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Ryan Cahill

@Cahill Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$193.769MTotal holdings50
Assets growth rate15.57%Assets growth rate (2-Q avg)6.58%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cahill Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Cahill Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 193.769M in assets, with a quarterly growth rate of 15.57% and a 2-quarter average growth rate of 6.58%. The portfolio is managed by Ryan Cahill, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Decreased -0.79%
5.33%
$10.313M
36,422 shares@ $283.17 avg price
IJHIshares Tr
Recent Activity
Decreased -0.38%
4.03%
$7.79M
125,000 shares@ $62.32 avg price
AAPLApple Inc
Recent Activity
Decreased -0.06%
2.3%
$4.45M
19,099 shares@ $233.01 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -7.81%
2.06%
$3.99M
53,123 shares@ $75.12 avg price
TLTIshares Tr
Recent Activity
Decreased -2.03%
1.5%
$2.894M
29,496 shares@ $98.11 avg price
AGGIshares Tr
Recent Activity
Decreased -10.77%
1.41%
$2.732M
26,974 shares@ $101.28 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.07%
1.04%
$2.007M
49,387 shares@ $40.63 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -18.24%
0.97%
$1.87M
26,689 shares@ $70.07 avg price
SYKStryker Corporation
Recent Activity
Decreased -7.53%
0.77%
$1.48M
4,096 shares@ $361.27 avg price
SCHBSchwab Strategic Tr
Recent Activity
Decreased -19.28%
0.64%
$1.222M
18,363 shares@ $66.53 avg price