Cahill Wealth Management, LLC Portfolio Holdings by Sector
Cahill Wealth Management, LLC
- $196 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV DFAC IJR DFSV IJH DFAI SPY BND 33 stocks |
$158,775
80.99% of portfolio
|
  23  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$11,877
6.06% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$10,574
5.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
CLPT SYK TMDX 3 stocks |
$5,602
2.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,782
2.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$1,085
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VKTX VRNA 2 stocks |
$974
0.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$745
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
AQST ZTS 2 stocks |
$742
0.38% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$577
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$312
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|