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CIK: 0001716399
Total reported value
$1.7B
$1.7B
151 檔
47.5%
At the close of Q3 2024, Cahaba Wealth Management, Inc. disclosed equity holdings valued at approximately $1.7B, spread across 151 reported holdings.
Cahaba Wealth Management, Inc. executed strategic sector rebalancing during Q3 2024, establishing 9 new positions while fully exiting 7 holdings and trimming 59 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 29.44% | +1.05% | +0.52% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.28% | -0.06% | +3.46% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 9.87% | +0.01% | +1.37% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.36% | +0.34% | +2.59% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.10% | +0.31% | +2.32% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.54% | -0.18% | +4.52% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.30% | +0.06% | -0.77% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 2.83% | -0.11% | +42.08% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.63% | -0.05% | -0.25% | |
| 10 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.07% | -0.12% | +2.39% | |
| 11 | SO | Southern Co/the | Stock-Utilities | 2.02% | -0.39% | -0.94% | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 1.84% | -0.14% | -25.32% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.45% | +0.01% | -0.09% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.27% | -0.11% | +0.86% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.27% | -0.02% | +4.38% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.75% | -0.01% | -4.54% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.74% | +0.05% | -0.30% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.60% | -0.01% | -1.72% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.52% | — | -2.20% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | — | -7.53% | |
| 21 | RJF | Raymond James Financial Inc | Stock-Financials | 0.47% | -0.03% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.03% | +0.14% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.44% | — | -6.01% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.02% | -17.44% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.01% | +1.20% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.01% | +1.70% | |
| 27 | AWK | American Water Works Co Inc | Stock-Utilities | 0.25% | -0.03% | -29.01% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | +0.01% | -15.24% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.01% | +1.04% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.21% | — | +6.73% | |
| 31 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.21% | +0.18% | +1.33% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.01% | +4.19% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.16% | -0.01% | +5.65% | |
| 34 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.16% | -0.04% | -6.20% | |
| 35 | J | Jacobs Solutions Inc | Stock-Industrials | 0.15% | -0.02% | +445.72% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.13% | -0.01% | -20.20% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.13% | -0.01% | +31.98% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | — | +4.53% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.12% | — | +42.14% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.12% | — | +1.95% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.11% | +0.01% | -13.74% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.10% | — | -2.06% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | -0.01% | -2.72% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | -0.01% | +7.11% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.02% | +0.51% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.10% | +0.01% | +880.88% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | — | -1.39% | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.09% | — | -2.16% | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.09% | +0.01% | +0.33% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.09% | +0.01% | -3.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | +0.7% | +42.08% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +2.59% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.2% | +2.32% | Add |
| 4 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +1.37% | Add |
| 5 | SO | Southern Co/the | +0.2% | -0.94% | Trim |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.1% | +3.46% | Add |
| 7 | J | Jacobs Solutions Inc | +0.1% | +445.72% | Add |
| 8 | VV | Vanguard Large-cap ETF | 0% | +42.14% | Add |
| 9 | AMTM | Amentum Holdings Inc | 0% | NEW | New buy |
| 10 | BSV | Vanguard Short-term Bond ETF | 0% | +31.98% | Add |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | -0.30% | Trim |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.70% | Add |
| 13 | T | At&t Inc | 0% | +47.45% | Add |
| 14 | VGT | Vanguard Info Tech ETF | 0% | NEW | New buy |
| 15 | HCA | Hca Healthcare Inc | 0% | -6.20% | Trim |
| 16 | IHI | Ishares U.s. Medical Devices | 0% | NEW | New buy |
| 17 | VTV | Vanguard Value ETF | 0% | NEW | New buy |
| 18 | MDLZ | Mondelez International Inc-a | 0% | NEW | New buy |
| 19 | LHX | L3harris Technologies Inc | 0% | NEW | New buy |
| 20 | IQV | Iqvia Holdings Inc | 0% | NEW | New buy |
| 21 | VO | Vanguard Mid-cap ETF | 0% | NEW | New buy |
| 22 | ABCB | Ameris Bancorp | 0% | +0.12% | Add |
| 23 | JMST | JPM Ultra-short Muni Income | 0% | +51.06% | Add |
| 24 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +4.52% | Add |
| 25 | AAPL | Apple Inc | 0% | -2.20% | Trim |
| 26 | IWD | Ishares Russell 1000 Value E | 0% | +6.73% | Add |
| 27 | HD | Home Depot Inc | 0% | +4.53% | Add |
| 28 | WMT | Walmart Inc | 0% | +6.43% | Add |
| 29 | AFL | Aflac Inc | 0% | -2.16% | Trim |
| 30 | MMM | 3m Co | 0% | +0.51% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +19.91% | Add |
| 32 | RTX | Rtx CORP | 0% | +6.79% | Add |
| 33 | IYW | Ishares Ustechnology ETF | 0% | +60.43% | Add |
| 34 | MCD | Mcdonald's CORP | 0% | -1.73% | Trim |
| 35 | MCBS | Metrocity Bankshares Inc | 0% | — | Unchanged |
| 36 | CAT | Caterpillar Inc | 0% | -0.59% | Trim |
| 37 | PG | Procter & Gamble Co/the | 0% | +10.72% | Add |
| 38 | V | Visa Inc-class A Shares | 0% | +13.48% | Add |
| 39 | ADP | Automatic Data Processing | 0% | +25.08% | Add |
| 40 | IWO | Ishares Russell 2000 Growth | 0% | +7.80% | Add |
| 41 | LMT | Lockheed Martin CORP | 0% | +6.91% | Add |
| 42 | WBD | Warner Bros Discovery Inc | 0% | NEW | New buy |
| 43 | ORCL | Oracle CORP | 0% | +0.94% | Add |
| 44 | XLV | Ss Health Care Select Sector | 0% | +23.74% | Add |
| 45 | LOW | Lowe's Cos Inc | 0% | +1.53% | Add |
| 46 | TRV | Travelers Cos Inc/the | 0% | +0.38% | Add |
| 47 | GE | General Electric | 0% | — | Unchanged |
| 48 | VXUS | Vanguard Total Intl Stock | — | -0.25% | Trim |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.04% | Add |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | — | +5.65% | Add |
According to official SEC Form 13F filings, Cahaba Wealth Management, Inc. reported a total U.S. public equity portfolio value of $1.7B across 151 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, IXUS) accounted for 47.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
AMTM
市值: $440.0K
Top Position Liquidated / Trimmed
CSCO
前期市值: $560.7K
During Q3 2024, Cahaba Wealth Management, Inc.'s top holdings by market value included IVV (29.4%)、AGG (12.3%)、IXUS (9.9%). The largest single position, IVV, represented 29.4% of total portfolio value.
In Q3 2024, Cahaba Wealth Management, Inc. made 145 total portfolio adjustments, initiating 9 new buys, adding to 70 positions, trimming 59 holdings, and fully liquidating 7 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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