Cahill Financial Advisors Inc Reduced Holdings in Q1 2025

Cahill Financial Advisors Inc

  • $714 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-44.4K
- 29.09%
$185.78 - $198.58 $8.25M - $8.82M
108K $20.6M
FNDX
Schwab Fundamental U S Large C

ETFs
-317K
- 32.47%
$23.03 - $25.01 $7.3M - $7.92M
659K $15.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-35.1K
- 89.68%
$85.29 - $92.57 $2.99M - $3.25M
4.04K $367K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.2K
- 0.46%
$92.45 - $106.69 $111K - $128K
262K $24.3M
TFLO
Ishares Treasury Floating Rate

ETFs
-38.4K
- 70.4%
$50.48 - $50.68 $1.94M - $1.95M
16.1K $817K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-30.4K
- 7.66%
$21.75 - $24.28 $662K - $739K
367K $8.1M
MSFT
Microsoft Corp

Technology
-266
- 2.26%
$375.39 - $447.2 $99.9K - $119K
11.5K $4.31M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-10.1K
- 5.3%
$76.94 - $78.28 $779K - $793K
181K $14.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-6.66K
- 4.38%
$23.16 - $27.04 $154K - $180K
146K $3.41M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.05K
- 1.31%
N/A
454K $38.9M
NOG
Northern Oil & Gas, Inc.

Energy
-3K
- 5.18%
$26.89 - $42.07 $80.7K - $126K
54.9K $1.66M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.38K
- 4.81%
$102.49 - $119.96 $141K - $165K
27.3K $2.85M
VIG
Vanguard Dividend Appreciation

ETFs
-2.04K
- 2.21%
N/A
90.2K $16.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-4.15K
- 18.09%
$51.45 - $58.51 $213K - $243K
18.8K $972K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-8.41K
- 12.51%
$31.66 - $34.73 $266K - $292K
58.8K $1.91M
IWM
Ishares Russell 2000 ETF

ETFs
-117
- 0.94%
$198.1 - $229.79 $23.2K - $26.9K
12.3K $2.45M
AVGO
Broadcom Inc.

Technology
-498
- 17.07%
$167.43 - $244.7 $83.4K - $122K
2.42K $405K
IVV
Ishares Core S&P 500 ETF

ETFs
-230
- 4.52%
$554.06 - $615.85 $127K - $142K
4.85K $2.73M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.85K
- 7.86%
$42.5 - $46.71 $376K - $413K
104K $4.69M
VB
Vanguard Small Cap ETF

ETFs
-397
- 4.62%
$217.89 - $252.64 $86.5K - $100K
8.2K $1.82M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-11.3K
- 21.11%
$22.46 - $23.26 $254K - $263K
42.2K $977K
GOOG
Alphabet Inc.

Communication Services
-283
- 5.25%
$156.06 - $207.71 $44.2K - $58.8K
5.11K $797K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-36
- 0.22%
$126.86 - $146.45 $4.57K - $5.27K
16.4K $2.09M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-92
- 1.26%
$203.38 - $274.79 $18.7K - $25.3K
7.21K $1.48M
DFAU
Dimensional ETF Tr

ETFs
-2.33K
- 4.37%
$37.84 - $42.29 $88.2K - $98.6K
51.1K $1.96M
BNDX
Vanguard Total International B

ETFs
-3.08K
- 13.36%
$48.33 - $49.5 $149K - $153K
20K $976K
FDN
First Tr Fd Dow Jones

ETFs
-209
- 4.32%
$221.38 - $266.86 $46.3K - $55.8K
4.63K $1.03M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-4.13K
- 12.85%
$33.91 - $36.36 $140K - $150K
28K $979K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-5.68K
- 13.12%
$23.32 - $23.84 $133K - $135K
37.6K $881K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-7.28K
- 12.5%
$25.69 - $26.89 $187K - $196K
50.9K $1.37M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-495
- 4.78%
$120.29 - $134.6 $59.5K - $66.6K
9.86K $1.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-514
- 3.52%
$169.43 - $182.84 $87.1K - $94K
14.1K $2.44M
XEL
Xcel Energy Inc

Utilities
-2.06K
- 20.77%
$63.37 - $72.1 $130K - $148K
7.86K $556K
VOE
Vanguard Mid Cap Value Index F

ETFs
-621
- 9.25%
$156.61 - $168.02 $97.3K - $104K
6.09K $977K
IGV
Ishares Expanded Tech Software

ETFs
-11
- 0.12%
$88.3 - $107.83 $971 - $1.19K
9.03K $803K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.58K
- 15.01%
N/A
8.94K $558K
NOW
Service Now, Inc.

Technology
-23
- 7.69%
$783.83 - $1170.39 $18K - $26.9K
276 $219K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.17K
- 31.33%
$87.68 - $94.52 $103K - $111K
2.56K $240K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-844
- 6.36%
$126.11 - $135.06 $106K - $114K
12.4K $1.6M
MUB
Ishares National Muni Bond ETF

ETFs
-725
- 6.13%
$104.71 - $107.69 $75.9K - $78.1K
11.1K $1.17M
IWP
Ishares Russell Mid Cap Growth

ETFs
-561
- 23.62%
$114.9 - $139.6 $64.5K - $78.3K
1.81K $213K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.85K
- 4.65%
$21.23 - $23.75 $39.2K - $43.9K
37.9K $815K
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.65K
- 4.05%
$56.63 - $59.39 $93.4K - $98K
39.1K $2.25M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.21K
- 11.09%
$53.6 - $58.97 $64.7K - $71.2K
9.69K $530K
KMI
Kinder Morgan, Inc.

Energy
-4.52K
- 10.13%
$26.1 - $31.22 $118K - $141K
40.1K $1.14M
HON
Honeywell International Inc

Industrials
-4
- 0.07%
$202.75 - $226.52 $811 - $906
5.4K $1.14M
AOA
Ishares Tr Core Aggressive All

ETFs
-1K
- 20.33%
$75.7 - $80.01 $75.7K - $80K
3.92K $299K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.08K
- 15.64%
$24.1 - $24.34 $74.1K - $74.9K
16.6K $403K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.06K
- 3.84%
$49.25 - $50.66 $52.4K - $53.9K
26.6K $1.32M
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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