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

SEC FilingSEC DataHachi Filing

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
CIK: cahill-financial-advisors
Manager Name: Cahill-Financial-Advisors

Data Enrichment

63% identified

193 identified113 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

306 positions • $735.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 8 of 14

Sort by:

92204A405

VFH|92204A405

Shares:6.0K

Value:$716.6K

% of Portfolio:0.1% ($716.6K/$735.8M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:9.0K

Value:$648.8K

% of Portfolio:0.1% ($648.8K/$735.8M)

808524847

SCHH|808524847

Shares:29.8K

Value:$641.9K

% of Portfolio:0.1% ($641.9K/$735.8M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:14.0K

Value:$633.9K

% of Portfolio:0.1% ($633.9K/$735.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.0K

Value:$624.1K

% of Portfolio:0.1% ($624.1K/$735.8M)

003261104

Shares:28.3K

Value:$607.5K

% of Portfolio:0.1% ($607.5K/$735.8M)

464288240

Shares:10.9K

Value:$604.6K

% of Portfolio:0.1% ($604.6K/$735.8M)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:5.9K

Value:$600.0K

% of Portfolio:0.1% ($600.0K/$735.8M)

82889N525

Shares:12.0K

Value:$599.6K

% of Portfolio:0.1% ($599.6K/$735.8M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:9.7K

Value:$582.3K

% of Portfolio:0.1% ($582.3K/$735.8M)

921946885

Shares:8.9K

Value:$574.2K

% of Portfolio:0.1% ($574.2K/$735.8M)

XCEL ENERGY INC

XEL|98389B100

Shares:7.9K

Value:$556.1K

% of Portfolio:0.1% ($556.1K/$735.8M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.9K

Value:$553.6K

% of Portfolio:0.1% ($553.6K/$735.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.3K

Value:$548.7K

% of Portfolio:0.1% ($548.7K/$735.8M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:9.0K

Value:$538.3K

% of Portfolio:0.1% ($538.3K/$735.8M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:8.7K

Value:$536.1K

% of Portfolio:0.1% ($536.1K/$735.8M)

032108664

Shares:7.4K

Value:$533.3K

% of Portfolio:0.1% ($533.3K/$735.8M)

97717W760

Shares:8.1K

Value:$532.2K

% of Portfolio:0.1% ($532.2K/$735.8M)

Medtronic plc

MDT|G5960L103

Shares:5.9K

Value:$531.2K

% of Portfolio:0.1% ($531.2K/$735.8M)

69374H881

Shares:9.7K

Value:$530.4K

% of Portfolio:0.1% ($530.4K/$735.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VFHcusip92204A405)	6.0K	QoQ +46.90% (+1.9K) YoY NEW(+6.0K)	All Managers (Combined)	$716.6K	0.1% ($716.6K/$735.8M)	QoQ +48.64% (+$234.5K) YoY NEW(+$716.6K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	9.0K	QoQ +3.61% (+315) YoY -1.05% (-96)	All Managers (Combined)	$648.8K	0.1% ($648.8K/$735.8M)	QoQ +5.89% (+$36.1K) YoY +22.55% (-$119.4K)
(SCHHcusip808524847)	29.8K	QoQ +0.27% (+82) YoY +16.33% (+4.2K)	All Managers (Combined)	$641.9K	0.1% ($641.9K/$735.8M)	QoQ +2.41% (+$15.1K) YoY +23.27% (+$121.2K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	14.0K	QoQ +4.66% (+623) YoY +182.76% (+9.0K)	All Managers (Combined)	$633.9K	0.1% ($633.9K/$735.8M)	QoQ +18.72% (+$100.0K) YoY +205.69% (+$426.5K)
AbbVie Inc.(ABBVcusip00287Y109)	3.0K	QoQ +5.67% (+160) YoY NEW(+3.0K)	All Managers (Combined)	$624.1K	0.1% ($624.1K/$735.8M)	QoQ +24.56% (+$123.1K) YoY NEW(+$624.1K)
(cusip003261104)✕	28.3K	QoQ -12.70% (-4.1K) YoY -20.24% (-7.2K)	All Managers (Combined)	$607.5K	0.1% ($607.5K/$735.8M)	QoQ -5.14% (-$33.0K) YoY -13.42% (-$94.2K)
(cusip464288240)✕	10.9K	QoQ 0.00% (+0) YoY +0.83% (+90)	All Managers (Combined)	$604.6K	0.1% ($604.6K/$735.8M)	QoQ +6.30% (+$35.9K) YoY +4.72% (+$27.3K)
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	5.9K	QoQ +20.22% (+989) YoY +20.37% (+995)	All Managers (Combined)	$600.0K	0.1% ($600.0K/$735.8M)	QoQ +18.74% (+$94.7K) YoY +61.33% (+$228.1K)
(cusip82889N525)✕	12.0K	QoQ -12.38% (-1.7K) YoY NEW(+12.0K)	All Managers (Combined)	$599.6K	0.1% ($599.6K/$735.8M)	QoQ -11.59% (-$78.6K) YoY NEW(+$599.6K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	9.7K	QoQ -2.39% (-239) YoY -30.28% (-4.2K)	All Managers (Combined)	$582.3K	0.1% ($582.3K/$735.8M)	QoQ +7.77% (-$42.0K) YoY +6.90% (-$37.6K)
(cusip921946885)✕	8.9K	QoQ -15.01% (-1.6K) YoY -31.80% (-4.2K)	All Managers (Combined)	$574.2K	0.1% ($574.2K/$735.8M)	QoQ -13.60% (-$90.4K) YoY -31.43% (-$263.3K)
XCEL ENERGY INC(XELcusip98389B100)	7.9K	QoQ -20.76% (-2.1K) YoY -28.89% (-3.2K)	All Managers (Combined)	$556.1K	0.1% ($556.1K/$735.8M)	QoQ -16.93% (-$113.3K) YoY -6.35% (-$37.7K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.9K	QoQ 0.00% (+0) YoY -2.84% (-55)	All Managers (Combined)	$553.6K	0.1% ($553.6K/$735.8M)	QoQ +1.68% (+$9.2K) YoY +18.26% (-$85.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	3.3K	QoQ -1.51% (-51) YoY -12.66% (-480)	All Managers (Combined)	$548.7K	0.1% ($548.7K/$735.8M)	QoQ +12.90% (-$62.7K) YoY -8.46% (-$50.7K)
ALTRIA GROUP, INC.(MOcusip02209S103)	9.0K	QoQ +5.39% (+459) YoY NEW(+9.0K)	All Managers (Combined)	$538.3K	0.1% ($538.3K/$735.8M)	QoQ +20.97% (+$93.3K) YoY NEW(+$538.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	8.7K	QoQ +2.05% (+175) YoY +105.39% (+4.5K)	All Managers (Combined)	$536.1K	0.1% ($536.1K/$735.8M)	QoQ +6.38% (+$32.2K) YoY +153.93% (+$325.0K)
(cusip032108664)✕	7.4K	QoQ -6.71% (-535) YoY NEW(+7.4K)	All Managers (Combined)	$533.3K	0.1% ($533.3K/$735.8M)	QoQ -10.08% (-$59.8K) YoY NEW(+$533.3K)
(cusip97717W760)✕	8.1K	QoQ +2.89% (+227) YoY +9.18% (+678)	All Managers (Combined)	$532.2K	0.1% ($532.2K/$735.8M)	QoQ +7.87% (+$38.9K) YoY +10.50% (+$50.6K)
Medtronic plc(MDTcusipG5960L103)	5.9K	QoQ -17.12% (-1.2K) YoY +74.85% (+2.5K)	All Managers (Combined)	$531.2K	0.1% ($531.2K/$735.8M)	QoQ -6.78% (-$38.7K) YoY +80.27% (+$236.6K)
(cusip69374H881)✕	9.7K	QoQ -11.08% (-1.2K) YoY +89.66% (+4.6K)	All Managers (Combined)	$530.4K	0.1% ($530.4K/$735.8M)	QoQ -13.79% (-$84.9K) YoY +78.71% (+$233.6K)