Cahill Financial Advisors Inc Closed Holding Positions

Cahill Financial Advisors Inc

  • $715 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RXI
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
206
$163.45 - $187.08 $33.7K - $38.5K
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
51
$44.42 - $77.34 $2.27K - $3.94K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q4 2021 Filed on Feb 11, 2022
315
$13.17 - $16.4 $4.15K - $5.17K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q4 2021 Filed on Feb 11, 2022
617
$44.53 - $46.0 $27.5K - $28.4K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
Q4 2021 Filed on Feb 11, 2022
3,088
$36.1 - $40.85 $111K - $126K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
192
$69.13 - $81.02 $13.3K - $15.6K
EW
Edwards Lifesciences Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
100
$106.37 - $130.68 $10.6K - $13.1K
Brookfield Infrastructure Corp
Q4 2021 Filed on Feb 11, 2022
3,024
N/A
CLX
Clorox CO

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
940
$158.99 - $178.17 $149K - $167K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
958
$36.97 - $45.07 $35.4K - $43.2K
Invesco Bulletshares 2021 Corporate Bond ETF
Q4 2021 Filed on Feb 11, 2022
10,840
N/A
IGM
Ishares Expanded Tech Sector E

ETFs
Q4 2021 Filed on Feb 11, 2022
4
$66.29 - $75.08 $265 - $300
MU
Micron Technology Inc

Technology
Q4 2021 Filed on Feb 11, 2022
2,010
$66.38 - $96.17 $133K - $193K
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
1,701
$76.6 - $81.85 $130K - $139K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
Q4 2021 Filed on Feb 11, 2022
3,492
$51.18 - $52.35 $179K - $183K
X
United States Steel Corp

Basic Materials
Q4 2021 Filed on Feb 11, 2022
8,965
$20.5 - $26.88 $184K - $241K
PARA
Paramount Global

Communication Services
Q4 2021 Filed on Feb 11, 2022
416
$49.94 - $66.29 $20.8K - $27.6K
UAA
Under Armour, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
260
$19.94 - $26.96 $5.18K - $7.01K
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2021 Filed on Feb 11, 2022
234
$14.21 - $16.07 $3.33K - $3.76K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
1,000
$76.06 - $98.05 $76.1K - $98.1K
INFI
Infinity Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
115
$1.86 - $3.36 $214 - $386
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2021 Filed on Feb 11, 2022
2,341
$53.63 - $62.52 $126K - $146K
Proshares Ultrashort S&P 500
Q4 2021 Filed on Feb 11, 2022
56
N/A
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q4 2021 Filed on Feb 11, 2022
6
$47.29 - $48.28 $284 - $290
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2021 Filed on Feb 11, 2022
894
$87.51 - $89.66 $78.2K - $80.2K
BP
Bp PLC

Energy
Q4 2021 Filed on Feb 11, 2022
1,072
$25.65 - $30.13 $27.5K - $32.3K
FDL
First Tr Morningstar Dividend

ETFs
Q4 2021 Filed on Feb 11, 2022
1,183
$32.91 - $35.56 $38.9K - $42.1K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Feb 11, 2022
400
$39.36 - $55.06 $15.7K - $22K
RIGS
Riverfront Strategic Income Fd

ETFs
Q4 2021 Filed on Feb 11, 2022
3,607
$24.5 - $24.81 $88.4K - $89.5K
ISRG
Intuitive Surgical Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
41
$319.93 - $365.42 $13.1K - $15K
IRBT
Irobot Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
59
$63.44 - $98.28 $3.74K - $5.8K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q4 2021 Filed on Feb 11, 2022
735
$97.44 - $99.3 $71.6K - $73K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
4,224
$15.13 - $18.22 $63.9K - $77K
XRAY
Dentsply Sirona Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
1,500
$48.31 - $59.22 $72.5K - $88.8K
GIM
Templeton Global Income Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
21,067
$5.03 - $5.49 $106K - $116K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
419
$263.97 - $305.94 $111K - $128K
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
123
$47.71 - $57.4 $5.87K - $7.06K
NFLX
Netflix Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
150
$586.73 - $691.69 $88K - $104K
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
1,368
$106.07 - $116.97 $145K - $160K
PAAS
Pan American Silver Corp

Basic Materials
Q4 2021 Filed on Feb 11, 2022
358
$22.09 - $27.79 $7.91K - $9.95K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
956
$19.23 - $25.63 $18.4K - $24.5K
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
58
$225.59 - $260.0 $13.1K - $15.1K
GS
Goldman Sachs Group Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
24
$371.61 - $423.85 $8.92K - $10.2K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q4 2021 Filed on Feb 11, 2022
1,312
$49.16 - $49.38 $64.5K - $64.8K
WSO
Watsco Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
28
$267.37 - $315.96 $7.49K - $8.85K
XITK
Spdr Ser Tr Factset Innovative

ETFs
Q4 2021 Filed on Feb 11, 2022
239
$185.35 - $234.71 $44.3K - $56.1K
ZEST
Ecoark Holdings, Inc.

Energy
Q4 2021 Filed on Feb 11, 2022
62
$2.08 - $5.25 $129 - $326
RDS-A
Shell PLC

Energy
Q4 2021 Filed on Feb 11, 2022
832
$41.59 - $49.44 $34.6K - $41.1K
BSX
Boston Scientific Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
1,684
$38.07 - $44.87 $64.1K - $75.6K
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