Cassady Schiller Wealth Management, LLC Incresed Positions in Q4 2024

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
40
+ 15.81%
$172.07 - $207.36 $6.88K - $8.29K
293 $57K
XLK
Technology Sector Spdr

ETFs
26
+ 2.57%
$220.26 - $241.44 $5.73K - $6.28K
1.04K $241K
ORCL
Oracle Corp

Technology
112
+ 6.34%
$165.41 - $192.43 $18.5K - $21.6K
1.88K $313K
ACN
Accenture PLC

Technology
34
+ 6.36%
$343.9 - $376.86 $11.7K - $12.8K
569 $200K
ANET
Arista Networks, Inc.

Technology
329
+ 357.61%
$104.78 - $431.02 $34.5K - $142K
421 $46K
KLAC
Kla Corp

Technology
19
+ 316.67%
$614.46 - $829.55 $11.7K - $15.8K
25 $15K
IBM
International Business Machines Corp

Technology
47
+ 7.5%
$204.9 - $238.04 $9.63K - $11.2K
674 $148K
DFS
Discover Financial Services

Financial Services
17
+ 7.8%
$136.3 - $182.67 $2.32K - $3.11K
235 $40K
ADI
Analog Devices Inc

Technology
55
+ 63.22%
$206.35 - $236.48 $11.3K - $13K
142 $30K
BR
Broadridge Financial Solutions, Inc.

Technology
10
+ 1.67%
$209.64 - $236.44 $2.1K - $2.36K
610 $137K
TXN
Texas Instruments Inc

Technology
49
+ 4.27%
N/A
1.2K $232K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.1K
+ 10.64%
$44.04 - $49.49 $48.4K - $54.4K
11.4K $503K
SYK
Stryker Corp

Healthcare
24
+ 400.0%
$345.14 - $392.15 $8.28K - $9.41K
30 $10K
HBAN
Huntington Bancshares Inc

Financial Services
60
+ 1.41%
$14.18 - $18.2 $851 - $1.09K
4.32K $70K
EW
Edwards Lifesciences Corp

Healthcare
45
+ 10.71%
$64.54 - $75.92 $2.9K - $3.42K
465 $34K
SCHW
Schwab Charles Corp

Financial Services
55
+ 21.24%
$63.31 - $82.85 $3.48K - $4.56K
314 $23K
ABT
Abbott Laboratories

Healthcare
96
+ 2.7%
$111.93 - $119.39 $10.7K - $11.5K
3.65K $412K
AMT
American Tower Corp

Real Estate
42
+ 350.0%
$179.4 - $232.01 $7.53K - $9.74K
54 $9K
DE
Deere & CO

Industrials
15
+ 28.85%
$389.45 - $466.0 $5.84K - $6.99K
67 $28K
T
At&T Inc.

Communication Services
248
+ 15.51%
$21.22 - $23.88 $5.26K - $5.92K
1.85K $42K
EMR
Emerson Electric CO

Industrials
34
+ 15.81%
$108.13 - $134.33 $3.68K - $4.57K
249 $30K
DOV
Dover Corp

Industrials
32
+ 61.54%
$184.72 - $206.51 $5.91K - $6.61K
84 $15K
AON
Aon PLC

Financial Services
8
+ 2.91%
$344.14 - $393.31 $2.75K - $3.15K
283 $101K
TFC
Truist Financial Corp

Financial Services
50
+ 0.81%
$41.51 - $48.1 $2.08K - $2.41K
6.22K $269K
WSM
Williams Sonoma Inc

Consumer Cyclical
6
+ 3.61%
$129.13 - $198.21 $775 - $1.19K
172 $31K
LMT
Lockheed Martin Corp

Industrials
43
+ 28.48%
$479.66 - $614.62 $20.6K - $26.4K
194 $94K
C
Citigroup Inc

Financial Services
71
+ 154.35%
$61.31 - $72.5 $4.35K - $5.15K
117 $8K
ROK
Rockwell Automation, Inc

Industrials
7
+ 4.38%
$264.65 - $302.92 $1.85K - $2.12K
167 $47K
RTX
Raytheon Technologies Corp

Industrials
114
+ 7.73%
$114.45 - $127.21 $13K - $14.5K
1.59K $183K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3
+ 11.54%
$1146.59 - $1270.6 $3.44K - $3.81K
29 $34K
LUV
Southwest Airlines CO

Industrials
43
+ 5.01%
$28.99 - $34.84 $1.25K - $1.5K
902 $30K
AMP
Ameriprise Financial Inc

Financial Services
5
+ 12.5%
$473.15 - $574.01 $2.37K - $2.87K
45 $23K
MSI
Motorola Solutions, Inc.

Technology
11
+ 366.67%
$449.08 - $504.6 $4.94K - $5.55K
14 $6K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
78
+ 156.0%
$55.73 - $66.16 $4.35K - $5.16K
128 $7K
ICE
Intercontinental Exchange, Inc.

Financial Services
35
+ 1166.67%
$148.29 - $166.93 $5.19K - $5.84K
38 $5K
SQ
Block, Inc.

Technology
28
+ 17.07%
$65.06 - $98.92 $1.82K - $2.77K
192 $16K
HON
Honeywell International Inc

Industrials
12
+ 7.95%
$202.84 - $236.0 $2.43K - $2.83K
163 $36K
MDT
Medtronic PLC

Healthcare
68
+ 123.64%
$79.61 - $92.24 $5.41K - $6.27K
123 $9K
UNP
Union Pacific Corp

Industrials
28
+ 25.69%
$223.15 - $249.32 $6.25K - $6.98K
137 $31K
MO
Altria Group, Inc.

Consumer Defensive
87
+ 34.8%
$49.06 - $57.74 $4.27K - $5.02K
337 $17K
PM
Philip Morris International Inc.

Consumer Defensive
47
+ 8.17%
$118.38 - $133.06 $5.56K - $6.25K
622 $74K
PYPL
Pay Pal Holdings, Inc.

Financial Services
51
+ 141.67%
$77.25 - $91.3 $3.94K - $4.66K
87 $7K
GLW
Corning Inc

Technology
47
+ 5.4%
$44.11 - $49.76 $2.07K - $2.34K
917 $43K
GD
General Dynamics Corp

Industrials
26
+ 41.27%
$260.28 - $314.03 $6.77K - $8.16K
89 $23K
KMB
Kimberly Clark Corp

Consumer Defensive
38
+ 25.85%
$130.37 - $146.09 $4.95K - $5.55K
185 $24K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15
+ 166.67%
$198.04 - $221.51 $2.97K - $3.32K
24 $5K
ADSK
Autodesk, Inc.

Technology
16
+ 53.33%
N/A
46 $11K
CAH
Cardinal Health Inc

Healthcare
18
+ 7.66%
$107.89 - $125.33 $1.94K - $2.26K
253 $29K
CB
Chubb LTD

Financial Services
18
+ 38.3%
$271.57 - $301.89 $4.89K - $5.43K
65 $17K
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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