$607 Million is the total value of CAHABA WEALTH MANAGEMENT, INC.'s 91 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GBIL | New | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFacces treasury | $585,000 | – | 5,850 | +100.0% | 0.10% | – |
| KO | New | COCA COLA CO COM | $438,000 | – | 9,040 | +100.0% | 0.07% | – |
| QQQ | New | POWERSHARES QQQ TRunit ser 1 | $348,000 | – | 1,070 | +100.0% | 0.06% | – |
| NKLA | New | NIKOLA CORP COM | $339,000 | – | 16,888 | +100.0% | 0.06% | – |
| TSLA | New | TESLA INC COM | $342,000 | – | 404 | +100.0% | 0.06% | – |
| XLV | New | HEALTH CARE SELECT SECTOR SPDRsbi healthcare | $305,000 | – | 2,600 | +100.0% | 0.05% | – |
| BMEZ | New | BLACKROCK HEALTH SCIENCS TR II COM SHS | $302,000 | – | 10,000 | +100.0% | 0.05% | – |
| HD | New | HOME DEPOT | $298,000 | – | 1,051 | +100.0% | 0.05% | – |
| LLY | New | LILLY ELI & CO COM | $292,000 | – | 1,417 | +100.0% | 0.05% | – |
| JPM | New | JPMORGAN CHASE & CO COM | $277,000 | – | 2,072 | +100.0% | 0.05% | – |
| JNJ | New | JOHNSON & JOHNSON COM | $268,000 | – | 1,642 | +100.0% | 0.04% | – |
| HCA | New | HCA HEALTHCARE INC COM | $236,000 | – | 1,417 | +100.0% | 0.04% | – |
| DAL | New | DELTA AIR LINES INC DEL CMN | $226,000 | – | 5,673 | +100.0% | 0.04% | – |
| ICLN | New | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDgl clean ene etf | $225,000 | – | 6,857 | +100.0% | 0.04% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDsponsored ads | $201,000 | – | 1,561 | +100.0% | 0.03% | – |
| MCD | New | MCDONALDS CORP COM | $200,000 | – | 938 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 25 | Q3 2023 | 27.1% |
| ISHARES TR | 25 | Q3 2023 | 27.4% |
| ISHARES TRUST CORE MSCI TOTAL INTL STK ETF | 25 | Q3 2023 | 10.9% |
| ISHARES TR | 25 | Q3 2023 | 8.9% |
| ISHARES TR | 25 | Q3 2023 | 7.2% |
| ISHARES TR | 25 | Q3 2023 | 4.4% |
| ISHARES TR | 25 | Q3 2023 | 4.7% |
| SOUTHERN CO COM | 25 | Q3 2023 | 2.5% |
| ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 25 | Q3 2023 | 3.5% |
| ISHARES TR | 25 | Q3 2023 | 2.9% |
View CAHABA WEALTH MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-01 |
View CAHABA WEALTH MANAGEMENT, 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.