Cahill Financial Advisors Inc Sells in Q4 2024

Cahill Financial Advisors Inc

  • $715 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.72K
- 11.4%
$442.29 - $483.08 $2.09M - $2.28M
36.7K $16.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-20.3K
- 9.59%
$77.02 - $78.58 $1.56M - $1.59M
191K $14.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-46.8K
- 6.83%
$33.92 - $36.6 $1.59M - $1.71M
639K $22.1M
CGXU
Capital Group Intl Focus Equit

ETFs
-2.68K
- 0.52%
$24.67 - $26.94 $66.2K - $72.3K
511K $12.6M
VTV
Vanguard Value ETF

ETFs
-2.41K
- 1.83%
$168.32 - $181.87 $406K - $439K
129K $21.9M
EFV
Msci Eafe Value ETF

ETFs
-9.64K
- 11.66%
$51.78 - $57.15 $499K - $551K
73K $3.83M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.99K
- 3.42%
$44.04 - $49.49 $176K - $197K
113K $4.95M
NVDA
Nvidia Corp

Technology
-6.24K
- 32.41%
$117.0 - $148.88 $730K - $929K
13K $1.75M
GOOGL
Alphabet Inc.

Communication Services
-2.96K
- 68.51%
$161.86 - $196.66 $478K - $581K
1.36K $257K
VIG
Vanguard Dividend Appreciation

ETFs
-2.47K
- 2.6%
N/A
92.2K $16.8M
TFLO
Ishares Treasury Floating Rate

ETFs
-6.71K
- 10.95%
$50.37 - $50.63 $338K - $340K
54.5K $2.75M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-13.5K
- 18.46%
$35.84 - $41.12 $485K - $557K
59.8K $2.31M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-10.4K
- 13.4%
$32.51 - $34.98 $338K - $364K
67.2K $2.23M
EFG
Msci Eafe Growth ETF

ETFs
-540
- 2.35%
$96.83 - $106.88 $52.3K - $57.7K
22.4K $2.17M
VTI
Vanguard Total Stock Market Et

ETFs
-1.19K
- 13.8%
$280.04 - $302.45 $332K - $359K
7.41K $2.15M
META
Meta Platforms, Inc.

Communication Services
-513
- 49.33%
$554.08 - $632.68 $284K - $325K
527 $310K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-711
- 0.94%
$30.42 - $36.45 $21.6K - $25.9K
74.7K $2.38M
VNQ
Vanguard Specialized Funds Van

ETFs
-45
- 0.14%
$87.85 - $98.6 $3.95K - $4.44K
31.1K $2.77M
VV
Vanguard Large Cap ETF

ETFs
-1.07K
- 26.67%
$260.27 - $280.65 $278K - $299K
2.93K $791K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.28K
- 3.85%
$24.94 - $26.14 $107K - $112K
107K $2.67M
IEFA
Ishares Tr

ETFs
-684
- 3.4%
$70.06 - $77.43 $47.9K - $53K
19.5K $1.37M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-2.07K
- 3.17%
$25.61 - $28.0 $53.1K - $58K
63.3K $1.64M
IXUS
Ishares Tr

ETFs
-2.23K
- 26.59%
$65.95 - $72.56 $147K - $162K
6.15K $406K
NEE
Nextera Energy Inc

Utilities
-1.51K
- 22.78%
$69.77 - $85.43 $105K - $129K
5.11K $365K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-185
- 0.86%
$75.1 - $82.99 $13.9K - $15.4K
21.4K $1.62M
MSFT
Microsoft Corp

Technology
-189
- 1.58%
$406.35 - $454.46 $76.8K - $85.9K
11.8K $4.96M
HDV
Ishares Core High Dividend ETF

ETFs
-53
- 0.16%
$110.82 - $121.28 $5.87K - $6.43K
33K $3.71M
IBM
International Business Machines Corp

Technology
-770
- 14.57%
$204.9 - $238.04 $158K - $183K
4.52K $992K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-658
- 1.41%
$28.89 - $33.95 $19K - $22.3K
46.1K $1.34M
JNJ
Johnson & Johnson

Healthcare
-678
- 16.79%
$143.34 - $165.86 $97.2K - $112K
3.36K $485K
NVO
Novo Nordisk A S

Healthcare
-295
- 7.1%
$85.0 - $120.04 $25.1K - $35.4K
3.86K $331K
AMAT
Applied Materials Inc

Technology
-283
- 11.02%
$161.44 - $213.89 $45.7K - $60.5K
2.28K $371K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-499
- 3.31%
$174.22 - $187.62 $86.9K - $93.6K
14.6K $2.56M
MCD
Mcdonalds Corp

Consumer Cyclical
-410
- 22.15%
$288.47 - $316.54 $118K - $130K
1.44K $417K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-1.37K
- 26.51%
$101.22 - $107.72 $139K - $148K
3.8K $388K
TSLA
Tesla, Inc.

Consumer Cyclical
-908
- 56.68%
$213.65 - $479.86 $194K - $436K
694 $280K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-5.23K
- 20.73%
$22.39 - $23.45 $117K - $123K
20K $459K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-3.74K
- 10.4%
$34.1 - $36.82 $127K - $138K
32.2K $1.12M
CAT
Caterpillar Inc

Industrials
-150
- 5.85%
$360.37 - $416.88 $54.1K - $62.5K
2.42K $876K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-283
- 11.23%
$521.84 - $558.82 $148K - $158K
2.24K $1.2M
RTX
Raytheon Technologies Corp

Industrials
-641
- 7.47%
$114.45 - $127.21 $73.4K - $81.5K
7.94K $919K
ECL
Ecolab Inc.

Basic Materials
-166
- 4.7%
$234.32 - $261.43 $38.9K - $43.4K
3.37K $789K
LOW
Lowes Companies Inc

Consumer Cyclical
-300
- 19.05%
$244.52 - $284.07 $73.4K - $85.2K
1.28K $314K
ORCL
Oracle Corp

Technology
-585
- 16.18%
$165.41 - $192.43 $96.8K - $113K
3.03K $505K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-7.4K
- 8.46%
$14.28 - $14.81 $106K - $110K
80.1K $1.15M
GGG
Graco Inc

Industrials
-286
- 1.15%
$81.45 - $92.29 $23.3K - $26.4K
24.7K $2.08M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-8.72K
- 34.61%
$9.77 - $10.51 $85.1K - $91.6K
16.5K $160K
BNDX
Vanguard Total International B

ETFs
-1.48K
- 6.03%
$48.91 - $50.61 $72.4K - $75K
23.1K $1.13M
ITA
Ishares Tr

ETFs
-581
- 16.88%
$144.31 - $157.31 $83.8K - $91.4K
2.86K $415K
Activity Summary
Buys All Purchases 126 New Holdings 22 Increased Positions 104 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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