HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
606,445 | +17,494 | $318,826 |
| IVV | 606,445 | +17,494 | $318,826 |
| ISHARES TR (AGG) |
1,366,297 | +46,420 | $133,815 |
| AGG | 1,366,297 | +46,420 | $133,815 |
| ISHARES TR (IXUS) |
1,583,224 | +55,912 | $107,438 |
| IXUS | 1,583,224 | +55,912 | $107,438 |
| ISHARES TR (IJH) |
1,736,266 | +1,403,012 | $105,461 |
| IJH | 1,736,266 | +1,403,012 | $105,461 |
| ISHARES TR (IJR) |
400,455 | +19,429 | $44,258 |
| IJR | 400,455 | +19,429 | $44,258 |
| ISHARES TR (ISTB) |
766,076 | +47,612 | $36,343 |
| ISTB | 766,076 | +47,612 | $36,343 |
| SPDR SER TR (SPLG) |
586,094 | -8,474 | $36,062 |
| SPLG | 586,094 | -8,474 | $36,062 |
| ISHARES TR (SUB) |
277,128 | +12,402 | $29,024 |
| SUB | 277,128 | +12,402 | $29,024 |
| VANGUARD STAR FDS (VXUS) |
474,575 | +5,136 | $28,617 |
| VXUS | 474,575 | +5,136 | $28,617 |
| ISHARES TR (IAGG) |
455,132 | +10,400 | $22,734 |
| IAGG | 455,132 | +10,400 | $22,734 |
| ISHARES TR (MUB) |
210,212 | +28,111 | $22,619 |
| MUB | 210,212 | +28,111 | $22,619 |
| SOUTHERN CO |
300,105 | +3,824 | $21,530 |
| SO | 300,105 | +3,824 | $21,530 |
| SPDR SER TR (SPMD) |
306,632 | +1,683 | $16,356 |
| SPMD | 306,632 | +1,683 | $16,356 |
| VANGUARD MUN BD FDS (VTEB) |
290,233 | +11,568 | $14,686 |
| VTEB | 290,233 | +11,568 | $14,686 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
268,284 | +18,580 | $13,535 |
| JPST | 268,284 | +18,580 | $13,535 |
| SPDR SER TR (SPAB) |
321,372 | +2,357 | $8,124 |
| SPAB | 321,372 | +2,357 | $8,124 |
| SPDR SER TR (SPSM) |
188,533 | +3,366 | $8,114 |
| SPSM | 188,533 | +3,366 | $8,114 |
| ISHARES TR (ACWI) |
60,839 | -197 | $6,700 |
| ACWI | 60,839 | -197 | $6,700 |
| RAYMOND JAMES FINL INC |
46,254 | UNCH | $5,940 |
| RJF | 46,254 | UNCH | $5,940 |
| ISHARES TR (IVW) |
69,483 | -1,025 | $5,867 |
| IVW | 69,483 | -1,025 | $5,867 |
| ISHARES TR (IEFA) |
76,424 | -725 | $5,672 |
| IEFA | 76,424 | -725 | $5,672 |
| MICROSOFT CORP |
12,880 | -128 | $5,419 |
| MSFT | 12,880 | -128 | $5,419 |
| ISHARES TR (IWR) |
63,811 | +105 | $5,366 |
| IWR | 63,811 | +105 | $5,366 |
| APPLE INC |
28,719 | +708 | $4,925 |
| AAPL | 28,719 | +708 | $4,925 |
| AMERICAN WTR WKS CO INC NEW |
39,030 | +232 | $4,770 |
| AWK | 39,030 | +232 | $4,770 |
| ISHARES TR (IWF) |
9,256 | -129 | $3,120 |
| IWF | 9,256 | -129 | $3,120 |
 BERKSHIRE HATHAWAY INC DEL |
$2,939 | ||
| BRK.B | 6,988 | +921 | $2,939 |
| NVIDIA CORPORATION |
3,032 | -1,067 | $2,739 |
| NVDA | 3,032 | -1,067 | $2,739 |
| ISHARES TR (ICSH) |
49,614 | -550 | $2,508 |
| ICSH | 49,614 | -550 | $2,508 |
| SPDR S&P 500 ETF TR (SPY) |
4,777 | -64 | $2,499 |
| SPY | 4,777 | -64 | $2,499 |
| ISHARES TR (IWD) |
13,289 | -8 | $2,380 |
| IWD | 13,289 | -8 | $2,380 |
| AMAZON COM INC |
12,759 | +1,372 | $2,301 |
| AMZN | 12,759 | +1,372 | $2,301 |
| ISHARES TR (SHY) |
25,726 | +706 | $2,104 |
| SHY | 25,726 | +706 | $2,104 |
| ISHARES TR (IVE) |
9,962 | -120 | $1,861 |
| IVE | 9,962 | -120 | $1,861 |
| PINNACLE FINL PARTNERS INC |
19,337 | -1,368 | $1,661 |
| PNFP | 19,337 | -1,368 | $1,661 |
| HCA HEALTHCARE INC |
4,957 | -519 | $1,653 |
| HCA | 4,957 | -519 | $1,653 |
| ISHARES TR (ITOT) |
12,262 | +132 | $1,414 |
| ITOT | 12,262 | +132 | $1,414 |
| UNITEDHEALTH GROUP INC |
2,859 | +8 | $1,414 |
| UNH | 2,859 | +8 | $1,414 |
| HOME DEPOT INC |
3,610 | -361 | $1,385 |
| HD | 3,610 | -361 | $1,385 |
| VANGUARD BD INDEX FDS (BND) |
18,531 | +50 | $1,346 |
| BND | 18,531 | +50 | $1,346 |
| ISHARES TR (EFA) |
15,681 | -898 | $1,252 |
| EFA | 15,681 | -898 | $1,252 |
| JOHNSON & JOHNSON |
7,520 | -183 | $1,190 |
| JNJ | 7,520 | -183 | $1,190 |
| ELI LILLY & CO |
1,529 | -7 | $1,190 |
| LLY | 1,529 | -7 | $1,190 |
| PEPSICO INC |
6,756 | -22 | $1,182 |
| PEP | 6,756 | -22 | $1,182 |
| ISHARES TR (IWY) |
5,954 | UNCH | $1,162 |
| IWY | 5,954 | UNCH | $1,162 |
| VANGUARD INDEX FDS (VTI) |
4,375 | -20 | $1,137 |
| VTI | 4,375 | -20 | $1,137 |
| EXXON MOBIL CORP |
9,026 | -179 | $1,049 |
| XOM | 9,026 | -179 | $1,049 |
| VANGUARD BD INDEX FDS (BSV) |
13,623 | +415 | $1,045 |
| BSV | 13,623 | +415 | $1,045 |
| ISHARES TR (IWV) |
3,363 | +8 | $1,009 |
| IWV | 3,363 | +8 | $1,009 |
| METROCITY BANKSHARES INC (MCBS) |
40,000 | +40,000 | $998 |
| MCBS | 40,000 | +40,000 | $998 |
See Full List: All Stocks Held By Cahaba Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cahaba Wealth Management Inc.
|
Size ($ 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 |
