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
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-613
- 16.14%
$100.56 - $108.28 $61.6K - $66.4K
3.18K $328K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.2K
- 11.5%
$51.52 - $52.37 $61.7K - $62.7K
9.21K $482K
NEE
Nextera Energy Inc

Utilities
-686
- 13.44%
$66.96 - $76.16 $45.9K - $52.2K
4.42K $313K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.17K
- 16.73%
$48.43 - $49.9 $56.6K - $58.3K
5.82K $290K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-35
- 3.03%
$254.58 - $302.92 $8.91K - $10.6K
1.12K $286K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-2.51K
- 11.25%
$22.98 - $24.13 $57.8K - $60.7K
19.8K $473K
MDT
Medtronic PLC

Healthcare
-1.22K
- 17.13%
$79.84 - $94.5 $97.6K - $115K
5.91K $531K
MAIN
Main Street Capital Corp

Financial Services
-191
- 1.48%
$54.71 - $63.1 $10.4K - $12.1K
12.7K $718K
IWN
Ishares Russell2000 Val ETF

ETFs
-20
- 0.78%
$149.27 - $169.4 $2.99K - $3.39K
2.55K $384K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-4.08K
- 24.76%
$9.83 - $10.34 $40.1K - $42.1K
12.4K $123K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-419
- 18.43%
$107.24 - $116.37 $44.9K - $48.8K
1.86K $215K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-4.12K
- 12.7%
$19.66 - $21.64 $81K - $89.2K
28.3K $607K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.54K
- 2.59%
$25.77 - $27.6 $117K - $125K
171K $4.55M
HYD
Vaneck High Yield Muni ETF

ETFs
-446
- 4.45%
$50.79 - $52.53 $22.7K - $23.4K
9.59K $490K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-96
- 0.46%
$25.12 - $26.05 $2.41K - $2.5K
20.6K $518K
AVLV
American Centy ETF Tr Avantis
-44
- 0.89%
$63.51 - $70.42 $2.79K - $3.1K
4.91K $320K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-619
- 6.73%
$34.14 - $37.91 $21.1K - $23.5K
8.58K $306K
IDXX
Idexx Laboratories Inc

Healthcare
-25
- 3.3%
$406.29 - $469.04 $10.2K - $11.7K
733 $307K
COST
Costco Wholesale Corp

Consumer Defensive
-41
- 3.61%
$890.62 - $1076.86 $36.5K - $44.2K
1.1K $1.04M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-232
- 1.16%
$22.25 - $23.0 $5.16K - $5.34K
19.8K $454K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-614
- 2.76%
$40.55 - $48.43 $24.9K - $29.7K
21.6K $931K
VUSB
Vanguard Bd Index Fds
-2.66K
- 9.04%
N/A
26.8K $0
Simplify Mbs ETF
-1.69K
- 12.39%
N/A
12K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-698
- 0.92%
N/A
75.1K $0
Etfmg Prime Cyber Security ETF
-535
- 6.72%
N/A
7.43K $0
Matthews Pacific Tiger Active ETF
-1.32K
- 1.08%
N/A
121K $0
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-43
- 0.05%
$14.22 - $14.83 $611 - $638
80K $1.16M
ITA
Ishares Tr

ETFs
-75
- 2.62%
$144.84 - $159.5 $10.9K - $12K
2.79K $426K
VOD
Vodafone Group Public LTD CO

Communication Services
-21
- 0.1%
$8.05 - $9.86 $169 - $207
20.4K $190K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-88
- 0.26%
$25.81 - $28.52 $2.27K - $2.51K
33.4K $921K
MCD
Mcdonalds Corp

Consumer Cyclical
-3
- 0.21%
$279.74 - $321.29 $839 - $964
1.44K $449K
EFG
Msci Eafe Growth ETF

ETFs
-305
- 1.36%
$96.1 - $106.37 $29.3K - $32.4K
22.1K $2.21M
WMB
Williams Companies, Inc.

Energy
-239
- 2.39%
$54.02 - $61.09 $12.9K - $14.6K
9.74K $582K
JNJ
Johnson & Johnson

Healthcare
-51
- 1.52%
$142.06 - $167.7 $7.25K - $8.55K
3.31K $548K
MA
Mastercard Inc

Financial Services
-1
- 0.03%
$504.67 - $576.31 $505 - $576
3.5K $1.92M
T
At&T Inc.

Communication Services
-11
- 0.07%
$21.56 - $28.28 $237 - $311
14.9K $422K
DE
Deere & CO

Industrials
-6
- 0.32%
$408.57 - $509.27 $2.45K - $3.06K
1.89K $887K
IBM
International Business Machines Corp

Technology
-41
- 0.91%
$217.4 - $264.74 $8.91K - $10.9K
4.48K $1.11M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-20
- 0.09%
$74.85 - $84.89 $1.5K - $1.7K
21.4K $1.75M
XOM
Exxon Mobil Corp

Energy
-106
- 0.84%
$105.44 - $118.93 $11.2K - $12.6K
12.5K $1.49M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.27K
- 1.36%
$18.36 - $20.51 $41.7K - $46.6K
165K $3.26M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
-144
- 0.21%
$28.65 - $33.18 $4.13K - $4.78K
67.3K $2.13M
HDV
Ishares Core High Dividend ETF

ETFs
-194
- 0.59%
$110.86 - $121.12 $21.5K - $23.5K
32.8K $3.98M
EFV
Msci Eafe Value ETF

ETFs
-2.08K
- 2.85%
$51.88 - $60.73 $108K - $126K
70.9K $4.18M
VEA
Vanguard Ftse Developed Market

ETFs
-111
- 0.02%
$47.4 - $52.99 $5.26K - $5.88K
516K $26.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-204
- 0.56%
$442.66 - $534.52 $90.3K - $109K
36.5K $19.4M
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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