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
MNST
Monster Beverage Corp

Consumer Defensive
81
New
$49.24 - $56.38 $3.99K - $4.57K
81 $4K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15
+ 166.67%
$198.04 - $221.51 $2.97K - $3.32K
24 $5K
DLR
Digital Realty Trust, Inc.

Real Estate
18
New
$156.46 - $195.69 $2.82K - $3.52K
18 $3K
SPG
Simon Property Group Inc

Real Estate
21
New
$167.23 - $183.84 $3.51K - $3.86K
21 $3K
ETN
Eaton Corp PLC

Industrials
9
+ 7.32%
$326.96 - $377.52 $2.94K - $3.4K
132 $43K
WELL
Welltower Inc.

Real Estate
25
New
$123.11 - $139.3 $3.08K - $3.48K
25 $3K
GIS
General Mills Inc

Consumer Defensive
56
+ 933.33%
$62.78 - $74.62 $3.52K - $4.18K
62 $3K
CL
Colgate Palmolive CO

Consumer Defensive
31
+ 206.67%
$90.22 - $102.31 $2.8K - $3.17K
46 $4K
CNC
Centene Corp

Healthcare
54
+ 300.0%
$56.71 - $73.94 $3.06K - $3.99K
72 $4K
YUM
Yum Brands Inc

Consumer Cyclical
18
+ 300.0%
$130.36 - $139.54 $2.35K - $2.51K
24 $3K
GXO
Gxo Logistics, Inc.

Industrials
72
New
$41.93 - $63.02 $3.02K - $4.54K
72 $3K
MAR
Marriott International Inc

Consumer Cyclical
11
New
$246.06 - $292.59 $2.71K - $3.22K
11 $3K
LYB
Lyondell Basell Industries N.V.

Basic Materials
48
New
$72.97 - $96.75 $3.5K - $4.64K
48 $3K
JCI
Johnson Controls International PLC

Industrials
46
New
$74.23 - $86.6 $3.41K - $3.98K
46 $3K
A
Agilent Technologies, Inc.

Healthcare
25
New
$125.69 - $146.56 $3.14K - $3.66K
25 $3K
CAT
Caterpillar Inc

Industrials
25
+ 10.08%
$360.37 - $416.88 $9.01K - $10.4K
273 $99K
FTNT
Fortinet, Inc.

Technology
35
+ 233.33%
$76.49 - $99.21 $2.68K - $3.47K
50 $4K
EXC
Exelon Corp

Utilities
58
+ 241.67%
$36.22 - $40.97 $2.1K - $2.38K
82 $3K
CMCSA
Comcast Corp

Communication Services
150
+ 24.35%
$37.39 - $45.14 $5.61K - $6.77K
766 $28K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
14
New
$229.83 - $258.46 $3.22K - $3.62K
14 $3K
FICO
Fair Isaac Corp

Technology
2
New
$1911.01 - $2382.4 $3.82K - $4.76K
2 $3K
MLM
Martin Marietta Materials Inc

Basic Materials
6
New
$516.5 - $619.58 $3.1K - $3.72K
6 $3K
GE
General Electric CO

Industrials
64
+ 18.82%
$159.95 - $194.23 $10.2K - $12.4K
404 $67K
MCD
Mcdonalds Corp

Consumer Cyclical
58
+ 5.85%
$288.47 - $316.54 $16.7K - $18.4K
1.05K $304K
PWR
Quanta Services, Inc.

Industrials
10
New
$296.05 - $346.6 $2.96K - $3.47K
10 $3K
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 3.76%
N/A
414 $75K
DHI
Horton D R Inc

Consumer Cyclical
27
New
$137.24 - $194.56 $3.71K - $5.25K
27 $3K
PAYX
Paychex Inc

Industrials
23
New
$135.86 - $148.73 $3.12K - $3.42K
23 $3K
PCG
Pg&E Corp

Utilities
159
New
$19.2 - $21.63 $3.05K - $3.44K
159 $3K
NDSN
Nordson Corp

Industrials
15
New
$208.83 - $264.36 $3.13K - $3.97K
15 $3K
HUM
Humana Inc

Healthcare
13
New
$233.89 - $304.18 $3.04K - $3.95K
13 $3K
QCOM
Qualcomm Inc

Technology
65
+ 15.78%
$150.4 - $178.04 $9.78K - $11.6K
477 $73K
AME
Ametek Inc

Industrials
18
New
$165.89 - $197.38 $2.99K - $3.55K
18 $3K
OKE
Oneok Inc

Energy
36
New
$92.28 - $117.05 $3.32K - $4.21K
36 $3K
OVV
Ovintiv Inc.

Energy
95
New
$37.74 - $46.71 $3.59K - $4.44K
95 $3K
LNG
Cheniere Energy, Inc.

Energy
18
New
$181.07 - $225.92 $3.26K - $4.07K
18 $3K
FDX
Fedex Corp

Industrials
12
New
$260.5 - $305.15 $3.13K - $3.66K
12 $3K
VMC
Vulcan Materials CO

Basic Materials
8
+ 6.72%
$237.95 - $292.31 $1.9K - $2.34K
127 $32K
ZTS
Zoetis Inc.

Healthcare
20
New
$162.24 - $194.42 $3.24K - $3.89K
20 $3K
ROST
Ross Stores, Inc.

Consumer Cyclical
25
New
$138.59 - $156.61 $3.46K - $3.92K
25 $3K
MET
Metlife Inc

Financial Services
38
+ 19.19%
$78.15 - $88.25 $2.97K - $3.35K
236 $19K
VICI
Vici Properties Inc.

Real Estate
107
New
$28.27 - $33.19 $3.02K - $3.55K
107 $3K
CEG
Constellation Energy Corp

Utilities
14
+ 233.33%
$224.28 - $285.52 $3.14K - $4K
20 $4K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
8
New
$260.53 - $404.79 $2.08K - $3.24K
8 $3K
DVN
Devon Energy Corp

Energy
80
New
$30.52 - $42.96 $2.44K - $3.44K
80 $2K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 3.51%
$225.97 - $266.66 $904 - $1.07K
118 $28K
BDX
Becton Dickinson & CO

Healthcare
10
New
$220.02 - $243.75 $2.2K - $2.44K
10 $2K
CTSH
Cognizant Technology Solutions Corp

Technology
29
New
$74.37 - $82.32 $2.16K - $2.39K
29 $2K
TER
Teradyne, Inc

Technology
12
+ 171.43%
$102.58 - $133.62 $1.23K - $1.6K
19 $2K
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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