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
DLTR
Dollar Tree, Inc.

Consumer Defensive
21
+ 21.0%
$61.21 - $76.19 $1.29K - $1.6K
121 $9K
XYL
Xylem Inc.

Industrials
17
+ 188.89%
$116.02 - $137.45 $1.97K - $2.34K
26 $3K
UBER
Uber Technologies, Inc

Technology
48
New
$59.93 - $86.34 $2.88K - $4.14K
48 $2K
CTVA
Corteva, Inc.

Basic Materials
35
+ 20.59%
$55.21 - $64.13 $1.93K - $2.24K
205 $11K
OMC
Omnicom Group Inc.

Communication Services
29
New
$85.82 - $105.47 $2.49K - $3.06K
29 $2K
DINO
Hf Sinclair Corp

Energy
72
New
$33.69 - $47.67 $2.43K - $3.43K
72 $2K
CMI
Cummins Inc

Industrials
8
New
$324.93 - $383.42 $2.6K - $3.07K
8 $2K
CHTR
Charter Communications, Inc.

Communication Services
6
New
$315.38 - $408.02 $1.89K - $2.45K
6 $2K
ROP
Roper Technologies Inc

Industrials
6
+ 40.0%
$519.85 - $575.95 $3.12K - $3.46K
21 $10K
NDAQ
Nasdaq, Inc.

Financial Services
26
+ 2600.0%
$70.87 - $83.05 $1.84K - $2.16K
27 $2K
GDDY
Go Daddy Inc.

Technology
10
+ 111.11%
$153.16 - $209.03 $1.53K - $2.09K
19 $3K
PSA
Public Storage

Real Estate
10
New
$289.33 - $360.21 $2.89K - $3.6K
10 $2K
F
Ford Motor CO

Consumer Cyclical
281
+ 15.51%
$9.69 - $11.4 $2.72K - $3.2K
2.09K $20K
TW
Tradeweb Markets Inc.

Financial Services
8
New
$124.87 - $136.32 $999 - $1.09K
8 $1K
PKI
Perkinelmer Inc

Healthcare
15
New
N/A
15 $1K
WERN
Werner Enterprises Inc

Industrials
35
New
$35.64 - $41.8 $1.25K - $1.46K
35 $1K
VEEV
Veeva Systems Inc

Healthcare
7
+ 116.67%
$201.81 - $250.45 $1.41K - $1.75K
13 $2K
BECN
Beacon Roofing Supply Inc

Industrials
12
New
$84.82 - $113.77 $1.02K - $1.37K
12 $1K
INSM
Insmed Inc

Healthcare
17
New
$66.29 - $76.63 $1.13K - $1.3K
17 $1K
QTWO
Q2 Holdings, Inc.

Technology
10
New
$77.81 - $110.85 $778 - $1.11K
10 $1K
MKC
Mccormick & CO Inc

Consumer Defensive
20
New
$73.97 - $84.09 $1.48K - $1.68K
20 $1K
PCAR
Paccar Inc

Industrials
18
New
$97.92 - $118.41 $1.76K - $2.13K
18 $1K
LHX
L3 Harris Technologies, Inc.

Industrials
8
+ 20.0%
$208.94 - $264.22 $1.67K - $2.11K
48 $10K
GMRE
Global Medical Reit Inc.

Real Estate
146
New
$7.53 - $9.83 $1.1K - $1.44K
146 $1K
CG
Carlyle Group Inc.

Financial Services
28
New
$43.2 - $54.81 $1.21K - $1.53K
28 $1K
RBLX
Roblox Corp

Communication Services
31
New
$39.86 - $61.45 $1.24K - $1.9K
31 $1K
PTC
Ptc Inc.

Technology
10
New
$175.97 - $201.89 $1.76K - $2.02K
10 $1K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
97
New
$12.52 - $21.81 $1.21K - $2.12K
97 $1K
EXEL
Exelixis, Inc.

Healthcare
41
New
$25.39 - $36.46 $1.04K - $1.49K
41 $1K
MTZ
Mastec Inc

Industrials
5
+ 83.33%
$119.94 - $147.94 $600 - $740
11 $1K
SCI
Service Corp International

Consumer Cyclical
6
+ 2.4%
$73.36 - $88.6 $440 - $532
256 $20K
MKSI
Mks Instruments Inc

Technology
13
New
$98.56 - $117.93 $1.28K - $1.53K
13 $1K
ED
Consolidated Edison Inc

Utilities
20
+ 38.46%
$88.87 - $107.38 $1.78K - $2.15K
72 $6K
SPXC
Spx Corp

Industrials
10
New
$143.2 - $181.56 $1.43K - $1.82K
10 $1K
TSN
Tyson Foods, Inc.

Consumer Defensive
19
New
$57.14 - $64.54 $1.09K - $1.23K
19 $1K
RJF
Raymond James Financial Inc

Financial Services
11
New
$123.0 - $170.1 $1.35K - $1.87K
11 $1K
EVR
Evercore Inc.

Financial Services
5
New
$247.66 - $315.67 $1.24K - $1.58K
5 $1K
WST
West Pharmaceutical Services Inc

Healthcare
4
New
$285.69 - $344.0 $1.14K - $1.38K
4 $1K
GPN
Global Payments Inc

Industrials
14
New
$97.57 - $119.38 $1.37K - $1.67K
14 $1K
CNO
Cno Financial Group, Inc.

Financial Services
37
New
$34.0 - $40.5 $1.26K - $1.5K
37 $1K
RE
Everest Re Group LTD

Financial Services
4
New
N/A
4 $1K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
40
New
$25.3 - $26.31 $1.01K - $1.05K
40 $1K
SWKS
Skyworks Solutions, Inc.

Technology
16
New
$83.18 - $99.15 $1.33K - $1.59K
16 $1K
UHS
Universal Health Services Inc

Healthcare
11
New
$175.8 - $236.9 $1.93K - $2.61K
11 $1K
IP
International Paper CO

Consumer Cyclical
28
New
$46.64 - $59.57 $1.31K - $1.67K
28 $1K
NTNX
Nutanix, Inc.

Technology
19
New
$56.46 - $73.18 $1.07K - $1.39K
19 $1K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
9
+ 7.5%
$63.23 - $66.65 $569 - $600
129 $8K
PHM
Pultegroup Inc

Consumer Cyclical
10
New
$108.86 - $149.04 $1.09K - $1.49K
10 $1K
APA
Apa Corp

Energy
60
New
$20.47 - $27.07 $1.23K - $1.62K
60 $1K
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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