Holdings Channel
Home Articles Latest Filings All Funds Stocks Being Bought Stocks Being Sold Insider Buying
Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
MCBS +40,000+$998
TGT +1,624+$288
WSM +866+$275
VOT +1,156+$272
EMR +2,007+$228
AMD +1,234+$223
IHI +3,496+$205
VOE +1,312+$205
CVX +1,286+$203
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
ZTS -1,228-$242
LICY -11,738-$7
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IJH +1,403,012+$13,100
IXUS +55,912+$8,270
ISTB +47,612+$2,173
AGG +46,420+$2,817
MUB +28,111+$2,877
IJR +19,429+$3,012
JPST +18,580+$992
IVV +17,494+$37,526
SUB +12,402+$1,114
VTEB +11,568+$460
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SPLG -8,474+$2,826
ABCB -1,837-$174
IWL -1,460-$81
PNFP -1,368-$145
PFE -1,181-$43
NVDA -1,067+$709
KO -1,042-$25
IVW -1,025+$572
AOR -976-$17
Cahaba Wealth Management Inc. Info
Size ($ in 1000's)
At 03/31/2024: $1,099,845
At 12/31/2023: $1,008,484

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

All Stocks Held By Cahaba Wealth Management Inc.
As of  03/31/2024, we find all stocks held by Cahaba Wealth Management Inc. to be as follows, presented in the table below with each row detailing each Cahaba Wealth Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Cahaba Wealth Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Cahaba Wealth Management Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (IVV) 606,445 +17,494 $318,826
     IVV606,445+17,494$318,826
ISHARES TR (AGG) 1,366,297 +46,420 $133,815
     AGG1,366,297+46,420$133,815
ISHARES TR (IXUS) 1,583,224 +55,912 $107,438
     IXUS1,583,224+55,912$107,438
ISHARES TR (IJH) 1,736,266 +1,403,012 $105,461
     IJH1,736,266+1,403,012$105,461
ISHARES TR (IJR) 400,455 +19,429 $44,258
     IJR400,455+19,429$44,258
ISHARES TR (ISTB) 766,076 +47,612 $36,343
     ISTB766,076+47,612$36,343
SPDR SER TR (SPLG) 586,094 -8,474 $36,062
     SPLG586,094-8,474$36,062
ISHARES TR (SUB) 277,128 +12,402 $29,024
     SUB277,128+12,402$29,024
VANGUARD STAR FDS (VXUS) 474,575 +5,136 $28,617
     VXUS474,575+5,136$28,617
ISHARES TR (IAGG) 455,132 +10,400 $22,734
     IAGG455,132+10,400$22,734
ISHARES TR (MUB) 210,212 +28,111 $22,619
     MUB210,212+28,111$22,619
SOUTHERN CO 300,105 +3,824 $21,530
     SO300,105+3,824$21,530
SPDR SER TR (SPMD) 306,632 +1,683 $16,356
     SPMD306,632+1,683$16,356
VANGUARD MUN BD FDS (VTEB) 290,233 +11,568 $14,686
     VTEB290,233+11,568$14,686
J P MORGAN EXCHANGE TRADED F (JPST) 268,284 +18,580 $13,535
     JPST268,284+18,580$13,535
SPDR SER TR (SPAB) 321,372 +2,357 $8,124
     SPAB321,372+2,357$8,124
SPDR SER TR (SPSM) 188,533 +3,366 $8,114
     SPSM188,533+3,366$8,114
ISHARES TR (ACWI) 60,839 -197 $6,700
     ACWI60,839-197$6,700
RAYMOND JAMES FINL INC 46,254 UNCH $5,940
     RJF46,254UNCH$5,940
ISHARES TR (IVW) 69,483 -1,025 $5,867
     IVW69,483-1,025$5,867
ISHARES TR (IEFA) 76,424 -725 $5,672
     IEFA76,424-725$5,672
MICROSOFT CORP 12,880 -128 $5,419
     MSFT12,880-128$5,419
ISHARES TR (IWR) 63,811 +105 $5,366
     IWR63,811+105$5,366
APPLE INC 28,719 +708 $4,925
     AAPL28,719+708$4,925
AMERICAN WTR WKS CO INC NEW 39,030 +232 $4,770
     AWK39,030+232$4,770
ISHARES TR (IWF) 9,256 -129 $3,120
     IWF9,256-129$3,120
BERKSHIRE HATHAWAY INC DEL      $2,939
     BRK.B6,988+921$2,939
NVIDIA CORPORATION 3,032 -1,067 $2,739
     NVDA3,032-1,067$2,739
ISHARES TR (ICSH) 49,614 -550 $2,508
     ICSH49,614-550$2,508
SPDR S&P 500 ETF TR (SPY) 4,777 -64 $2,499
     SPY4,777-64$2,499
ISHARES TR (IWD) 13,289 -8 $2,380
     IWD13,289-8$2,380
AMAZON COM INC 12,759 +1,372 $2,301
     AMZN12,759+1,372$2,301
ISHARES TR (SHY) 25,726 +706 $2,104
     SHY25,726+706$2,104
ISHARES TR (IVE) 9,962 -120 $1,861
     IVE9,962-120$1,861
PINNACLE FINL PARTNERS INC 19,337 -1,368 $1,661
     PNFP19,337-1,368$1,661
HCA HEALTHCARE INC 4,957 -519 $1,653
     HCA4,957-519$1,653
ISHARES TR (ITOT) 12,262 +132 $1,414
     ITOT12,262+132$1,414
UNITEDHEALTH GROUP INC 2,859 +8 $1,414
     UNH2,859+8$1,414
HOME DEPOT INC 3,610 -361 $1,385
     HD3,610-361$1,385
VANGUARD BD INDEX FDS (BND) 18,531 +50 $1,346
     BND18,531+50$1,346
ISHARES TR (EFA) 15,681 -898 $1,252
     EFA15,681-898$1,252
JOHNSON & JOHNSON 7,520 -183 $1,190
     JNJ7,520-183$1,190
ELI LILLY & CO 1,529 -7 $1,190
     LLY1,529-7$1,190
PEPSICO INC 6,756 -22 $1,182
     PEP6,756-22$1,182
ISHARES TR (IWY) 5,954 UNCH $1,162
     IWY5,954UNCH$1,162
VANGUARD INDEX FDS (VTI) 4,375 -20 $1,137
     VTI4,375-20$1,137
EXXON MOBIL CORP 9,026 -179 $1,049
     XOM9,026-179$1,049
VANGUARD BD INDEX FDS (BSV) 13,623 +415 $1,045
     BSV13,623+415$1,045
ISHARES TR (IWV) 3,363 +8 $1,009
     IWV3,363+8$1,009
METROCITY BANKSHARES INC (MCBS) 40,000 +40,000 $998
     MCBS40,000+40,000$998
COCA COLA CO 16,284 -1,042 $996
     KO16,284-1,042$996
BROADCOM INC 744 -1 $985
     AVGO744-1$985
ISHARES TR (QUAL) 5,829 UNCH $958
     QUAL5,829UNCH$958
COSTCO WHSL CORP NEW 1,303 +202 $955
     COST1,303+202$955
ISHARES TR (IWL) 7,295 -1,460 $927
     IWL7,295-1,460$927
VANGUARD INDEX FDS (VV) 3,842 UNCH $921
     VV3,842UNCH$921
INVESCO QQQ TR 2,044 +223 $908
     QQQ2,044+223$908
MCDONALDS CORP 3,203 -39 $903
     MCD3,203-39$903
AFLAC INC 10,114 +602 $868
     AFL10,114+602$868
ALPHABET INC 5,569 -20 $848
     GOOG5,569-20$848
CATERPILLAR INC 2,282 +63 $836
     CAT2,282+63$836
AMERIS BANCORP 16,490 -1,837 $798
     ABCB16,490-1,837$798
WALMART INC 13,060 +8,680 $786
     WMT13,060+8,680$786
ISHARES TR (AOR) 13,914 -976 $775
     AOR13,914-976$775
PROCTER AND GAMBLE CO 4,552 -54 $739
     PG4,552-54$739
ISHARES TR (GOVT) 32,069 +150 $730
     GOVT32,069+150$730
ISHARES TR (IWB) 2,425 -762 $698
     IWB2,425-762$698
ISHARES TR (IWP) 5,955 -88 $680
     IWP5,955-88$680
VISA INC 2,409 +2 $672
     V2,409+2$672
ISHARES TR (IJK) 7,154 -303 $653
     IJK7,154-303$653
JPMORGAN CHASE & CO 3,237 -44 $648
     JPM3,237-44$648
ISHARES TR (IWO) 2,368 -10 $641
     IWO2,368-10$641
VANGUARD WHITEHALL FDS (VYM) 5,106 +958 $618
     VYM5,106+958$618
PALO ALTO NETWORKS INC 2,160 UNCH $614
     PANW2,160UNCH$614
WASTE MGMT INC DEL 2,862 -65 $610
     WM2,862-65$610
ABBVIE INC 3,248 -4 $591
     ABBV3,248-4$591
ALPHABET INC 3,825 UNCH $577
     GOOGL3,825UNCH$577
3M CO 5,436 -77 $577
     MMM5,436-77$577
VANGUARD SPECIALIZED FUNDS (VIG) 3,135 +1,491 $572
     VIG3,135+1,491$572
ISHARES TR (DVY) 4,540 -369 $559
     DVY4,540-369$559
VANGUARD INDEX FDS (VOO) 1,158 +69 $557
     VOO1,158+69$557
ISHARES TR (IUSB) 11,982 +54 $546
     IUSB11,982+54$546
ISHARES TR (MBB) 5,865 +37 $542
     MBB5,865+37$542
ISHARES TR (IWS) 4,317 -127 $541
     IWS4,317-127$541
RTX CORPORATION 5,401 -239 $527
     RTX5,401-239$527
ISHARES TR (USIG) 9,874 +71 $501
     USIG9,874+71$501
VANGUARD CHARLOTTE FDS (BNDX) 10,021 +32 $493
     BNDX10,021+32$493
SCHWAB STRATEGIC TR 10,681 +68 $491
     SCHZ10,681+68$491
BANK AMERICA CORP 12,479 +669 $473
     BAC12,479+669$473
META PLATFORMS INC 954 +222 $463
     META954+222$463
MERCK & CO INC 3,456 +7 $456
     MRK3,456+7$456
ABBOTT LABS 3,978 -47 $452
     ABT3,978-47$452
INTERFACE INC 26,079 UNCH $439
     TILE26,079UNCH$439
ISHARES TR (IWN) 2,681 -14 $426
     IWN2,681-14$426
TRAVELERS COMPANIES INC 1,832 UNCH $422
     TRV1,832UNCH$422
ISHARES TR (ACWX) 7,727 -269 $413
     ACWX7,727-269$413
ISHARES TR (IWM) 1,964 -3 $413
     IWM1,964-3$413
MICROCHIP TECHNOLOGY INC. 4,578 -21 $411
     MCHP4,578-21$411
SPDR SER TR (SPYG) 5,338 UNCH $390
     SPYG5,338UNCH$390
AT&T INC 21,945 +873 $386
     T21,945+873$386
JACOBS SOLUTIONS INC 2,500 UNCH $384
     J2,500UNCH$384
ORACLE CORP 3,021 +190 $379
     ORCL3,021+190$379
DEERE & CO 912 UNCH $375
     DE912UNCH$375
MARSH & MCLENNAN COS INC 1,812 +1 $373
     MMC1,812+1$373
SPDR SER TR (SPYV) 7,359 UNCH $369
     SPYV7,359UNCH$369
THERMO FISHER SCIENTIFIC INC 583 +2 $339
     TMO583+2$339
DELTA AIR LINES INC DEL 7,038 +178 $337
     DAL7,038+178$337
LINDE PLC 722 -8 $335
     LIN722-8$335
VANGUARD ADMIRAL FDS INC (VOOV) 1,823 +8 $329
     VOOV1,823+8$329
GALLAGHER ARTHUR J & CO 1,301 UNCH $325
     AJG1,301UNCH$325
INVESCO EXCHANGE TRADED FD T (PRF) 8,429 -266 $324
     PRF8,429-266$324
JOHN HANCOCK EXCHANGE TRADED (JHSC) 8,317 UNCH $320
     JHSC8,317UNCH$320
EATON CORP PLC 975 UNCH $305
     ETN975UNCH$305
AMGEN INC 1,063 UNCH $302
     AMGN1,063UNCH$302
GENERAL ELECTRIC CO 1,710 -25 $300
     GE1,710-25$300
LOWES COS INC 1,180 +191 $300
     LOW1,180+191$300
NEXTERA ENERGY INC 4,568 +61 $292
     NEE4,568+61$292
ISHARES TR (IYF) 3,040 +10 $291
     IYF3,040+10$291
FS KKR CAP CORP 15,210 +436 $290
     FSK15,210+436$290
TARGET CORP 1,624 +1,624 $288
     TGT1,624+1,624$288
SPDR GOLD TR (GLD) 1,397 +64 $287
     GLD1,397+64$287
WILLIAMS SONOMA INC 866 +866 $275
     WSM866+866$275
LOCKHEED MARTIN CORP 603 -5 $274
     LMT603-5$274
VANGUARD INDEX FDS (VOT) 1,156 +1,156 $272
     VOT1,156+1,156$272
BLACKROCK INC 324 UNCH $270
     BLK324UNCH$270
SELECT SECTOR SPDR TR (XLV) 1,810 -51 $267
     XLV1,810-51$267
SELECT SECTOR SPDR TR (XLK) 1,261 +1 $263
     XLK1,261+1$263
GENESCO INC 9,000 UNCH $253
     GCO9,000UNCH$253
PAYCHEX INC 2,054 +1 $252
     PAYX2,054+1$252
CULLMAN BANCORP INC 25,147 +147 $250
     CULL25,147+147$250
MASTERCARD INCORPORATED 518 UNCH $249
     MA518UNCH$249
AUTOMATIC DATA PROCESSING IN 989 -6 $247
     ADP989-6$247
UNITED PARCEL SERVICE INC 1,635 -123 $243
     UPS1,635-123$243
SYSCO CORP 2,971 -346 $241
     SYY2,971-346$241
PFIZER INC 8,640 -1,181 $240
     PFE8,640-1,181$240
BOX INC 8,439 UNCH $239
     BOX8,439UNCH$239
QUALCOMM INC 1,387 +1 $235
     QCOM1,387+1$235
IQVIA HLDGS INC 906 -125 $229
     IQV906-125$229
EMERSON ELEC CO 2,007 +2,007 $228
     EMR2,007+2,007$228
ADVANCED MICRO DEVICES INC 1,234 +1,234 $223
     AMD1,234+1,234$223
VANGUARD TAX MANAGED FDS (VEA) 4,356 +15 $219
     VEA4,356+15$219
US BANCORP DEL 4,727 -108 $211
     USB4,727-108$211
BRISTOL MYERS SQUIBB CO 3,872 -91 $210
     BMY3,872-91$210
ISHARES TR (IHI) 3,496 +3,496 $205
     IHI3,496+3,496$205
VANGUARD INDEX FDS (VOE) 1,312 +1,312 $205
     VOE1,312+1,312$205
CHEVRON CORP NEW 1,286 +1,286 $203
     CVX1,286+1,286$203
FS CREDIT OPPORTUNITIES CORP 23,769 +3,537 $141
     FSCO23,769+3,537$141
TASEKO MINES LTD 36,134 UNCH $78
     TGB36,134UNCH$78
SIRIUS XM HOLDINGS INC 14,210 +171 $55
     SIRI14,210+171$55
LI CYCLE HOLDINGS CORP $0 (exited)
     LICY0-11,738$0
ZOETIS INC 0 -1,228 $0 (exited)
     ZTS0-1,228$0

See Summary: Cahaba Wealth Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Cahaba Wealth Management Inc.

All Stocks Held By Cahaba Wealth Management Inc. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.