Cahaba Wealth Management, Inc. Incresed Positions in Q4 2024

Cahaba Wealth Management, Inc.

  • $1.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.58K
+ 0.42%
$570.51 - $610.59 $1.47M - $1.57M
621K $366M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29.2K
+ 1.6%
$61.68 - $67.87 $1.8M - $1.98M
1.85M $115M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
43.2K
+ 4.89%
$47.58 - $48.56 $2.05M - $2.1M
925K $44.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
18.3K
+ 6.06%
$50.37 - $50.6 $923K - $927K
321K $16.2M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
32.7K
+ 6.76%
$49.87 - $52.46 $1.63M - $1.71M
516K $25.8M
AAPL
Apple Inc.

Technology
74
+ 0.27%
$221.69 - $259.02 $16.4K - $19.2K
27.1K $6.78M
GLD
Spdr Gold Trust

ETFs
995
+ 110.93%
$236.59 - $257.5 $235K - $256K
1.89K $458K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.36K
+ 1.97%
$113.92 - $127.38 $952K - $1.06M
433K $49.9M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.04%
$163.08 - $198.16 $326 - $396
5.4K $1.03M
PNFP
Pinnacle Financial Partners Inc

Financial Services
113
+ 1.74%
$92.95 - $129.87 $10.5K - $14.7K
6.63K $757K
VV
Vanguard Large Cap ETF

ETFs
266
+ 4.87%
$260.27 - $280.65 $69.2K - $74.7K
5.73K $1.54M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.03%
$161.86 - $196.66 $162 - $197
3.68K $695K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.08%
$205.18 - $250.29 $410 - $501
2.63K $630K
DAL
Delta Air Lines, Inc.

Industrials
47
+ 0.71%
$47.46 - $65.77 $2.23K - $3.09K
6.69K $404K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.14K
+ 5.92%
$77.02 - $78.58 $88K - $89.7K
20.4K $1.58M
BAC
Bank Of America Corp

Financial Services
24
+ 0.2%
$39.22 - $47.77 $941 - $1.15K
11.9K $525K
FSK
Fs Kkr Capital Corp

Financial Services
895
+ 5.83%
$19.71 - $22.22 $17.6K - $19.9K
16.3K $353K
PANW
Palo Alto Networks Inc

Technology
2.14K
+ 100.0%
$181.96 - $405.9 $389K - $869K
4.28K $778K
WM
Waste Management Inc

Industrials
302
+ 11.26%
$201.79 - $228.46 $60.9K - $69K
2.98K $602K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
17K
+ 4.91%
$24.94 - $26.14 $424K - $444K
363K $9.07M
IYW
Ishares Dj Us Tech ETF

ETFs
18
+ 0.72%
$148.14 - $166.23 $2.67K - $2.99K
2.5K $399K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.32%
$280.08 - $307.97 $1.12K - $1.23K
1.25K $364K
IYF
Ishares Tr

ETFs
13
+ 0.42%
$102.7 - $119.05 $1.34K - $1.55K
3.07K $339K
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.16%
$311.11 - $335.64 $1.24K - $1.34K
2.44K $784K
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.16%
$225.97 - $266.66 $678 - $800
1.86K $447K
ABCB
Ameris Bancorp

Financial Services
15
+ 0.09%
$60.0 - $72.37 $900 - $1.09K
16.5K $1.04M
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.21%
$216.13 - $242.4 $865 - $970
1.89K $417K
BNDX
Vanguard Total International B

ETFs
251
+ 2.48%
$48.91 - $50.61 $12.3K - $12.7K
10.4K $509K
FSCO
Fs Cr Opportunities Corp Com
670
+ 2.7%
N/A
25.5K $0
ABT
Abbott Laboratories

Healthcare
19
+ 0.49%
$111.93 - $119.39 $2.13K - $2.27K
3.93K $443K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
309
+ 1.32%
$81.68 - $82.93 $25.2K - $25.6K
23.7K $1.94M
VOOV
Vanguard S&P 500 Value ETF

ETFs
12
+ 1.04%
$184.21 - $199.29 $2.21K - $2.39K
1.17K $215K
IWN
Ishares Russell2000 Val ETF

ETFs
16
+ 0.53%
$162.69 - $181.35 $2.6K - $2.9K
3.05K $500K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
362
+ 1.11%
$22.39 - $23.45 $8.11K - $8.49K
32.9K $757K
DVY
Ishares Tr

ETFs
32
+ 0.71%
$129.55 - $143.41 $4.15K - $4.59K
4.51K $591K
D
Dominion Energy, Inc

Utilities
46
+ 1.11%
$52.63 - $60.92 $2.42K - $2.8K
4.18K $224K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
154
+ 1.53%
$50.14 - $52.56 $7.72K - $8.09K
10.2K $515K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
129
+ 1.09%
$45.07 - $47.1 $5.81K - $6.08K
12K $540K
MBB
Ishares Tr

ETFs
75
+ 1.3%
$91.26 - $95.82 $6.84K - $7.19K
5.84K $535K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11.2K
+ 102.66%
$22.63 - $47.53 $253K - $531K
22.1K $500K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.06%
$209.89 - $233.24 $210 - $233
1.75K $372K
ABBV
Abb Vie Inc.

Healthcare
233
+ 7.13%
$164.99 - $203.87 $38.4K - $47.5K
3.5K $621K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
115
+ 1.47%
$52.1 - $57.26 $5.99K - $6.58K
7.96K $415K
XLV
Select Sector Spdr Fund Health

ETFs
3
+ 0.13%
$136.28 - $154.74 $409 - $464
2.24K $308K
MMM
3 M CO

Industrials
28
+ 0.51%
$124.74 - $137.12 $3.49K - $3.84K
5.51K $710K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.03%
$288.47 - $316.54 $288 - $317
3.08K $891K
NEE
Nextera Energy Inc

Utilities
32
+ 0.69%
$69.77 - $85.43 $2.23K - $2.73K
4.66K $334K
AMGN
Amgen Inc

Healthcare
1
+ 0.1%
$258.78 - $328.31 $259 - $328
977 $254K
PEP
Pepsico Inc

Consumer Defensive
162
+ 3.44%
$151.29 - $176.1 $24.5K - $28.5K
4.87K $741K
Activity Summary
Buys All Purchases 73 New Holdings 6 Increased Positions 67 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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