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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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