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
TRU
Trans Union

Industrials
11
New
$92.71 - $108.67 $1.02K - $1.2K
11 $1K
CSGP
Costar Group, Inc.

Real Estate
22
New
$69.7 - $81.97 $1.53K - $1.8K
22 $1K
HOPE
Hope Bancorp Inc

Financial Services
101
New
$12.08 - $14.35 $1.22K - $1.45K
101 $1K
LAD
Lithia Motors Inc

Consumer Cyclical
4
New
$303.15 - $394.27 $1.21K - $1.58K
4 $1K
KROS
Keros Therapeutics, Inc.

Healthcare
75
New
$15.64 - $70.0 $1.17K - $5.25K
75 $1K
JBL
Jabil Inc

Technology
10
New
$118.97 - $147.77 $1.19K - $1.48K
10 $1K
ON
On Semiconductor Corp

Technology
26
New
$63.05 - $74.7 $1.64K - $1.94K
26 $1K
MANH
Manhattan Associates Inc

Technology
5
New
$263.36 - $309.78 $1.32K - $1.55K
5 $1K
UTHR
United Therapeutics Corp

Healthcare
3
New
$348.66 - $410.0 $1.05K - $1.23K
3 $1K
HD
Home Depot, Inc.

Consumer Cyclical
64
+ 4.28%
$385.02 - $431.37 $24.6K - $27.6K
1.56K $607K
BURL
Burlington Stores, Inc.

Consumer Cyclical
5
New
$242.7 - $295.49 $1.21K - $1.48K
5 $1K
XRAY
Dentsply Sirona Inc.

Healthcare
67
New
$17.26 - $26.12 $1.16K - $1.75K
67 $1K
EQH
Equitable Holdings, Inc.

Financial Services
38
New
$41.59 - $50.4 $1.58K - $1.92K
38 $1K
NEM
Newmont Corp

Basic Materials
46
New
$37.0 - $58.68 $1.7K - $2.7K
46 $1K
MCHP
Microchip Technology Inc

Technology
33
New
$55.51 - $79.05 $1.83K - $2.61K
33 $1K
SBAC
Sba Communications Corp

Real Estate
7
New
$198.24 - $249.31 $1.39K - $1.75K
7 $1K
BRO
Brown & Brown, Inc.

Financial Services
19
New
$100.93 - $113.42 $1.92K - $2.15K
19 $1K
LYV
Live Nation Entertainment, Inc.

Communication Services
12
New
$109.06 - $140.54 $1.31K - $1.69K
12 $1K
ITT
Itt Inc.

Industrials
9
New
$140.12 - $159.62 $1.26K - $1.44K
9 $1K
CLH
Clean Harbors Inc

Industrials
7
New
$228.61 - $263.39 $1.6K - $1.84K
7 $1K
VTRS
Viatris Inc

Healthcare
63
+ 56.76%
$11.32 - $13.37 $713 - $842
174 $2K
SM
Sm Energy CO

Energy
42
New
$36.59 - $46.03 $1.54K - $1.93K
42 $1K
PR
Permian Resources Corporation

Energy
125
New
$13.41 - $16.21 $1.68K - $2.03K
125 $1K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
13
New
$71.19 - $91.57 $925 - $1.19K
13 $1K
COIN
Coinbase Global, Inc.

Technology
8
New
$163.17 - $343.62 $1.31K - $2.75K
8 $1K
IT
Gartner Inc

Technology
3
New
$481.22 - $551.8 $1.44K - $1.66K
3 $1K
TNL
Travel & Leisure Co.

Consumer Cyclical
25
New
$45.26 - $56.28 $1.13K - $1.41K
25 $1K
NOC
Northrop Grumman Corp

Industrials
6
+ 21.43%
$466.52 - $543.88 $2.8K - $3.26K
34 $15K
SOFI
So Fi Technologies, Inc.

Financial Services
74
New
$7.63 - $16.88 $565 - $1.25K
74 $1K
RXO
Rxo, Inc.
79
New
$23.46 - $31.9 $1.85K - $2.52K
79 $1K
DGX
Quest Diagnostics Inc

Healthcare
11
New
N/A
11 $1K
PRI
Primerica, Inc.

Financial Services
4
New
$265.71 - $304.93 $1.06K - $1.22K
4 $1K
KEYS
Keysight Technologies, Inc.

Technology
12
New
$149.01 - $172.53 $1.79K - $2.07K
12 $1K
AGNC
Agnc Investment Corp.

Real Estate
133
New
$9.21 - $10.59 $1.22K - $1.41K
133 $1K
ALLY
Ally Financial Inc.

Financial Services
36
New
$34.12 - $39.98 $1.23K - $1.44K
36 $1K
BRKR
Bruker Corp

Healthcare
22
New
$48.25 - $67.46 $1.06K - $1.48K
22 $1K
CW
Curtiss Wright Corp

Industrials
4
New
$335.08 - $389.49 $1.34K - $1.56K
4 $1K
LVS
Las Vegas Sands Corp

Consumer Cyclical
32
New
$47.96 - $55.17 $1.53K - $1.77K
32 $1K
OKTA
Okta, Inc.

Technology
15
New
$71.81 - $86.11 $1.08K - $1.29K
15 $1K
CFG
Citizens Financial Group Inc

Financial Services
28
New
$39.92 - $48.46 $1.12K - $1.36K
28 $1K
AMCR
Amcor PLC

Consumer Cyclical
193
New
$9.34 - $11.37 $1.8K - $2.19K
193 $1K
CHE
Chemed Corp

Healthcare
3
New
$517.44 - $613.19 $1.55K - $1.84K
3 $1K
CAG
Conagra Brands Inc.

Consumer Defensive
70
New
$26.48 - $32.72 $1.85K - $2.29K
70 $1K
AVNT
Avient Corp

Basic Materials
32
New
$40.12 - $53.17 $1.28K - $1.7K
32 $1K
NTRA
Natera, Inc.

Healthcare
8
New
$117.67 - $174.0 $941 - $1.39K
8 $1K
OGE
Oge Energy Corp.

Utilities
44
New
$39.65 - $44.08 $1.74K - $1.94K
44 $1K
RMD
Resmed Inc

Healthcare
7
New
$228.69 - $256.07 $1.6K - $1.79K
7 $1K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
56
New
$18.24 - $21.74 $1.02K - $1.22K
56 $1K
RVMD
Revolution Medicines, Inc.

Healthcare
28
New
$42.97 - $60.6 $1.2K - $1.7K
28 $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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