The Analysis of CAHABA WEALTH MANAGEMENT, INC.'s Holdings
Currently, CAHABA WEALTH MANAGEMENT, INC. holds 156 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in IVV (+12.6K shares, valued at $8.6M), IJH (+86.2K shares, valued at $5.7M), UBND (+219.3K shares, valued at $4.8M); decreased their positions in RJF (-4.0K shares, valued at $636.6K), SO (-3.7K shares, valued at $319.3K), IYW (-1.2K shares, valued at $247.7K); initiated new positions in SLV (+4.5K shares, valued at $287.8K), SCHG (+8.7K shares, valued at $282.3K), CVNA (+492 shares, valued at $207.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR624.7K shares2.05%2025-12-312026-01-07
UBND VICTORY PORTFOLIOS II7.9M shares2.87%2025-12-312026-01-07 IXUS ISHARES TR1.8M shares2.92%2025-12-312026-01-07 IJH ISHARES TR2.0M shares4.61%2025-12-312026-01-07 SPYM SPDR SERIES TRUST720.2K shares0.81%2025-12-312026-01-07 IJR ISHARES TR461.0K shares4.87%2025-12-312026-01-07 ISTB ISHARES TR1.1M shares6.71%2025-12-312026-01-07 VXUS VANGUARD STAR FDS508.6K shares0.92%2025-12-312026-01-07 MUB ISHARES TR351.0K shares3.42%2025-12-312026-01-07 SO SOUTHERN CO339.7K shares-1.07%2025-12-312026-01-07 IAGG ISHARES TR576.5K shares6.90%2025-12-312026-01-07 SUB ISHARES TR261.6K shares6.20%2025-12-312026-01-07 SPMD SPDR SERIES TRUST451.7K shares3.26%2025-12-312026-01-07 VTEB VANGUARD MUN BD FDS423.4K shares17.15%2025-12-312026-01-07 JPST J P MORGAN EXCHANGE TRADED F372.3K shares6.42%2025-12-312026-01-07 SPSM SPDR SERIES TRUST325.9K shares2.81%2025-12-312026-01-07 ACWI ISHARES TR58.9K shares0.01%2025-12-312026-01-07 AAPL APPLE INC26.2K shares9.92%2025-12-312026-01-07 IVW ISHARES TR55.6K shares-2.00%2025-12-312026-01-07 RJF RAYMOND JAMES FINL INC38.3K shares-9.38%2025-12-312026-01-07 IEFA ISHARES TR63.3K shares0.58%2025-12-312026-01-07 IWR ISHARES TR58.0K shares0.48%2025-12-312026-01-07 MSFT MICROSOFT CORP11.1K shares-2.32%2025-12-312026-01-07 NVDA NVIDIA CORPORATION21.7K shares9.90%2025-12-312026-01-07 IWF ISHARES TR7.1K shares-0.38%2025-12-312026-01-07 SPY SPDR S&P 500 ETF TR4.5K shares-1.62%2025-12-312026-01-07 IWD ISHARES TR13.4K shares-1.39%2025-12-312026-01-07 AWK AMERICAN WTR WKS CO INC NEW21.4K shares0.63%2025-12-312026-01-07 AMZN AMAZON COM INC11.7K shares-0.08%2025-12-312026-01-07 BROADCOM INC BROADCOM INC6.2K shares-0.32%2025-12-312026-01-07 SHY ISHARES TR25.0K shares3.80%2025-12-312026-01-07 BSV VANGUARD BD INDEX FDS22.6K shares1.32%2025-12-312026-01-07 J JACOBS SOLUTIONS INC13.4K shares-1.65%2025-12-312026-01-07 VTI VANGUARD INDEX FDS5.3K shares-0.77%2025-12-312026-01-07 AGG ISHARES TR17.2K shares2.75%2025-12-312026-01-07 VV VANGUARD INDEX FDS5.4K shares0.04%2025-12-312026-01-07 HCA HCA HEALTHCARE INC3.6K shares-5.28%2025-12-312026-01-07 ITOT ISHARES TR11.1K shares-2.77%2025-12-312026-01-07 ALPHABET INC ALPHABET INC5.0K shares-0.18%2025-12-312026-01-07 IVE ISHARES TR7.2K shares-4.19%2025-12-312026-01-07 LLY ELI LILLY & CO1.3K shares-1.98%2025-12-312026-01-07 EFA ISHARES TR14.9K shares1.64%2025-12-312026-01-07 IWV ISHARES TR3.3K shares0.06%2025-12-312026-01-07 T AT&T INC51.0K shares15.25%2025-12-312026-01-07 ABCB AMERIS BANCORP16.6K shares0.10%2025-12-312026-01-07 WMT WALMART INC10.8K shares-1.96%2025-12-312026-01-07 CAT CATERPILLAR INC2.0K shares-0.79%2025-12-312026-01-07 QUAL ISHARES TR5.8K shares0.00%2025-12-312026-01-07 JNJ JOHNSON & JOHNSON5.5K shares-0.15%2025-12-312026-01-07 AFL AFLAC INC9.9K shares0.01%2025-12-312026-01-07 HD HOME DEPOT INC3.1K shares-0.42%2025-12-312026-01-07 IWP ISHARES TR7.4K shares1.58%2025-12-312026-01-07 COST COSTCO WHSL CORP NEW1.2K shares-1.51%2025-12-312026-01-07 ALPHABET INC ALPHABET INC3.2K shares-1.23%2025-12-312026-01-07 ICSH ISHARES TR19.3K shares2.75%2025-12-312026-01-07 IWY ISHARES TR3.5K shares0.00%2025-12-312026-01-07 MMM 3M CO5.6K shares0.41%2025-12-312026-01-07 IWL ISHARES TR5.3K shares-2.79%2025-12-312026-01-07 GLD SPDR GOLD TR2.2K shares31.61%2025-12-312026-01-07 MCD MCDONALDS CORP2.9K shares-0.45%2025-12-312026-01-07 V VISA INC2.4K shares-0.38%2025-12-312026-01-07 ABBV ABBVIE INC3.6K shares2.56%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.2.5K shares-0.79%2025-12-312026-01-07 PANW PALO ALTO NETWORKS INC4.4K shares-0.29%2025-12-312026-01-07 XOM EXXON MOBIL CORP6.6K shares0.69%2025-12-312026-01-07 KO COCA COLA CO11.0K shares-3.91%2025-12-312026-01-07 IWO ISHARES TR2.4K shares0.21%2025-12-312026-01-07 VYM VANGUARD WHITEHALL FDS5.1K shares0.54%2025-12-312026-01-07 SCHB SCHWAB STRATEGIC TR26.6K shares0.27%2025-12-312026-01-07 GOVT ISHARES TR29.8K shares-11.73%2025-12-312026-01-07 RTX RTX CORPORATION3.7K shares-7.04%2025-12-312026-01-07 MCBS METROCITY BANKSHARES INC25.0K shares-16.67%2025-12-312026-01-07 AOR ISHARES TR10.1K shares0.01%2025-12-312026-01-07 PG PROCTER AND GAMBLE CO4.5K shares-1.21%2025-12-312026-01-07 IWB ISHARES TR1.7K shares-7.22%2025-12-312026-01-07 IJK ISHARES TR6.6K shares0.02%2025-12-312026-01-07 IUSB ISHARES TR13.0K shares6.51%2025-12-312026-01-07 ORCL ORACLE CORP3.1K shares-0.86%2025-12-312026-01-07 PEP PEPSICO INC4.2K shares-4.23%2025-12-312026-01-07 BAC BANK AMERICA CORP10.6K shares0.54%2025-12-312026-01-07 WM WASTE MGMT INC DEL2.6K shares0.04%2025-12-312026-01-07 DVY ISHARES TR4.0K shares0.71%2025-12-312026-01-07 USIG ISHARES TR10.7K shares1.57%2025-12-312026-01-07 CRWD CROWDSTRIKE HLDGS INC1.2K shares52.26%2025-12-312026-01-07 ACWX ISHARES TR8.2K shares1.59%2025-12-312026-01-07 IWN ISHARES TR3.0K shares0.57%2025-12-312026-01-07 IWS ISHARES TR3.9K shares-4.70%2025-12-312026-01-07 TRV TRAVELERS COMPANIES INC1.9K shares0.27%2025-12-312026-01-07 SPAB SPDR SERIES TRUST20.8K shares-7.20%2025-12-312026-01-07 GE AEROSPACE GE AEROSPACE1.7K shares0.06%2025-12-312026-01-07 BNDX VANGUARD CHARLOTTE FDS10.5K shares1.28%2025-12-312026-01-07 IWM ISHARES TR1.9K shares0.26%2025-12-312026-01-07 MBB ISHARES TR5.0K shares-16.13%2025-12-312026-01-07 DAL DELTA AIR LINES INC DEL6.8K shares0.34%2025-12-312026-01-07 UNH UNITEDHEALTH GROUP INC1.4K shares0.89%2025-12-312026-01-07 VIG VANGUARD SPECIALIZED FUNDS2.0K shares0.59%2025-12-312026-01-07 SPYV SPDR SERIES TRUST7.4K shares0.00%2025-12-312026-01-07 IYF ISHARES TR3.1K shares-1.70%2025-12-312026-01-07 ABT ABBOTT LABS3.2K shares0.09%2025-12-312026-01-07 SPYG SPDR SERIES TRUST3.6K shares-9.21%2025-12-312026-01-07 NEE NEXTERA ENERGY INC4.8K shares0.69%2025-12-312026-01-07 SFY TIDAL TRUST I2.9K shares0.00%2025-12-312026-01-07 DE DEERE & CO783 shares-1.01%2025-12-312026-01-07 TSLA TESLA INC799 shares2.70%2025-12-312026-01-07 META META PLATFORMS INC534 shares-1.29%2025-12-312026-01-07 AMTM AMENTUM HOLDINGS INC12.1K shares0.00%2025-12-312026-01-07 VO VANGUARD INDEX FDS1.2K shares-4.97%2025-12-312026-01-07 MA MASTERCARD INCORPORATED554 shares-1.25%2025-12-312026-01-07 LOW LOWES COS INC1.3K shares0.08%2025-12-312026-01-07 JMST J P MORGAN EXCHANGE TRADED F6.1K shares4.16%2025-12-312026-01-07 CVX CHEVRON CORP NEW2.0K shares0.56%2025-12-312026-01-07 SLV ISHARES SILVER TR4.5K sharesnew addition2025-12-312026-01-07 GS GOLDMAN SACHS GROUP INC324 shares0.00%2025-12-312026-01-07 SCHG SCHWAB STRATEGIC TR8.7K sharesnew addition2025-12-312026-01-07 AJG GALLAGHER ARTHUR J & CO1.1K shares0.19%2025-12-312026-01-07 VCIT VANGUARD SCOTTSDALE FDS3.3K shares-5.67%2025-12-312026-01-07 WBD WARNER BROS DISCOVERY INC9.5K shares-4.93%2025-12-312026-01-07 FSK FS KKR CAP CORP18.3K shares6.37%2025-12-312026-01-07 ADP AUTOMATIC DATA PROCESSING IN1.0K shares0.19%2025-12-312026-01-07 WSM WILLIAMS SONOMA INC1.5K shares0.00%2025-12-312026-01-07 VTV VANGUARD INDEX FDS1.4K shares19.90%2025-12-312026-01-07 CSCO CISCO SYS INC3.4K shares-2.81%2025-12-312026-01-07 LMT LOCKHEED MARTIN CORP541 shares0.37%2025-12-312026-01-07 GLDM WORLD GOLD TR3.0K shares0.00%2025-12-312026-01-07 D DOMINION ENERGY INC4.4K shares1.00%2025-12-312026-01-07 IYW ISHARES TR1.3K shares-49.54%2025-12-312026-01-07 QCOM QUALCOMM INC1.5K shares-2.58%2025-12-312026-01-07 GEV GE VERNOVA INC385 shares-0.26%2025-12-312026-01-07 ITA ISHARES TR1.1K shares-17.40%2025-12-312026-01-07 FMUN FIDELITY MERRIMACK STR TR4.7K shares0.00%2025-12-312026-01-07 MMC MARSH & MCLENNAN COS INC1.3K shares0.16%2025-12-312026-01-07 AMGN AMGEN INC705 shares-1.54%2025-12-312026-01-07 VEA VANGUARD TAX-MANAGED FDS3.7K shares-33.84%2025-12-312026-01-07 PAYX PAYCHEX INC2.0K shares0.10%2025-12-312026-01-07 VZ VERIZON COMMUNICATIONS INC5.4K shares-0.02%2025-12-312026-01-07 SYY SYSCO CORP3.0K shares0.03%2025-12-312026-01-07 IHI ISHARES TR3.5K shares0.09%2025-12-312026-01-07 PNFP PINNACLE FINL PARTNERS INC2.3K shares0.76%2025-12-312026-01-07 VOE VANGUARD INDEX FDS1.2K shares-1.94%2025-12-312026-01-07 PM PHILIP MORRIS INTL INC1.3K shares0.31%2025-12-312026-01-07 CVNA CARVANA CO492 sharesnew addition2025-12-312026-01-07 CINF CINCINNATI FINL CORP1.3K sharesnew addition2025-12-312026-01-07 TGB TASEKO MINES LTD36.1K shares0.00%2025-12-312026-01-07 SCHF SCHWAB STRATEGIC TR8.5K shares-38.63%2025-12-312026-01-07 BOX BOX INC6.7K shares0.00%2025-12-312026-01-07 FSCO FS CREDIT OPPORTUNITIES CORP28.6K shares3.24%2025-12-312026-01-07 JPC NUVEEN PFD & INCOME OPPORTUN12.1K shares0.00%2025-12-312026-01-07 GALT GALECTIN THERAPEUTICS INC21.0K shares0.00%2025-12-312026-01-07 FBLG FIBROBIOLOGICS INC14.7K shares0.00%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available