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
WSM
Williams Sonoma Inc

Consumer Cyclical
6
+ 3.61%
$129.13 - $198.21 $775 - $1.19K
172 $31K
TFC
Truist Financial Corp

Financial Services
50
+ 0.81%
$41.51 - $48.1 $2.08K - $2.41K
6.22K $269K
AMAT
Applied Materials Inc

Technology
40
New
$161.44 - $213.89 $6.46K - $8.56K
40 $6K
BSX
Boston Scientific Corp

Healthcare
78
New
$83.62 - $91.5 $6.52K - $7.14K
78 $6K
AON
Aon PLC

Financial Services
8
+ 2.91%
$344.14 - $393.31 $2.75K - $3.15K
283 $101K
LMT
Lockheed Martin Corp

Industrials
43
+ 28.48%
$479.66 - $614.62 $20.6K - $26.4K
194 $94K
MSI
Motorola Solutions, Inc.

Technology
11
+ 366.67%
$449.08 - $504.6 $4.94K - $5.55K
14 $6K
LUV
Southwest Airlines CO

Industrials
43
+ 5.01%
$28.99 - $34.84 $1.25K - $1.5K
902 $30K
PYPL
Pay Pal Holdings, Inc.

Financial Services
51
+ 141.67%
$77.25 - $91.3 $3.94K - $4.66K
87 $7K
PM
Philip Morris International Inc.

Consumer Defensive
47
+ 8.17%
$118.38 - $133.06 $5.56K - $6.25K
622 $74K
CDNS
Cadence Design Systems Inc

Technology
17
New
$249.1 - $324.54 $4.23K - $5.52K
17 $5K
XPO
Xpo Logistics, Inc.

Industrials
43
New
$105.35 - $158.2 $4.53K - $6.8K
43 $5K
HON
Honeywell International Inc

Industrials
12
+ 7.95%
$202.84 - $236.0 $2.43K - $2.83K
163 $36K
MDT
Medtronic PLC

Healthcare
68
+ 123.64%
$79.61 - $92.24 $5.41K - $6.27K
123 $9K
SQ
Block, Inc.

Technology
28
+ 17.07%
$65.06 - $98.92 $1.82K - $2.77K
192 $16K
ICE
Intercontinental Exchange, Inc.

Financial Services
35
+ 1166.67%
$148.29 - $166.93 $5.19K - $5.84K
38 $5K
APH
Amphenol Corp

Technology
77
New
$62.07 - $75.35 $4.78K - $5.8K
77 $5K
AMP
Ameriprise Financial Inc

Financial Services
5
+ 12.5%
$473.15 - $574.01 $2.37K - $2.87K
45 $23K
MO
Altria Group, Inc.

Consumer Defensive
87
+ 34.8%
$49.06 - $57.74 $4.27K - $5.02K
337 $17K
MCK
Mckesson Corp

Healthcare
9
New
$482.27 - $628.5 $4.34K - $5.66K
9 $5K
RTX
Raytheon Technologies Corp

Industrials
114
+ 7.73%
$114.45 - $127.21 $13K - $14.5K
1.59K $183K
ROK
Rockwell Automation, Inc

Industrials
7
+ 4.38%
$264.65 - $302.92 $1.85K - $2.12K
167 $47K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
78
+ 156.0%
$55.73 - $66.16 $4.35K - $5.16K
128 $7K
AJG
Arthur J. Gallagher & Co.

Financial Services
19
New
$278.49 - $315.16 $5.29K - $5.99K
19 $5K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3
+ 11.54%
$1146.59 - $1270.6 $3.44K - $3.81K
29 $34K
UNP
Union Pacific Corp

Industrials
28
+ 25.69%
$223.15 - $249.32 $6.25K - $6.98K
137 $31K
URI
United Rentals, Inc.

Industrials
6
New
$704.44 - $880.32 $4.23K - $5.28K
6 $4K
STT
State Street Corp

Financial Services
46
New
$85.96 - $100.78 $3.95K - $4.64K
46 $4K
KMB
Kimberly Clark Corp

Consumer Defensive
38
+ 25.85%
$130.37 - $146.09 $4.95K - $5.55K
185 $24K
ADSK
Autodesk, Inc.

Technology
16
+ 53.33%
N/A
46 $11K
CME
Cme Group Inc.

Financial Services
19
New
$221.17 - $246.02 $4.2K - $4.67K
19 $4K
EQT
Eqt Corp

Energy
38
+ 14.34%
$35.62 - $46.89 $1.35K - $1.78K
303 $13K
AFL
Aflac Inc

Financial Services
48
New
$100.37 - $115.27 $4.82K - $5.53K
48 $4K
GD
General Dynamics Corp

Industrials
26
+ 41.27%
$260.28 - $314.03 $6.77K - $8.16K
89 $23K
GPC
Genuine Parts CO

Consumer Cyclical
36
New
$113.11 - $143.63 $4.07K - $5.17K
36 $4K
MRVL
Marvell Technology, Inc.

Technology
45
New
$70.31 - $124.78 $3.16K - $5.62K
45 $4K
FISV
Fiserv Inc

Technology
35
New
N/A
35 $4K
APP
App Lovin Corp

Technology
13
New
$130.67 - $401.5 $1.7K - $5.22K
13 $4K
CRWD
Crowd Strike Holdings, Inc.

Technology
12
New
$275.15 - $388.2 $3.3K - $4.66K
12 $4K
EQIX
Equinix Inc

Real Estate
5
New
$865.69 - $985.0 $4.33K - $4.93K
5 $4K
CAH
Cardinal Health Inc

Healthcare
18
+ 7.66%
$107.89 - $125.33 $1.94K - $2.26K
253 $29K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
11
New
$396.64 - $516.74 $4.36K - $5.68K
11 $4K
MCO
Moodys Corp

Financial Services
9
New
$454.04 - $500.88 $4.09K - $4.51K
9 $4K
GLW
Corning Inc

Technology
47
+ 5.4%
$44.11 - $49.76 $2.07K - $2.34K
917 $43K
KMI
Kinder Morgan, Inc.

Energy
168
New
$22.59 - $28.54 $3.8K - $4.79K
168 $4K
CB
Chubb LTD

Financial Services
18
+ 38.3%
$271.57 - $301.89 $4.89K - $5.43K
65 $17K
SNPS
Synopsys Inc

Technology
9
New
$485.36 - $588.0 $4.37K - $5.29K
9 $4K
MMM
3 M CO

Industrials
32
New
$124.74 - $137.12 $3.99K - $4.39K
32 $4K
ADBE
Adobe Inc.

Technology
11
New
$437.39 - $552.96 $4.81K - $6.08K
11 $4K
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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