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
Te Connectivity PLC
3
New
N/A
3 $0
POWI
Power Integrations Inc

Technology
15
New
$60.04 - $68.05 $901 - $1.02K
15 $0
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
9
New
$47.66 - $57.86 $429 - $521
9 $0
FIX
Comfort Systems Usa Inc

Industrials
2
New
$370.68 - $504.12 $741 - $1.01K
2 $0
COLD
Americold Realty Trust

Real Estate
29
New
$21.03 - $27.78 $610 - $806
29 $0
Dropbox Inc
5K
New
N/A
5K $0
AKAM
Akamai Technologies Inc

Technology
2
New
N/A
2 $0
INCY
Incyte Corp

Healthcare
9
New
$65.08 - $83.38 $586 - $750
9 $0
LDOS
Leidos Holdings, Inc.

Technology
2
New
$143.17 - $201.39 $286 - $403
2 $0
Uber Technologies Inc
4K
New
N/A
4K $0
Pebblebrook Hotel Tr
4K
New
N/A
4K $0
BUSE
First Busey Corp

Financial Services
21
New
$23.57 - $27.55 $495 - $579
21 $0
AES
Aes Corp

Utilities
4
New
$12.44 - $20.24 $49.8 - $81
4 $0
ALTO
Alto Ingredients, Inc.

Basic Materials
150
New
$1.21 - $1.94 $182 - $291
150 $0
BCC
Boise Cascade CO

Basic Materials
5
New
$118.79 - $152.5 $594 - $763
5 $0
Dimensional ETF Trust
177
New
N/A
177 $0
STE
Steris PLC

Healthcare
3
New
$204.34 - $235.7 $613 - $707
3 $0
MEDP
Medpace Holdings, Inc.

Healthcare
3
New
$308.93 - $363.58 $927 - $1.09K
3 $0
GPK
Graphic Packaging Holding CO

Consumer Cyclical
3
New
$26.79 - $30.35 $80.4 - $91.1
3 $0
BBY
Best Buy CO Inc

Consumer Cyclical
8
New
$85.2 - $101.35 $682 - $811
8 $0
SUM
Summit Materials, Inc.

Basic Materials
3
New
$36.82 - $51.66 $110 - $155
3 $0
OFC
Corporate Office Properties Trust

Real Estate
20
New
N/A
20 $0
FMC
Fmc Corp

Basic Materials
17
New
$47.86 - $66.62 $814 - $1.13K
17 $0
Chart Inds Inc
30
New
N/A
30 $0
WCC
Wesco International Inc

Industrials
3
New
$164.11 - $213.19 $492 - $640
3 $0
Ftai Aviation LTD
6
New
N/A
6 $0
DG
Dollar General Corp

Consumer Defensive
13
New
$73.27 - $84.47 $953 - $1.1K
13 $0
CE
Celanese Corp

Basic Materials
9
New
$67.03 - $136.68 $603 - $1.23K
9 $0
Kenvue Inc
31
+ 16.85%
N/A
215 $0
FLS
Flowserve Corp

Industrials
16
New
$51.87 - $62.0 $830 - $992
16 $0
BLD
Top Build Corp

Industrials
2
New
$308.96 - $414.77 $618 - $830
2 $0
ALV
Autoliv Inc

Consumer Cyclical
1
New
$91.27 - $101.57 $91.3 - $102
1 $0
TAP
Molson Coors Beverage CO

Consumer Defensive
1
New
$53.97 - $63.88 $54 - $63.9
1 $0
SCHO
Schwab Short Term Us Treasury

ETFs
65
+ 100.0%
$24.06 - $48.88 $1.56K - $3.18K
130 $3K
Vail Resorts Inc
5K
New
N/A
5K $0
LPX
Louisiana Pacific Corp

Industrials
9
New
$98.02 - $120.27 $882 - $1.08K
9 $0
EXAS
Exact Sciences Corp

Healthcare
1
New
$49.33 - $71.97 $49.3 - $72
1 $0
PATH
Ui Path, Inc.

Technology
5
New
$11.95 - $15.5 $59.8 - $77.5
5 $0
CEIX
Consol Energy Inc.

Energy
5
New
$101.36 - $133.33 $507 - $667
5 $0
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
10
New
$42.07 - $57.72 $421 - $577
10 $0
BIO
Bio Rad Laboratories, Inc.

Healthcare
2
New
$313.15 - $374.28 $626 - $749
2 $0
ARMK
Aramark

Industrials
3
New
$37.25 - $42.22 $112 - $127
3 $0
R
Ryder System Inc

Industrials
2
New
$138.78 - $170.03 $278 - $340
2 $0
DCI
Donaldson CO Inc

Industrials
13
New
$67.28 - $78.27 $875 - $1.02K
13 $0
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
3
New
$101.51 - $140.63 $305 - $422
3 $0
Northern Oil & Gas Inc
3K
New
N/A
3K $0
EVRG
Evergy, Inc.

Utilities
5
New
$59.06 - $65.0 $295 - $325
5 $0
IR
Ingersoll Rand Inc.

Industrials
3
New
$90.46 - $105.35 $271 - $316
3 $0
L
Loews Corp

Financial Services
3
New
$76.49 - $87.05 $229 - $261
3 $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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