Portfolio (Quarterly)
Guide ↗
CAHABA WEALTH MANAGEMENT, INC.
· CIK 0001716399| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 9,509 | $274K | 0.02% | SOLD |
| 2 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,037 | $267K | 0.02% | SOLD |
| 3 | GLDM | WORLD GOLD TR | Financial Services | 3,034 | $259K | 0.02% | SOLD |
| 4 | QCOM | QUALCOMM INC | Technology | 1,475 | $252K | 0.02% | SOLD |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,677 | $230K | 0.02% | SOLD |
| 6 | PAYX | PAYCHEX INC | Industrials | 1,968 | $221K | 0.01% | SOLD |
| 7 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 5,384 | $219K | 0.01% | SOLD |
| 8 | IHI | ISHARES TR | — | 3,523 | $219K | 0.01% | SOLD |
| 9 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 2,260 | $216K | 0.01% | SOLD |
| 10 | CVNA | CARVANA CO | Consumer Cyclical | 492 | $208K | 0.01% | SOLD |
| 11 | BOX | BOX INC | Technology | 6,733 | $201K | 0.01% | SOLD |
| 12 | FSCO | FS CREDIT OPPORTUNITIES CORP | Financial Services | 28,578 | $180K | 0.01% | SOLD |
| 13 | — | FIBROBIOLOGICS INC | — | 14,702 | $3K | — | SOLD |
Sector Allocation
Utilities
37.4%
Technology
17.2%
Financial Services
16.9%
Industrials
7.5%
Healthcare
5.9%
Consumer Cyclical
4.9%
Consumer Defensive
4.8%
Communication Services
3.5%
Energy
1.7%
Basic Materials
0.2%