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
SO
Southern CO

Utilities
81
+ 14.57%
$81.5 - $94.15 $6.6K - $7.63K
637 $52K
SPOT
Spotify Technology S.A.

Communication Services
6
New
$362.95 - $502.38 $2.18K - $3.01K
6 $2K
BK
Bank Of New York Mellon Corp

Financial Services
35
New
$70.82 - $81.87 $2.48K - $2.87K
35 $2K
HPQ
Hp Inc

Technology
87
New
$32.46 - $39.3 $2.82K - $3.42K
87 $2K
NET
Cloudflare, Inc.

Technology
14
+ 280.0%
$78.11 - $117.56 $1.09K - $1.65K
19 $2K
ARES
Ares Management Corp

Financial Services
12
New
$153.38 - $183.7 $1.84K - $2.2K
12 $2K
APD
Air Products & Chemicals, Inc.

Basic Materials
11
+ 8.4%
$285.5 - $335.62 $3.14K - $3.69K
142 $41K
MTD
Mettler Toledo International Inc

Healthcare
2
New
$1160.67 - $1498.12 $2.32K - $3K
2 $2K
XEL
Xcel Energy Inc

Utilities
34
New
$62.16 - $72.92 $2.11K - $2.48K
34 $2K
VRSK
Verisk Analytics, Inc.

Industrials
8
New
$262.86 - $294.75 $2.1K - $2.36K
8 $2K
CCI
Crown Castle International Corp

Real Estate
24
New
$89.78 - $119.11 $2.15K - $2.86K
24 $2K
STZ
Constellation Brands, Inc.

Consumer Defensive
12
+ 100.0%
$219.66 - $257.62 $2.64K - $3.09K
24 $5K
ABC
Amerisourcebergen Corp

Healthcare
12
+ 7.1%
N/A
181 $33K
WAT
Waters Corp

Healthcare
6
New
$323.11 - $392.01 $1.94K - $2.35K
6 $2K
MSCI
Msci Inc.

Financial Services
4
New
$569.09 - $635.99 $2.28K - $2.54K
4 $2K
HWM
Howmet Aerospace Inc.

Industrials
19
New
$99.72 - $120.09 $1.89K - $2.28K
19 $2K
PNR
Pentair PLC

Industrials
20
+ 333.33%
$95.0 - $109.21 $1.9K - $2.18K
26 $2K
CHD
Church & Dwight CO Inc

Consumer Defensive
21
New
$99.11 - $112.25 $2.08K - $2.36K
21 $2K
TDG
Trans Digm Group Inc

Industrials
2
New
$1239.0 - $1442.53 $2.48K - $2.89K
2 $2K
BKR
Baker Hughes CO

Energy
60
New
$35.98 - $44.88 $2.16K - $2.69K
60 $2K
DXCM
Dexcom Inc

Healthcare
28
New
$65.68 - $81.01 $1.84K - $2.27K
28 $2K
ANSS
Ansys Inc

Technology
6
New
$313.05 - $361.45 $1.88K - $2.17K
6 $2K
TT
Trane Technologies PLC

Industrials
8
New
$369.35 - $419.14 $2.95K - $3.35K
8 $2K
CCL
Carnival Corp

Consumer Cyclical
55
+ 55.0%
$17.34 - $26.8 $954 - $1.47K
155 $3K
NTAP
Net App, Inc.

Technology
21
New
$115.31 - $131.11 $2.42K - $2.75K
21 $2K
SYF
Synchrony Financial

Financial Services
33
New
$49.01 - $68.55 $1.62K - $2.26K
33 $2K
HUBS
Hubspot Inc

Technology
3
New
$514.07 - $757.4 $1.54K - $2.27K
3 $2K
DELL
Dell Technologies Inc.

Technology
17
+ 242.86%
$111.96 - $144.21 $1.9K - $2.45K
24 $2K
D
Dominion Energy, Inc

Utilities
41
New
$52.63 - $60.92 $2.16K - $2.5K
41 $2K
ALL
Allstate Corp

Financial Services
12
+ 16.0%
$181.25 - $208.2 $2.18K - $2.5K
87 $16K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
82
New
$31.24 - $37.15 $2.56K - $3.05K
82 $2K
RF
Regions Financial Corp

Financial Services
101
+ 42.8%
$22.45 - $27.47 $2.27K - $2.77K
337 $7K
SBUX
Starbucks Corp

Consumer Cyclical
54
+ 12.08%
$87.44 - $102.5 $4.72K - $5.54K
501 $45K
KHC
Kraft Heinz CO

Consumer Defensive
87
New
$30.1 - $36.02 $2.62K - $3.13K
87 $2K
DDOG
Datadog, Inc.

Technology
17
New
$113.98 - $168.65 $1.94K - $2.87K
17 $2K
ODFL
Old Dominion Freight Line, Inc.

Industrials
12
New
$176.4 - $231.84 $2.12K - $2.78K
12 $2K
DKNG
Draft Kings Inc.

Consumer Cyclical
31
+ 62.0%
$35.32 - $44.84 $1.09K - $1.39K
81 $3K
ETR
Entergy Corp

Utilities
32
New
$73.19 - $156.4 $2.34K - $5K
32 $2K
TTD
Trade Desk, Inc.

Technology
23
New
$108.7 - $139.51 $2.5K - $3.21K
23 $2K
GL
Globe Life Inc.

Financial Services
18
New
$103.49 - $116.02 $1.86K - $2.09K
18 $2K
WBD
Warner Bros. Discovery, Inc.

Communication Services
93
+ 24.16%
$7.33 - $12.37 $682 - $1.15K
478 $5K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
16
+ 37.21%
$101.77 - $113.02 $1.63K - $1.81K
59 $6K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
9
+ 100.0%
$180.39 - $205.43 $1.62K - $1.85K
18 $3K
UPS
United Parcel Service Inc

Industrials
30
+ 23.44%
$122.65 - $138.35 $3.68K - $4.15K
158 $19K
CPRT
Copart Inc

Consumer Cyclical
39
New
$51.36 - $63.8 $2K - $2.49K
39 $2K
TPL
Texas Pacific Land Corp

Energy
2
New
$915.49 - $1730.0 $1.83K - $3.46K
2 $2K
MSTR
Microstrategy Inc

Technology
7
New
$162.69 - $473.83 $1.14K - $3.32K
7 $2K
CBRE
Cbre Group, Inc.

Real Estate
16
New
$119.22 - $140.71 $1.91K - $2.25K
16 $2K
SNOW
Snowflake Inc.

Technology
19
New
$109.65 - $186.51 $2.08K - $3.54K
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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