Cahill Financial Advisors Inc Sells in Q4 2024

Cahill Financial Advisors Inc

  • $715 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.31K
- 3.11%
N/A
40.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.76K
- 8.0%
N/A
31.7K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-5.18K
- 15.18%
N/A
28.9K $0
Simplify Mbs ETF
-646
- 4.52%
N/A
13.6K $0
Solventum Corp Com Shs
-17
- 0.31%
N/A
5.43K $0
DFSB
Dimensional ETF Tr Dimensional
-562
- 5.36%
N/A
9.93K $0
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-7
- 0.6%
$278.19 - $315.36 $1.95K - $2.21K
1.16K $332K
CBRE
Cbre Group, Inc.

Real Estate
-77
- 2.58%
$119.22 - $140.71 $9.18K - $10.8K
2.91K $381K
XEL
Xcel Energy Inc

Utilities
-90
- 0.9%
$62.16 - $72.92 $5.59K - $6.56K
9.91K $669K
ROK
Rockwell Automation, Inc

Industrials
-19
- 1.48%
$264.65 - $302.92 $5.03K - $5.76K
1.26K $360K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-22
- 0.21%
$124.26 - $134.12 $2.73K - $2.95K
10.4K $1.33M
DAL
Delta Air Lines, Inc.

Industrials
-319
- 6.18%
$47.46 - $65.77 $15.1K - $21K
4.84K $293K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-43
- 0.36%
$100.18 - $109.1 $4.31K - $4.69K
12K $1.26M
MAIN
Main Street Capital Corp

Financial Services
-963
- 6.95%
$49.95 - $58.58 $48.1K - $56.4K
12.9K $755K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.68K
- 12.91%
$180.88 - $232.93 $304K - $391K
11.3K $2.48M
NOG
Northern Oil & Gas, Inc.

Energy
-1.08K
- 1.83%
$35.57 - $43.49 $38.4K - $47K
57.9K $2.15M
WFC
Wells Fargo & Company

Financial Services
-571
- 6.14%
$54.98 - $77.35 $31.4K - $44.2K
8.72K $612K
GOOG
Alphabet Inc.

Communication Services
-183
- 3.28%
$163.08 - $198.16 $29.8K - $36.3K
5.39K $1.03M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1.21K
- 14.21%
$173.13 - $258.09 $209K - $312K
7.3K $1.68M
AAPL
Apple Inc.

Technology
-833
- 1.01%
$221.69 - $259.02 $185K - $216K
81.5K $20.4M
Activity Summary
Buys All Purchases 126 New Holdings 22 Increased Positions 104 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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