Cahaba Wealth Management, Inc. Purchases in Q4 2025

Cahaba Wealth Management, Inc.

  • $1.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
12.6K
+ 2.05%
$656.2 - $690.71 $8.24M - $8.67M
625K $422M
IXUS
Ishares Tr

ETFs
49.7K
+ 2.92%
$81.21 - $85.27 $4.04M - $4.24M
1.75M $148M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
86.2K
+ 4.61%
$63.25 - $66.24 $5.45M - $5.71M
1.96M $126M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
62K
+ 17.15%
$49.98 - $50.59 $3.1M - $3.14M
423K $21.3M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
66.9K
+ 6.71%
$48.64 - $48.99 $3.26M - $3.28M
1.06M $51.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
37.2K
+ 6.9%
$51.27 - $51.8 $1.91M - $1.93M
576K $29.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21.4K
+ 4.87%
$114.27 - $121.15 $2.45M - $2.59M
461K $53.9M
SUB
Ishares Short Term National Mu

ETFs
15.3K
+ 6.2%
$106.22 - $106.81 $1.62M - $1.63M
262K $27.9M
MUB
Ishares National Muni Bond ETF

ETFs
11.6K
+ 3.42%
$106.36 - $107.61 $1.23M - $1.25M
351K $37.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
22.4K
+ 6.42%
$50.57 - $50.77 $1.14M - $1.14M
372K $18.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.8K
+ 0.81%
$76.84 - $80.86 $445K - $469K
720K $56.9M
AAPL
Apple Inc.

Technology
2.37K
+ 9.92%
$245.27 - $275.25 $580K - $651K
26.2K $7.01M
SPMD
Spdr Portfolio

ETFs
14.2K
+ 3.26%
$55.44 - $58.05 $790K - $827K
452K $25.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
616
+ 32.07%
$589.5 - $635.77 $363K - $392K
2.54K $1.53M
NVDA
Nvidia Corp

Technology
1.96K
+ 9.9%
$179.83 - $207.04 $352K - $405K
21.7K $4.05M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.65K
New
$31.41 - $33.69 $272K - $292K
8.65K $279K
CRWD
Crowd Strike Holdings, Inc.

Technology
405
+ 52.26%
$482.23 - $557.53 $195K - $226K
1.18K $634K
GLD
Spdr Gold Trust

ETFs
539
+ 31.61%
$354.79 - $403.15 $191K - $217K
2.24K $843K
CINF
Cincinnati Financial Corp

Financial Services
1.26K
New
$151.39 - $166.89 $191K - $211K
1.26K $206K
SLV
I Shares Silver Trust

ETFs
4.47K
New
$42.4 - $49.17 $189K - $220K
4.47K $205K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.91K
+ 2.81%
$44.53 - $47.25 $397K - $421K
326K $14.8M
CVNA
Carvana Co.

Consumer Cyclical
492
New
$290.14 - $395.41 $143K - $195K
492 $156K
IEFA
Ishares Tr

ETFs
364
+ 0.58%
$86.09 - $89.88 $31.3K - $32.7K
63.3K $5.62M
ACWI
Ishares Msci Acwi ETF

ETFs
8
+ 0.01%
$135.71 - $142.56 $1.09K - $1.14K
58.9K $8.25M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
913
+ 3.8%
$82.69 - $83.12 $75.5K - $75.9K
25K $2.07M
MMM
3 M CO

Industrials
23
+ 0.41%
$148.75 - $171.6 $3.42K - $3.95K
5.62K $928K
NEE
Nextera Energy Inc

Utilities
33
+ 0.69%
$78.18 - $86.03 $2.58K - $2.84K
4.81K $412K
EFA
Ishares Tr Msci Eafe ETF

ETFs
241
+ 1.64%
$92.24 - $96.56 $22.2K - $23.3K
14.9K $1.42M
T
At&T Inc.

Communication Services
6.75K
+ 15.25%
$24.44 - $27.55 $165K - $186K
51K $1.3M
VTV
Vanguard Value ETF

ETFs
229
+ 19.9%
$182.87 - $189.72 $41.9K - $43.4K
1.38K $258K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
459
+ 2.75%
$99.87 - $101.27 $45.8K - $46.5K
17.2K $1.72M
XOM
Exxon Mobil Corp

Energy
45
+ 0.69%
$110.64 - $119.78 $4.98K - $5.39K
6.57K $773K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
796
+ 6.51%
$46.57 - $47.16 $37.1K - $37.5K
13K $606K
ABBV
Abb Vie Inc.

Healthcare
90
+ 2.56%
$211.96 - $244.38 $19.1K - $22K
3.6K $843K
FSK
Fs Kkr Capital Corp

Financial Services
1.09K
+ 6.37%
$14.16 - $15.65 $15.5K - $17.1K
18.3K $284K
AFL
Aflac Inc

Financial Services
1
+ 0.01%
$105.7 - $115.01 $106 - $115
9.94K $1.14M
ICSH
Blackrock Ultra Short Term Bon

ETFs
515
+ 2.75%
$50.56 - $50.76 $26K - $26.1K
19.3K $974K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
128
+ 1.59%
$63.98 - $67.45 $8.19K - $8.63K
8.2K $545K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
295
+ 1.32%
$78.65 - $79.19 $23.2K - $23.4K
22.6K $1.78M
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.27%
$261.57 - $287.42 $1.31K - $1.44K
1.86K $534K
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.04%
$301.9 - $317.98 $604 - $636
5.37K $1.67M
DAL
Delta Air Lines, Inc.

Industrials
23
+ 0.34%
$55.65 - $62.32 $1.28K - $1.43K
6.77K $395K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
245
+ 4.16%
$50.85 - $51.0 $12.5K - $12.5K
6.14K $312K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3
+ 0.09%
$58.83 - $63.18 $176 - $190
3.52K $219K
BNDX
Vanguard Total International B

ETFs
133
+ 1.28%
$49.3 - $49.91 $6.56K - $6.64K
10.5K $520K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.06%
$371.33 - $389.89 $743 - $780
3.32K $1.26M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
72
+ 0.27%
$25.2 - $26.46 $1.81K - $1.91K
26.6K $687K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
166
+ 1.57%
$51.77 - $52.69 $8.59K - $8.75K
10.7K $555K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
27
+ 0.54%
$137.47 - $143.13 $3.71K - $3.86K
5.06K $713K
Activity Summary
Buys All Purchases 82 New Holdings 4 Increased Positions 78 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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