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.
Stock Holdings Table Market Cap. of Under $50 Millions
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