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.

Portfolio value $714 Million
ETFs: $591 Million
Financial Services: $31.2 Million
Technology: $28.5 Million
Industrials: $11.8 Million
Consumer Cyclical: $6.82 Million
Healthcare: $6.8 Million
Energy: $5.71 Million
Consumer Defensive: $4.59 Million
Other: $8.54 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$288B
$2.42 Million 0.34% of portfolio
4,618
Q1 2025 Added 0.07%
$0
$2.29 Million 0.32% of portfolio
26,897
Q1 2025 Added 0.03%
$0
$2.21 Million 0.31% of portfolio
22,134
Q1 2025 Reduced 1.36%
$0
$2.25 Million 0.31% of portfolio
39,099
Q1 2025 Reduced 4.05%
$15.2B
$2.24 Million 0.31% of portfolio
75,064
Q1 2025 Added 0.47%
$0
$2.13 Million 0.3% of portfolio
67,345
Q1 2025 Reduced 0.21%
$2.2T
$2.16 Million 0.3% of portfolio
11,327
Q1 2025 Added 0.08%
$14.3B
$2.06 Million 0.29% of portfolio
24,658
Q1 2025 Added 0.03%
$0
$2.04 Million 0.29% of portfolio
40,627
Q1 2025 Added 2.56%
$0
$2.1 Million 0.29% of portfolio
7,623
Q1 2025 Added 2.89%
$0
$2.09 Million 0.29% of portfolio
16,407
Q1 2025 Reduced 0.22%
$0
$2.01 Million 0.28% of portfolio
21,832
Q1 2025 Added 0.37%
$0
$2.02 Million 0.28% of portfolio
6,571
Q3 2022 New
$0
$1.91 Million 0.27% of portfolio
58,814
Q1 2025 Reduced 12.51%
$0
$1.96 Million 0.27% of portfolio
51,072
Q1 2025 Reduced 4.37%
$542B
$1.92 Million 0.27% of portfolio
3,501
Q1 2025 Reduced 0.03%
$793B
$1.78 Million 0.25% of portfolio
7,256
Q1 2025 Added 3.41%
$0
$1.82 Million 0.25% of portfolio
50,386
Q1 2025 Reduced 15.77%
$0
$1.82 Million 0.25% of portfolio
8,197
Q1 2025 Reduced 4.62%
$0
$1.76 Million 0.25% of portfolio
69,270
Q1 2025 Added 8.95%
$0
$1.78 Million 0.25% of portfolio
17,799
Q1 2025 New
$0
$1.73 Million 0.24% of portfolio
66,032
Q1 2025 Added 8.36%
$0
$1.71 Million 0.24% of portfolio
53,419
Q1 2025 Added 0.35%
$0
$1.75 Million 0.24% of portfolio
21,403
Q1 2025 Reduced 0.09%
$2.49B
$1.66 Million 0.23% of portfolio
54,947
Q1 2025 Reduced 5.18%
$581B
$1.64 Million 0.23% of portfolio
4,679
Q1 2025 Added 0.47%
$0
$1.6 Million 0.22% of portfolio
12,431
Q1 2025 Reduced 6.36%
$0
$1.47 Million 0.21% of portfolio
19,462
Q4 2024 Reduced 3.4%
$469B
$1.49 Million 0.21% of portfolio
12,498
Q1 2025 Reduced 0.84%
$67.5B
$1.48 Million 0.21% of portfolio
7,207
Q1 2025 Reduced 1.26%
$0
$1.42 Million 0.2% of portfolio
46,132
Q4 2024 Reduced 1.41%
$0
$1.42 Million 0.2% of portfolio
20,187
Q1 2025 Added 0.16%
$361B
$1.45 Million 0.2% of portfolio
13,397
Q1 2025 Added 2.91%
$0
$1.37 Million 0.19% of portfolio
50,948
Q1 2025 Reduced 12.5%
$0
$1.32 Million 0.18% of portfolio
26,618
Q1 2025 Reduced 3.84%
$0
$1.3 Million 0.18% of portfolio
5,164
Q1 2025 Added 4.43%
$0
$1.23 Million 0.17% of portfolio
2,271
Q1 2025 Added 14.99%
$0
$1.24 Million 0.17% of portfolio
2,415
Q1 2025 Added 8.01%
$0
$1.2 Million 0.17% of portfolio
9,855
Q1 2025 Reduced 4.78%
$122B
$1.22 Million 0.17% of portfolio
2,729
Q1 2025 Added 0.89%
$215B
$1.12 Million 0.16% of portfolio
8,463
Q1 2025 Added 6.56%
$0
$1.17 Million 0.16% of portfolio
11,093
Q1 2025 Reduced 6.13%
$0
$1.16 Million 0.16% of portfolio
80,022
Q1 2025 Reduced 0.05%
$62.2B
$1.14 Million 0.16% of portfolio
40,088
Q1 2025 Reduced 10.13%
$151B
$1.14 Million 0.16% of portfolio
5,397
Q1 2025 Reduced 0.07%
$64.1B
$1.17 Million 0.16% of portfolio
27,725
Q1 2025 Added 20.06%
$0
$1.18 Million 0.16% of portfolio
11,996
Q4 2024 Reduced 0.36%
$253B
$1.11 Million 0.16% of portfolio
4,475
Q1 2025 Reduced 0.91%
$436B
$1.04 Million 0.15% of portfolio
1,096
Q1 2025 Reduced 3.61%

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
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