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CIK: 0001716399
Total reported value
$1.7B
$1.7B
149 檔
44.2%
As reported in its official Q2 2024 Form 13F filing, Cahaba Wealth Management, Inc.'s tracked investment portfolio stood at $1.7B with 149 total positions.
During Q2 2024, Cahaba Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 29.69% | +1.05% | +1.45% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.16% | -0.06% | +3.96% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 9.68% | +0.01% | +2.66% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.16% | +0.34% | +2.18% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.90% | +0.31% | +3.61% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.53% | -0.18% | +10.18% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.37% | +0.06% | +1.72% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.63% | -0.05% | +4.05% | |
| 9 | SUB | Ishares Short-term National | ETF-Other | 2.59% | -0.14% | +1.38% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.09% | -0.11% | +5.71% | |
| 11 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.08% | -0.12% | +3.73% | |
| 12 | SO | Southern Co/the | Stock-Utilities | 1.87% | -0.39% | -8.68% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.46% | +0.01% | +4.88% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.32% | -0.11% | +3.08% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.29% | -0.02% | +8.04% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.80% | -0.01% | +12.74% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.72% | +0.05% | +4.85% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.61% | -0.01% | +1.02% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | — | -0.36% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.51% | — | -3.89% | |
| 21 | RJF | Raymond James Financial Inc | Stock-Financials | 0.50% | -0.03% | — | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.49% | -0.02% | +0.34% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.03% | -4.79% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.46% | — | -0.12% | |
| 25 | AWK | American Water Works Co Inc | Stock-Utilities | 0.33% | -0.03% | -25.03% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.01% | +794.23% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | +0.01% | -1.26% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.01% | -1.42% | |
| 29 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.22% | +0.18% | +1.35% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.01% | -3.43% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | +0.01% | -0.56% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.20% | — | -3.80% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.16% | -0.01% | -13.94% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.16% | -0.01% | -2.59% | |
| 35 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.15% | — | +10.82% | |
| 36 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.14% | -0.04% | +0.22% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.13% | +0.01% | +0.87% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.12% | +0.01% | -3.80% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.12% | — | +0.77% | |
| 40 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.11% | — | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | +0.02% | -10.01% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | -0.01% | +4.89% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.11% | — | -1.02% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | — | -4.04% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.10% | +0.01% | -5.78% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.10% | -0.01% | +7.26% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | -0.01% | -0.69% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.02% | +3.52% | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.09% | +0.01% | +0.27% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | — | -0.77% |
According to official SEC Form 13F filings, Cahaba Wealth Management, Inc. reported a total U.S. public equity portfolio value of $1.7B across 149 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, IXUS) accounted for 44.2% of total reported equity market value during Q2 2024.
During Q2 2024, Cahaba Wealth Management, Inc.'s top holdings by market value included IVV (29.7%)、AGG (12.2%)、IXUS (9.7%). The largest single position, IVV, represented 29.7% of total portfolio value.
In Q2 2024, Cahaba Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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