Cahill Wealth Management, LLC Purchases in Q1 2025

Cahill Wealth Management, LLC

  • $196 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
79K
+ 14.31%
$32.42 - $36.13 $2.56M - $2.85M
631K $20.8M
DFAI
Dimensional ETF Tr

ETFs
38.2K
+ 19.56%
$28.88 - $32.4 $1.1M - $1.24M
234K $7.3M
DFAS
Dimensional ETF Tr U S Small C

ETFs
22.4K
+ 104.62%
$58.81 - $68.2 $1.32M - $1.53M
43.8K $2.62M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.57K
+ 14.95%
$85.29 - $92.57 $390K - $423K
35.1K $3.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
751
+ 12.21%
$551.42 - $612.93 $414K - $460K
6.9K $3.86M
TMDX
Trans Medics Group, Inc.

Healthcare
3.07K
+ 51.81%
$56.73 - $79.42 $174K - $244K
8.99K $604K
DFIC
Dimensional ETF Tr Dimensional

ETFs
763
+ 0.91%
$25.54 - $28.79 $19.5K - $22K
84.6K $2.35M
VRNA
Verona Pharma PLC

Healthcare
315
+ 4.07%
$44.81 - $69.63 $14.1K - $21.9K
8.06K $511K
DFAE
Dimensional ETF Tr

ETFs
3.8K
+ 6.45%
$24.64 - $26.86 $93.5K - $102K
62.7K $1.62M
AQST
Aquestive Therapeutics, Inc.

Healthcare
75.3K
+ 52.66%
$2.54 - $3.75 $191K - $282K
218K $633K
VEA
Vanguard Ftse Developed Market

ETFs
34
+ 0.26%
$47.4 - $52.99 $1.61K - $1.8K
13.2K $669K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 6.31%
$890.62 - $1076.86 $17.8K - $21.5K
337 $318K
ZTS
Zoetis Inc.

Healthcare
1
+ 0.07%
$156.48 - $175.67 $156 - $176
1.46K $239K
Dimensional ETF Trust
9.93K
New
N/A
9.93K $0
VOT
Vanguard Mid Cap Growth Index

ETFs
3
+ 0.11%
$237.72 - $276.98 $713 - $831
2.62K $640K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.3%
$507.05 - $563.67 $2.03K - $2.25K
1.33K $681K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
169
+ 0.31%
$21.23 - $23.75 $3.59K - $4.01K
55.5K $1.19M
VKTX
Viking Therapeutics, Inc.

Healthcare
5.99K
+ 39.17%
$24.15 - $42.89 $145K - $257K
21.3K $514K
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.78K
+ 1.77%
$27.56 - $32.1 $132K - $153K
274K $7.72M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.18K
+ 2.33%
$102.49 - $119.96 $224K - $262K
95.9K $10M
CLPT
Clear Point Neuro, Inc.

Healthcare
925
+ 0.38%
$11.89 - $18.8 $11K - $17.4K
245K $2.92M
IVV
Ishares Core S&P 500 ETF

ETFs
865
+ 0.7%
$554.06 - $615.85 $479K - $533K
125K $70.3M
Activity Summary
Buys All Purchases 23 New Holdings 1 Increased Positions 22 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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