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  Name: Cahill Wealth Management LLC
  City: Portage
  State: MI
  Zip: 49024
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $171,817,000
  Total Value Change : $23,088,000
  Securities Held Change : 3
   
All Securities Held : 47
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 19
  Unchanged Positions : 9
  Decreased Positions : 16

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 3 New $629,375.00 $10,396,000 17 6.05% 10,396,000 17 0    Property & Casualty I...
   (VKTX)1 Year Chart         VKTX Viking Therapeutics, Inc. 30 New $67.00 $807,000 9,846 0.47% 807,000 9,846 0.01    N/A
   (AQST)1 Year Chart         AQST Aquestive Therapeutics, Inc. 40 New $3.11 $367,000 86,213 0.21% 367,000 86,213 0.256    N/A

      3 Records Found
  1    
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