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
WMB
Williams Companies, Inc.

Energy
-864
- 7.12%
$41.24 - $46.22 $35.6K - $39.9K
11.3K $514K
Solventum Corp Com Shs
-65
- 1.18%
N/A
5.45K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.61K
- 7.04%
N/A
34.5K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-165
- 0.48%
N/A
34.1K $0
VUSB
Vanguard Bd Index Fds
-1.11K
- 3.04%
N/A
35.4K $0
IWN
Ishares Russell2000 Val ETF

ETFs
-236
- 8.33%
$150.05 - $171.34 $35.4K - $40.4K
2.6K $433K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-107
- 0.3%
$19.01 - $20.7 $2.03K - $2.21K
35K $715K
VB
Vanguard Small Cap ETF

ETFs
-711
- 7.87%
$214.77 - $237.72 $153K - $169K
8.33K $1.97M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-186
- 6.27%
$104.5 - $114.97 $19.4K - $21.4K
2.78K $318K
TRV
Travelers Companies, Inc.

Financial Services
-92
- 9.2%
$201.87 - $242.35 $18.6K - $22.3K
908 $212K
VBK
Vanguard Small Cap Growth ETF

ETFs
-134
- 5.0%
$240.48 - $267.94 $32.2K - $35.9K
2.55K $681K
IDXX
Idexx Laboratories Inc

Healthcare
-5
- 0.66%
$455.08 - $517.19 $2.28K - $2.59K
758 $382K
EEMA
Ishares Msci Emerging Markets

ETFs
-29
- 1.03%
$68.31 - $80.1 $1.98K - $2.32K
2.79K $218K
DAL
Delta Air Lines, Inc.

Industrials
-44
- 0.85%
$37.32 - $51.8 $1.64K - $2.28K
5.16K $262K
VOD
Vodafone Group Public LTD CO

Communication Services
-499
- 2.59%
$8.8 - $10.35 $4.39K - $5.16K
18.8K $188K
NEM
Newmont Corp

Basic Materials
-1.03K
- 15.9%
$41.65 - $55.85 $42.9K - $57.6K
5.45K $291K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-819
- 8.78%
$138.85 - $182.81 $114K - $150K
8.51K $1.51M
IXUS
Ishares Tr

ETFs
-266
- 3.08%
$64.9 - $73.35 $17.3K - $19.5K
8.38K $608K
DE
Deere & CO

Industrials
-164
- 7.64%
$344.84 - $418.0 $56.6K - $68.6K
1.98K $827K
TSCO
Tractor Supply CO

Consumer Cyclical
-4
- 0.26%
$251.95 - $290.93 $1.01K - $1.16K
1.56K $453K
IEFA
Ishares Tr

ETFs
-1.02K
- 4.82%
$70.09 - $78.74 $71.6K - $80.4K
20.1K $1.57M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-3
- 0.08%
$98.85 - $111.3 $297 - $334
3.95K $440K
KMI
Kinder Morgan, Inc.

Energy
-1.66K
- 4.44%
$19.72 - $22.22 $32.8K - $36.9K
35.7K $789K
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
-511
- 2.75%
$41.0 - $48.78 $21K - $24.9K
18.1K $858K
IHE
Ishares Tr

ETFs
-372
- 1.81%
$65.61 - $72.86 $24.4K - $27.1K
20.1K $1.42M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-421
- 2.08%
$75.47 - $83.18 $31.8K - $35K
19.8K $1.64M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-92
- 1.12%
$95.81 - $109.03 $8.81K - $10K
8.16K $877K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-313
- 2.3%
$117.9 - $128.2 $36.9K - $40.1K
13.3K $1.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-992
- 0.89%
$24.86 - $26.33 $24.7K - $26.1K
111K $2.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-127
- 2.19%
$517.38 - $573.86 $65.7K - $72.9K
5.66K $3.25M
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 1.03%
$333.64 - $405.2 $6.01K - $7.29K
1.73K $700K
VTI
Vanguard Total Stock Market Et

ETFs
-70
- 0.81%
$255.18 - $283.2 $17.9K - $19.8K
8.6K $2.43M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-281
- 0.36%
$29.78 - $32.95 $8.37K - $9.26K
77.6K $2.56M
CAT
Caterpillar Inc

Industrials
-29
- 1.12%
$316.8 - $391.12 $9.19K - $11.3K
2.57K $1M
VBR
Vanguard Small Cap Value ETF

ETFs
-526
- 3.44%
$179.99 - $201.6 $94.7K - $106K
14.8K $2.97M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-1.05K
- 1.41%
$31.02 - $36.12 $32.5K - $37.9K
73.4K $2.65M
IBM
International Business Machines Corp

Technology
-347
- 6.16%
$175.1 - $223.38 $60.8K - $77.5K
5.29K $1.17M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-303
- 0.39%
$36.98 - $41.55 $11.2K - $12.6K
78.3K $3.22M
LMT
Lockheed Martin Corp

Industrials
-96
- 3.86%
$460.3 - $584.56 $44.2K - $56.1K
2.39K $1.4M
HDV
Ishares Core High Dividend ETF

ETFs
-93
- 0.28%
$107.62 - $118.76 $10K - $11K
33.1K $3.89M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.23K
- 2.17%
$61.11 - $67.85 $197K - $219K
145K $9.86M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-731
- 1.49%
$102.34 - $114.52 $74.8K - $83.7K
48.4K $5.54M
MMM
3 M CO

Industrials
-402
- 2.76%
$99.69 - $139.42 $40.1K - $56K
14.2K $1.93M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-332
- 0.44%
$27.14 - $35.2 $9.01K - $11.7K
75.4K $2.64M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.43K
- 0.94%
$84.77 - $97.13 $206K - $236K
254K $24.3M
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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