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Cahaba Wealth Management, Inc. Buys Southern Co, iShares Core 1-5 Year USD Bond ETF, Vanguard ...

·8 min read

Investment company Cahaba Wealth Management, Inc. (Current Portfolio) buys Southern Co, iShares Core 1-5 Year USD Bond ETF, Vanguard Large Cap ETF, BTC BlackRock Ultra Short-Term Bond ETF, SPDR Portfolio Aggregate Bond ETF, sells American Water Works Co Inc, Global Payments Inc, iShares Russell 1000 ETF, NVIDIA Corp, Citigroup Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cahaba Wealth Management, Inc.. As of 2021Q4, Cahaba Wealth Management, Inc. owns 143 stocks with a total value of $754 million. These are the details of the buys and sells.

  • New Purchases: VV, ICSH, UNP, MA, QUAL, AFL, D, MRK, DIS, XLNX, ABBV, BOX, IYR, VO, XLV, SIRI,

  • Added Positions: AGG, IVV, SO, IXUS, IJH, MUB, ISTB, REET, IJR, VXUS, IEFA, SPAB, HD, IVE, BRK.B, TGT, VZ, DAL, GOOG, AMGN, AOR, BND, IAGG, SPY, VYM, ABT, AAPL, PFE, BMY, JPM, JNJ, NSC, DE, GOOGL, COST, CMCSA, MBB, KO, QQQ, CAT, AJG, VTI, EMR, XOM, UNH, EFA, MCD, NKE, ACWX, PAYX, FB, AVGO, WSM, WM, WMT,

  • Reduced Positions: AWK, IWF, IWD, IWB, NVDA, IWV, ACWI, T, SUB, SPLG, MSFT, IVW, ITOT, AMZN, IWL, IWN, IWO, IWP, IYW, SPSM, IJT, TSLA, IJK, DVY, FSK, IQV, NXPI, IWM, TMO, PNFP, IWS, PEP, NDAQ, HON, GS, LLY,

  • Sold Out: GPN, C, BAH, FIS, AVCT, IJJ,


For the details of CAHABA WEALTH MANAGEMENT, INC.'s stock buys and sells,
go to https://www.gurufocus.com/guru/cahaba+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of CAHABA WEALTH MANAGEMENT, INC.

  1. iShares Core S&P 500 ETF (IVV) - 373,513 shares, 23.63% of the total portfolio. Shares added by 3.67%

  2. iShares Core U.S. Aggregate Bond ETF (AGG) - 1,104,262 shares, 16.71% of the total portfolio. Shares added by 6.62%

  3. iShares Core MSCI Total International Stock ETF (IXUS) - 975,878 shares, 9.18% of the total portfolio. Shares added by 6.98%

  4. iShares Core S&P Mid-Cap ETF (IJH) - 224,907 shares, 8.45% of the total portfolio. Shares added by 5.67%

  5. iShares National Muni Bond ETF (MUB) - 438,812 shares, 6.77% of the total portfolio. Shares added by 4.26%

New Purchase: Vanguard Large Cap ETF (VV)

Cahaba Wealth Management, Inc. initiated holding in Vanguard Large Cap ETF. The purchase prices were between $199.57 and $221.75, with an estimated average price of $213.95. The stock is now traded at around $207.770000. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,465 shares as of 2021-12-31.

New Purchase: BTC BlackRock Ultra Short-Term Bond ETF (ICSH)

Cahaba Wealth Management, Inc. initiated holding in BTC BlackRock Ultra Short-Term Bond ETF. The purchase prices were between $50.36 and $50.44, with an estimated average price of $50.4. The stock is now traded at around $50.360000. The impact to a portfolio due to this purchase was 0.14%. The holding were 20,820 shares as of 2021-12-31.

New Purchase: Mastercard Inc (MA)

Cahaba Wealth Management, Inc. initiated holding in Mastercard Inc. The purchase prices were between $306.28 and $369.56, with an estimated average price of $345.75. The stock is now traded at around $386.380000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,116 shares as of 2021-12-31.

New Purchase: Union Pacific Corp (UNP)

Cahaba Wealth Management, Inc. initiated holding in Union Pacific Corp. The purchase prices were between $205.51 and $251.93, with an estimated average price of $237.68. The stock is now traded at around $244.550000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,393 shares as of 2021-12-31.

New Purchase: BTC iShares MSCI USA Quality Factor ETF (QUAL)

Cahaba Wealth Management, Inc. initiated holding in BTC iShares MSCI USA Quality Factor ETF. The purchase prices were between $130.52 and $146.3, with an estimated average price of $141.15. The stock is now traded at around $135.440000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,152 shares as of 2021-12-31.

New Purchase: The Walt Disney Co (DIS)

Cahaba Wealth Management, Inc. initiated holding in The Walt Disney Co. The purchase prices were between $142.15 and $177.71, with an estimated average price of $161. The stock is now traded at around $142.970000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,580 shares as of 2021-12-31.

Added: Southern Co (SO)

Cahaba Wealth Management, Inc. added to a holding in Southern Co by 67.27%. The purchase prices were between $61.1 and $68.58, with an estimated average price of $63.82. The stock is now traded at around $69.490000. The impact to a portfolio due to this purchase was 0.72%. The holding were 196,591 shares as of 2021-12-31.

Added: iShares Core 1-5 Year USD Bond ETF (ISTB)

Cahaba Wealth Management, Inc. added to a holding in iShares Core 1-5 Year USD Bond ETF by 23.91%. The purchase prices were between $50.32 and $50.83, with an estimated average price of $50.51. The stock is now traded at around $49.880000. The impact to a portfolio due to this purchase was 0.22%. The holding were 173,801 shares as of 2021-12-31.

Added: SPDR Portfolio Aggregate Bond ETF (SPAB)

Cahaba Wealth Management, Inc. added to a holding in SPDR Portfolio Aggregate Bond ETF by 24.30%. The purchase prices were between $29.4 and $29.88, with an estimated average price of $29.64. The stock is now traded at around $29.020000. The impact to a portfolio due to this purchase was 0.05%. The holding were 65,899 shares as of 2021-12-31.

Added: Target Corp (TGT)

Cahaba Wealth Management, Inc. added to a holding in Target Corp by 27.33%. The purchase prices were between $217.74 and $266.39, with an estimated average price of $243.15. The stock is now traded at around $220.430000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,376 shares as of 2021-12-31.

Added: Bristol-Myers Squibb Co (BMY)

Cahaba Wealth Management, Inc. added to a holding in Bristol-Myers Squibb Co by 39.20%. The purchase prices were between $53.63 and $62.52, with an estimated average price of $58.67. The stock is now traded at around $64.890000. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,259 shares as of 2021-12-31.

Added: Vanguard High Dividend Yield Indx ETF (VYM)

Cahaba Wealth Management, Inc. added to a holding in Vanguard High Dividend Yield Indx ETF by 26.41%. The purchase prices were between $103.44 and $112.16, with an estimated average price of $108.07. The stock is now traded at around $111.520000. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,915 shares as of 2021-12-31.

Sold Out: Global Payments Inc (GPN)

Cahaba Wealth Management, Inc. sold out a holding in Global Payments Inc. The sale prices were between $117.86 and $161.31, with an estimated average price of $137.3.

Sold Out: Citigroup Inc (C)

Cahaba Wealth Management, Inc. sold out a holding in Citigroup Inc. The sale prices were between $58.28 and $72.53, with an estimated average price of $66.33.

Sold Out: Booz Allen Hamilton Holding Corp (BAH)

Cahaba Wealth Management, Inc. sold out a holding in Booz Allen Hamilton Holding Corp. The sale prices were between $79.69 and $89.85, with an estimated average price of $84.41.

Sold Out: American Virtual Cloud Technologies Inc (AVCT)

Cahaba Wealth Management, Inc. sold out a holding in American Virtual Cloud Technologies Inc. The sale prices were between $0.85 and $2.62, with an estimated average price of $1.99.

Sold Out: iShares S&P Mid-Cap 400 Value ETF (IJJ)

Cahaba Wealth Management, Inc. sold out a holding in iShares S&P Mid-Cap 400 Value ETF. The sale prices were between $102.88 and $112.82, with an estimated average price of $108.48.

Sold Out: Fidelity National Information Services Inc (FIS)

Cahaba Wealth Management, Inc. sold out a holding in Fidelity National Information Services Inc. The sale prices were between $102.36 and $125.04, with an estimated average price of $112.73.



Here is the complete portfolio of CAHABA WEALTH MANAGEMENT, INC.. Also check out:

1. CAHABA WEALTH MANAGEMENT, INC.'s Undervalued Stocks

2. CAHABA WEALTH MANAGEMENT, INC.'s Top Growth Companies, and

3. CAHABA WEALTH MANAGEMENT, INC.'s High Yield stocks

4. Stocks that CAHABA WEALTH MANAGEMENT, INC. keeps buyingThis article first appeared on GuruFocus.