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
O
Realty Income Corp

Real Estate
27
New
$51.76 - $64.71 $1.4K - $1.75K
27 $1K
DOCU
Docusign, Inc.

Technology
14
New
$61.42 - $106.99 $860 - $1.5K
14 $1K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
5
New
$193.7 - $235.05 $969 - $1.18K
5 $1K
HQY
Healthequity, Inc.

Healthcare
16
New
$78.18 - $104.65 $1.25K - $1.67K
16 $1K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
16
New
$58.32 - $85.45 $933 - $1.37K
16 $1K
KEY
Keycorp

Financial Services
100
New
$16.21 - $19.97 $1.62K - $2K
100 $1K
MTCH
Match Group, Inc.

Communication Services
35
New
$30.29 - $38.64 $1.06K - $1.35K
35 $1K
CNP
Centerpoint Energy Inc

Utilities
42
New
$28.58 - $32.66 $1.2K - $1.37K
42 $1K
FANG
Diamondback Energy, Inc.

Energy
10
New
$153.06 - $199.5 $1.53K - $2K
10 $1K
CIEN
Ciena Corp

Technology
16
New
$61.45 - $91.14 $983 - $1.46K
16 $1K
CDAY
Ceridian Hcm Holding Inc.

Technology
20
New
N/A
20 $1K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
10
New
$110.69 - $154.48 $1.11K - $1.54K
10 $1K
TROW
Price T Rowe Group Inc

Financial Services
14
New
$106.48 - $124.69 $1.49K - $1.75K
14 $1K
MSM
Msc Industrial Direct CO Inc

Industrials
17
New
$73.09 - $90.18 $1.24K - $1.53K
17 $1K
GRMN
Garmin LTD

Technology
9
New
$161.91 - $220.77 $1.46K - $1.99K
9 $1K
CMC
Commercial Metals CO

Basic Materials
30
New
$49.22 - $63.32 $1.48K - $1.9K
30 $1K
ENTG
Entegris Inc

Technology
16
+ 53.33%
$97.67 - $112.92 $1.56K - $1.81K
46 $4K
TSCO
Tractor Supply CO

Consumer Cyclical
35
New
$52.59 - $303.74 $1.84K - $10.6K
35 $1K
AXSM
Axsome Therapeutics, Inc.

Healthcare
15
New
$83.08 - $100.49 $1.25K - $1.51K
15 $1K
AIT
Applied Industrial Technologies Inc

Industrials
5
New
$220.05 - $280.49 $1.1K - $1.4K
5 $1K
EIX
Edison International

Utilities
14
New
$77.93 - $88.36 $1.09K - $1.24K
14 $1K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
39
+ 39.0%
$19.44 - $28.35 $758 - $1.11K
139 $3K
UMH
Umh Properties, Inc.

Real Estate
65
New
$18.21 - $19.85 $1.18K - $1.29K
65 $1K
KMX
Carmax Inc

Consumer Cyclical
22
New
$71.11 - $87.2 $1.56K - $1.92K
22 $1K
EME
Emcor Group, Inc.

Industrials
3
New
$427.96 - $526.95 $1.28K - $1.58K
3 $1K
SNAP
Snap Inc

Communication Services
99
+ 31.73%
$9.98 - $12.86 $988 - $1.27K
411 $4K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
125
+ 12.3%
$8.24 - $11.07 $1.03K - $1.38K
1.14K $10K
NLOK
Norton Life Lock Inc.

Technology
58
New
N/A
58 $1K
AAON
Aaon, Inc.

Industrials
10
New
$106.25 - $140.75 $1.06K - $1.41K
10 $1K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
12
New
$107.32 - $127.74 $1.29K - $1.53K
12 $1K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
16
New
$97.29 - $122.68 $1.56K - $1.96K
16 $1K
CNM
Core & Main, Inc.

Industrials
23
New
$41.91 - $55.78 $964 - $1.28K
23 $1K
WSO
Watsco Inc

Industrials
4
New
$466.57 - $568.78 $1.87K - $2.28K
4 $1K
AVB
Avalonbay Communities Inc

Real Estate
7
New
$216.28 - $237.81 $1.51K - $1.66K
7 $1K
DRI
Darden Restaurants Inc

Consumer Cyclical
9
New
$155.96 - $188.66 $1.4K - $1.7K
9 $1K
IIPR
Innovative Industrial Properties Inc

Real Estate
20
New
$66.64 - $135.61 $1.33K - $2.71K
20 $1K
CMS
Cms Energy Corp

Utilities
28
New
$65.76 - $71.94 $1.84K - $2.01K
28 $1K
ZM
Zoom Video Communications, Inc.

Technology
18
New
$67.21 - $89.03 $1.21K - $1.6K
18 $1K
NOG
Northern Oil & Gas, Inc.

Energy
44
New
$35.57 - $43.49 $1.57K - $1.91K
44 $1K
DT
Dynatrace, Inc.

Technology
29
New
$51.09 - $59.6 $1.48K - $1.73K
29 $1K
MCBS
Metro City Bankshares, Inc.

Financial Services
34
New
$28.95 - $35.43 $984 - $1.2K
34 $1K
HPE
Hewlett Packard Enterprise CO

Technology
77
New
$19.31 - $23.95 $1.49K - $1.84K
77 $1K
NTRS
Northern Trust Corp

Financial Services
16
New
$88.4 - $111.16 $1.41K - $1.78K
16 $1K
SCCO
Southern Copper Corp

Basic Materials
11
New
$91.13 - $117.95 $1K - $1.3K
11 $1K
EXR
Extra Space Storage Inc.

Real Estate
7
New
$142.35 - $178.32 $996 - $1.25K
7 $1K
DGICA
Donegal Group Inc

Financial Services
71
New
$14.19 - $16.78 $1.01K - $1.19K
71 $1K
CUBE
Cube Smart

Real Estate
38
New
$41.74 - $53.03 $1.59K - $2.02K
38 $1K
GLOB
Globant S.A.

Technology
5
New
$193.45 - $236.83 $967 - $1.18K
5 $1K
MPWR
Monolithic Power Systems Inc

Technology
3
New
$560.06 - $942.58 $1.68K - $2.83K
3 $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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