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
EQT
Eqt Corp

Energy
38
+ 14.34%
$35.62 - $46.89 $1.35K - $1.78K
303 $13K
VMC
Vulcan Materials CO

Basic Materials
8
+ 6.72%
$237.95 - $292.31 $1.9K - $2.34K
127 $32K
FTNT
Fortinet, Inc.

Technology
35
+ 233.33%
$76.49 - $99.21 $2.68K - $3.47K
50 $4K
GE
General Electric CO

Industrials
64
+ 18.82%
$159.95 - $194.23 $10.2K - $12.4K
404 $67K
CL
Colgate Palmolive CO

Consumer Defensive
31
+ 206.67%
$90.22 - $102.31 $2.8K - $3.17K
46 $4K
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 3.76%
N/A
414 $75K
EXC
Exelon Corp

Utilities
58
+ 241.67%
$36.22 - $40.97 $2.1K - $2.38K
82 $3K
CEG
Constellation Energy Corp

Utilities
14
+ 233.33%
$224.28 - $285.52 $3.14K - $4K
20 $4K
YUM
Yum Brands Inc

Consumer Cyclical
18
+ 300.0%
$130.36 - $139.54 $2.35K - $2.51K
24 $3K
MCD
Mcdonalds Corp

Consumer Cyclical
58
+ 5.85%
$288.47 - $316.54 $16.7K - $18.4K
1.05K $304K
CNC
Centene Corp

Healthcare
54
+ 300.0%
$56.71 - $73.94 $3.06K - $3.99K
72 $4K
CAT
Caterpillar Inc

Industrials
25
+ 10.08%
$360.37 - $416.88 $9.01K - $10.4K
273 $99K
QCOM
Qualcomm Inc

Technology
65
+ 15.78%
$150.4 - $178.04 $9.78K - $11.6K
477 $73K
GIS
General Mills Inc

Consumer Defensive
56
+ 933.33%
$62.78 - $74.62 $3.52K - $4.18K
62 $3K
ETN
Eaton Corp PLC

Industrials
9
+ 7.32%
$326.96 - $377.52 $2.94K - $3.4K
132 $43K
CMCSA
Comcast Corp

Communication Services
150
+ 24.35%
$37.39 - $45.14 $5.61K - $6.77K
766 $28K
APD
Air Products & Chemicals, Inc.

Basic Materials
11
+ 8.4%
$285.5 - $335.62 $3.14K - $3.69K
142 $41K
SBUX
Starbucks Corp

Consumer Cyclical
54
+ 12.08%
$87.44 - $102.5 $4.72K - $5.54K
501 $45K
DELL
Dell Technologies Inc.

Technology
17
+ 242.86%
$111.96 - $144.21 $1.9K - $2.45K
24 $2K
CLX
Clorox CO

Consumer Defensive
9
+ 150.0%
$156.51 - $169.74 $1.41K - $1.53K
15 $2K
CTVA
Corteva, Inc.

Basic Materials
35
+ 20.59%
$55.21 - $64.13 $1.93K - $2.24K
205 $11K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
9
+ 100.0%
$180.39 - $205.43 $1.62K - $1.85K
18 $3K
DLTR
Dollar Tree, Inc.

Consumer Defensive
21
+ 21.0%
$61.21 - $76.19 $1.29K - $1.6K
121 $9K
ROP
Roper Technologies Inc

Industrials
6
+ 40.0%
$519.85 - $575.95 $3.12K - $3.46K
21 $10K
WBD
Warner Bros. Discovery, Inc.

Communication Services
93
+ 24.16%
$7.33 - $12.37 $682 - $1.15K
478 $5K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
16
+ 37.21%
$101.77 - $113.02 $1.63K - $1.81K
59 $6K
NET
Cloudflare, Inc.

Technology
14
+ 280.0%
$78.11 - $117.56 $1.09K - $1.65K
19 $2K
TER
Teradyne, Inc

Technology
12
+ 171.43%
$102.58 - $133.62 $1.23K - $1.6K
19 $2K
GDDY
Go Daddy Inc.

Technology
10
+ 111.11%
$153.16 - $209.03 $1.53K - $2.09K
19 $3K
UPS
United Parcel Service Inc

Industrials
30
+ 23.44%
$122.65 - $138.35 $3.68K - $4.15K
158 $19K
ABC
Amerisourcebergen Corp

Healthcare
12
+ 7.1%
N/A
181 $33K
DKNG
Draft Kings Inc.

Consumer Cyclical
31
+ 62.0%
$35.32 - $44.84 $1.09K - $1.39K
81 $3K
NDAQ
Nasdaq, Inc.

Financial Services
26
+ 2600.0%
$70.87 - $83.05 $1.84K - $2.16K
27 $2K
SO
Southern CO

Utilities
81
+ 14.57%
$81.5 - $94.15 $6.6K - $7.63K
637 $52K
STZ
Constellation Brands, Inc.

Consumer Defensive
12
+ 100.0%
$219.66 - $257.62 $2.64K - $3.09K
24 $5K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 3.51%
$225.97 - $266.66 $904 - $1.07K
118 $28K
XYL
Xylem Inc.

Industrials
17
+ 188.89%
$116.02 - $137.45 $1.97K - $2.34K
26 $3K
PNR
Pentair PLC

Industrials
20
+ 333.33%
$95.0 - $109.21 $1.9K - $2.18K
26 $2K
RF
Regions Financial Corp

Financial Services
101
+ 42.8%
$22.45 - $27.47 $2.27K - $2.77K
337 $7K
ALL
Allstate Corp

Financial Services
12
+ 16.0%
$181.25 - $208.2 $2.18K - $2.5K
87 $16K
CCL
Carnival Corp

Consumer Cyclical
55
+ 55.0%
$17.34 - $26.8 $954 - $1.47K
155 $3K
VTRS
Viatris Inc

Healthcare
63
+ 56.76%
$11.32 - $13.37 $713 - $842
174 $2K
VEEV
Veeva Systems Inc

Healthcare
7
+ 116.67%
$201.81 - $250.45 $1.41K - $1.75K
13 $2K
HIG
Hartford Financial Services Group, Inc.

Financial Services
16
+ 1600.0%
$107.06 - $123.74 $1.71K - $1.98K
17 $1K
EBAY
Ebay Inc

Consumer Cyclical
28
+ 77.78%
$57.51 - $67.17 $1.61K - $1.88K
64 $3K
IEX
Idex Corp

Industrials
4
+ 133.33%
$202.75 - $236.06 $811 - $944
7 $1K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
39
+ 39.0%
$19.44 - $28.35 $758 - $1.11K
139 $3K
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
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
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email