Cahill Financial Advisors Inc Closed Holding Positions

Cahill Financial Advisors Inc

  • $715 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VLO
Valero Energy Corp

Energy
Q4 2021 Filed on Feb 11, 2022
45
$66.94 - $82.69 $3.01K - $3.72K
GNRC
Generac Holdings Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
57
$341.3 - $505.8 $19.5K - $28.8K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q4 2021 Filed on Feb 11, 2022
2,559
$6.66 - $8.1 $17K - $20.7K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
219
$10.86 - $13.95 $2.38K - $3.06K
UL
Unilever PLC

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
356
$50.61 - $54.21 $18K - $19.3K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
15
$211.62 - $250.97 $3.17K - $3.76K
HAL
Halliburton CO

Energy
Q4 2021 Filed on Feb 11, 2022
284
$21.15 - $26.46 $6.01K - $7.51K
EQH
Equitable Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
289
$29.95 - $35.43 $8.66K - $10.2K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
2,057
$32.51 - $36.14 $66.9K - $74.3K
JEF
Jefferies Financial Group Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
413
$36.19 - $44.14 $14.9K - $18.2K
CVS
Cvs Health Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
433
$83.15 - $103.7 $36K - $44.9K
VXF
Vanguard Extended Market ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
4,271
$171.78 - $189.99 $734K - $811K
Proofpoint Inc
Q2 2021 Filed on Aug 16, 2021
2,540
N/A
Western Digital Corp. 1.5 02/01/2024
Q1 2021 Filed on May 17, 2021
50,000
N/A
Northern Oil & Gas, Inc
Q1 2021 Filed on May 17, 2021
37,629
N/A
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2021 Filed on May 17, 2021
2,572
$96.21 - $109.25 $247K - $281K
Invesco Bulletshares 2020 Corporate Bond ETF
Q4 2020 Filed on Feb 17, 2021
21,462
N/A
WPRT
Westport Fuel Systems Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 17, 2021
13,249
$1.7 - $5.64 $22.5K - $74.7K
Tortoise Mlp Fund Inc Com
Q3 2020 Filed on Nov 17, 2020
16,489
N/A
Spdr Barclays Capital High Yie
Q3 2020 Filed on Nov 17, 2020
8,955
N/A
Polymet Mining Cp Com Npv Isin
Q3 2020 Filed on Nov 17, 2020
245,694
N/A
Alerian Mlp ETF
Q2 2020 Filed on Aug 12, 2020
43,250
N/A
FVD
First Tr Value Line Divid Inde

ETFs
Q2 2020 Filed on Aug 12, 2020
27,647
$26.27 - $33.19 $726K - $918K
D
Dominion Energy, Inc

Utilities
Q2 2020 Filed on Aug 12, 2020
3,445
$69.55 - $87.0 $240K - $300K
Raytheon Company New
Q2 2020 Filed on Aug 12, 2020
2,950
N/A
BOTZ
Global X Fds

ETFs
Q1 2020 Filed on May 15, 2020
10,510
$15.11 - $23.06 $159K - $242K
Unilever N V N Y Shs New
Q1 2020 Filed on May 15, 2020
3,734
N/A
FTCS
First Trust Capital Strength E

ETFs
Q1 2020 Filed on May 15, 2020
5,322
$43.11 - $63.33 $229K - $337K
RDOG
Alps ETF Trust Alps Reit Divid

ETFs
Q1 2020 Filed on May 15, 2020
13,120
$24.93 - $50.53 $327K - $663K
Celgene Corp
Q4 2019 Filed on Feb 14, 2020
2,034
N/A
Guggenheim Bullet Shares 2019 C
Q4 2019 Filed on Feb 14, 2020
14,675
N/A
Powershares Rssll Tp 200
Q3 2019 Filed on Nov 14, 2019
7,635
N/A
Van Eck Vectors Morningstar Wid
Q3 2019 Filed on Nov 14, 2019
88,916
N/A
Invesco S&P 500 Eq Wt Tech ETF
Q3 2019 Filed on Nov 14, 2019
4,817
N/A
Medtronic Inc
Q3 2019 Filed on Nov 14, 2019
4,179
N/A
Invesco S&P 500 Equal
Q3 2019 Filed on Nov 14, 2019
11,153
N/A
Invesco S&P Eq Wt Consumer Sta
Q3 2019 Filed on Nov 14, 2019
11,950
N/A
Invesco Buyback Achievers ETF
Q3 2019 Filed on Nov 14, 2019
62,891
N/A
Invesco Financial Preferred
Q3 2019 Filed on Nov 14, 2019
26,022
N/A
Invesco S&P ETF
Q3 2019 Filed on Nov 14, 2019
5,380
N/A
Invesco Optimum Yield Diversif
Q3 2019 Filed on Nov 14, 2019
123,584
N/A
Guggenheim S&P 500 Eq Wt Healt
Q3 2019 Filed on Nov 14, 2019
9,343
N/A
SYLD
Cambria Shareholder Yld ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
20,140
$33.62 - $37.64 $677K - $758K
HQH
Tekla Healthcare Investors

Financial Services
Q2 2019 Filed on Aug 14, 2019
12,414
$18.85 - $20.79 $234K - $258K
United Technologies Corp
Q2 2019 Filed on Aug 14, 2019
2,628
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2019 Filed on Aug 14, 2019
5,750
$49.34 - $63.49 $284K - $365K
BGCP
Bgc Partners, Inc.

Financial Services
Q2 2019 Filed on Aug 14, 2019
10,551
$4.64 - $5.73 $49K - $60.5K
Dowdupont Inc
Q1 2019 Filed on May 16, 2019
9,072
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2019 Filed on May 16, 2019
25,522
N/A
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