Cahaba Wealth Management, Inc. Reduced Holdings in Q4 2025

Cahaba Wealth Management, Inc.

  • $1.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
-3.66K
- 1.07%
$90.58 - $99.72 $332K - $365K
340K $30.8M
RJF
Raymond James Financial Inc

Financial Services
-3.96K
- 9.38%
$158.05 - $167.64 $627K - $665K
38.3K $6.08M
MSFT
Microsoft Corp

Technology
-264
- 2.32%
$496.82 - $542.07 $131K - $143K
11.1K $5.63M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.24K
- 49.54%
$192.8 - $211.27 $239K - $262K
1.26K $251K
ORCL
Oracle Corp

Technology
-27
- 0.86%
$217.57 - $313.0 $5.87K - $8.45K
3.11K $683K
MCBS
Metro City Bankshares, Inc.

Financial Services
-5K
- 16.67%
$25.45 - $27.79 $127K - $139K
25K $646K
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 0.42%
$358.03 - $397.02 $4.65K - $5.16K
3.1K $1.11M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.14K
- 2.0%
$118.29 - $126.28 $134K - $144K
55.6K $6.73M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.34K
- 38.63%
$23.02 - $24.23 $123K - $129K
8.49K $203K
VEA
Vanguard Ftse Developed Market

ETFs
-1.88K
- 33.84%
$59.18 - $62.09 $111K - $117K
3.68K $225K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.96K
- 11.73%
$23.04 - $23.36 $91.1K - $92.4K
29.8K $687K
META
Meta Platforms, Inc.

Communication Services
-7
- 1.29%
$609.01 - $751.67 $4.26K - $5.26K
534 $325K
ITA
Ishares Tr

ETFs
-233
- 17.4%
$205.04 - $218.9 $47.8K - $51K
1.11K $227K
SPY
Spdr S&P 500 ETF Trust

ETFs
-74
- 1.62%
$653.02 - $687.39 $48.3K - $50.9K
4.49K $2.99M
PG
Procter & Gamble CO

Consumer Defensive
-55
- 1.21%
$145.5 - $153.18 $8K - $8.42K
4.5K $655K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-134
- 7.22%
$358.39 - $376.54 $48K - $50.5K
1.72K $633K
JPM
Jpmorgan Chase & CO

Financial Services
-20
- 0.79%
$294.11 - $320.41 $5.88K - $6.41K
2.53K $758K
IVE
Ishares S&P 500 Value ETF

ETFs
-314
- 4.19%
$202.52 - $212.07 $63.6K - $66.6K
7.18K $1.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.61K
- 7.2%
$25.75 - $26.12 $41.6K - $42.2K
20.8K $536K
V
Visa Inc.

Financial Services
-9
- 0.38%
$325.75 - $352.42 $2.93K - $3.17K
2.39K $777K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-317
- 2.77%
$142.79 - $150.05 $45.3K - $47.6K
11.1K $1.63M
SPYG
Spdr Portfolio

ETFs
-367
- 9.21%
$102.4 - $109.39 $37.6K - $40.1K
3.62K $379K
IWS
Ishares Russell Midcap Value E

ETFs
-190
- 4.7%
$135.66 - $140.93 $25.8K - $26.8K
3.85K $530K
COST
Costco Wholesale Corp

Consumer Defensive
-18
- 1.51%
$910.94 - $954.99 $16.4K - $17.2K
1.17K $1.07M
MRK
Merck & Co., Inc.

Healthcare
-554
- 18.75%
$82.49 - $92.93 $45.7K - $51.5K
2.4K $222K
VO
Vanguard Mid Cap ETF

ETFs
-61
- 4.97%
$286.27 - $296.23 $17.5K - $18.1K
1.17K $334K
IWD
Ishares Russell 1000 Val ETF

ETFs
-189
- 1.39%
$199.44 - $208.01 $37.7K - $39.3K
13.4K $2.75M
WMT
Walmart Inc.

Consumer Defensive
-216
- 1.96%
$101.18 - $109.03 $21.9K - $23.6K
10.8K $1.11M
MA
Mastercard Inc

Financial Services
-7
- 1.25%
$536.85 - $580.45 $3.76K - $4.06K
554 $297K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-128
- 1.76%
$475.68 - $513.11 $60.9K - $65.7K
7.16K $3.65M
VCIT
Vanguard Intermediate Term Cor

ETFs
-197
- 5.67%
$83.45 - $84.82 $16.4K - $16.7K
3.28K $273K
ETN
Eaton Corp PLC

Industrials
-4
- 0.52%
$352.39 - $387.75 $1.41K - $1.55K
768 $270K
RTX
Raytheon Technologies Corp

Industrials
-278
- 7.04%
$157.0 - $179.44 $43.6K - $49.9K
3.67K $645K
IYF
Ishares Tr

ETFs
-54
- 1.7%
$120.85 - $126.31 $6.53K - $6.82K
3.12K $385K
VZ
Verizon Communications Inc

Communication Services
-1
- 0.02%
$38.4 - $43.83 $38.4 - $43.8
5.38K $220K
IWL
Ishares Tr Russell 200 ETF

ETFs
-151
- 2.79%
$163.11 - $172.47 $24.6K - $26K
5.27K $885K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-29
- 2.25%
$600.51 - $631.95 $17.4K - $18.3K
1.26K $779K
QCOM
Qualcomm Inc

Technology
-39
- 2.58%
$153.59 - $187.68 $5.99K - $7.32K
1.48K $245K
VTI
Vanguard Total Stock Market Et

ETFs
-41
- 0.77%
$321.8 - $337.95 $13.2K - $13.9K
5.29K $1.74M
VOE
Vanguard Mid Cap Value Index F

ETFs
-24
- 1.94%
$169.53 - $176.53 $4.07K - $4.24K
1.21K $210K
MCD
Mcdonalds Corp

Consumer Cyclical
-13
- 0.45%
$293.81 - $310.11 $3.82K - $4.03K
2.88K $878K
Ge Vernova Inc
-1
- 0.26%
N/A
385 $0
Jacobs Solutions Inc
-225
- 1.65%
N/A
13.4K $0
PANW
Palo Alto Networks Inc

Technology
-13
- 0.29%
$204.77 - $221.38 $2.66K - $2.88K
4.41K $905K
PEP
Pepsico Inc

Consumer Defensive
-185
- 4.23%
$138.84 - $153.71 $25.7K - $28.4K
4.19K $618K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-27
- 0.38%
$459.47 - $491.71 $12.4K - $13.3K
7.14K $3.36M
DE
Deere & CO

Industrials
-8
- 1.01%
$439.11 - $480.78 $3.51K - $3.85K
783 $372K
KO
Coca Cola CO

Consumer Defensive
-448
- 3.91%
$66.1 - $71.61 $29.6K - $32.1K
11K $778K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-493
- 4.93%
$17.1 - $23.05 $8.43K - $11.4K
9.51K $218K
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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