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 6 of 8
81369Y209
Shares:2.5K
Value:$359.7K
464287721
Shares:2.5K
Value:$351.6K
464287788
Shares:3.1K
Value:$348.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.9K | QoQ +0.15% (-3)YoY -3.56% (-70) | All Managers (Combined) | $377.9K | ||
7.4K | All Managers (Combined) | $375.8K | |||
1.1K | QoQ -4.11% (-46) | All Managers (Combined) | $369.7K | ||
4.6K | QoQ -1.42% (-66) | All Managers (Combined) | $367.1K | ||
DEERE & CO(DEcusip244199105) | 774 | QoQ +0.38% (+3) | All Managers (Combined) | $363.2K | |
(cusip81369Y209)✕ | 2.5K | All Managers (Combined) | $359.7K | ||
(cusip464287721)✕ | 2.5K | QoQ 0.00% (-0)YoY NEW(+2.5K) | All Managers (Combined) | $351.6K | YoY NEW(+$351.6K) |
(cusip464287788)✕ | 3.1K | QoQ +0.32% (+10)YoY +1.44% (+44) | All Managers (Combined) | $348.0K | |
16.3K | QoQ 0.00% (-0) | All Managers (Combined) | $340.6K | ||
1.7K | QoQ 0.00% (+0)YoY -1.92% (-33) | All Managers (Combined) | $335.6K | ||
4.7K | QoQ +0.77% (-36)YoY +2.80% (+128) | All Managers (Combined) | $332.9K | ||
987 | QoQ +1.02% (+10)YoY -7.14% (-76) | All Managers (Combined) | $307.4K | ||
1.3K | QoQ +9.64% (+114)YoY +9.83% (+116) | All Managers (Combined) | $302.4K | ||
Mastercard Inc(MAcusip57636Q104) | 551 | QoQ +6.16% (+32)YoY +6.37% (+33) | All Managers (Combined) | $302.0K | |
6.7K | QoQ +0.04% (-3)YoY -4.84% (-341) | All Managers (Combined) | $292.0K | ||
PAYCHEX INC(PAYXcusip704326107) | 1.9K | QoQ 0.00% (+0)YoY -8.90% (-183) | All Managers (Combined) | $288.7K | |
BlackRock, Inc.(BLKcusip09290D101) | 305 | QoQ -3.17% (-10)YoY NEW(+305) | All Managers (Combined) | $288.5K | YoY NEW(+$288.5K) |
3.1K | QoQ +3.92% (-119)YoY -8.88% (-307) | All Managers (Combined) | $282.7K | ||
7.0K | All Managers (Combined) | $281.2K | |||
561 | QoQ +0.89% (-5)YoY -3.77% (-22) | All Managers (Combined) | $279.2K |