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
Block Inc
2K
New
N/A
2K $0
Amentum Holdings Inc
5
New
N/A
5 $0
SAIC
Science Applications International Corp

Technology
5
New
$110.11 - $154.1 $551 - $771
5 $0
AIZ
Assurant, Inc.

Financial Services
2
New
$186.6 - $228.68 $373 - $457
2 $0
Patrick Inds Inc
4K
New
N/A
4K $0
SR
Spire Inc

Utilities
8
New
$62.24 - $73.38 $498 - $587
8 $0
NJR
New Jersey Resources Corp

Utilities
16
New
$45.17 - $51.61 $723 - $826
16 $0
Ionis Pharmaceuticals Inc
2K
New
N/A
2K $0
COLB
Columbia Banking System, Inc.

Financial Services
36
New
$25.29 - $32.01 $910 - $1.15K
36 $0
FOLD
Amicus Therapeutics, Inc.

Healthcare
44
New
$9.36 - $12.01 $412 - $528
44 $0
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
8
New
$97.45 - $121.28 $780 - $970
8 $0
IONS
Ionis Pharmaceuticals Inc

Healthcare
2
New
$33.73 - $40.36 $67.5 - $80.7
2 $0
WEC
Wec Energy Group, Inc.

Utilities
14
+ 2.48%
$92.94 - $101.82 $1.3K - $1.43K
578 $54K
CROX
Crocs, Inc.

Consumer Cyclical
4
New
$96.51 - $141.93 $386 - $568
4 $0
LKQ
Lkq Corp

Consumer Cyclical
4
New
$36.0 - $39.99 $144 - $160
4 $0
PEN
Penumbra Inc

Healthcare
3
New
$190.97 - $253.66 $573 - $761
3 $0
Etsy Inc
2K
New
N/A
2K $0
BC
Brunswick Corp

Consumer Cyclical
10
New
$64.5 - $85.95 $645 - $860
10 $0
Rb Global Inc
14
New
N/A
14 $0
RGA
Reinsurance Group Of America Inc

Financial Services
1
New
$201.26 - $231.95 $201 - $232
1 $0
WYNN
Wynn Resorts LTD

Consumer Cyclical
5
New
$84.3 - $106.41 $422 - $532
5 $0
TOST
Toast, Inc.

Technology
27
New
$27.43 - $43.54 $741 - $1.18K
27 $0
CRH.L
Crh PLC

Basic Materials
18
New
N/A
18 $0
Ncl Corp LTD
3K
New
N/A
3K $0
AR
Antero Resources Corp

Energy
2
New
$25.54 - $35.52 $51.1 - $71
2 $0
HLNE
Hamilton Lane Inc

Financial Services
4
New
$147.78 - $201.62 $591 - $806
4 $0
ITRI
Itron, Inc.

Technology
8
New
$101.26 - $124.45 $810 - $996
8 $0
STWD
Starwood Property Trust, Inc.

Real Estate
6
New
$18.95 - $20.37 $114 - $122
6 $0
DNLI
Denali Therapeutics Inc.

Healthcare
18
New
$20.24 - $31.58 $364 - $568
18 $0
TOWN
Towne Bank (Va)

Financial Services
15
New
$31.98 - $37.62 $480 - $564
15 $0
STRV
Ea Ser Tr Strive 500 ETF
1.05K
+ 46.65%
N/A
3.29K $0
RKT
Rocket Companies, Inc.

Financial Services
46
New
$11.03 - $19.27 $507 - $886
46 $0
FCX
Freeport Mcmoran Inc

Basic Materials
67
+ 28.51%
$38.08 - $50.82 $2.55K - $3.4K
302 $11K
Smurfit Westrock PLC
28
New
N/A
28 $0
FFIV
F5, Inc.

Technology
2
New
$213.56 - $263.36 $427 - $527
2 $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2
New
$62.09 - $82.32 $124 - $165
2 $0
IRT
Independence Realty Trust, Inc.

Real Estate
25
New
$18.78 - $22.01 $470 - $550
25 $0
VGIT
Vanguard Intermediate Term Tre

ETFs
2
+ 2.86%
$57.78 - $60.4 $116 - $121
72 $4K
EQR
Equity Residential

Real Estate
3
New
$69.12 - $77.48 $207 - $232
3 $0
MSEX
Middlesex Water CO

Utilities
12
New
$52.63 - $69.7 $632 - $836
12 $0
ACM
Aecom

Industrials
4
New
$101.97 - $116.97 $408 - $468
4 $0
Linde PLC
18
+ 21.69%
N/A
101 $0
Exact Sciences Corp
4K
New
N/A
4K $0
PGNY
Progyny, Inc.

Healthcare
51
New
$13.67 - $17.25 $697 - $880
51 $0
MLI
Mueller Industries Inc

Industrials
6
New
$71.2 - $95.34 $427 - $572
6 $0
ENSG
Ensign Group, Inc

Healthcare
4
New
$132.78 - $156.91 $531 - $628
4 $0
KOS
Kosmos Energy Ltd.

Energy
164
New
$2.71 - $4.52 $444 - $741
164 $0
KURA
Kura Oncology, Inc.

Healthcare
84
New
$8.51 - $19.21 $715 - $1.61K
84 $0
S
Sentinel One, Inc.

Technology
1
New
$22.05 - $28.68 $22.1 - $28.7
1 $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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