$474 Million is the total value of CAHILL FINANCIAL ADVISORS INC's 285 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GGG | GRACO INC COMstock | $1,477,000 | +0.9% | 24,636 | 0.0% | 0.31% | 0.0% | |
| EDAP | EDAP TMS SAadr | $1,113,000 | +21.2% | 134,960 | 0.0% | 0.24% | +20.5% | |
| BRKA | BERKSHIRE HATHAWAY INC CLASS Astock | $406,000 | -0.7% | 1 | 0.0% | 0.09% | -1.1% | |
| LEN | LENNAR CORP CL Astock | $366,000 | +5.8% | 4,904 | 0.0% | 0.08% | +4.1% | |
| IXJ | ISHARES GLOBAL HEALTHCARE ETFetf | $349,000 | -6.9% | 4,626 | 0.0% | 0.07% | -7.5% | |
| HYT | BLACKROCK CORPORATE HIGH YIELD FUNDcef | $219,000 | -10.2% | 25,621 | 0.0% | 0.05% | -11.5% | |
| PGF | INVESCO FINANCIAL PREFERRED ETFetf | $204,000 | -3.3% | 13,574 | 0.0% | 0.04% | -4.4% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- SEI Investments Co #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.