Cahill Financial Advisors Inc Reduced Holdings in Q3 2025

Cahill Financial Advisors Inc

  • $841 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-11K
- 7.14%
$78.11 - $79.07 $857K - $868K
143K $11.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.02K
- 22.08%
$181.56 - $190.33 $549K - $576K
10.7K $2.02M
VIG
Vanguard Dividend Appreciation

ETFs
-1.94K
- 2.18%
N/A
86.8K $15.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-6.85K
- 35.41%
$53.81 - $57.52 $369K - $394K
12.5K $718K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
-6.03K
- 36.32%
$50.19 - $50.91 $302K - $307K
10.6K $535K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.25K
- 0.72%
N/A
446K $38.2M
IBM
International Business Machines Corp

Technology
-794
- 19.28%
$234.77 - $292.47 $186K - $232K
3.32K $937K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-11.9K
- 43.93%
$20.76 - $21.78 $248K - $260K
15.3K $328K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.71K
- 4.49%
$55.61 - $57.37 $262K - $270K
100K $5.71M
MMM
3 M CO

Industrials
-1.57K
- 10.65%
$144.41 - $160.2 $226K - $251K
13.2K $2.04M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-704
- 10.4%
$301.44 - $365.84 $212K - $258K
6.06K $1.96M
KMI
Kinder Morgan, Inc.

Energy
-3.62K
- 9.52%
$26.23 - $28.5 $94.8K - $103K
34.4K $973K
VRT
Vertiv Holdings CO

Industrials
-1.54K
- 47.62%
N/A
1.7K $147K
HON
Honeywell International Inc

Industrials
-20
- 0.39%
$207.7 - $240.4 $4.15K - $4.81K
5.15K $1.08M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-29.6K
- 8.49%
$24.46 - $26.5 $725K - $785K
319K $8.41M
TFLO
Ishares Treasury Floating Rate

ETFs
-2.04K
- 15.44%
$50.45 - $50.65 $103K - $103K
11.2K $565K
VFH
Vanguard Financial ETF

ETFs
-884
- 12.4%
$125.23 - $132.78 $111K - $117K
6.24K $819K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.34K
- 19.88%
$79.76 - $85.78 $107K - $115K
5.4K $457K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-2.04K
- 11.29%
$56.63 - $60.72 $116K - $124K
16.1K $967K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-586
- 0.78%
$29.81 - $34.07 $17.5K - $20K
75K $2.47M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-6.6K
- 11.05%
$13.77 - $14.45 $90.9K - $95.4K
53.1K $767K
PID
Invesco Exchange Traded Fd Tr

ETFs
-3.47K
- 1.53%
N/A
224K $3.99M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.08K
- 35.41%
$96.73 - $137.09 $201K - $285K
3.8K $502K
UPS
United Parcel Service Inc

Industrials
-66
- 2.27%
$82.58 - $105.54 $5.45K - $6.97K
2.84K $237K
ROK
Rockwell Automation, Inc

Industrials
-219
- 17.34%
$328.67 - $358.52 $72K - $78.5K
1.04K $364K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.49K
- 19.26%
$54.08 - $62.65 $80.5K - $93.2K
6.24K $354K
AMAT
Applied Materials Inc

Technology
-469
- 20.53%
$156.25 - $204.95 $73.3K - $96.1K
1.82K $371K
VZ
Verizon Communications Inc

Communication Services
-1.28K
- 8.94%
$40.84 - $45.06 $52.1K - $57.5K
13K $570K
IGM
Ishares Expanded Tech Sector E

ETFs
-709
- 21.78%
$110.96 - $127.67 $78.7K - $90.5K
2.55K $320K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-267
- 0.75%
$86.07 - $90.74 $23K - $24.2K
35.6K $3.19M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-641
- 2.99%
$42.13 - $44.1 $27K - $28.3K
20.8K $896K
PG
Procter & Gamble CO

Consumer Defensive
-218
- 12.41%
$150.47 - $161.22 $32.8K - $35.1K
1.54K $236K
APO
Apollo Global Management, Inc.

Financial Services
-182
- 8.83%
$131.55 - $156.05 $23.9K - $28.4K
1.88K $250K
O
Realty Income Corp

Real Estate
-1K
- 15.82%
$56.13 - $60.79 $56.1K - $60.8K
5.32K $323K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-499
- 11.87%
$85.01 - $90.35 $42.4K - $45.1K
3.71K $331K
PEP
Pepsico Inc

Consumer Defensive
-427
- 14.2%
$133.81 - $152.16 $57.1K - $65K
2.58K $362K
XLE
Energy Sector Spdr

ETFs
-634
- 11.23%
$84.25 - $91.99 $53.4K - $58.3K
5.01K $447K
CBRE
Cbre Group, Inc.

Real Estate
-492
- 16.92%
$137.04 - $165.9 $67.4K - $81.6K
2.42K $380K
LAND
Gladstone Land Corp

Real Estate
-1.34K
- 10.33%
$8.65 - $10.8 $11.6K - $14.5K
11.7K $106K
TXN
Texas Instruments Inc

Technology
-114
- 9.12%
N/A
1.14K $221K
USFR
Wisdomtree Floating Rate Treas

ETFs
-377
- 0.98%
$50.23 - $50.48 $18.9K - $19K
38.2K $1.92M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-443
- 6.6%
$49.78 - $50.75 $22.1K - $22.5K
6.27K $317K
CVX
Chevron Corp

Energy
-361
- 10.96%
$145.57 - $161.83 $52.6K - $58.4K
2.93K $455K
BDX
Becton Dickinson & CO

Healthcare
-202
- 13.93%
$172.41 - $199.66 $34.8K - $40.3K
1.25K $233K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-455
- 6.91%
$132.9 - $142.03 $60.5K - $64.6K
6.13K $863K
EA
Electronic Arts Inc.

Communication Services
-324
- 23.95%
$147.79 - $202.05 $47.9K - $65.5K
1.03K $207K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-768
- 1.63%
$26.44 - $27.1 $20.3K - $20.8K
46.4K $1.25M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-124
- 1.6%
N/A
7.63K $476K
XOM
Exxon Mobil Corp

Energy
-602
- 4.97%
$105.83 - $117.22 $63.7K - $70.6K
11.5K $1.3M
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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