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
AVEM
American Centy ETF Tr Avantis

ETFs
247
New
$58.59 - $66.14 $14.5K - $16.3K
247 $14K
TMO
Thermo Fisher Scientific Inc.

Healthcare
33
+ 89.19%
$501.29 - $612.85 $16.5K - $20.2K
70 $36K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
40
+ 15.81%
$172.07 - $207.36 $6.88K - $8.29K
293 $57K
WMT
Walmart Inc.

Consumer Defensive
49
+ 4.79%
$79.1 - $95.7 $3.88K - $4.69K
1.07K $96K
PNC
Pnc Financial Services Group, Inc.

Financial Services
21
+ 1.59%
$178.39 - $215.0 $3.75K - $4.52K
1.34K $258K
BX
Blackstone Inc.

Financial Services
81
New
$148.45 - $199.05 $12K - $16.1K
81 $13K
XLK
Technology Sector Spdr

ETFs
26
+ 2.57%
$220.26 - $241.44 $5.73K - $6.28K
1.04K $241K
ORCL
Oracle Corp

Technology
112
+ 6.34%
$165.41 - $192.43 $18.5K - $21.6K
1.88K $313K
ICLN
Ishares

ETFs
1.09K
New
$11.35 - $14.51 $12.3K - $15.8K
1.09K $12K
KLAC
Kla Corp

Technology
19
+ 316.67%
$614.46 - $829.55 $11.7K - $15.8K
25 $15K
ACN
Accenture PLC

Technology
34
+ 6.36%
$343.9 - $376.86 $11.7K - $12.8K
569 $200K
IBM
International Business Machines Corp

Technology
47
+ 7.5%
$204.9 - $238.04 $9.63K - $11.2K
674 $148K
ADI
Analog Devices Inc

Technology
55
+ 63.22%
$206.35 - $236.48 $11.3K - $13K
142 $30K
WDAY
Workday, Inc.

Technology
41
New
$233.85 - $279.91 $9.59K - $11.5K
41 $10K
DFS
Discover Financial Services

Financial Services
17
+ 7.8%
$136.3 - $182.67 $2.32K - $3.11K
235 $40K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
200
New
$49.78 - $66.55 $9.96K - $13.3K
200 $10K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
116
New
$86.65 - $94.9 $10.1K - $11K
116 $10K
GS
Goldman Sachs Group Inc

Financial Services
18
New
$486.1 - $608.57 $8.75K - $11K
18 $10K
BLK
Black Rock Inc.

Financial Services
8
+ 66.67%
$934.02 - $1065.26 $7.47K - $8.52K
20 $20K
TMUS
T Mobile Us, Inc.

Communication Services
41
New
$206.1 - $246.94 $8.45K - $10.1K
41 $9K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.1K
+ 10.64%
$44.04 - $49.49 $48.4K - $54.4K
11.4K $503K
INTU
Intuit Inc

Technology
15
New
$602.01 - $706.25 $9.03K - $10.6K
15 $9K
PGR
Progressive Corp

Financial Services
39
New
$239.6 - $268.88 $9.34K - $10.5K
39 $9K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
New
$4100.99 - $5300.34 $8.2K - $10.6K
2 $9K
ABNB
Airbnb, Inc.

Consumer Cyclical
75
New
$125.36 - $147.37 $9.4K - $11.1K
75 $9K
BR
Broadridge Financial Solutions, Inc.

Technology
10
+ 1.67%
$209.64 - $236.44 $2.1K - $2.36K
610 $137K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
103
New
$89.9 - $100.66 $9.26K - $10.4K
103 $9K
TXN
Texas Instruments Inc

Technology
49
+ 4.27%
N/A
1.2K $232K
HBAN
Huntington Bancshares Inc

Financial Services
60
+ 1.41%
$14.18 - $18.2 $851 - $1.09K
4.32K $70K
SYK
Stryker Corp

Healthcare
24
+ 400.0%
$345.14 - $392.15 $8.28K - $9.41K
30 $10K
ADM
Archer Daniels Midland CO

Consumer Defensive
166
New
$49.38 - $59.52 $8.2K - $9.88K
166 $8K
PLTR
Palantir Technologies Inc.

Technology
106
New
$36.46 - $82.38 $3.86K - $8.73K
106 $8K
DFIS
Dimensional ETF Tr Dimensional

ETFs
335
New
$24.25 - $26.7 $8.12K - $8.94K
335 $8K
SPGI
S&P Global Inc.

Financial Services
17
New
$480.36 - $529.17 $8.17K - $9K
17 $8K
EMR
Emerson Electric CO

Industrials
34
+ 15.81%
$108.13 - $134.33 $3.68K - $4.57K
249 $30K
EW
Edwards Lifesciences Corp

Healthcare
45
+ 10.71%
$64.54 - $75.92 $2.9K - $3.42K
465 $34K
TJX
Tjx Companies Inc

Consumer Cyclical
62
New
$112.15 - $127.2 $6.95K - $7.89K
62 $7K
SCHW
Schwab Charles Corp

Financial Services
55
+ 21.24%
$63.31 - $82.85 $3.48K - $4.56K
314 $23K
ABT
Abbott Laboratories

Healthcare
96
+ 2.7%
$111.93 - $119.39 $10.7K - $11.5K
3.65K $412K
MS
Morgan Stanley

Financial Services
59
New
$104.42 - $134.99 $6.16K - $7.96K
59 $7K
DE
Deere & CO

Industrials
15
+ 28.85%
$389.45 - $466.0 $5.84K - $6.99K
67 $28K
AMT
American Tower Corp

Real Estate
42
+ 350.0%
$179.4 - $232.01 $7.53K - $9.74K
54 $9K
T
At&T Inc.

Communication Services
248
+ 15.51%
$21.22 - $23.88 $5.26K - $5.92K
1.85K $42K
PLD
Prologis, Inc.

Real Estate
69
New
$101.4 - $126.96 $7K - $8.76K
69 $7K
DOV
Dover Corp

Industrials
32
+ 61.54%
$184.72 - $206.51 $5.91K - $6.61K
84 $15K
C
Citigroup Inc

Financial Services
71
+ 154.35%
$61.31 - $72.5 $4.35K - $5.15K
117 $8K
PANW
Palo Alto Networks Inc

Technology
38
New
$181.96 - $405.9 $6.91K - $15.4K
38 $6K
EOG
Eog Resources Inc

Energy
50
New
$118.22 - $136.54 $5.91K - $6.83K
50 $6K
SRE
Sempra Energy

Utilities
79
New
$80.81 - $94.77 $6.38K - $7.49K
79 $6K
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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