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
ACI
Albertsons Companies, Inc.

Consumer Defensive
35
New
$18.01 - $19.92 $630 - $697
35 $0
PRPL
Purple Innovation, Inc.

Consumer Cyclical
11
New
$0.78 - $1.03 $8.58 - $11.3
11 $0
PZZA
Papa Johns International Inc

Consumer Cyclical
13
New
$38.91 - $58.21 $506 - $757
13 $0
TRC
Tejon Ranch CO

Industrials
40
New
$14.82 - $17.5 $593 - $700
40 $0
MRTN
Marten Transport LTD

Industrials
92
+ 10.94%
$15.48 - $18.26 $1.42K - $1.68K
933 $14K
GNTX
Gentex Corp

Consumer Cyclical
2
New
$28.6 - $31.34 $57.2 - $62.7
2 $0
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
4
New
$107.0 - $142.46 $428 - $570
4 $0
EPAM
Epam Systems, Inc.

Technology
4
New
N/A
4 $0
KAR
Kar Auction Services, Inc.

Consumer Cyclical
19
New
$15.53 - $20.75 $295 - $394
19 $0
APOG
Apogee Enterprises, Inc.

Industrials
13
New
$68.43 - $87.22 $890 - $1.13K
13 $0
NXPI
Nxp Semiconductors N.V.

Technology
2
New
$207.27 - $255.58 $415 - $511
2 $0
Enphase Energy Inc
4K
New
N/A
4K $0
IFF
International Flavors & Fragrances Inc

Basic Materials
9
New
$83.96 - $106.19 $756 - $956
9 $0
PCOR
Procore Technologies, Inc.

Technology
2
New
$58.8 - $85.72 $118 - $171
2 $0
Anglogold Ashanti PLC
3
New
N/A
3 $0
AWI
Armstrong World Industries Inc

Industrials
2
New
$133.26 - $162.01 $267 - $324
2 $0
HRL
Hormel Foods Corp

Consumer Defensive
1
+ 0.9%
$29.21 - $33.55 $29.2 - $33.6
112 $3K
NX
Quanex Building Products Corp

Industrials
30
New
$23.13 - $31.51 $694 - $945
30 $0
INVH
Invitation Homes Inc.

Real Estate
26
New
$31.4 - $34.69 $816 - $902
26 $0
AFRM
Affirm Holdings, Inc.

Technology
16
New
$38.48 - $72.86 $616 - $1.17K
16 $0
LEG
Leggett & Platt Inc

Consumer Cyclical
53
New
$9.5 - $13.67 $504 - $725
53 $0
ESI
Element Solutions Inc

Basic Materials
29
New
$24.64 - $29.33 $715 - $851
29 $0
PFGC
Performance Food Group CO

Consumer Defensive
7
New
$78.03 - $90.57 $546 - $634
7 $0
LENB
Lennar Corporation Cl B
1
New
N/A
1 $0
DTE
Dte Energy CO

Utilities
8
New
$117.04 - $129.77 $936 - $1.04K
8 $0
WMS
Advanced Drainage Systems, Inc.

Industrials
4
New
$114.63 - $163.52 $459 - $654
4 $0
Atlanta Braves Hldgs Inc
16
New
N/A
16 $0
OSK
Oshkosh Corp

Industrials
7
New
$93.84 - $115.52 $657 - $809
7 $0
CGNX
Cognex Corp

Technology
16
New
$35.61 - $43.05 $570 - $689
16 $0
MOD
Modine Manufacturing CO

Consumer Cyclical
3
New
$109.77 - $143.22 $329 - $430
3 $0
BRX
Brixmor Property Group Inc.

Real Estate
32
New
N/A
32 $0
CPF
Central Pacific Financial Corp

Financial Services
32
New
$26.76 - $32.63 $856 - $1.04K
32 $0
PSTG
Pure Storage, Inc.

Technology
12
New
$48.19 - $66.6 $578 - $799
12 $0
APTV
Aptiv PLC

Consumer Cyclical
15
New
$52.11 - $71.76 $782 - $1.08K
15 $0
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
3
New
$232.27 - $300.43 $697 - $901
3 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8
+ 200.0%
$27.54 - $83.04 $220 - $664
12 $0
Shift4 Pmts Inc
4K
New
N/A
4K $0
RNST
Renasant Corp

Financial Services
23
New
$31.36 - $38.62 $721 - $888
23 $0
DOCS
Doximity, Inc.

Healthcare
9
New
$41.25 - $61.25 $371 - $551
9 $0
FRME
First Merchants Corp

Financial Services
18
New
$35.52 - $44.97 $639 - $809
18 $0
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
33
New
N/A
33 $0
CHRD
Oasis Petroleum Inc.

Energy
6
New
$110.83 - $137.78 $665 - $827
6 $0
CVLT
Commvault Systems Inc

Technology
3
New
$132.26 - $177.6 $397 - $533
3 $0
TTEK
Tetra Tech Inc

Industrials
13
New
$39.8 - $50.52 $517 - $657
13 $0
Qiagen Nv
37
New
N/A
37 $0
ATI
Allegheny Technologies Inc

Industrials
4
New
$52.71 - $65.96 $211 - $264
4 $0
NWSA
News Corp

Communication Services
3
New
$25.68 - $29.86 $77 - $89.6
3 $0
EWBC
East West Bancorp Inc

Financial Services
7
New
$80.04 - $111.23 $560 - $779
7 $0
ORI
Old Republic International Corp

Financial Services
1
New
$34.4 - $38.98 $34.4 - $39
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
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email