
1.44K $420K
JNJ
Johnson & Johnson

Healthcare
7
+ 0.21%
$146.36 - $159.82 $1.02K - $1.12K
3.32K $506K
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.07%
$165.15 - $226.42 $165 - $226
1.45K $249K
IHE
Ishares Tr

ETFs
33
+ 0.16%
$61.0 - $68.22 $2.01K - $2.25K
20.2K $1.33M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.18K
+ 3.33%
$24.32 - $27.87 $223K - $256K
285K $7.56M
UNH
Unitedhealth Group Inc

Healthcare
6
+ 0.13%
$274.35 - $599.47 $1.65K - $3.6K
4.62K $1.44M
Activity Summary
Buys All Purchases 149 New Holdings 15 Increased Positions 134 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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