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
SCI
Service Corp International

Consumer Cyclical
6
+ 2.4%
$73.36 - $88.6 $440 - $532
256 $20K
WM
Waste Management Inc

Industrials
11
+ 5.79%
$201.79 - $228.46 $2.22K - $2.51K
201 $40K
ENTG
Entegris Inc

Technology
16
+ 53.33%
$97.67 - $112.92 $1.56K - $1.81K
46 $4K
CC
Chemours CO

Basic Materials
72
+ 90.0%
$16.82 - $21.94 $1.21K - $1.58K
152 $2K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
9
+ 7.5%
$63.23 - $66.65 $569 - $600
129 $8K
RS
Reliance Steel & Aluminum CO

Basic Materials
3
+ 33.33%
$264.2 - $326.32 $793 - $979
12 $3K
HD
Home Depot, Inc.

Consumer Cyclical
64
+ 4.28%
$385.02 - $431.37 $24.6K - $27.6K
1.56K $607K
MTZ
Mastec Inc

Industrials
5
+ 83.33%
$119.94 - $147.94 $600 - $740
11 $1K
LHX
L3 Harris Technologies, Inc.

Industrials
8
+ 20.0%
$208.94 - $264.22 $1.67K - $2.11K
48 $10K
NOC
Northrop Grumman Corp

Industrials
6
+ 21.43%
$466.52 - $543.88 $2.8K - $3.26K
34 $15K
GMED
Globus Medical Inc

Healthcare
9
+ 100.0%
$69.79 - $85.61 $628 - $770
18 $1K
AIG
American International Group, Inc.

Financial Services
23
+ 14.02%
$70.0 - $79.22 $1.61K - $1.82K
187 $13K
PEG
Public Service Enterprise Group Inc

Utilities
13
+ 33.33%
$81.87 - $94.51 $1.06K - $1.23K
52 $4K
ED
Consolidated Edison Inc

Utilities
20
+ 38.46%
$88.87 - $107.38 $1.78K - $2.15K
72 $6K
SCHX
Schwab Strategic Tr Us Large C

ETFs
37
+ 246.67%
$22.4 - $68.28 $829 - $2.53K
52 $1K
Bunge Global Sa
11
+ 366.67%
N/A
14 $0
PEAK
Healthpeak Properties, Inc.

Real Estate
8
+ 11.27%
N/A
79 $1K
Linde PLC
18
+ 21.69%
N/A
101 $0
STRV
Ea Ser Tr Strive 500 ETF
1.05K
+ 46.65%
N/A
3.29K $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
53
+ 100.0%
$25.74 - $53.78 $1.36K - $2.85K
106 $2K
Schwab Strategic Tr
10
+ 142.86%
N/A
17 $0
FCX
Freeport Mcmoran Inc

Basic Materials
67
+ 28.51%
$38.08 - $50.82 $2.55K - $3.4K
302 $11K
AWK
American Water Works Company, Inc.

Utilities
7
+ 33.33%
$123.83 - $146.07 $867 - $1.02K
28 $3K
NUE
Nucor Corp

Basic Materials
1
+ 5.56%
$115.78 - $167.74 $116 - $168
19 $2K
Veralto Corp
28
+ 8.0%
N/A
378 $0
PFG
Principal Financial Group Inc

Financial Services
5
+ 4.0%
$74.91 - $91.26 $375 - $456
130 $10K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.12%
$61.68 - $67.87 $617 - $679
8.36K $520K
TENB
Tenable Holdings, Inc.

Technology
15
+ 250.0%
$38.71 - $43.44 $581 - $652
21 $0
Atlassian Corporation
9
+ 75.0%
N/A
21 $0
HOLX
Hologic Inc

Healthcare
4
+ 66.67%
$70.76 - $83.72 $283 - $335
10 $0
VRSN
Verisign Inc

Technology
1
+ 16.67%
$176.68 - $206.96 $177 - $207
7 $1K
GNRC
Generac Holdings Inc.

Industrials
1
+ 10.0%
$154.28 - $195.11 $154 - $195
11 $1K
WEC
Wec Energy Group, Inc.

Utilities
14
+ 2.48%
$92.94 - $101.82 $1.3K - $1.43K
578 $54K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8
+ 200.0%
$27.54 - $83.04 $220 - $664
12 $0
OGN
Organon & Co.

Healthcare
28
+ 80.0%
$14.44 - $18.83 $404 - $527
63 $0
Ge Vernova Inc
15
+ 18.07%
N/A
98 $0
Kenvue Inc
31
+ 16.85%
N/A
215 $0
Ge Healthcare Technologies I
19
+ 21.11%
N/A
109 $0
BFB
Brown Forman Corp Cl B
17
+ 17.71%
N/A
113 $0
HRL
Hormel Foods Corp

Consumer Defensive
1
+ 0.9%
$29.21 - $33.55 $29.2 - $33.6
112 $3K
VGIT
Vanguard Intermediate Term Tre

ETFs
2
+ 2.86%
$57.78 - $60.4 $116 - $121
72 $4K
SCHO
Schwab Short Term Us Treasury

ETFs
65
+ 100.0%
$24.06 - $48.88 $1.56K - $3.18K
130 $3K
PIPR
Piper Sandler Companies

Financial Services
1
+ 6.67%
$280.53 - $348.81 $281 - $349
16 $4K
MRTN
Marten Transport LTD

Industrials
92
+ 10.94%
$15.48 - $18.26 $1.42K - $1.68K
933 $14K
DUK
Duke Energy Corp

Utilities
47
+ 6.35%
$105.76 - $120.76 $4.97K - $5.68K
787 $84K
MDLZ
Mondelez International, Inc.

Consumer Defensive
64
+ 16.37%
$59.25 - $72.99 $3.79K - $4.67K
455 $27K
MRK
Merck & Co., Inc.

Healthcare
137
+ 13.19%
$96.31 - $114.76 $13.2K - $15.7K
1.18K $116K
ECL
Ecolab Inc.

Basic Materials
11
+ 6.51%
$234.32 - $261.43 $2.58K - $2.88K
180 $42K
DOW
Dow Inc.

Basic Materials
50
+ 29.41%
$39.1 - $55.34 $1.96K - $2.77K
220 $8K
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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