CAHABA WEALTH MANAGEMENT, INC.
Top Portfolio Positions
81 positions ·
$114,106,324 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SO |
Southern Co
Utilities
|
389,578 | $37,602,068 | 32.95% | |
| AAPL |
Apple Inc.
Technology
|
27,000 | $6,852,330 | 6.01% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
38,564 | $5,583,681 | 4.89% | |
| MSFT |
Microsoft Corp
Technology
|
11,077 | $4,100,373 | 3.59% | |
| NVDA |
Nvidia Corp
Technology
|
20,471 | $3,570,142 | 3.13% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
7,200 | $3,450,240 | 3.02% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
21,743 | $2,959,004 | 2.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,452 | $2,895,313 | 2.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,944 | $2,487,576 | 2.18% | |
| AVGO |
Broadcom Inc.
Technology
|
5,974 | $1,849,012 | 1.62% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CULL
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 | $258,762 | 25,147 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $250,212 | 25,147 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $269,250 | 25,000 | Shares | Sole | 2024-01-23 | |
| No 13F history on record for this holder in this stock. | ||||||