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
Madison Square Garden Entmt
4
New
N/A
4 $0
UVSP
Univest Financial Corp

Financial Services
17
New
$26.85 - $32.21 $456 - $548
17 $0
Nb Bancorp Inc
16
New
N/A
16 $0
EXPD
Expeditors International Of Washington Inc

Industrials
8
New
$110.5 - $128.26 $884 - $1.03K
8 $0
FSS
Federal Signal Corp

Industrials
6
New
$81.56 - $99.7 $489 - $598
6 $0
Integer Hldgs Corp
3K
New
N/A
3K $0
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6
New
$115.08 - $119.55 $690 - $717
6 $0
MSGS
Madison Square Garden Sports Corp.

Communication Services
4
New
$208.82 - $235.85 $835 - $943
4 $0
WTBA
West Bancorporation Inc

Financial Services
15
New
$18.15 - $24.35 $272 - $365
15 $0
Liberty Media Corp Del
4K
New
N/A
4K $0
Post Hldgs Inc
4K
New
N/A
4K $0
NBR
Nabors Industries LTD

Energy
10
New
$51.07 - $84.38 $511 - $844
10 $0
HLI
Houlihan Lokey, Inc.

Financial Services
2
New
$158.81 - $190.49 $318 - $381
2 $0
CORT
Corcept Therapeutics Inc

Healthcare
10
New
$44.66 - $60.85 $447 - $609
10 $0
DRH
Diamond Rock Hospitality CO

Real Estate
72
New
$8.57 - $9.74 $617 - $701
72 $0
CHX
Champion X Corp

Energy
2
New
$25.79 - $32.51 $51.6 - $65
2 $0
Labcorp Holdings Inc
8
New
N/A
8 $0
CPNG
Coupang, Inc.

Consumer Cyclical
22
New
$21.98 - $26.89 $484 - $592
22 $0
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
4
New
$32.82 - $45.55 $131 - $182
4 $0
PINE
Alpine Income Property Trust, Inc.

Real Estate
29
New
$16.21 - $18.47 $470 - $536
29 $0
HOMB
Home Bancshares Inc

Financial Services
2
New
$26.0 - $32.09 $52 - $64.2
2 $0
Haemonetics Corp Mass
5K
New
N/A
5K $0
X
United States Steel Corp

Basic Materials
24
New
$30.14 - $42.31 $723 - $1.02K
24 $0
PRU
Prudential Financial Inc

Financial Services
1
New
$114.59 - $129.52 $115 - $130
1 $0
VNO
Vornado Realty Trust

Real Estate
13
New
$38.63 - $45.76 $502 - $595
13 $0
Atlassian Corporation
9
+ 75.0%
N/A
21 $0
ABG
Asbury Automotive Group Inc

Consumer Cyclical
4
New
$221.83 - $266.82 $887 - $1.07K
4 $0
EXP
Eagle Materials Inc

Basic Materials
2
New
$246.48 - $315.29 $493 - $631
2 $0
RRC
Range Resources Corp

Energy
2
New
$29.77 - $36.41 $59.5 - $72.8
2 $0
WWD
Woodward, Inc.

Industrials
6
New
$159.67 - $187.29 $958 - $1.12K
6 $0
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
3
New
$77.15 - $104.91 $231 - $315
3 $0
PBF
Pbf Energy Inc.

Energy
20
New
$25.15 - $33.71 $503 - $674
20 $0
BLDR
Builders First Source, Inc.

Industrials
1
New
$142.93 - $198.25 $143 - $198
1 $0
Datadog Inc
3K
New
N/A
3K $0
MAA
Mid America Apartment Communities Inc.

Real Estate
1
New
$149.17 - $165.2 $149 - $165
1 $0
LFUS
Littelfuse Inc

Technology
2
New
$233.99 - $262.18 $468 - $524
2 $0
NUE
Nucor Corp

Basic Materials
1
+ 5.56%
$115.78 - $167.74 $116 - $168
19 $2K
Reddit Inc
1
New
N/A
1 $0
RL
Ralph Lauren Corp

Consumer Cyclical
2
New
$192.23 - $233.41 $384 - $467
2 $0
EVTC
Evertec, Inc.

Technology
9
New
$32.22 - $36.8 $290 - $331
9 $0
Crane Company
4
New
N/A
4 $0
IBP
Installed Building Products, Inc.

Consumer Cyclical
5
New
$174.32 - $254.42 $872 - $1.27K
5 $0
GGG
Graco Inc

Industrials
2
New
$81.45 - $92.29 $163 - $185
2 $0
JBHT
Hunt J B Transport Services Inc

Industrials
4
New
$164.22 - $197.19 $657 - $789
4 $0
AA
Alcoa Corp

Basic Materials
13
New
$36.62 - $47.42 $476 - $616
13 $0
QRVO
Qorvo, Inc.

Technology
11
New
$65.6 - $104.58 $722 - $1.15K
11 $0
SHOO
Steven Madden, Ltd.

Consumer Cyclical
14
New
$41.59 - $49.7 $582 - $696
14 $0
EDR
Endeavor Group Holdings, Inc.

Communication Services
2
New
$28.4 - $31.34 $56.8 - $62.7
2 $0
RRX
Regal Rexnord Corp

Industrials
3
New
$153.56 - $182.22 $461 - $547
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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