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
FNDA
Schwab Fundamental U S Small C

ETFs
572
+ 100.0%
$29.26 - $59.11 $16.7K - $33.8K
1.14K $33K
HES
Hess Corp

Energy
3
+ 0.31%
$127.66 - $148.65 $383 - $446
958 $127K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
900
+ 200.0%
$26.93 - $84.95 $24.2K - $76.5K
1.35K $36K
PPG
Ppg Industries Inc

Basic Materials
20
+ 5.13%
$119.09 - $131.37 $2.38K - $2.63K
410 $48K
EMN
Eastman Chemical CO

Basic Materials
16
+ 8.0%
$90.03 - $110.64 $1.44K - $1.77K
216 $19K
SCHA
Schwab Strategic Tr Us Small C

ETFs
459
+ 77.01%
$25.33 - $51.16 $11.6K - $23.5K
1.06K $27K
LRCX
Lam Research Corp

Technology
1.04K
+ 988.57%
$70.05 - $814.09 $72.7K - $845K
1.14K $82K
CVX
Chevron Corp

Energy
63
+ 1.19%
$141.15 - $162.53 $8.89K - $10.2K
5.35K $774K
BAX
Baxter International Inc

Healthcare
26
+ 6.57%
$28.63 - $37.84 $744 - $984
422 $12K
VBR
Vanguard Small Cap Value ETF

ETFs
108
+ 1.15%
$197.36 - $217.3 $21.3K - $23.5K
9.53K $1.89M
MRNA
Moderna, Inc.

Healthcare
16
+ 10.67%
$36.85 - $63.93 $590 - $1.02K
166 $6K
DD
Du Pont De Nemours, Inc.

Basic Materials
12
+ 2.39%
$75.95 - $88.05 $911 - $1.06K
514 $39K
UNH
Unitedhealth Group Inc

Healthcare
23
+ 11.0%
$485.52 - $625.25 $11.2K - $14.4K
232 $117K
NKE
Nike, Inc.

Consumer Cyclical
63
+ 7.72%
$73.36 - $89.13 $4.62K - $5.62K
879 $66K
NSC
Norfolk Southern Corp

Industrials
4
+ 0.68%
$230.6 - $277.0 $922 - $1.11K
595 $139K
SHW
Sherwin Williams CO

Basic Materials
5
+ 2.19%
$338.75 - $399.71 $1.69K - $2K
233 $79K
AMGN
Amgen Inc

Healthcare
23
+ 11.22%
$258.78 - $328.31 $5.95K - $7.55K
228 $59K
CSX
Csx Corp

Industrials
59
+ 1.27%
$31.58 - $36.88 $1.86K - $2.18K
4.71K $151K
SWK
Stanley Black & Decker, Inc.

Industrials
14
+ 4.4%
$79.07 - $109.36 $1.11K - $1.53K
332 $26K
PSX
Phillips 66

Energy
3
+ 0.48%
$110.35 - $138.93 $331 - $417
624 $71K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
43
+ 2.39%
$209.89 - $233.24 $9.03K - $10K
1.84K $391K
VCIT
Vanguard Intermediate Term Cor

ETFs
1
+ 0.03%
$80.13 - $83.77 $80.1 - $83.8
3.11K $249K
AEP
American Electric Power CO Inc

Utilities
5
+ 0.37%
$90.91 - $102.21 $455 - $511
1.35K $124K
CARR
Carrier Global Corp

Industrials
32
+ 2.29%
$66.69 - $82.65 $2.13K - $2.64K
1.43K $97K
LLY
Eli Lilly & CO

Healthcare
42
+ 10.1%
$727.2 - $932.06 $30.5K - $39.1K
458 $353K
HUBB
Hubbell Inc

Industrials
4
+ 0.2%
$418.89 - $472.12 $1.68K - $1.89K
2K $839K
SYY
Sysco Corp

Consumer Defensive
78
+ 0.55%
$73.63 - $81.77 $5.74K - $6.38K
14.3K $1.09M
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 1.08%
$244.52 - $284.07 $2.93K - $3.41K
1.12K $275K
KO
Coca Cola CO

Consumer Defensive
248
+ 5.55%
$61.74 - $71.71 $15.3K - $17.8K
4.72K $293K
NEE
Nextera Energy Inc

Utilities
163
+ 4.31%
$69.77 - $85.43 $11.4K - $13.9K
3.95K $283K
ABBV
Abb Vie Inc.

Healthcare
80
+ 3.07%
$164.99 - $203.87 $13.2K - $16.3K
2.69K $477K
DHR
Danaher Corp

Healthcare
30
+ 2.85%
$226.16 - $274.52 $6.78K - $8.24K
1.08K $248K
AMD
Advanced Micro Devices Inc

Technology
32
+ 2.68%
$118.88 - $172.8 $3.8K - $5.53K
1.23K $147K
PEP
Pepsico Inc

Consumer Defensive
65
+ 1.55%
$151.29 - $176.1 $9.83K - $11.4K
4.26K $648K
ELV
Elevance Health, Inc.

Healthcare
15
+ 2.47%
$365.96 - $514.62 $5.49K - $7.72K
622 $229K
XOM
Exxon Mobil Corp

Energy
130
+ 1.26%
$105.51 - $125.37 $13.7K - $16.3K
10.5K $1.12M
SCHV
Schwab Strategic Tr Us Large C

ETFs
46.9K
+ 193.57%
$25.79 - $80.4 $1.21M - $3.77M
71.2K $1.86M
JNJ
Johnson & Johnson

Healthcare
128
+ 1.59%
$143.34 - $165.86 $18.3K - $21.2K
8.15K $1.18M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
89
+ 0.39%
$58.88 - $64.8 $5.24K - $5.77K
22.9K $1.35M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
37.6K
+ 100.06%
$18.41 - $40.87 $693K - $1.54M
75.3K $1.39M
VEA
Vanguard Ftse Developed Market

ETFs
1.81K
+ 3.45%
$47.57 - $52.44 $86K - $94.8K
54.2K $2.59M
VTV
Vanguard Value ETF

ETFs
3K
+ 1.21%
$168.32 - $181.87 $505K - $546K
252K $42.7M
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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