Cahaba-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "RJF", null, null, "MMM", "ABT", "ABBV", null, "GOOGL", "T", "BLK", "CAT", "AVGO", "LOW", "D", null, "HD", "MCD", "FBLG", "QCOM", "GALT", "FSCO", "EMR", null, "MUB", "META", null, "MCBS", "IVW", "IJH", "TGB", null, "IWS", "MMC", "MA", "ABCB", "MSFT", "GE", "IJR", "IWD", "ORCL", "PAYX", null, "IWF", "PANW", "PEP", "IJK", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "LMT", "PG", "MRK", "VZ", null, "AMGN", "IEFA", null, "RTX", "GLD", null, "SPYG", null, "SPLG", "TMO", "TRV", "PNFP", "VV", "IWV", "PRF", "VIG", "IWO", "IWN", null, "FSK", "VYM", "AFL", "AJG", "WM", "IWP", "IWR", null, null, null, "AMZN", "IVE", "HCA", "AMTM", null, null, "VOOV", "VXUS", "BNDX", "VTEB", "BND", "VOT", "BSV", "VOO", "VTV", "V", "WMT", "WSM", null, null, null, "DVY", "SO", "SYY", null, "IXUS", null, null, null, "SPYV", "ADP", "BAC", "BRK-B", "BOX", "CVX", "LNG", "KO", "COST", "CRWD", "DE", "DAL", "EFA", "J", "IWB", "NEE", "QQQ", null, "IWM", "ETN", "GOOG", "XOM", "JNJ", "LLY", "NFLX", "PM", "AWK", "XLK", "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
- 2025-05-01
- Total Holdings
- 147
- Total Value
- 1208371301
- Accession Number
- 0001172661-25-001555
- Form Type
- 13F-HR
- Manager Name
- Cahaba-Wealth-Management
Data Enrichment
82% identified121 identified26 unidentified
Holdings
147 positions
Manager:
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Page 4 of 8
46429B267
Shares:33.1K
Value:$761.5K
464289446
Shares:5.4K
Value:$744.4K
464289438
Shares:3.5K
Value:$727.9K
464289867
Shares:11.5K
Value:$660.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.8K | QoQ +0.87% (+42)YoY +5.84% (+266) | All Managers (Combined) | $821.1K | ||
5.6K | QoQ +1.36% (+75)YoY +2.64% (+144) | All Managers (Combined) | $819.5K | ||
6.6K | QoQ +0.04% (-3) | All Managers (Combined) | $778.5K | ||
(cusip46429B267)✕ | 33.1K | All Managers (Combined) | $761.5K | ||
CATERPILLAR INC(CATcusip149123101) | 2.3K | QoQ +3.88% (-85)YoY -0.43% (-10) | All Managers (Combined) | $749.4K | |
(cusip464289446)✕ | 5.4K | All Managers (Combined) | $744.4K | ||
4.3K | QoQ +0.16% (-7) | All Managers (Combined) | $731.5K | ||
(cusip464289438)✕ | 3.5K | All Managers (Combined) | $727.9K | ||
AbbVie Inc.(ABBVcusip00287Y109) | 3.5K | QoQ -1.31% (-46)YoY +6.34% (+206) | All Managers (Combined) | $723.7K | |
1.4K | QoQ -0.07% (-1) | All Managers (Combined) | $714.0K | ||
PEPSICO INC(PEPcusip713448108) | 4.7K | All Managers (Combined) | $697.9K | ||
5.4K | QoQ +5.14% (+263)YoY +5.32% (+272) | All Managers (Combined) | $693.6K | ||
2.9K | QoQ -1.64% (-49)YoY +2.55% (+73) | All Managers (Combined) | $679.4K | ||
5.1K | QoQ +5.14% (+250)YoY -5.40% (-292) | All Managers (Combined) | $676.7K | ||
(cusip464289867)✕ | 11.5K | QoQ 0.00% (+0) | All Managers (Combined) | $660.3K | |
2.6K | QoQ -0.60% (-16) | All Managers (Combined) | $641.4K | ||
1.2K | QoQ +6.43% (+75)YoY +7.16% (+83) | All Managers (Combined) | $637.7K | ||
4.8K | QoQ +0.33% (-16) | All Managers (Combined) | $609.6K | ||
4.5K | QoQ +0.55% (+25)YoY -0.13% (-6) | All Managers (Combined) | $608.9K | ||
Alphabet Inc.(GOOGLcusip02079K305) | 3.9K | QoQ +6.80% (-250)YoY +2.61% (+100) | All Managers (Combined) | $606.9K |