$874 Million is the total value of CAHABA WEALTH MANAGEMENT, INC.'s 146 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | FS CREDIT OPPORTUNITIES CORP | $1,700,791 | – | 383,061 | +100.0% | 0.20% | – | |
| New | LINDE PLC | $340,114 | – | 957 | +100.0% | 0.04% | – | |
| PM | New | PHILIP MORRIS INTL INC | $247,071 | – | 2,541 | +100.0% | 0.03% | – |
| DIS | New | DISNEY WALT CO | $226,154 | – | 2,259 | +100.0% | 0.03% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $219,513 | – | 3,965 | +100.0% | 0.02% | – |
| NFLX | New | NETFLIX INC | $218,343 | – | 632 | +100.0% | 0.02% | – |
| CSCO | New | CISCO SYS INC | $211,359 | – | 4,043 | +100.0% | 0.02% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $208,892 | – | 2,731 | +100.0% | 0.02% | – |
| New | JOBY AVIATION INC | $43,400 | – | 10,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-04
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.