Cahill Wealth Management, LLC Portfolio Holdings by Sector
Cahill Wealth Management, LLC
- $196 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV DFAC IJR DFSV DFAI IJH SPY TLT 32 stocks |
$158,748
81.02% of portfolio
|
  15  
|
  11  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$13,931
7.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$9,999
5.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
CLPT SYK TMDX 3 stocks |
$4,641
2.37% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,173
2.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$1,129
0.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VKTX VRNA 2 stocks |
$1,025
0.52% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
AQST ZTS 2 stocks |
$872
0.45% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$646
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$555
0.28% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$224
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|