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 7 of 8
46641Q654
Shares:5.3K
Value:$270.2K
464288810
Shares:3.5K
Value:$211.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
771 | YoY NEW(+771) | All Managers (Combined) | $272.0K | YoY NEW(+$272.0K) | |
495 | QoQ +9.03% (+41)YoY NEW(+495) | All Managers (Combined) | $270.5K | YoY NEW(+$270.5K) | |
(cusip46641Q654)✕ | 5.3K | QoQ +1.85% (+97)YoY NEW(+5.3K) | All Managers (Combined) | $270.2K | YoY NEW(+$270.2K) |
1.3K | QoQ +0.63% (-8)YoY +0.71% (-9) | All Managers (Combined) | $262.3K | ||
8.4K | All Managers (Combined) | $260.4K | |||
1.1K | QoQ +7.60% (+77)YoY NEW(+1.1K) | All Managers (Combined) | $252.2K | YoY NEW(+$252.2K) | |
Eaton Corp plc(ETNcusipG29183103) | 926 | QoQ +2.20% (-20)YoY -5.02% (-49) | All Managers (Combined) | $251.7K | |
13.6K | QoQ 0.00% (-0)YoY NEW(+13.6K) | All Managers (Combined) | $248.3K | YoY NEW(+$248.3K) | |
985 | QoQ +0.10% (-1) | All Managers (Combined) | $240.9K | ||
4.3K | QoQ +2.39% (+100)YoY NEW(+4.3K) | All Managers (Combined) | $239.7K | YoY NEW(+$239.7K) | |
5.3K | QoQ NEW(+5.3K) YoY NEW(+5.3K) | All Managers (Combined) | $238.7K | QoQ NEW(+$238.7K) YoY NEW(+$238.7K) | |
2.2K | All Managers (Combined) | $236.4K | |||
1.5K | QoQ 0.00% (-0) | All Managers (Combined) | $235.9K | ||
1.3K | QoQ +8.06% (+94) | All Managers (Combined) | $232.1K | ||
506 | QoQ +0.39% (-2)YoY -16.08% (-97) | All Managers (Combined) | $226.0K | ||
SYSCO CORP(SYYcusip871829107) | 3.0K | All Managers (Combined) | $222.9K | ||
1.9K | QoQ 0.00% (-0)YoY -2.98% (-60) | All Managers (Combined) | $213.5K | ||
1.2K | QoQ +0.16% (+2)YoY NEW(+1.2K) | All Managers (Combined) | $212.0K | YoY NEW(+$212.0K) | |
(cusip464288810)✕ | 3.5K | QoQ +0.05% (+2)YoY +0.48% (+17) | All Managers (Combined) | $211.4K | |
1.3K | QoQ NEW(+1.3K) YoY NEW(+1.3K) | All Managers (Combined) | $202.6K | QoQ NEW(+$202.6K) YoY NEW(+$202.6K) |