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
MUR
Murphy Oil Corp

Energy
30
New
$28.14 - $36.09 $844 - $1.08K
30 $0
MU
Micron Technology Inc

Technology
8
New
$84.16 - $113.41 $673 - $907
8 $0
HXL
Hexcel Corp

Industrials
2
New
$58.56 - $65.31 $117 - $131
2 $0
WDC
Western Digital Corp

Technology
3
New
$59.62 - $73.43 $179 - $220
3 $0
HEIA
Heico Crp Cl A
6
New
N/A
6 $0
BALL
Ball Corp

Consumer Cyclical
17
New
$54.84 - $67.94 $932 - $1.15K
17 $0
SATS
Echo Star Corp

Technology
7
New
$21.52 - $27.17 $151 - $190
7 $0
FOX
Fox Corp Cl B (De)

Communication Services
2
New
$38.0 - $47.15 $76 - $94.3
2 $0
CLF
Cleveland Cliffs Inc.

Basic Materials
97
New
$9.24 - $13.94 $896 - $1.35K
97 $0
HUN
Huntsman Corp

Basic Materials
32
New
$17.57 - $24.21 $562 - $775
32 $0
FSLR
First Solar, Inc.

Technology
3
New
$175.88 - $240.66 $528 - $722
3 $0
Dexcom Inc
4K
New
N/A
4K $0
FLEX
Flex Ltd.

Technology
1
New
$32.52 - $41.3 $32.5 - $41.3
1 $0
IQV
Iqvia Holdings Inc.

Healthcare
4
New
$190.97 - $236.63 $764 - $947
4 $0
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
3
New
$174.04 - $205.27 $522 - $616
3 $0
IMVT
Immunovant, Inc.

Healthcare
2
New
N/A
2 $0
Palo Alto Networks Inc
3K
New
N/A
3K $0
KMT
Kennametal Inc

Industrials
38
New
$23.74 - $31.23 $902 - $1.19K
38 $0
AXTA
Axalta Coating Systems Ltd.

Basic Materials
1
New
$34.01 - $41.29 $34 - $41.3
1 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1
New
$101.82 - $114.06 $102 - $114
1 $0
PPL
Ppl Corp

Utilities
8
New
$31.47 - $35.0 $252 - $280
8 $0
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
62
New
$11.35 - $18.82 $704 - $1.17K
62 $0
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
4
New
$33.05 - $43.75 $132 - $175
4 $0
CBT
Cabot Corp

Basic Materials
7
New
$90.64 - $117.0 $634 - $819
7 $0
WHR
Whirlpool Corp

Consumer Cyclical
5
New
$99.28 - $124.45 $496 - $622
5 $0
WY
Weyerhaeuser CO

Real Estate
29
New
$27.21 - $33.7 $789 - $977
29 $0
ACA
Arcosa, Inc.

Industrials
3
New
$91.1 - $111.57 $273 - $335
3 $0
IPG
Interpublic Group Of Companies, Inc.

Communication Services
24
New
$27.09 - $32.06 $650 - $769
24 $0
Ge Vernova Inc
15
+ 18.07%
N/A
98 $0
Kiniksa Pharmaceuticals Intl
37
New
N/A
37 $0
ECL
Ecolab Inc.

Basic Materials
11
+ 6.51%
$234.32 - $261.43 $2.58K - $2.88K
180 $42K
DOW
Dow Inc.

Basic Materials
50
+ 29.41%
$39.1 - $55.34 $1.96K - $2.77K
220 $8K
MRK
Merck & Co., Inc.

Healthcare
137
+ 13.19%
$96.31 - $114.76 $13.2K - $15.7K
1.18K $116K
MDLZ
Mondelez International, Inc.

Consumer Defensive
64
+ 16.37%
$59.25 - $72.99 $3.79K - $4.67K
455 $27K
FNDA
Schwab Fundamental U S Small C

ETFs
572
+ 100.0%
$29.26 - $59.11 $16.7K - $33.8K
1.14K $33K
DUK
Duke Energy Corp

Utilities
47
+ 6.35%
$105.76 - $120.76 $4.97K - $5.68K
787 $84K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
900
+ 200.0%
$26.93 - $84.95 $24.2K - $76.5K
1.35K $36K
HES
Hess Corp

Energy
3
+ 0.31%
$127.66 - $148.65 $383 - $446
958 $127K
VBR
Vanguard Small Cap Value ETF

ETFs
108
+ 1.15%
$197.36 - $217.3 $21.3K - $23.5K
9.53K $1.89M
PPG
Ppg Industries Inc

Basic Materials
20
+ 5.13%
$119.09 - $131.37 $2.38K - $2.63K
410 $48K
LRCX
Lam Research Corp

Technology
1.04K
+ 988.57%
$70.05 - $814.09 $72.7K - $845K
1.14K $82K
SCHA
Schwab Strategic Tr Us Small C

ETFs
459
+ 77.01%
$25.33 - $51.16 $11.6K - $23.5K
1.06K $27K
EMN
Eastman Chemical CO

Basic Materials
16
+ 8.0%
$90.03 - $110.64 $1.44K - $1.77K
216 $19K
BAX
Baxter International Inc

Healthcare
26
+ 6.57%
$28.63 - $37.84 $744 - $984
422 $12K
CVX
Chevron Corp

Energy
63
+ 1.19%
$141.15 - $162.53 $8.89K - $10.2K
5.35K $774K
MRNA
Moderna, Inc.

Healthcare
16
+ 10.67%
$36.85 - $63.93 $590 - $1.02K
166 $6K
OTIS
Otis Worldwide Corp

Industrials
37
+ 5.29%
$92.57 - $106.01 $3.43K - $3.92K
736 $68K
DD
Du Pont De Nemours, Inc.

Basic Materials
12
+ 2.39%
$75.95 - $88.05 $911 - $1.06K
514 $39K
UNH
Unitedhealth Group Inc

Healthcare
23
+ 11.0%
$485.52 - $625.25 $11.2K - $14.4K
232 $117K
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