Cahill Financial Advisors Inc Portfolio Holdings
Cahill Financial Advisors Inc
- $722 Million
- Q1 2024
Cahill Financial Advisors Inc has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $722 Million distributed in 297 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $48.7M, Vanguard Growth ETF with a value of $35.8M, Ishares S&P 500 Value ETF with a value of $28.3M, Schwab Fundamental U S Large C with a value of $25M, and Ishares S&P 500 Growth ETF with a value of $21.4M.
Examining the 13F form we can see an increase of $49.4M in the current position value, from $673M to 722M.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 297
- Current Value $722 Million
- Prior Value $673 Million
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 27 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks