Cahill Financial Advisors Inc Portfolio Holdings
Cahill Financial Advisors Inc
- $715 Million
- Q4 2024
Cahill Financial Advisors Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $715 Million distributed in 294 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $60.5M, Vaneck Morningstar Wide Moat E with a value of $39.5M, Ishares S&P 500 Value ETF with a value of $29.1M, Ishares S&P 500 Growth ETF with a value of $26.7M, and Vanguard Ftse Developed Market with a value of $24.7M.
Examining the 13F form we can see an increase of $7.58M in the current position value, from $707M to 715M.
Cahill Financial Advisors Inc is based out at Edina, MN
Below you can find more details about Cahill Financial Advisors Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 294
- Current Value $715 Million
- Prior Value $707 Million
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 22 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks