Cahill Financial Advisors Inc Sells in Q3 2024

Cahill Financial Advisors Inc

  • $707 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
-80.5K
- 75.18%
$79.92 - $88.19 $6.43M - $7.1M
26.6K $2.34M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-112K
- 48.98%
$41.9 - $48.26 $4.69M - $5.4M
116K $5.57M
EFV
Msci Eafe Value ETF

ETFs
-81.8K
- 49.73%
$51.72 - $57.96 $4.23M - $4.74M
82.7K $4.76M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-39.7K
- 8.02%
$85.84 - $85.84 $3.41M - $3.41M
456K $39.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-117K
- 82.29%
$22.38 - $23.66 $2.62M - $2.77M
25.2K $591K
FNDX
Schwab Fundamental U S Large C

ETFs
-58.7K
- 15.47%
$65.36 - $71.76 $3.84M - $4.22M
321K $23M
BNDX
Vanguard Total International B

ETFs
-41.6K
- 62.85%
$48.42 - $50.35 $2.01M - $2.09M
24.6K $1.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-20.9K
- 43.97%
$105.53 - $118.34 $2.2M - $2.47M
26.6K $3.11M
EFG
Msci Eafe Growth ETF

ETFs
-20K
- 46.52%
$96.84 - $108.77 $1.94M - $2.17M
23K $2.47M
VNQ
Vanguard Specialized Funds Van

ETFs
-27K
- 46.4%
$82.97 - $98.97 $2.24M - $2.67M
31.2K $3.04M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5.41K
- 66.41%
$173.36 - $189.8 $937K - $1.03M
2.73K $518K
VIG
Vanguard Dividend Appreciation

ETFs
-4.73K
- 4.75%
$182.15 - $182.15 $861K - $861K
94.7K $17.3M
TFLO
Ishares Treasury Floating Rate

ETFs
-13K
- 17.47%
$50.42 - $50.66 $653K - $657K
61.2K $3.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-13K
- 62.21%
$48.06 - $49.39 $627K - $644K
7.92K $390K
MBB
Ishares Tr

ETFs
-6.43K
- 74.77%
$90.85 - $96.66 $584K - $622K
2.17K $207K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-11.4K
- 74.49%
$49.82 - $52.8 $570K - $604K
3.92K $205K
VT
Vanguard Total World Stk Index

ETFs
-3.44K
- 49.25%
$107.72 - $119.96 $371K - $413K
3.55K $424K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.1K
- 18.01%
$100.09 - $100.69 $210K - $212K
9.56K $962K
HON
Honeywell International Inc

Industrials
-847
- 16.97%
$196.73 - $220.21 $167K - $187K
4.14K $856K
HYD
Vaneck High Yield Muni ETF

ETFs
-4.3K
- 29.26%
$51.46 - $53.07 $221K - $228K
10.4K $551K
NOG
Northern Oil & Gas, Inc.

Energy
-2.02K
- 3.31%
$33.96 - $43.19 $68.7K - $87.3K
59K $2.09M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.48K
- 33.39%
$58.03 - $65.37 $202K - $228K
6.95K $449K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-2.38K
- 18.09%
$62.4 - $62.4 $148K - $148K
10.8K $671K
XLE
Energy Sector Spdr

ETFs
-964
- 12.21%
$84.35 - $93.39 $81.3K - $90K
6.93K $608K
COST
Costco Wholesale Corp

Consumer Defensive
-151
- 12.74%
$801.83 - $917.05 $121K - $138K
1.03K $916K
VRT
Vertiv Holdings CO

Industrials
-972
- 23.57%
$86.66 - $86.66 $84.2K - $84.2K
3.15K $273K
F
Ford Motor CO

Consumer Cyclical
-652
- 1.92%
$9.71 - $14.55 $6.33K - $9.49K
33.4K $352K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-3.42K
- 13.96%
$25.38 - $26.27 $86.8K - $89.8K
21.1K $553K
MAIN
Main Street Capital Corp

Financial Services
-1.28K
- 8.44%
$47.05 - $52.25 $60.1K - $66.8K
13.9K $695K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-16K
- 6.53%
$75.88 - $83.21 $1.21M - $1.33M
229K $19M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-4.29K
- 4.68%
$14.16 - $14.47 $60.8K - $62.1K
87.5K $1.26M
ALLY
Ally Financial Inc.

Financial Services
-749
- 11.18%
$32.67 - $45.01 $24.5K - $33.7K
5.95K $211K
ROBO
Robo Global Robotics And Autom

ETFs
-1.14K
- 18.27%
$50.56 - $58.65 $57.4K - $66.6K
5.08K $289K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.52K
- 12.36%
$53.41 - $57.9 $81.1K - $87.9K
10.8K $622K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-3.53K
- 13.1%
$23.58 - $25.5 $83.3K - $90.1K
23.4K $595K
IVV
Ishares Core S&P 500 ETF

ETFs
-351
- 6.5%
$520.18 - $576.82 $183K - $202K
5.05K $2.91M
RTX
Raytheon Technologies Corp

Industrials
-2.16K
- 20.1%
$99.55 - $123.34 $215K - $266K
8.58K $1.04M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.21K
- 4.35%
$49.93 - $51.15 $60.2K - $61.6K
26.5K $1.35M
CVX
Chevron Corp

Energy
-68
- 3.3%
$137.88 - $161.97 $9.38K - $11K
1.99K $293K
MRK
Merck & Co., Inc.

Healthcare
-29
- 1.15%
$111.15 - $128.97 $3.22K - $3.74K
2.49K $282K
IBB
Ishares Biotechnology ETF

ETFs
-229
- 12.39%
$135.09 - $149.47 $30.9K - $34.2K
1.62K $235K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-165
- 12.43%
$256.4 - $289.78 $42.3K - $47.8K
1.16K $330K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-3.7K
- 12.82%
$9.67 - $10.51 $35.8K - $38.9K
25.2K $264K
SCHO
Schwab Short Term Us Treasury

ETFs
-587
- 4.1%
$47.93 - $49.06 $28.1K - $28.8K
13.7K $673K
ROK
Rockwell Automation, Inc

Industrials
-1
- 0.08%
$248.27 - $294.37 $248 - $294
1.28K $344K
VGT
Vanguard Information Technolog

ETFs
-17
- 4.58%
$514.43 - $606.85 $8.75K - $10.3K
354 $207K
TTE
Total Energies Se

Energy
-249
- 4.48%
$68.61 - $68.61 $17.1K - $17.1K
5.31K $364K
LAND
Gladstone Land Corp

Real Estate
-607
- 3.23%
$13.38 - $15.2 $8.12K - $9.23K
18.2K $252K
IGV
Ishares Expanded Tech Software

ETFs
-315
- 3.37%
$77.94 - $89.37 $24.6K - $28.2K
9.04K $807K
Activity Summary
Buys All Purchases 143 New Holdings 13 Increased Positions 130 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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