Cahill Financial Advisors Inc Portfolio Holdings
Cahill Financial Advisors Inc
- $717 Million
- Q2 2024
Cahill Financial Advisors Inc has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $717 Million distributed in 300 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $47.9M, Vaneck Morningstar Wide Moat E with a value of $42.9M, Ishares S&P 500 Value ETF with a value of $26.9M, Schwab Fundamental U S Large C with a value of $25.4M, and Ishares S&P 500 Growth ETF with a value of $23.8M.
Examining the 13F form we can see an decrease of $5.06M in the current position value, from $722M to 717M.
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 $200 Billions or more
Summary
- Portfolio
- No. of Stocks 300
- Current Value $717 Million
- Prior Value $722 Million
- Filing
- Period Q2 2024
- Filing Date August 06, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 9 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks