Cahill-Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "HYT", null, "FNDF", "FNDA", null, "ACN", "LEVI", null, "MMM", "ABBV", "APD", "MAIN", null, null, "GOOGL", null, "SENS", "SCHH", "T", null, "CAT", "AVGO", "LOW", null, null, "HRB", null, null, null, null, null, "NUV", "PTY", null, null, "TYG", null, null, null, null, null, "GILD", null, "GIS", "HON", "HD", "MCD", null, null, "EVV", "QCOM", "AMAT", "MUB", "META", null, null, null, null, "IVW", "IJH", null, null, "EDAP", "KMI", null, "SCHY", null, null, null, null, "MA", "MDT", "MSFT", "GE", null, "IJR", "EFG", null, "IWD", "ORCL", null, null, null, null, "PEP", "IEMG", "IJK", null, "IVV", null, "UNH", "AAPL", "SPY", "ECL", null, "NVDA", "PRU", "PFE", "LMT", "PG", "MRK", null, "VZ", "AMGN", null, "FNDX", null, "ROK", "IEFA", null, "SCHX", null, "NOW", "O", "RTX", "STX", null, null, "IBM", "CI", "TXN", "TGT", "TM", "TRV", "VNQ", "VO", "NEM", "VV", "RCL", "VOE", null, "ACWV", "VWO", null, null, "IWV", null, null, "VIG", "TTE", "TSCO", "PML", "IWO", "IWN", "GGG", "TSM", "VYM", "VRT", "F", "IWP", "IWR", "LAND", null, null, "IDXX", "VIGI", "AMZN", "SCHB", null, null, null, null, "IVE", null, null, null, null, null, null, "VGT", "USB", "ESGV", "VUG", "VFH", "VEA", "VYMI", null, "VXUS", null, "VBK", "BNDX", "VTEB", "BND", "VBR", "BSV", "VT", "VB", "VOO", "VUSB", "VTV", "V", "WMT", "WFC", "WELL", null, "WMB", null, null, null, null, null, null, null, "XEL", "IUSG", null, null, "SOLV", null, null, null, null, "NOG", "SCHD", "SCHG", null, "SCHF", "SCHA", null, "CRM", null, null, null, null, "IXUS", "MTUM", "IUSV", null, null, "ALLY", "BAC", "BRK-B", "BDX", "BIP", "CHRW", "CBRE", "CVX", "CHD", "CSCO", "COST", "DE", "DAL", "DFAX", "DFAC", "RSP", "IJT", "EFA", "VOD", "USMV", "IWB", "NEE", "QQQ", null, "IWM", "GOOG", "XOM", "JNJ", "PM", null, null, "MO", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 306
- Total Value
- 735837147
- Accession Number
- 0001600327-25-000005
- Form Type
- 13F-HR
- Manager Name
- Cahill-Financial-Advisors
Data Enrichment
63% identified193 identified113 unidentified
Holdings
306 positions • $735.8M total value
Manager:
Search and click to pin securities to the top
Page 4 of 14
97717Y527
Shares:40.6K
Value:$2.0M
% of Portfolio:0.3% ($2.0M/$735.8M)
25434V104
Shares:51.1K
Value:$2.0M
% of Portfolio:0.3% ($2.0M/$735.8M)
81589A304
Shares:58.8K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$735.8M)
81589A205
Shares:50.4K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$735.8M)
381430529
Shares:17.8K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$735.8M)
25434V799
Shares:63.3K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$735.8M)
808524508
Shares:66.0K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$735.8M)
97717W604
Shares:53.4K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$735.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 7.6K | All Managers (Combined) | $2.1M | 0.3% ($2.1M/$735.8M) | |||
| 16.4K | QoQ -0.21% (-36) | All Managers (Combined) | $2.1M | 0.3% ($2.1M/$735.8M) | ||
| 24.7K | QoQ +0.03% (-8)YoY +0.12% (-31) | All Managers (Combined) | $2.1M | 0.3% ($2.1M/$735.8M) | ||
(cusip97717Y527)✕ | 40.6K | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$735.8M) | ||
| 6.6K | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$735.8M) | |||
| 21.8K | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$735.8M) | |||
(cusip25434V104)✕ | 51.1K | YoY 0.00% (+0) | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$735.8M) | |
Mastercard Inc(MAcusip57636Q104) | 3.5K | QoQ -0.02% (-1) | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$735.8M) | |
(cusip81589A304)✕ | 58.8K | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$735.8M) | ||
| 8.2K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$735.8M) | |||
(cusip81589A205)✕ | 50.4K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$735.8M) | ||
(cusip381430529)✕ | 17.8K | QoQ NEW(+17.8K) YoY NEW(+17.8K) | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$735.8M) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |
| 7.3K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$735.8M) | |||
| 69.3K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$735.8M) | |||
(cusip25434V799)✕ | 63.3K | QoQ 0.00% (+0) | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$735.8M) | |
| 21.4K | QoQ -0.09% (-20)YoY +2.07% (+435) | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$735.8M) | ||
(cusip808524508)✕ | 66.0K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$735.8M) | ||
(cusip97717W604)✕ | 53.4K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$735.8M) | ||
| 54.9K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$735.8M) | |||
| 4.7K | QoQ +0.47% (+22) | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$735.8M) |