Cahill Financial Advisors Inc Portfolio Holdings

Cahill Financial Advisors Inc

  • $707 Million
  • Q3 2024

Cahill Financial Advisors Inc has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $707 Million distributed in 332 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $54.2M, Vaneck Morningstar Wide Moat E with a value of $39.1M, Ishares S&P 500 Value ETF with a value of $29.4M, Vanguard Ftse Developed Market with a value of $26.9M, and Ishares S&P 500 Growth ETF with a value of $24.3M.

Examining the 13F form we can see an decrease of $9.63M in the current position value, from $717M to 707M.

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 $707 Million
ETFs: $585 Million
Technology: $31.8 Million
Financial Services: $28.8 Million
Industrials: $10.9 Million
Consumer Cyclical: $7.4 Million
Healthcare: $6.86 Million
Energy: $5.63 Million
Utilities: $3.85 Million
Other: $9.11 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$553,000 0.08% of portfolio
21,077
Q3 2024 Reduced 13.96%
$0
$551,000 0.08% of portfolio
10,384
Q3 2024 Reduced 29.26%
$0
$591,000 0.08% of portfolio
25,225
Q3 2024 Reduced 82.29%
$0
$595,000 0.08% of portfolio
23,427
Q3 2024 Reduced 13.1%
$0
$600,000 0.08% of portfolio
25,909
Q3 2024 Added 1.01%
$0
$600,000 0.08% of portfolio
11,410
Q3 2024 New
$0
$482,000 0.07% of portfolio
6,569
Q3 2024 Added 0.67%
$0
$518,000 0.07% of portfolio
2,734
Q3 2024 Reduced 66.41%
$0
$528,000 0.07% of portfolio
5,167
Q3 2024 Added 55.35%
$0
$528,000 0.07% of portfolio
7,652
Q3 2024 Added 1.46%
$0
$515,000 0.07% of portfolio
3,442
Q3 2024 Reduced 10.11%
$0
$527,000 0.07% of portfolio
5,497
Q3 2024 New
$0
$440,000 0.06% of portfolio
3,954
Q3 2024 Reduced 0.08%
$0
$433,000 0.06% of portfolio
2,598
Q3 2024 Reduced 8.33%
$0
$402,000 0.06% of portfolio
5,100
Q3 2024 Added 0.37%
$0
$454,000 0.06% of portfolio
4,626
Q3 2021 New
$0
$449,000 0.06% of portfolio
6,946
Q3 2024 Reduced 33.39%
$0
$390,000 0.06% of portfolio
7,922
Q3 2024 Reduced 62.21%
$0
$401,000 0.06% of portfolio
6,788
Q3 2024 Added 13.04%
$0
$346,000 0.05% of portfolio
6,534
Q4 2023 New
$0
$325,000 0.05% of portfolio
4,244
Q3 2024 Added 0.71%
$0
$324,000 0.05% of portfolio
4,932
Q3 2024 Added 2.77%
$0
$330,000 0.05% of portfolio
1,162
Q3 2024 Reduced 12.43%
$0
$342,000 0.05% of portfolio
3,754
Q3 2024 Added 10.57%
$0
$318,000 0.04% of portfolio
2,779
Q3 2024 Reduced 6.27%
$0
$278,000 0.04% of portfolio
2,375
Q3 2024 Added 0.08%
$0
$252,000 0.04% of portfolio
2,253
Q3 2024 Added 0.18%
$0
$295,000 0.04% of portfolio
3,196
Q3 2024 Added 0.57%
$0
$300,000 0.04% of portfolio
3,269
Q3 2024 Added 11.95%
$0
$299,000 0.04% of portfolio
7,643
Q3 2024 Added 35.83%
$0
$306,000 0.04% of portfolio
4,615
Q3 2024 Added 0.46%
$0
$287,000 0.04% of portfolio
1,416
Q3 2024 Added 0.21%
$0
$267,000 0.04% of portfolio
5,210
Q3 2024 New
$0
$289,000 0.04% of portfolio
5,077
Q3 2024 Reduced 18.27%
$0
$264,000 0.04% of portfolio
1,893
Q3 2024 Added 0.16%
$0
$307,000 0.04% of portfolio
2,883
Q3 2024 Added 0.59%
$0
$207,000 0.03% of portfolio
354
Q3 2024 Reduced 4.58%
$0
$205,000 0.03% of portfolio
3,916
Q3 2024 Reduced 74.49%
$0
$227,000 0.03% of portfolio
5,976
Q3 2024 Added 0.69%
$0
$235,000 0.03% of portfolio
1,620
Q3 2024 Reduced 12.39%
$0
$218,000 0.03% of portfolio
2,790
Q3 2024 Reduced 1.03%
$0
$211,000 0.03% of portfolio
2,089
Q3 2024 New
$0
$207,000 0.03% of portfolio
2,170
Q3 2024 Reduced 74.77%
$0
$235,000 0.03% of portfolio
2,010
Q3 2024 Added 0.65%
$0
$204,000 0.03% of portfolio
3,080
Q3 2024 New
$0
$206,000 0.03% of portfolio
3,133
Q3 2024 New
$0
$0 0.0% of portfolio
42,105
Q3 2024 Added 3.47%
$0
$0 0.0% of portfolio
75,678
Q3 2024 Added 0.12%
$0
$0 0.0% of portfolio
34,500
Q3 2024 Reduced 7.04%

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $707 Million
  • Prior Value $717 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
Track This Portfolio

Track Cahill Financial Advisors Inc Portfolio

Follow Cahill Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahill Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email