Cahill Financial Advisors Inc Portfolio Holdings
Cahill Financial Advisors Inc
- $714 Million
- Q1 2025
Cahill Financial Advisors Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $714 Million distributed in 306 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $56.6M, Vaneck Morningstar Wide Moat E with a value of $38.9M, Vanguard Value ETF with a value of $38.1M, Vanguard Bd Index Fd Inc Total with a value of $28.8M, and Vanguard Ftse Developed Market with a value of $26.2M.
Examining the 13F form we can see an decrease of $556K in the current position value, from $715M to 714M.
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 306
- Current Value $714 Million
- Prior Value $715 Million
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 8 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 97 stocks