$161 Thousand is the total value of CAHILL FINANCIAL ADVISORS INC's 275268 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGF | Invesco Financial Preferredfinl pfd ptfl | $492,000 | +0.6% | 26,022 | 0.0% | 0.18% | -5.8% | |
| ROBO | Exch Trade Concepts Etfrobo glb etf | $382,000 | +9.5% | 9,093 | 0.0% | 0.14% | +2.2% | |
| GOOG | Alphabet Inc. Class Ccap stk cl c | $350,000 | +9.7% | 261 | 0.0% | 0.13% | +2.4% | |
| AXP | American Express Company | $289,000 | +5.1% | 2,320 | 0.0% | 0.10% | -1.9% | |
| AMAT | Applied Materials Inc | $286,000 | +22.2% | 4,675 | 0.0% | 0.10% | +14.3% | |
| NOW | Service Now Inc | $239,000 | +11.2% | 845 | 0.0% | 0.09% | +3.6% | |
| UN | Unilever N V N Y Shs New | $215,000 | -4.4% | 3,734 | 0.0% | 0.08% | -10.3% | |
| HYT | Blackrock Corporate High Yield | $125,000 | +4.2% | 11,073 | 0.0% | 0.04% | -4.3% | |
| WPRT | Westport Innovations | $32,000 | -13.5% | 13,249 | 0.0% | 0.01% | -14.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares S&P 500 Growth Index E | 40 | Q3 2023 | 8.0% |
| iShares S&P 500 Value Index ET | 40 | Q3 2023 | 7.5% |
| VANGUARD SPECIALIZED PORTFOL | 40 | Q3 2023 | 6.5% |
| Vanguard Short Term Bond Index | 40 | Q3 2023 | 6.2% |
| Vanguard Real Estate Index Fun | 40 | Q3 2023 | 3.1% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 2.3% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | 40 | Q3 2023 | 3.0% |
| SCHWAB U.S. SMALL-CAP ETF | 40 | Q3 2023 | 2.9% |
| iShares S&P Midcap 400 Index E | 40 | Q3 2023 | 2.4% |
| SCHWAB STRATEGIC TR | 40 | Q3 2023 | 3.4% |
View CAHILL FINANCIAL ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
View CAHILL FINANCIAL ADVISORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.