Cassady Schiller Wealth Management, LLC Purchases in Q4 2024

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
14.2K
+ 20.49%
$378.79 - $428.11 $5.37M - $6.07M
83.4K $34.2M
DFAE
Dimensional ETF Tr

ETFs
59.1K
+ 32.04%
$25.36 - $28.15 $1.5M - $1.66M
244K $6.18M
PCTY
Paylocity Holding Corp

Technology
6
+ 0.02%
$162.14 - $213.79 $973 - $1.28K
25.4K $5.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
719
+ 1.67%
$521.84 - $558.82 $375K - $402K
43.7K $23.6M
AMZN
Amazon Com Inc

Consumer Cyclical
775
+ 12.93%
$180.88 - $232.93 $140K - $181K
6.77K $1.48M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
72.2K
+ 112.05%
$27.45 - $55.56 $1.98M - $4.01M
137K $3.87M
NVDA
Nvidia Corp

Technology
1.19K
+ 20.87%
$117.0 - $148.88 $139K - $177K
6.9K $927K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.18K
+ 4887.69%
$66.77 - $71.52 $212K - $227K
3.24K $223K
TSLA
Tesla, Inc.

Consumer Cyclical
192
+ 31.89%
$213.65 - $479.86 $41K - $92.1K
794 $320K
SCHG
Schwab Strategic Tr Us Large C

ETFs
61.3K
+ 300.02%
$25.93 - $105.3 $1.59M - $6.45M
81.7K $2.28M
JPM
Jpmorgan Chase & CO

Financial Services
191
+ 6.64%
$205.18 - $250.29 $39.2K - $47.8K
3.07K $735K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
151K
+ 200.0%
$22.01 - $66.82 $3.33M - $10.1M
227K $5.15M
AVGO
Broadcom Inc.

Technology
235
+ 25.27%
$159.67 - $250.0 $37.5K - $58.8K
1.17K $270K
ADP
Automatic Data Processing Inc

Industrials
31
+ 0.5%
$280.08 - $307.97 $8.68K - $9.55K
6.25K $1.83M
V
Visa Inc.

Financial Services
81
+ 4.01%
$273.87 - $320.91 $22.2K - $26K
2.1K $663K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.68K
+ 40911.11%
$22.63 - $47.53 $83.3K - $175K
3.69K $83K
GOOG
Alphabet Inc.

Communication Services
235
+ 14.69%
$163.08 - $198.16 $38.3K - $46.6K
1.84K $349K
VTI
Vanguard Total Stock Market Et

ETFs
188
+ 5.49%
$280.04 - $302.45 $52.6K - $56.9K
3.61K $1.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
41
+ 1.91%
$481.22 - $538.17 $19.7K - $22.1K
2.19K $1.12M
BNDX
Vanguard Total International B

ETFs
1.46K
+ 5200.0%
$48.91 - $50.61 $71.2K - $73.7K
1.48K $72K
SPY
Spdr S&P 500 ETF Trust

ETFs
49
+ 1.67%
$567.81 - $607.81 $27.8K - $29.8K
2.98K $1.75M
AXP
American Express CO

Financial Services
29
+ 1.47%
$267.35 - $305.57 $7.75K - $8.86K
2.01K $595K
PAYC
Paycom Software, Inc.

Technology
6
+ 0.4%
$159.94 - $240.25 $960 - $1.44K
1.51K $308K
ISRG
Intuitive Surgical Inc

Healthcare
24
+ 1.58%
$471.27 - $550.62 $11.3K - $13.2K
1.54K $803K
DFIV
Dimensional ETF Tr

ETFs
2.25K
+ 22.12%
$34.86 - $37.97 $78.4K - $85.4K
12.4K $440K
CRM
Salesforce, Inc.

Technology
82
+ 22.1%
$270.87 - $367.87 $22.2K - $30.2K
453 $151K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
118
+ 14.32%
$442.29 - $483.08 $52.2K - $57K
942 $426K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
837
+ 49.24%
$51.54 - $52.55 $43.1K - $44K
2.54K $131K
DIS
Walt Disney CO

Communication Services
149
+ 9.15%
$92.39 - $117.6 $13.8K - $17.5K
1.78K $197K
KKR
Kkr & Co. Inc.

Financial Services
246
New
$129.87 - $162.87 $31.9K - $40.1K
246 $36K
NFLX
Netflix Inc

Communication Services
26
+ 54.17%
$687.65 - $936.56 $17.9K - $24.4K
74 $65K
MA
Mastercard Inc

Financial Services
42
+ 15.79%
$491.3 - $536.15 $20.6K - $22.5K
308 $162K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 11.22%
$873.59 - $994.69 $20.1K - $22.9K
228 $208K
APO
Apollo Global Management, Inc.

Financial Services
25
+ 5.48%
$131.36 - $178.61 $3.28K - $4.47K
481 $79K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
276
New
$78.43 - $87.17 $21.6K - $24.1K
276 $22K
BMY
Bristol Myers Squibb CO

Healthcare
125
+ 3.91%
$51.92 - $59.94 $6.49K - $7.49K
3.32K $187K
GM
General Motors CO

Consumer Cyclical
48
+ 2.12%
$44.82 - $60.2 $2.15K - $2.89K
2.31K $122K
WMB
Williams Companies, Inc.

Energy
111
+ 6.24%
$46.37 - $59.74 $5.15K - $6.63K
1.89K $102K
TRGP
Targa Resources Corp.

Energy
18
+ 3.1%
$150.58 - $207.69 $2.71K - $3.74K
598 $106K
KR
Kroger CO

Consumer Defensive
37
+ 0.75%
$55.21 - $63.3 $2.04K - $2.34K
5K $305K
LEN
Lennar Corp

Consumer Cyclical
152
+ 1013.33%
$136.2 - $188.96 $20.7K - $28.7K
167 $22K
RWO
Spdr Dow Jones Global Real Est

ETFs
476
New
$42.41 - $47.31 $20.2K - $22.5K
476 $20K
BAC
Bank Of America Corp

Financial Services
327
+ 42.19%
$39.22 - $47.77 $12.8K - $15.6K
1.1K $48K
WFC
Wells Fargo & Company

Financial Services
229
+ 289.87%
$54.98 - $77.35 $12.6K - $17.7K
308 $21K
NOW
Service Now, Inc.

Technology
11
+ 44.0%
$867.18 - $1148.42 $9.54K - $12.6K
36 $38K
BA
Boeing CO

Industrials
94
+ 4700.0%
$138.14 - $180.72 $13K - $17K
96 $16K
GILD
Gilead Sciences, Inc.

Healthcare
169
+ 1877.78%
$83.95 - $97.9 $14.2K - $16.5K
178 $16K
GWW
W.W. Grainger, Inc.

Industrials
5
+ 0.8%
$1023.06 - $1220.93 $5.12K - $6.1K
632 $666K
XLF
Financial Sector Spdr

ETFs
33
+ 0.82%
$44.89 - $51.34 $1.48K - $1.69K
4.06K $196K
Activity Summary
Buys All Purchases 929 New Holdings 686 Increased Positions 243 Sells All Sells 57 Reductions 56 Sold out 1 Options Calls 1 Puts 0
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