The Analysis of CAHABA WEALTH MANAGEMENT, INC.'s Holdings
Currently, CAHABA WEALTH MANAGEMENT, INC. holds 157 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in UBND (+7.6M shares, valued at $168.0M), IVV (+8.4K shares, valued at $5.6M), IJH (+64.2K shares, valued at $4.2M); decreased their positions in AGG (-1.5M shares, valued at $153.0M), SPAB (-328.7K shares, valued at $8.5M), SCHB (-39.5K shares, valued at $1.0M); initiated new positions in VEA (+5.6K shares, valued at $333.1K), CVX (+2.0K shares, valued at $303.4K), ITA (+1.3K shares, valued at $280.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR612.2K shares1.40%2025-09-302025-10-17
UBND VICTORY PORTFOLIOS II7.6M shares31968.24%2025-09-302025-10-17 IXUS ISHARES TR1.7M shares0.79%2025-09-302025-10-17 IJH ISHARES TR1.9M shares3.55%2025-09-302025-10-17 SPYM SPDR SERIES TRUST714.4K shares0.49%2025-09-302025-10-17 IJR ISHARES TR439.6K shares3.79%2025-09-302025-10-17 ISTB ISHARES TR997.6K shares4.87%2025-09-302025-10-17 VXUS VANGUARD STAR FDS504.0K shares0.20%2025-09-302025-10-17 MUB ISHARES TR339.4K shares7.66%2025-09-302025-10-17 SO SOUTHERN CO343.4K shares-2.13%2025-09-302025-10-17 IAGG ISHARES TR539.2K shares3.71%2025-09-302025-10-17 SUB ISHARES TR246.3K shares4.47%2025-09-302025-10-17 SPMD SPDR SERIES TRUST437.5K shares0.89%2025-09-302025-10-17 VTEB VANGUARD MUN BD FDS361.4K shares-0.36%2025-09-302025-10-17 JPST J P MORGAN EXCHANGE TRADED F349.8K shares4.70%2025-09-302025-10-17 SPSM SPDR SERIES TRUST317.0K shares0.75%2025-09-302025-10-17 ACWI ISHARES TR58.9K shares-0.57%2025-09-302025-10-17 RJF RAYMOND JAMES FINL INC42.3K shares0.00%2025-09-302025-10-17 IVW ISHARES TR56.8K shares-4.92%2025-09-302025-10-17 AAPL APPLE INC23.9K shares-3.09%2025-09-302025-10-17 MSFT MICROSOFT CORP11.4K shares-1.66%2025-09-302025-10-17 IWR ISHARES TR57.7K shares0.18%2025-09-302025-10-17 IEFA ISHARES TR63.0K shares3.78%2025-09-302025-10-17 NVDA NVIDIA CORPORATION19.8K shares-2.24%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL7.3K shares5.24%2025-09-302025-10-17 IWF ISHARES TR7.2K shares-0.69%2025-09-302025-10-17 SPY SPDR S&P 500 ETF TR4.6K shares-1.91%2025-09-302025-10-17 AWK AMERICAN WTR WKS CO INC NEW21.3K shares0.38%2025-09-302025-10-17 IWD ISHARES TR13.6K shares3.63%2025-09-302025-10-17 AMZN AMAZON COM INC11.8K shares-3.58%2025-09-302025-10-17 AVGO BROADCOM INC6.2K shares-2.27%2025-09-302025-10-17 J JACOBS SOLUTIONS INC13.6K shares0.00%2025-09-302025-10-17 SHY ISHARES TR24.0K shares-0.12%2025-09-302025-10-17 BSV VANGUARD BD INDEX FDS22.3K shares1.52%2025-09-302025-10-17 VTI VANGUARD INDEX FDS5.3K shares13.10%2025-09-302025-10-17 AGG ISHARES TR16.7K shares-98.92%2025-09-302025-10-17 ITOT ISHARES TR11.5K shares16.06%2025-09-302025-10-17 VV VANGUARD INDEX FDS5.4K shares-0.57%2025-09-302025-10-17 HCA HCA HEALTHCARE INC3.8K shares-13.89%2025-09-302025-10-17 IVE ISHARES TR7.5K shares1.71%2025-09-302025-10-17 EFA ISHARES TR14.7K shares0.00%2025-09-302025-10-17 HD HOME DEPOT INC3.1K shares-3.32%2025-09-302025-10-17 IWV ISHARES TR3.3K shares0.24%2025-09-302025-10-17 T AT&T INC44.2K shares-0.79%2025-09-302025-10-17 ABCB AMERIS BANCORP16.6K shares0.11%2025-09-302025-10-17 GOOG ALPHABET INC5.0K shares-3.84%2025-09-302025-10-17 QQQ INVESCO QQQ TR1.9K shares4.35%2025-09-302025-10-17 WMT WALMART INC11.0K shares-3.20%2025-09-302025-10-17 QUAL ISHARES TR5.8K shares1.21%2025-09-302025-10-17 AFL AFLAC INC9.9K shares0.01%2025-09-302025-10-17 COST COSTCO WHSL CORP NEW1.2K shares-5.25%2025-09-302025-10-17 LLY ELI LILLY & CO1.4K shares1.34%2025-09-302025-10-17 IWP ISHARES TR7.3K shares9.71%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON5.5K shares-20.55%2025-09-302025-10-17 CAT CATERPILLAR INC2.0K shares-3.93%2025-09-302025-10-17 ICSH ISHARES TR18.7K shares-12.24%2025-09-302025-10-17 IWY ISHARES TR3.5K shares0.00%2025-09-302025-10-17 PANW PALO ALTO NETWORKS INC4.4K shares3.22%2025-09-302025-10-17 IWL ISHARES TR5.4K shares0.02%2025-09-302025-10-17 ORCL ORACLE CORP3.1K shares-0.54%2025-09-302025-10-17 MCD MCDONALDS CORP2.9K shares-0.99%2025-09-302025-10-17 MMM 3M CO5.6K shares0.45%2025-09-302025-10-17 MCBS METROCITY BANKSHARES INC30.0K shares0.00%2025-09-302025-10-17 V VISA INC2.4K shares-5.85%2025-09-302025-10-17 ABBV ABBVIE INC3.5K shares-0.28%2025-09-302025-10-17 JPM JPMORGAN CHASE & CO.2.5K shares1.80%2025-09-302025-10-17 GOOGL ALPHABET INC3.3K shares1.72%2025-09-302025-10-17 VOO VANGUARD INDEX FDS1.3K shares10.72%2025-09-302025-10-17 GOVT ISHARES TR33.7K shares0.89%2025-09-302025-10-17 KO COCA COLA CO11.5K shares-9.10%2025-09-302025-10-17 IWO ISHARES TR2.3K shares0.13%2025-09-302025-10-17 XOM EXXON MOBIL CORP6.5K shares11.30%2025-09-302025-10-17 VYM VANGUARD WHITEHALL FDS5.0K shares-7.00%2025-09-302025-10-17 PG PROCTER AND GAMBLE CO4.5K shares-1.24%2025-09-302025-10-17 SCHB SCHWAB STRATEGIC TR26.6K shares-59.77%2025-09-302025-10-17 IWB ISHARES TR1.9K shares0.05%2025-09-302025-10-17 RTX RTX CORPORATION4.0K shares-8.09%2025-09-302025-10-17 AOR ISHARES TR10.1K shares0.01%2025-09-302025-10-17 IJK ISHARES TR6.6K shares0.00%2025-09-302025-10-17 PEP PEPSICO INC4.4K shares0.64%2025-09-302025-10-17 GLD SPDR GOLD TR1.7K shares-1.90%2025-09-302025-10-17 CLS CELESTICA INC2.4K shares0.00%2025-09-302025-10-17 WM WASTE MGMT INC DEL2.6K shares-3.74%2025-09-302025-10-17 SPAB SPDR SERIES TRUST22.4K shares-93.62%2025-09-302025-10-17 MBB ISHARES TR6.0K shares1.08%2025-09-302025-10-17 IUSB ISHARES TR12.2K shares0.85%2025-09-302025-10-17 IWS ISHARES TR4.0K shares1.87%2025-09-302025-10-17 DVY ISHARES TR4.0K shares0.56%2025-09-302025-10-17 USIG ISHARES TR10.6K shares1.17%2025-09-302025-10-17 BAC BANK AMERICA CORP10.5K shares0.30%2025-09-302025-10-17 IWN ISHARES TR3.0K shares0.47%2025-09-302025-10-17 ACWX ISHARES TR8.1K shares0.00%2025-09-302025-10-17 TRV TRAVELERS COMPANIES INC1.9K shares0.43%2025-09-302025-10-17 BNDX VANGUARD CHARLOTTE FDS10.4K shares-0.79%2025-09-302025-10-17 GE GE AEROSPACE1.7K shares0.00%2025-09-302025-10-17 IYW ISHARES TR2.5K shares0.00%2025-09-302025-10-17 IWM ISHARES TR1.9K shares5.25%2025-09-302025-10-17 UNH UNITEDHEALTH GROUP INC1.3K shares-1.97%2025-09-302025-10-17 VIG VANGUARD SPECIALIZED FUNDS2.0K shares-1.12%2025-09-302025-10-17 ABT ABBOTT LABS3.2K shares-8.00%2025-09-302025-10-17 SPYG SPDR SERIES TRUST4.0K shares-7.09%2025-09-302025-10-17 SPYV SPDR SERIES TRUST7.4K shares0.00%2025-09-302025-10-17 IYF ISHARES TR3.2K shares0.28%2025-09-302025-10-17 META META PLATFORMS INC541 shares0.00%2025-09-302025-10-17 DAL DELTA AIR LINES INC DEL6.7K shares0.31%2025-09-302025-10-17 CRWD CROWDSTRIKE HLDGS INC775 shares-6.17%2025-09-302025-10-17 SFY TIDAL TRUST I2.9K shares0.00%2025-09-302025-10-17 DE DEERE & CO791 shares17.88%2025-09-302025-10-17 NEE NEXTERA ENERGY INC4.8K shares-1.08%2025-09-302025-10-17 VO VANGUARD INDEX FDS1.2K shares43.51%2025-09-302025-10-17 TSLA TESLA INC778 shares2.64%2025-09-302025-10-17 VEA VANGUARD TAX-MANAGED FDS5.6K sharesnew addition2025-09-302025-10-17 AJG GALLAGHER ARTHUR J & CO1.1K shares-0.19%2025-09-302025-10-17 LOW LOWES COS INC1.3K shares0.08%2025-09-302025-10-17 SCHF SCHWAB STRATEGIC TR13.8K shares-43.13%2025-09-302025-10-17 MA MASTERCARD INCORPORATED561 shares0.18%2025-09-302025-10-17 ADP AUTOMATIC DATA PROCESSING IN1.0K shares-3.36%2025-09-302025-10-17 CVX CHEVRON CORP NEW2.0K sharesnew addition2025-09-302025-10-17 BLK BLACKROCK INC260 shares-8.77%2025-09-302025-10-17 JMST J P MORGAN EXCHANGE TRADED F5.9K shares11.82%2025-09-302025-10-17 VCIT VANGUARD SCOTTSDALE FDS3.5K shares-50.42%2025-09-302025-10-17 WSM WILLIAMS SONOMA INC1.5K shares0.00%2025-09-302025-10-17 AMTM AMENTUM HOLDINGS INC12.1K shares-16.56%2025-09-302025-10-17 ETN EATON CORP PLC772 shares-3.74%2025-09-302025-10-17 ITA ISHARES TR1.3K sharesnew addition2025-09-302025-10-17 LMT LOCKHEED MARTIN CORP539 shares6.10%2025-09-302025-10-17 D DOMINION ENERGY INC4.3K shares1.01%2025-09-302025-10-17 GS GOLDMAN SACHS GROUP INC324 shares-17.97%2025-09-302025-10-17 LNG CHENIERE ENERGY INC1.1K shares0.27%2025-09-302025-10-17 FSK FS KKR CAP CORP17.2K shares2.77%2025-09-302025-10-17 MMC MARSH & MCLENNAN COS INC1.3K shares-15.48%2025-09-302025-10-17 QCOM QUALCOMM INC1.5K shares0.07%2025-09-302025-10-17 VOOV VANGUARD ADMIRAL FDS INC1.3K shares0.48%2025-09-302025-10-17 PAYX PAYCHEX INC2.0K shares2.45%2025-09-302025-10-17 MRK MERCK & CO INC3.0K shares5.65%2025-09-302025-10-17 SYY SYSCO CORP3.0K shares0.00%2025-09-302025-10-17 CSCO CISCO SYS INC3.5K shares9.63%2025-09-302025-10-17 GEV GE VERNOVA INC386 shares0.52%2025-09-302025-10-17 VZ VERIZON COMMUNICATIONS INC5.4K shares7.21%2025-09-302025-10-17 FMUN FIDELITY MERRIMACK STR TR4.7K shares0.00%2025-09-302025-10-17 GLDM WORLD GOLD TR3.0K sharesnew addition2025-09-302025-10-17 NFLX NETFLIX INC190 shares13.77%2025-09-302025-10-17 BOX BOX INC6.7K shares0.00%2025-09-302025-10-17 VOE VANGUARD INDEX FDS1.2K sharesnew addition2025-09-302025-10-17 VTV VANGUARD INDEX FDS1.2K sharesnew addition2025-09-302025-10-17 IHI ISHARES TR3.5K shares0.11%2025-09-302025-10-17 PM PHILIP MORRIS INTL INC1.3K shares0.70%2025-09-302025-10-17 PNFP PINNACLE FINL PARTNERS INC2.2K shares0.36%2025-09-302025-10-17 MCHP MICROCHIP TECHNOLOGY INC.3.2K shares-13.77%2025-09-302025-10-17 FDN FIRST TR EXCHANGE-TRADED FD734 sharesnew addition2025-09-302025-10-17 AMGN AMGEN INC716 shares-16.36%2025-09-302025-10-17 WBD WARNER BROS DISCOVERY INC10.0K sharesnew addition2025-09-302025-10-17 FSCO FS CREDIT OPPORTUNITIES CORP27.7K shares2.86%2025-09-302025-10-17 TGB TASEKO MINES LTD36.1K shares0.00%2025-09-302025-10-17 JPC NUVEEN PFD & INCOME OPPORTUN12.1K sharesnew addition2025-09-302025-10-17 GALT GALECTIN THERAPEUTICS INC21.0K shares0.00%2025-09-302025-10-17 FBLG FIBROBIOLOGICS INC14.7K shares0.00%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available