Cahill Financial Advisors Inc Portfolio Holdings

Cahill Financial Advisors Inc

  • $715 Million
  • Q4 2024

Cahill Financial Advisors Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $715 Million distributed in 294 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $60.5M, Vaneck Morningstar Wide Moat E with a value of $39.5M, Ishares S&P 500 Value ETF with a value of $29.1M, Ishares S&P 500 Growth ETF with a value of $26.7M, and Vanguard Ftse Developed Market with a value of $24.7M.

Examining the 13F form we can see an increase of $7.58M in the current position value, from $707M to 715M.

Cahill Financial Advisors Inc is based out at Edina, MN

Below you can find more details about Cahill Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $715 Million
ETFs: $594 Million
Technology: $31.8 Million
Financial Services: $28.1 Million
Industrials: $11 Million
Consumer Cyclical: $7.53 Million
Healthcare: $6.57 Million
Energy: $6.04 Million
Consumer Defensive: $4.6 Million
Other: $8.61 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.5 Million 8.46% of portfolio
147,302
Q4 2024 Added 4.37%
$0
$39.5 Million 5.52% of portfolio
459,778
Q4 2024 Added 0.93%
$0
$29.1 Million 4.08% of portfolio
152,662
Q4 2024 Added 2.24%
$0
$26.7 Million 3.74% of portfolio
263,232
Q4 2024 Added 3.54%
$0
$24.7 Million 3.45% of portfolio
515,821
Q4 2024 Added 1.26%
$0
$24.4 Million 3.41% of portfolio
338,650
Q4 2024 Added 6.47%
$0
$23.1 Million 3.23% of portfolio
975,910
Q4 2024 Added 204.0%
$0
$22.1 Million 3.09% of portfolio
638,752
Q4 2024 Reduced 6.83%
$0
$21.9 Million 3.06% of portfolio
129,329
Q4 2024 Reduced 1.83%
$0
$19.3 Million 2.7% of portfolio
238,645
Q4 2024 Added 4.25%
$0
$17.9 Million 2.5% of portfolio
100,406
Q4 2024 Added 4.45%
$0
$16.8 Million 2.35% of portfolio
92,246
Q4 2024 Reduced 2.6%
$0
$16.2 Million 2.27% of portfolio
653,059
Q4 2024 Added 0.16%
$0
$14.8 Million 2.07% of portfolio
191,234
Q4 2024 Reduced 9.59%
$0
$12.6 Million 1.76% of portfolio
510,641
Q4 2024 Reduced 0.52%
$0
$10.3 Million 1.44% of portfolio
164,927
Q4 2024 Added 14.55%
$0
$9.21 Million 1.29% of portfolio
397,137
Q4 2024 Added 173.31%
$0
$8.35 Million 1.17% of portfolio
251,554
Q4 2024 Added 3.21%
$0
$7.19 Million 1.01% of portfolio
257,951
Q4 2024 Added 302.72%
$0
$7.11 Million 0.99% of portfolio
260,199
Q4 2024 Added 251.06%
$0
$6.73 Million 0.94% of portfolio
25,479
Q4 2024 Added 0.31%
$0
$5.52 Million 0.77% of portfolio
47,925
Q4 2024 Reduced 0.88%
$0
$5.45 Million 0.76% of portfolio
94,685
Q4 2024 Added 14.06%
$0
$4.95 Million 0.69% of portfolio
112,511
Q4 2024 Reduced 3.42%
$0
$4.58 Million 0.64% of portfolio
175,658
Q4 2024 Added 195.86%
$0
$4.19 Million 0.59% of portfolio
234,859
Q4 2024 Added 0.43%
$0
$3.94 Million 0.55% of portfolio
152,285
Q4 2024 Added 94.4%
$0
$3.83 Million 0.54% of portfolio
73,019
Q4 2024 Reduced 11.66%
$0
$3.7 Million 0.52% of portfolio
6,317
Q4 2024 Added 11.55%
$0
$3.71 Million 0.52% of portfolio
33,028
Q4 2024 Reduced 0.16%
$0
$3.68 Million 0.51% of portfolio
18,549
Q4 2024 Added 25.53%
$0
$3.65 Million 0.51% of portfolio
71,579
Q4 2024 Added 3.13%
$0
$3.56 Million 0.5% of portfolio
94,208
Q4 2024 Added 1.96%
$0
$3.41 Million 0.48% of portfolio
39,104
Q4 2024 Added 5.5%
$0
$3.3 Million 0.46% of portfolio
28,643
Q4 2024 Added 7.61%
$0
$3.09 Million 0.43% of portfolio
166,992
Q4 2024 Added 113.4%
$0
$2.99 Million 0.42% of portfolio
5,083
Q4 2024 Added 0.69%
$0
$3 Million 0.42% of portfolio
8,979
Q4 2024 Added 7.4%
$0
$2.77 Million 0.39% of portfolio
31,149
Q4 2024 Reduced 0.14%
$0
$2.75 Million 0.38% of portfolio
54,517
Q4 2024 Reduced 10.95%
$0
$2.74 Million 0.38% of portfolio
12,391
Q4 2024 Added 38.69%
$0
$2.67 Million 0.37% of portfolio
106,813
Q4 2024 Reduced 3.85%
$0
$2.56 Million 0.36% of portfolio
14,595
Q4 2024 Reduced 3.31%
$0
$2.57 Million 0.36% of portfolio
5,024
Q4 2024 Added 163.87%
$0
$2.49 Million 0.35% of portfolio
25,806
Q4 2024 Added 369.46%
$0
$2.53 Million 0.35% of portfolio
25,227
Q4 2024 Added 163.8%
$0
$2.41 Million 0.34% of portfolio
30,159
Q4 2024 Added 13.25%
$0
$2.38 Million 0.33% of portfolio
26,888
Q4 2024 Added 1.22%
$0
$2.34 Million 0.33% of portfolio
40,749
Q4 2024 Reduced 0.73%

Summary

  • Portfolio
  • No. of Stocks 294
  • Current Value $715 Million
  • Prior Value $707 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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