Cahill Financial Advisors Inc Reduced Holdings in Q2 2025

Cahill Financial Advisors Inc

  • $774 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-27.4K
- 15.13%
$77.74 - $78.78 $2.13M - $2.16M
154K $12.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-298
- 0.82%
$483.48 - $539.8 $144K - $161K
36.2K $17.6M
GGG
Graco Inc

Industrials
-22.1K
- 89.74%
$74.02 - $87.26 $1.64M - $1.93M
2.53K $217K
AAPL
Apple Inc.

Technology
-573
- 0.7%
$172.42 - $223.89 $98.8K - $128K
81.1K $16.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.85K
- 47.06%
$114.78 - $133.31 $671K - $780K
6.58K $877K
MMM
3 M CO

Industrials
-5.09K
- 25.68%
$126.09 - $154.15 $641K - $784K
14.7K $2.24M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.93K
- 1.09%
N/A
449K $38.5M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-20.3K
- 25.35%
$12.71 - $14.52 $258K - $294K
59.7K $830K
VIG
Vanguard Dividend Appreciation

ETFs
-1.45K
- 1.6%
N/A
88.8K $16.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.48K
- 12.76%
$90.56 - $109.49 $315K - $381K
23.8K $2.6M
XOM
Exxon Mobil Corp

Energy
-383
- 3.06%
$99.93 - $119.04 $38.3K - $45.6K
12.1K $1.31M
MUB
Ishares National Muni Bond ETF

ETFs
-1.5K
- 13.48%
$102.31 - $105.8 $153K - $158K
9.6K $1M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-5.67K
- 27.56%
$24.14 - $25.43 $137K - $144K
14.9K $369K
TFLO
Ishares Treasury Floating Rate

ETFs
-2.91K
- 18.03%
$50.47 - $50.66 $147K - $147K
13.2K $670K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.24K
- 14.78%
$22.68 - $23.28 $142K - $145K
36K $835K
MAIN
Main Street Capital Corp

Financial Services
-2.82K
- 22.15%
$49.15 - $59.32 $138K - $167K
9.9K $584K
HDV
Ishares Core High Dividend ETF

ETFs
-19
- 0.06%
$108.41 - $120.51 $2.06K - $2.29K
32.8K $3.84M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.74K
- 7.33%
$26.18 - $26.93 $97.8K - $101K
47.2K $1.26M
WMB
Williams Companies, Inc.

Energy
-2.19K
- 22.48%
$54.33 - $62.87 $119K - $138K
7.55K $474K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-4.23K
- 14.95%
$19.55 - $21.78 $82.7K - $92.2K
24.1K $500K
PID
Invesco Exchange Traded Fd Tr

ETFs
-5.81K
- 2.49%
N/A
227K $4.05M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.21K
- 2.97%
$168.34 - $195.42 $540K - $627K
105K $20.5M
V
Visa Inc.

Financial Services
-352
- 7.52%
$308.27 - $373.31 $109K - $131K
4.33K $1.54M
ABBV
Abb Vie Inc.

Healthcare
-164
- 5.51%
$170.16 - $206.27 $27.9K - $33.8K
2.82K $522K
USFR
Wisdomtree Floating Rate Treas

ETFs
-2K
- 4.93%
$50.28 - $50.47 $101K - $101K
38.6K $1.94M
VNQ
Vanguard Specialized Funds Van

ETFs
-437
- 1.38%
$79.79 - $91.42 $34.9K - $40K
31.2K $2.78M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.19K
- 13.27%
N/A
7.76K $484K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.64K
- 8.85%
$18.94 - $21.67 $50K - $57.3K
27.2K $575K
MO
Altria Group, Inc.

Consumer Defensive
-860
- 9.59%
$55.56 - $60.91 $47.8K - $52.4K
8.11K $475K
PG
Procter & Gamble CO

Consumer Defensive
-241
- 12.06%
$157.66 - $172.39 $38K - $41.5K
1.76K $279K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-3.27K
- 11.66%
$31.4 - $37.18 $103K - $122K
24.8K $921K
LAND
Gladstone Land Corp

Real Estate
-4.76K
- 26.77%
$8.95 - $10.51 $42.6K - $50K
13K $132K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.21K
- 9.41%
$22.92 - $28.05 $142K - $174K
59.8K $1.68M
HRB
H&R Block Inc

Consumer Cyclical
-916
- 19.2%
$54.32 - $63.04 $49.8K - $57.7K
3.85K $211K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-6.69K
- 11.37%
$28.53 - $35.69 $191K - $239K
52.1K $1.86M
BNDX
Vanguard Total International B

ETFs
-1.26K
- 6.3%
$48.77 - $49.55 $61.5K - $62.4K
18.7K $928K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-597
- 2.24%
$48.13 - $49.85 $28.7K - $29.8K
26K $1.28M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-864
- 8.92%
$47.46 - $55.3 $41K - $47.8K
8.82K $486K
XEL
Xcel Energy Inc

Utilities
-332
- 4.23%
$65.65 - $72.39 $21.8K - $24K
7.52K $512K
HYD
Vaneck High Yield Muni ETF

ETFs
-669
- 6.98%
$49.08 - $51.35 $32.8K - $34.4K
8.92K $447K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-2.24K
- 5.95%
$22.4 - $23.8 $50.2K - $53.3K
35.4K $842K
RTX
Raytheon Technologies Corp

Industrials
-1.04K
- 12.24%
$113.75 - $148.48 $118K - $154K
7.43K $1.08M
QCOM
Qualcomm Inc

Technology
-253
- 13.46%
$124.66 - $159.48 $31.5K - $40.3K
1.63K $258K
IWN
Ishares Russell2000 Val ETF

ETFs
-288
- 11.3%
$131.84 - $157.76 $38K - $45.4K
2.26K $356K
KMI
Kinder Morgan, Inc.

Energy
-2.1K
- 5.23%
$25.21 - $29.4 $52.9K - $61.7K
38K $1.12M
HD
Home Depot, Inc.

Consumer Cyclical
-69
- 2.95%
$335.24 - $380.78 $23.1K - $26.3K
2.27K $832K
IEMG
Ishares Inc

ETFs
-446
- 2.36%
N/A
18.4K $988K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-1.89K
- 9.51%
$23.19 - $25.35 $43.8K - $47.8K
18K $455K
VOD
Vodafone Group Public LTD CO

Communication Services
-4.1K
- 20.13%
$8.19 - $10.66 $33.6K - $43.7K
16.3K $173K
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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