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
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
8
New
$150.51 - $170.38 $1.2K - $1.36K
8 $1K
TWLO
Twilio Inc

Communication Services
10
New
$63.73 - $114.96 $637 - $1.15K
10 $1K
GMED
Globus Medical Inc

Healthcare
9
+ 100.0%
$69.79 - $85.61 $628 - $770
18 $1K
TTWO
Take Two Interactive Software Inc

Communication Services
9
New
$147.66 - $190.46 $1.33K - $1.71K
9 $1K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
85
New
$9.71 - $15.34 $825 - $1.3K
85 $1K
NRG
Nrg Energy, Inc.

Utilities
16
New
$85.3 - $101.61 $1.36K - $1.63K
16 $1K
IRM
Iron Mountain Inc

Real Estate
19
New
$101.62 - $128.14 $1.93K - $2.43K
19 $1K
TREX
Trex CO Inc

Industrials
18
New
$62.94 - $79.88 $1.13K - $1.44K
18 $1K
WTW
Willis Towers Watson PLC

Financial Services
6
New
$287.99 - $332.53 $1.73K - $2K
6 $1K
ZBRA
Zebra Technologies Corp

Technology
3
New
$360.09 - $411.94 $1.08K - $1.24K
3 $1K
SMCI
Super Micro Computer, Inc.

Technology
40
New
$18.01 - $49.12 $720 - $1.96K
40 $1K
IEX
Idex Corp

Industrials
4
+ 133.33%
$202.75 - $236.06 $811 - $944
7 $1K
K
Kellogg CO

Consumer Defensive
24
New
$80.34 - $81.29 $1.93K - $1.95K
24 $1K
PCYO
Pure Cycle Corp

Utilities
81
New
$10.52 - $14.63 $852 - $1.19K
81 $1K
WHD
Cactus, Inc.

Energy
27
New
$56.69 - $69.49 $1.53K - $1.88K
27 $1K
GFF
Griffon Corp

Industrials
20
New
$62.88 - $85.16 $1.26K - $1.7K
20 $1K
UAL
United Airlines Holdings, Inc.

Industrials
20
New
$55.62 - $102.44 $1.11K - $2.05K
20 $1K
TGT
Target Corp

Consumer Defensive
8
New
$121.59 - $160.69 $973 - $1.29K
8 $1K
RPRX
Royalty Pharma PLC

Healthcare
55
New
$24.28 - $28.39 $1.34K - $1.56K
55 $1K
FNB
Fnb Corp

Financial Services
84
New
$13.56 - $17.29 $1.14K - $1.45K
84 $1K
VST
Vistra Corp.

Utilities
12
New
$115.74 - $166.61 $1.39K - $2K
12 $1K
ST
Sensata Technologies Holding PLC

Technology
46
New
$27.12 - $36.49 $1.25K - $1.68K
46 $1K
EBAY
Ebay Inc

Consumer Cyclical
28
+ 77.78%
$57.51 - $67.17 $1.61K - $1.88K
64 $3K
OC
Owens Corning

Industrials
10
New
$169.41 - $210.81 $1.69K - $2.11K
10 $1K
HIG
Hartford Financial Services Group, Inc.

Financial Services
16
+ 1600.0%
$107.06 - $123.74 $1.71K - $1.98K
17 $1K
TECH
Bio Techne Corp

Healthcare
15
New
$66.37 - $78.17 $996 - $1.17K
15 $1K
TRMB
Trimble Inc.

Technology
21
New
$60.21 - $75.4 $1.26K - $1.58K
21 $1K
PEG
Public Service Enterprise Group Inc

Utilities
13
+ 33.33%
$81.87 - $94.51 $1.06K - $1.23K
52 $4K
CC
Chemours CO

Basic Materials
72
+ 90.0%
$16.82 - $21.94 $1.21K - $1.58K
152 $2K
EXPE
Expedia Group, Inc.

Consumer Cyclical
8
New
$146.47 - $191.01 $1.17K - $1.53K
8 $1K
HOOD
Robinhood Markets, Inc.

Technology
38
New
$22.33 - $43.2 $849 - $1.64K
38 $1K
USFD
Us Foods Holding Corp.

Consumer Defensive
27
New
$60.65 - $72.33 $1.64K - $1.95K
27 $1K
ES
Eversource Energy

Utilities
34
New
$55.9 - $67.73 $1.9K - $2.3K
34 $1K
DECK
Deckers Outdoor Corp

Consumer Cyclical
9
New
$152.04 - $211.12 $1.37K - $1.9K
9 $1K
ILMN
Illumina, Inc.

Healthcare
10
New
$128.99 - $155.15 $1.29K - $1.55K
10 $1K
IDXX
Idexx Laboratories Inc

Healthcare
4
New
$406.92 - $495.42 $1.63K - $1.98K
4 $1K
CSL
Carlisle Companies Inc

Industrials
5
New
$368.67 - $480.91 $1.84K - $2.4K
5 $1K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
4
New
$338.38 - $446.21 $1.35K - $1.78K
4 $1K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
22
New
$42.05 - $48.31 $925 - $1.06K
22 $1K
RS
Reliance Steel & Aluminum CO

Basic Materials
3
+ 33.33%
$264.2 - $326.32 $793 - $979
12 $3K
HCA
Hca Healthcare, Inc.

Healthcare
6
New
$297.52 - $415.61 $1.79K - $2.49K
6 $1K
CNHI
Cnh Industrial N.V.

Industrials
154
New
N/A
154 $1K
HTBK
Heritage Commerce Corp

Financial Services
116
New
$9.37 - $10.97 $1.09K - $1.27K
116 $1K
WM
Waste Management Inc

Industrials
11
+ 5.79%
$201.79 - $228.46 $2.22K - $2.51K
201 $40K
WFRD
Weatherford International PLC

Energy
23
New
$67.1 - $94.33 $1.54K - $2.17K
23 $1K
MOH
Molina Healthcare, Inc.

Healthcare
4
New
$274.73 - $341.91 $1.1K - $1.37K
4 $1K
HSY
Hershey CO

Consumer Defensive
8
New
$168.67 - $193.65 $1.35K - $1.55K
8 $1K
AXON
Axon Enterprise, Inc.

Industrials
3
New
$399.22 - $689.78 $1.2K - $2.07K
3 $1K
JNPR
Juniper Networks Inc

Technology
42
New
$35.08 - $39.26 $1.47K - $1.65K
42 $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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