Cahill Financial Advisors Inc Sells in Q2 2024

Cahill Financial Advisors Inc

  • $717 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
-146K
- 47.05%
$52.34 - $56.41 $7.65M - $8.24M
164K $8.72M
EFG
Msci Eafe Growth ETF

ETFs
-67.6K
- 61.14%
$97.17 - $106.25 $6.57M - $7.18M
43K $4.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-47K
- 8.66%
$83.97 - $89.72 $3.94M - $4.21M
495K $42.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-26K
- 35.37%
$102.13 - $110.88 $2.66M - $2.88M
47.5K $5.07M
VIG
Vanguard Dividend Appreciation

ETFs
-9.15K
- 8.43%
$173.33 - $185.29 $1.59M - $1.7M
99.4K $18.2M
IVE
Ishares S&P 500 Value ETF

ETFs
-4K
- 2.64%
$176.58 - $186.7 $706K - $747K
148K $26.9M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-42.5K
- 23.0%
$22.12 - $22.75 $941K - $968K
142K $3.22M
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.51K
- 5.74%
$78.66 - $83.59 $512K - $544K
107K $8.68M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.66K
- 8.87%
$78.61 - $85.97 $445K - $487K
58.2K $4.87M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-4.07K
- 6.33%
$76.01 - $82.53 $309K - $336K
60.2K $4.71M
FNDF
Schwab Fundamental Intl Large

ETFs
-10.3K
- 4.14%
$34.19 - $36.51 $352K - $376K
238K $8.35M
EMB
Ishares Tr

ETFs
-5.25K
- 17.56%
$86.66 - $89.88 $455K - $472K
24.6K $2.18M
GNR
Spdr S&P Global Natural Resour

ETFs
-5.68K
- 8.78%
$54.6 - $60.47 $310K - $343K
59K $3.3M
BNDX
Vanguard Total International B

ETFs
-7.74K
- 10.48%
$48.24 - $49.07 $373K - $380K
66.1K $3.22M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-41K
- 58.67%
$9.28 - $9.9 $381K - $406K
28.9K $281K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.38K
- 8.24%
$76.35 - $77.35 $335K - $339K
48.8K $3.77M
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.84K
- 6.88%
$74.36 - $78.65 $211K - $223K
38.5K $2.95M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-12K
- 11.19%
$22.82 - $23.32 $274K - $280K
95.2K $2.21M
VBR
Vanguard Small Cap Value ETF

ETFs
-832
- 5.16%
$177.65 - $191.11 $148K - $159K
15.3K $2.79M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.15K
- 13.64%
$114.71 - $121.51 $246K - $261K
13.6K $1.61M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3.28K
- 6.35%
$60.46 - $64.81 $198K - $212K
48.3K $2.98M
IVV
Ishares Core S&P 500 ETF

ETFs
-761
- 12.35%
$497.53 - $549.64 $379K - $418K
5.4K $2.95M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-648
- 1.3%
$101.52 - $107.47 $65.8K - $69.6K
49.1K $5.1M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-3.64K
- 18.46%
$69.6 - $72.8 $254K - $265K
16.1K $1.16M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-15K
- 14.09%
$13.49 - $15.05 $203K - $226K
91.8K $1.31M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-2.58K
- 39.46%
$96.55 - $102.71 $249K - $265K
3.96K $394K
TGT
Target Corp

Consumer Defensive
-246
- 3.21%
$141.16 - $177.82 $34.7K - $43.7K
7.41K $1.1M
ADBE
Adobe Inc.

Technology
-540
- 51.87%
$439.02 - $555.54 $237K - $300K
501 $278K
RTX
Raytheon Technologies Corp

Industrials
-2.74K
- 20.34%
$97.55 - $108.44 $267K - $297K
10.7K $1.08M
DE
Deere & CO

Industrials
-338
- 13.61%
$364.98 - $414.02 $123K - $140K
2.15K $801K
USB
Us Bancorp \De\

Financial Services
-3.38K
- 19.98%
$38.45 - $43.95 $130K - $148K
13.5K $536K
FM
Ishares Msci Frontier And Sele

ETFs
-4.94K
- 7.37%
$26.95 - $28.79 $133K - $142K
62.1K $1.71M
MAIN
Main Street Capital Corp

Financial Services
-5.52K
- 26.7%
$46.68 - $50.88 $257K - $281K
15.1K $764K
IBM
International Business Machines Corp

Technology
-481
- 7.87%
$164.43 - $190.9 $79.1K - $91.8K
5.63K $974K
LMT
Lockheed Martin Corp

Industrials
-474
- 16.01%
$447.57 - $471.51 $212K - $223K
2.49K $1.16M
XLE
Energy Sector Spdr

ETFs
-1.56K
- 16.5%
$88.04 - $98.08 $137K - $153K
7.89K $719K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.48K
- 6.62%
$81.25 - $88.21 $120K - $131K
20.9K $1.79M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.75K
- 3.38%
$37.19 - $39.82 $102K - $110K
78.6K $3.02M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-411
- 2.67%
$159.21 - $168.37 $65.4K - $69.2K
15K $2.46M
MA
Mastercard Inc

Financial Services
-35
- 1.12%
$441.1 - $479.43 $15.4K - $16.8K
3.08K $1.36M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.53K
- 7.3%
$51.1 - $52.24 $129K - $132K
32.1K $1.67M
VB
Vanguard Small Cap ETF

ETFs
-175
- 1.9%
$210.76 - $226.94 $36.9K - $39.7K
9.04K $1.97M
IWD
Ishares Russell 1000 Val ETF

ETFs
-534
- 6.16%
$169.4 - $179.05 $90.5K - $95.6K
8.14K $1.42M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-293
- 0.51%
$71.74 - $75.86 $21K - $22.2K
57.5K $4.26M
CAT
Caterpillar Inc

Industrials
-110
- 4.07%
$321.47 - $379.3 $35.4K - $41.7K
2.6K $864K
ITA
Ishares Tr

ETFs
-947
- 19.83%
$127.05 - $137.39 $120K - $130K
3.83K $505K
SCHO
Schwab Short Term Us Treasury

ETFs
-2.53K
- 15.01%
$47.75 - $48.13 $121K - $122K
14.3K $689K
INTC
Intel Corp

Technology
-525
- 6.88%
$29.85 - $44.52 $15.7K - $23.4K
7.11K $220K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.36K
- 8.83%
$77.99 - $80.49 $106K - $109K
14K $1.12M
Activity Summary
Buys All Purchases 121 New Holdings 9 Increased Positions 112 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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