Cahill Wealth Management, LLC Incresed Positions in Q3 2024

Cahill Wealth Management, LLC

  • $194 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
368
+ 0.3%
$520.18 - $576.82 $191K - $212K
124K $71.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25.1K
+ 5.13%
$31.05 - $34.29 $778K - $859K
513K $17.6M
CLPT
Clear Point Neuro, Inc.

Healthcare
35
+ 0.01%
$5.3 - $13.18 $186 - $461
244K $2.74M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.39K
+ 5.02%
$105.53 - $118.34 $463K - $519K
91.8K $10.7M
DFAI
Dimensional ETF Tr

ETFs
33.4K
+ 22.38%
$28.69 - $32.06 $958K - $1.07M
183K $5.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
13K
+ 5.29%
$28.25 - $31.7 $367K - $412K
259K $7.97M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.64K
+ 127.04%
$405.19 - $478.57 $662K - $782K
2.92K $1.34M
AQST
Aquestive Therapeutics, Inc.

Healthcare
24.4K
+ 20.56%
$2.4 - $5.09 $58.5K - $124K
143K $711K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.16K
+ 13.33%
$25.21 - $28.46 $180K - $204K
60.9K $1.71M
VKTX
Viking Therapeutics, Inc.

Healthcare
1.2K
+ 9.5%
$49.84 - $70.47 $59.6K - $84.3K
13.8K $872K
DFIC
Dimensional ETF Tr Dimensional

ETFs
38
+ 0.05%
$25.36 - $28.37 $964 - $1.08K
83.7K $2.35M
TMDX
Trans Medics Group, Inc.

Healthcare
771
+ 28.4%
$135.68 - $176.11 $105K - $136K
3.49K $547K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
182
+ 16.34%
$475.2 - $527.7 $86.5K - $96K
1.3K $683K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
42
+ 0.16%
$74.26 - $78.84 $3.12K - $3.31K
26.4K $2.07M
DFAE
Dimensional ETF Tr

ETFs
80
+ 0.14%
$24.46 - $27.82 $1.96K - $2.23K
57.3K $1.57M
VB
Vanguard Small Cap ETF

ETFs
5
+ 0.12%
$214.77 - $237.72 $1.07K - $1.19K
4.03K $956K
COST
Costco Wholesale Corp

Consumer Defensive
52
+ 19.62%
$801.83 - $917.05 $41.7K - $47.7K
317 $281K
DFIS
Dimensional ETF Tr Dimensional

ETFs
16
+ 0.07%
$24.06 - $26.97 $385 - $432
22.7K $608K
VOT
Vanguard Mid Cap Growth Index

ETFs
5
+ 0.19%
$218.05 - $243.47 $1.09K - $1.22K
2.61K $636K
ZTS
Zoetis Inc.

Healthcare
2
+ 0.14%
$172.58 - $196.48 $345 - $393
1.45K $283K
Activity Summary
Buys All Purchases 24 New Holdings 3 Increased Positions 21 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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