 |
Size ($ in 1000's)
At 12/31/2023: $1,008,484
At 09/30/2023: $907,847
Cahaba Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cahaba Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Cahaba Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Cahaba Wealth Management Inc..
In the Cahaba Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Cahaba Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Cahaba Wealth Management Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
588,951 |
+16,349 |
$281,300 | | IVV | 588,951 | +16,349 | $281,300 | | ISHARES TR (AGG) |
1,319,877 |
+17,583 |
$130,998 | | AGG | 1,319,877 | +17,583 | $130,998 | | ISHARES TR (IXUS) |
1,527,312 |
+29,771 |
$99,168 | | IXUS | 1,527,312 | +29,771 | $99,168 | | ISHARES TR (IJH) |
333,254 |
+12,548 |
$92,361 | | IJH | 333,254 | +12,548 | $92,361 | | ISHARES TR (IJR) |
381,026 |
+23,995 |
$41,246 | | IJR | 381,026 | +23,995 | $41,246 | | ISHARES TR (ISTB) |
718,464 |
+36,499 |
$34,170 | | ISTB | 718,464 | +36,499 | $34,170 | | SPDR SER TR (SPLG) |
594,568 |
-4,795 |
$33,236 | | SPLG | 594,568 | -4,795 | $33,236 | | ISHARES TR (SUB) |
264,726 |
-12,048 |
$27,910 | | SUB | 264,726 | -12,048 | $27,910 | | VANGUARD STAR FDS (VXUS) |
469,439 |
+17,388 |
$27,209 | | VXUS | 469,439 | +17,388 | $27,209 | | ISHARES TR (IAGG) |
444,732 |
+17,502 |
$22,148 | | IAGG | 444,732 | +17,502 | $22,148 | | SOUTHERN CO |
296,281 |
+10,736 |
$20,775 | | SO | 296,281 | +10,736 | $20,775 | | ISHARES TR (MUB) |
182,101 |
-5,811 |
$19,742 | | MUB | 182,101 | -5,811 | $19,742 | | SPDR SER TR (SPMD) |
304,949 |
+14,358 |
$14,857 | | SPMD | 304,949 | +14,358 | $14,857 | | VANGUARD MUN BD FDS (VTEB) |
278,665 |
+64,413 |
$14,226 | | VTEB | 278,665 | +64,413 | $14,226 | | J P MORGAN EXCHANGE TRADED F (JPST) |
249,704 |
+13,408 |
$12,543 | | JPST | 249,704 | +13,408 | $12,543 | | SPDR SER TR (SPAB) |
319,015 |
+89,299 |
$8,180 | | SPAB | 319,015 | +89,299 | $8,180 | | SPDR SER TR (SPSM) |
185,167 |
+10,999 |
$7,810 | | SPSM | 185,167 | +10,999 | $7,810 | | ISHARES TR (ACWI) |
61,036 |
+31 |
$6,212 | | ACWI | 61,036 | +31 | $6,212 | | ISHARES TR (IEFA) |
77,149 |
+228 |
$5,427 | | IEFA | 77,149 | +228 | $5,427 | | APPLE INC |
28,011 |
+560 |
$5,393 | | AAPL | 28,011 | +560 | $5,393 | | ISHARES TR (IVW) |
70,508 |
-8,979 |
$5,295 | | IVW | 70,508 | -8,979 | $5,295 | | RAYMOND JAMES FINL INC |
46,254 |
UNCH |
$5,157 | | RJF | 46,254 | UNCH | $5,157 | | AMERICAN WTR WKS CO INC NEW |
38,798 |
+207 |
$5,121 | | AWK | 38,798 | +207 | $5,121 | | ISHARES TR (IWR) |
63,706 |
+292 |
$4,952 | | IWR | 63,706 | +292 | $4,952 | | MICROSOFT CORP |
13,008 |
-253 |
$4,892 | | MSFT | 13,008 | -253 | $4,892 | | ISHARES TR (IWF) |
9,385 |
-318 |
$2,845 | | IWF | 9,385 | -318 | $2,845 | | ISHARES TR (ICSH) |
50,164 |
-1,093 |
$2,526 | | ICSH | 50,164 | -1,093 | $2,526 | | SPDR S&P 500 ETF TR (SPY) |
4,841 |
-63 |
$2,301 | | SPY | 4,841 | -63 | $2,301 | | ISHARES TR (IWD) |
13,297 |
+8 |
$2,197 | | IWD | 13,297 | +8 | $2,197 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$2,164 | | BRK.B | 6,067 | +31 | $2,164 | | ISHARES TR (SHY) |
25,020 |
+1,369 |
$2,053 | | SHY | 25,020 | +1,369 | $2,053 | | NVIDIA CORPORATION |
4,099 |
+406 |
$2,030 | | NVDA | 4,099 | +406 | $2,030 | | PINNACLE FINL PARTNERS INC |
20,705 |
+38 |
$1,806 | | PNFP | 20,705 | +38 | $1,806 | | ISHARES TR (IVE) |
10,082 |
-583 |
$1,753 | | IVE | 10,082 | -583 | $1,753 | | AMAZON COM INC |
11,387 |
-491 |
$1,730 | | AMZN | 11,387 | -491 | $1,730 | | UNITEDHEALTH GROUP INC |
2,851 |
-54 |
$1,501 | | UNH | 2,851 | -54 | $1,501 | | HCA HEALTHCARE INC |
5,476 |
-240 |
$1,482 | | HCA | 5,476 | -240 | $1,482 | | HOME DEPOT INC |
3,971 |
-20 |
$1,376 | | HD | 3,971 | -20 | $1,376 | | VANGUARD BD INDEX FDS (BND) |
18,481 |
+1,362 |
$1,359 | | BND | 18,481 | +1,362 | $1,359 | | ISHARES TR (ITOT) |
12,130 |
+214 |
$1,276 | | ITOT | 12,130 | +214 | $1,276 | | ISHARES TR (EFA) |
16,579 |
+182 |
$1,249 | | EFA | 16,579 | +182 | $1,249 | | JOHNSON & JOHNSON |
7,703 |
-713 |
$1,207 | | JNJ | 7,703 | -713 | $1,207 | | PEPSICO INC |
6,778 |
-2,091 |
$1,151 | | PEP | 6,778 | -2,091 | $1,151 | | ISHARES TR (IWY) |
5,954 |
UNCH |
$1,043 | | IWY | 5,954 | UNCH | $1,043 | | VANGUARD INDEX FDS (VTI) |
4,395 |
+20 |
$1,043 | | VTI | 4,395 | +20 | $1,043 | | COCA COLA CO |
17,326 |
+45 |
$1,021 | | KO | 17,326 | +45 | $1,021 | | VANGUARD BD INDEX FDS (BSV) |
13,208 |
+7,377 |
$1,017 | | BSV | 13,208 | +7,377 | $1,017 | | ISHARES TR (IWL) |
8,755 |
+9 |
$1,008 | | IWL | 8,755 | +9 | $1,008 | | AMERIS BANCORP |
18,327 |
-1,099 |
$972 | | ABCB | 18,327 | -1,099 | $972 | | MCDONALDS CORP |
3,242 |
-58 |
$961 | | MCD | 3,242 | -58 | $961 |
See Full List: All Stocks Held By Cahaba Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cahaba Wealth Management Inc.
|
|
