Cahill Wealth Management, LLC Portfolio Holdings

Cahill Wealth Management, LLC

  • $194 Million
  • Q3 2024

Cahill Wealth Management, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $194 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $71.3M, Dimensional ETF Tr U S Core Eq with a value of $17.6M, Berkshire Hathaway Inc with a value of $11.7M, Ishares Core S&P Sm Cap ETF with a value of $10.7M, and Vanguard Total Stock Market Et with a value of $10.3M.

Examining the 13F form we can see an increase of $26.2M in the current position value, from $168M to 194M.

Cahill Wealth Management, LLC is based out at Portage, MI

Below you can find more details about Cahill Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $194 Million
ETFs: $167 Million
Financial Services: $14.1 Million
Healthcare: $6.85 Million
Technology: $4.45 Million
Consumer Cyclical: $633,000
Consumer Defensive: $533,000
Communication Services: $257,000
Industrials: $1,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$259M
$711,000 0.37% of portfolio
142,941
Q3 2024 Added 20.56%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $194 Million
  • Prior Value $168 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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