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
NBIX
Neurocrine Biosciences Inc

Healthcare
11
New
$111.62 - $139.44 $1.23K - $1.53K
11 $1K
EFX
Equifax Inc

Industrials
7
New
$245.03 - $293.5 $1.72K - $2.05K
7 $1K
CRL
Charles River Laboratories International, Inc.

Healthcare
6
New
$178.58 - $220.69 $1.07K - $1.32K
6 $1K
IBKR
Interactive Brokers Group, Inc.

Financial Services
8
New
$138.3 - $192.95 $1.11K - $1.54K
8 $1K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
114
New
N/A
114 $1K
ACGL
Arch Capital Group Ltd.

Financial Services
16
New
$88.71 - $114.86 $1.42K - $1.84K
16 $1K
CF
Cf Industries Holdings, Inc.

Basic Materials
17
New
$81.39 - $94.14 $1.38K - $1.6K
17 $1K
CADE
Cadence Bank

Financial Services
37
New
$30.54 - $39.29 $1.13K - $1.45K
37 $1K
OWL
Blue Owl Capital Inc.

Financial Services
56
New
$19.51 - $24.81 $1.09K - $1.39K
56 $1K
FTV
Fortive Corp

Technology
23
New
$71.16 - $79.68 $1.64K - $1.83K
23 $1K
TYL
Tyler Technologies Inc

Technology
3
New
$576.64 - $635.69 $1.73K - $1.91K
3 $1K
CVNA
Carvana Co.

Consumer Cyclical
7
New
$175.8 - $260.8 $1.23K - $1.83K
7 $1K
CHK
Chesapeake Energy Corp

Energy
18
New
$81.46 - $87.57 $1.47K - $1.58K
18 $1K
CTRA
Coterra Energy Inc.

Energy
38
New
$22.71 - $27.63 $863 - $1.05K
38 $0
APG
A Pi Group Corp

Industrials
2
New
$31.48 - $39.26 $63 - $78.5
2 $0
Solventum Corp
6
New
N/A
6 $0
Zscaler Inc
3K
New
N/A
3K $0
SCHL
Scholastic Corp

Communication Services
24
New
$19.81 - $29.95 $475 - $719
24 $0
DUOL
Duolingo, Inc.

Technology
1
New
$278.75 - $373.03 $279 - $373
1 $0
RGEN
Repligen Corp

Healthcare
4
New
$123.41 - $160.92 $494 - $644
4 $0
Coherent Corp
9
New
N/A
9 $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
37
+ 246.67%
$22.4 - $68.28 $829 - $2.53K
52 $1K
JELD
Jeld Wen Holding, Inc.

Industrials
61
New
$8.06 - $16.22 $492 - $989
61 $0
BRBR
Bellring Brands, Inc.

Consumer Defensive
1
New
$60.38 - $78.79 $60.4 - $78.8
1 $0
ORA
Ormat Technologies, Inc.

Utilities
8
New
$67.12 - $83.84 $537 - $671
8 $0
DAR
Darling Ingredients Inc.

Consumer Defensive
24
New
$33.0 - $43.05 $792 - $1.03K
24 $0
Ford Mtr CO
4K
New
N/A
4K $0
Conmed Corp
4K
New
N/A
4K $0
ALGN
Align Technology Inc

Healthcare
3
New
$205.03 - $245.32 $615 - $736
3 $0
Lantheus Hldgs Inc
3K
New
N/A
3K $0
PINC
Premier, Inc.

Healthcare
43
New
$19.08 - $23.34 $820 - $1K
43 $0
CBOE
Cboe Global Markets, Inc.

Financial Services
1
New
$191.61 - $217.84 $192 - $218
1 $0
LADR
Ladder Capital Corp

Real Estate
54
New
$10.95 - $11.99 $591 - $647
54 $0
BY
Byline Bancorp, Inc.

Financial Services
15
New
$25.1 - $32.06 $377 - $481
15 $0
VVV
Valvoline Inc

Energy
19
New
$36.18 - $43.41 $687 - $825
19 $0
SRPT
Sarepta Therapeutics, Inc.

Healthcare
3
New
$104.54 - $137.94 $314 - $414
3 $0
ONTO
Onto Innovation Inc.

Technology
3
New
$158.54 - $225.02 $476 - $675
3 $0
ALTR
Altair Engineering Inc.

Technology
3
New
$91.78 - $110.67 $275 - $332
3 $0
Zillow Group Inc
4K
New
N/A
4K $0
FNF
Fidelity National Financial, Inc.

Financial Services
2
New
$55.19 - $63.83 $110 - $128
2 $0
TTC
Toro CO

Industrials
3
New
$80.1 - $88.44 $240 - $265
3 $0
AVTR
Avantor, Inc.

Basic Materials
3
New
$19.72 - $25.54 $59.2 - $76.6
3 $0
VSH
Vishay Intertechnology Inc

Technology
40
New
$15.17 - $19.41 $607 - $776
40 $0
SIGI
Selective Insurance Group Inc

Financial Services
6
New
$90.05 - $102.09 $540 - $613
6 $0
MOS
Mosaic CO

Basic Materials
22
New
$23.87 - $28.34 $525 - $623
22 $0
WASH
Washington Trust Bancorp Inc

Financial Services
30
New
$30.4 - $39.92 $912 - $1.2K
30 $0
Integra Lifesciences Hldgs C
4K
New
N/A
4K $0
BFB
Brown Forman Corp Cl B
17
+ 17.71%
N/A
113 $0
FTI
Technip Fmc PLC

Energy
2
New
$25.16 - $31.95 $50.3 - $63.9
2 $0
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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