Cahill Financial Advisors Inc Incresed Positions in Q3 2024

Cahill Financial Advisors Inc

  • $707 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
2.69K
+ 7.1%
$50.2 - $50.48 $135K - $136K
40.6K $2.04M
JNJ
Johnson & Johnson

Healthcare
459
+ 12.82%
$145.48 - $167.38 $66.8K - $76.8K
4.04K $654K
FNDE
Schwab Fundamental Emerging Mk

ETFs
153
+ 0.33%
$28.02 - $32.68 $4.29K - $5K
46.8K $1.51M
NEE
Nextera Energy Inc

Utilities
533
+ 8.77%
$69.9 - $84.97 $37.3K - $45.3K
6.61K $558K
TSLA
Tesla, Inc.

Consumer Cyclical
117
+ 7.88%
$191.76 - $263.26 $22.4K - $30.8K
1.6K $419K
GOOGL
Alphabet Inc.

Communication Services
1.07K
+ 33.06%
$148.65 - $191.18 $159K - $205K
4.32K $715K
ECL
Ecolab Inc.

Basic Materials
267
+ 8.17%
$228.86 - $255.76 $61.1K - $68.3K
3.53K $901K
AOR
Ishares Tr Core Growth Allocat

ETFs
19
+ 0.05%
$55.15 - $59.31 $1.05K - $1.13K
41K $2.43M
LOW
Lowes Companies Inc

Consumer Cyclical
183
+ 13.15%
$213.3 - $270.78 $39K - $49.6K
1.58K $426K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
81
+ 3.32%
$475.2 - $527.7 $38.5K - $42.7K
2.52K $1.33M
CBRE
Cbre Group, Inc.

Real Estate
7
+ 0.24%
$85.97 - $124.48 $602 - $871
2.99K $371K
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 2.78%
$245.82 - $304.51 $12.3K - $15.2K
1.85K $563K
V
Visa Inc.

Financial Services
190
+ 4.91%
$253.74 - $291.56 $48.2K - $55.4K
4.06K $1.12M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
2.02K
+ 35.83%
$35.73 - $39.48 $72K - $79.6K
7.64K $299K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
25
+ 0.07%
$25.45 - $29.53 $636 - $738
33.8K $986K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
258
+ 1.01%
$19.78 - $23.53 $5.1K - $6.07K
25.9K $600K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
168
+ 1.42%
$91.37 - $101.65 $15.4K - $17.1K
12K $1.22M
VV
Vanguard Large Cap ETF

ETFs
76
+ 1.94%
$236.92 - $263.4 $18K - $20K
4K $1.05M
ITOT
Ishares Core S&P Total U.S. St

ETFs
13
+ 0.13%
$113.41 - $125.62 $1.47K - $1.63K
10.4K $1.3M
CRM
Salesforce, Inc.

Technology
212
+ 26.4%
$238.42 - $276.53 $50.5K - $58.6K
1.02K $277K
TGT
Target Corp

Consumer Defensive
76
+ 1.03%
$133.47 - $159.25 $10.1K - $12.1K
7.49K $1.17M
ACN
Accenture PLC

Technology
46
+ 4.3%
$295.44 - $355.81 $13.6K - $16.4K
1.12K $394K
SCHP
Schwab Strategic Us Tips ETF

ETFs
268
+ 0.83%
$51.58 - $53.79 $13.8K - $14.4K
32.4K $1.74M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
9
+ 0.03%
$32.02 - $34.87 $288 - $314
35.9K $1.25M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
783
+ 13.04%
$54.38 - $59.77 $42.6K - $46.8K
6.79K $401K
GE
General Electric CO

Industrials
116
+ 8.76%
$156.66 - $189.66 $18.2K - $22K
1.44K $271K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
452
+ 2.2%
$44.83 - $47.42 $20.3K - $21.4K
21K $988K
NOW
Service Now, Inc.

Technology
18
+ 4.68%
$730.87 - $937.36 $13.2K - $16.9K
403 $360K
WMT
Walmart Inc.

Consumer Defensive
150
+ 4.25%
$66.91 - $81.4 $10K - $12.2K
3.68K $297K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
359
+ 10.57%
$83.76 - $91.82 $30.1K - $33K
3.75K $342K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7
+ 0.02%
$45.2 - $47.87 $316 - $335
29.4K $1.4M
MUB
Ishares National Muni Bond ETF

ETFs
335
+ 3.32%
$106.13 - $108.7 $35.6K - $36.4K
10.4K $1.13M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
110
+ 1.46%
$61.97 - $69.37 $6.82K - $7.63K
7.65K $528K
FDN
First Tr Fd Dow Jones

ETFs
143
+ 5.1%
$183.68 - $212.48 $26.3K - $30.4K
2.95K $623K
AVGO
Broadcom Inc.

Technology
3.58K
+ 898.99%
$136.27 - $1745.86 $488K - $6.25M
3.98K $685K
ADBE
Adobe Inc.

Technology
124
+ 24.75%
$508.13 - $586.55 $63K - $72.7K
625 $323K
IJK
Ishares S&P Midcap 400 Growth

ETFs
349
+ 11.95%
$84.81 - $93.54 $29.6K - $32.6K
3.27K $300K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
981
+ 4.56%
$49.7 - $56.11 $48.8K - $55K
22.5K $1.23M
BDX
Becton Dickinson & CO

Healthcare
124
+ 8.57%
$221.47 - $242.41 $27.5K - $30.1K
1.57K $378K
QQQ
Invesco Qqq Trust, Series 1

ETFs
45
+ 2.42%
$434.77 - $502.96 $19.6K - $22.6K
1.9K $929K
PEP
Pepsico Inc

Consumer Defensive
181
+ 13.96%
$161.9 - $179.3 $29.3K - $32.5K
1.48K $251K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
44
+ 0.67%
$66.31 - $74.08 $2.92K - $3.26K
6.57K $482K
PG
Procter & Gamble CO

Consumer Defensive
87
+ 3.83%
$160.76 - $177.82 $14K - $15.5K
2.36K $408K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
12
+ 0.05%
$48.09 - $49.69 $577 - $596
25.2K $1.25M
AMZN
Amazon Com Inc

Consumer Cyclical
635
+ 5.14%
$161.02 - $200.0 $102K - $127K
13K $2.42M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
17
+ 0.59%
$95.1 - $106.76 $1.62K - $1.81K
2.88K $307K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
18
+ 0.57%
$82.38 - $93.84 $1.48K - $1.69K
3.2K $295K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
30
+ 0.71%
$69.7 - $76.81 $2.09K - $2.3K
4.24K $325K
XOM
Exxon Mobil Corp

Energy
7
+ 0.06%
$109.72 - $119.0 $768 - $833
11.6K $1.35M
Activity Summary
Buys All Purchases 143 New Holdings 13 Increased Positions 130 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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