Cahaba Wealth Management, Inc. Reduced Holdings in Q4 2024

Cahaba Wealth Management, Inc.

  • $1.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
-5.04K
- 1.57%
$54.13 - $59.56 $273K - $300K
316K $17.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.59K
- 1.32%
$44.33 - $49.55 $115K - $129K
194K $8.74M
MSFT
Microsoft Corp

Technology
-148
- 1.21%
$406.35 - $454.46 $60.1K - $67.3K
12.1K $5.11M
KO
Coca Cola CO

Consumer Defensive
-234
- 1.47%
$61.74 - $71.71 $14.4K - $16.8K
15.7K $977K
JNJ
Johnson & Johnson

Healthcare
-433
- 7.83%
$143.34 - $165.86 $62.1K - $71.8K
5.1K $737K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.1K
- 37.3%
$50.67 - $50.9 $157K - $158K
5.22K $264K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-219
- 3.13%
$442.29 - $483.08 $96.9K - $106K
6.79K $3.08M
LMT
Lockheed Martin Corp

Industrials
-146
- 22.46%
$479.66 - $614.62 $70K - $89.7K
504 $244K
XOM
Exxon Mobil Corp

Energy
-509
- 6.38%
$105.51 - $125.37 $53.7K - $63.8K
7.47K $803K
HD
Home Depot, Inc.

Consumer Cyclical
-164
- 4.53%
$385.02 - $431.37 $63.1K - $70.7K
3.46K $1.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-219
- 15.81%
$521.84 - $558.82 $114K - $122K
1.17K $628K
IVE
Ishares S&P 500 Value ETF

ETFs
-206
- 2.66%
$189.5 - $206.17 $39K - $42.5K
7.54K $1.44M
RTX
Raytheon Technologies Corp

Industrials
-488
- 9.13%
$114.45 - $127.21 $55.9K - $62.1K
4.86K $562K
IWD
Ishares Russell 1000 Val ETF

ETFs
-38
- 0.28%
$183.23 - $199.79 $6.96K - $7.59K
13.6K $2.52M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-4
- 0.71%
$501.29 - $612.85 $2.01K - $2.45K
556 $289K
PG
Procter & Gamble CO

Consumer Defensive
-149
- 3.03%
$161.05 - $179.7 $24K - $26.8K
4.78K $800K
COST
Costco Wholesale Corp

Consumer Defensive
-98
- 7.07%
$873.59 - $994.69 $85.6K - $97.5K
1.29K $1.18M
GE
General Electric CO

Industrials
-48
- 2.78%
$159.95 - $194.23 $7.68K - $9.32K
1.68K $279K
MRK
Merck & Co., Inc.

Healthcare
-26
- 0.85%
$96.31 - $114.76 $2.5K - $2.98K
3.03K $301K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-628
- 15.17%
$57.38 - $61.11 $36K - $38.4K
3.51K $204K
DE
Deere & CO

Industrials
-102
- 11.68%
$389.45 - $466.0 $39.7K - $47.5K
771 $326K
IWL
Ishares Tr Russell 200 ETF

ETFs
-448
- 7.13%
$138.92 - $149.97 $62.2K - $67.2K
5.84K $844K
IWS
Ishares Russell Midcap Value E

ETFs
-166
- 3.33%
$128.08 - $140.32 $21.3K - $23.3K
4.82K $623K
VIG
Vanguard Dividend Appreciation

ETFs
-187
- 8.1%
N/A
2.12K $386K
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 1.34%
$244.52 - $284.07 $3.91K - $4.55K
1.18K $291K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-700
- 8.86%
$40.15 - $42.9 $28.1K - $30K
7.2K $290K
IWR
Ishares Russell Mid Cap ETF

ETFs
-498
- 0.83%
$87.25 - $95.52 $43.5K - $47.6K
59.4K $5.25M
VTV
Vanguard Value ETF

ETFs
-125
- 9.25%
$168.32 - $181.87 $21K - $22.7K
1.23K $207K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-140
- 7.21%
$481.22 - $538.17 $67.4K - $75.3K
1.8K $920K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-441
- 4.33%
$124.26 - $134.12 $54.8K - $59.1K
9.73K $1.25M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-133
- 0.26%
$50.35 - $50.69 $6.7K - $6.74K
50.8K $2.56M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-173
- 2.46%
$90.66 - $99.46 $15.7K - $17.2K
6.87K $624K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-89
- 3.48%
$278.19 - $315.36 $24.8K - $28.1K
2.47K $710K
ORCL
Oracle Corp

Technology
-24
- 0.89%
$165.41 - $192.43 $3.97K - $4.62K
2.67K $444K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-68
- 1.31%
$126.68 - $134.74 $8.61K - $9.16K
5.12K $652K
T
At&T Inc.

Communication Services
-1.1K
- 2.74%
$21.22 - $23.88 $23.4K - $26.4K
39.2K $892K
PAYX
Paychex Inc

Industrials
-22
- 1.16%
$135.86 - $148.73 $2.99K - $3.27K
1.87K $262K
IWV
Ishares Russell 3000 ETF

ETFs
-33
- 0.98%
$323.08 - $349.08 $10.7K - $11.5K
3.35K $1.12M
VTI
Vanguard Total Stock Market Et

ETFs
-50
- 1.12%
$280.04 - $302.45 $14K - $15.1K
4.41K $1.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
-48
- 1.03%
$567.81 - $607.81 $27.3K - $29.2K
4.61K $2.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
-74
- 1.1%
$116.4 - $138.52 $8.61K - $10.3K
6.62K $839K
NVDA
Nvidia Corp

Technology
-2.09K
- 7.61%
$117.0 - $148.88 $244K - $311K
25.4K $3.4M
WMT
Walmart Inc.

Consumer Defensive
-427
- 3.43%
$79.1 - $95.7 $33.8K - $40.9K
12K $1.09M
V
Visa Inc.

Financial Services
-78
- 2.91%
$273.87 - $320.91 $21.4K - $25K
2.61K $823K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-166
- 2.14%
$370.24 - $418.94 $61.5K - $69.5K
7.58K $3.04M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-9.98K
- 1.69%
$66.77 - $71.52 $667K - $714K
582K $40.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.84K
- 2.88%
$94.43 - $105.47 $174K - $194K
62.2K $6.31M
AMZN
Amazon Com Inc

Consumer Cyclical
-638
- 4.83%
$180.88 - $232.93 $115K - $149K
12.6K $2.76M
AVGO
Broadcom Inc.

Technology
-27
- 0.39%
$159.67 - $250.0 $4.31K - $6.75K
6.85K $1.59M
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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