Cassady Schiller Wealth Management, LLC New Holdings in Q4 2024

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
246
New
$129.87 - $162.87 $31.9K - $40.1K
246 $36K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
276
New
$78.43 - $87.17 $21.6K - $24.1K
276 $22K
RWO
Spdr Dow Jones Global Real Est

ETFs
476
New
$42.41 - $47.31 $20.2K - $22.5K
476 $20K
AVEM
American Centy ETF Tr Avantis

ETFs
247
New
$58.59 - $66.14 $14.5K - $16.3K
247 $14K
BX
Blackstone Inc.

Financial Services
81
New
$148.45 - $199.05 $12K - $16.1K
81 $13K
ICLN
Ishares

ETFs
1.09K
New
$11.35 - $14.51 $12.3K - $15.8K
1.09K $12K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
200
New
$49.78 - $66.55 $9.96K - $13.3K
200 $10K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
116
New
$86.65 - $94.9 $10.1K - $11K
116 $10K
GS
Goldman Sachs Group Inc

Financial Services
18
New
$486.1 - $608.57 $8.75K - $11K
18 $10K
WDAY
Workday, Inc.

Technology
41
New
$233.85 - $279.91 $9.59K - $11.5K
41 $10K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
103
New
$89.9 - $100.66 $9.26K - $10.4K
103 $9K
PGR
Progressive Corp

Financial Services
39
New
$239.6 - $268.88 $9.34K - $10.5K
39 $9K
TMUS
T Mobile Us, Inc.

Communication Services
41
New
$206.1 - $246.94 $8.45K - $10.1K
41 $9K
ABNB
Airbnb, Inc.

Consumer Cyclical
75
New
$125.36 - $147.37 $9.4K - $11.1K
75 $9K
INTU
Intuit Inc

Technology
15
New
$602.01 - $706.25 $9.03K - $10.6K
15 $9K
ADM
Archer Daniels Midland CO

Consumer Defensive
166
New
$49.38 - $59.52 $8.2K - $9.88K
166 $8K
SPGI
S&P Global Inc.

Financial Services
17
New
$480.36 - $529.17 $8.17K - $9K
17 $8K
PLTR
Palantir Technologies Inc.

Technology
106
New
$36.46 - $82.38 $3.86K - $8.73K
106 $8K
DFIS
Dimensional ETF Tr Dimensional

ETFs
335
New
$24.25 - $26.7 $8.12K - $8.94K
335 $8K
MS
Morgan Stanley

Financial Services
59
New
$104.42 - $134.99 $6.16K - $7.96K
59 $7K
TJX
Tjx Companies Inc

Consumer Cyclical
62
New
$112.15 - $127.2 $6.95K - $7.89K
62 $7K
PLD
Prologis, Inc.

Real Estate
69
New
$101.4 - $126.96 $7K - $8.76K
69 $7K
SRE
Sempra Energy

Utilities
79
New
$80.81 - $94.77 $6.38K - $7.49K
79 $6K
AMAT
Applied Materials Inc

Technology
40
New
$161.44 - $213.89 $6.46K - $8.56K
40 $6K
BSX
Boston Scientific Corp

Healthcare
78
New
$83.62 - $91.5 $6.52K - $7.14K
78 $6K
PANW
Palo Alto Networks Inc

Technology
38
New
$181.96 - $405.9 $6.91K - $15.4K
38 $6K
EOG
Eog Resources Inc

Energy
50
New
$118.22 - $136.54 $5.91K - $6.83K
50 $6K
XPO
Xpo Logistics, Inc.

Industrials
43
New
$105.35 - $158.2 $4.53K - $6.8K
43 $5K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
8
New
$701.85 - $1046.91 $5.61K - $8.38K
8 $5K
MCK
Mckesson Corp

Healthcare
9
New
$482.27 - $628.5 $4.34K - $5.66K
9 $5K
AJG
Arthur J. Gallagher & Co.

Financial Services
19
New
$278.49 - $315.16 $5.29K - $5.99K
19 $5K
CDNS
Cadence Design Systems Inc

Technology
17
New
$249.1 - $324.54 $4.23K - $5.52K
17 $5K
APH
Amphenol Corp

Technology
77
New
$62.07 - $75.35 $4.78K - $5.8K
77 $5K
STT
State Street Corp

Financial Services
46
New
$85.96 - $100.78 $3.95K - $4.64K
46 $4K
CRWD
Crowd Strike Holdings, Inc.

Technology
12
New
$275.15 - $388.2 $3.3K - $4.66K
12 $4K
MRVL
Marvell Technology, Inc.

Technology
45
New
$70.31 - $124.78 $3.16K - $5.62K
45 $4K
MMM
3 M CO

Industrials
32
New
$124.74 - $137.12 $3.99K - $4.39K
32 $4K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
11
New
$396.64 - $516.74 $4.36K - $5.68K
11 $4K
MNST
Monster Beverage Corp

Consumer Defensive
81
New
$49.24 - $56.38 $3.99K - $4.57K
81 $4K
MCO
Moodys Corp

Financial Services
9
New
$454.04 - $500.88 $4.09K - $4.51K
9 $4K
FISV
Fiserv Inc

Technology
35
New
N/A
35 $4K
EQIX
Equinix Inc

Real Estate
5
New
$865.69 - $985.0 $4.33K - $4.93K
5 $4K
SNPS
Synopsys Inc

Technology
9
New
$485.36 - $588.0 $4.37K - $5.29K
9 $4K
GPC
Genuine Parts CO

Consumer Cyclical
36
New
$113.11 - $143.63 $4.07K - $5.17K
36 $4K
APP
App Lovin Corp

Technology
13
New
$130.67 - $401.5 $1.7K - $5.22K
13 $4K
CME
Cme Group Inc.

Financial Services
19
New
$221.17 - $246.02 $4.2K - $4.67K
19 $4K
URI
United Rentals, Inc.

Industrials
6
New
$704.44 - $880.32 $4.23K - $5.28K
6 $4K
AFL
Aflac Inc

Financial Services
48
New
$100.37 - $115.27 $4.82K - $5.53K
48 $4K
KMI
Kinder Morgan, Inc.

Energy
168
New
$22.59 - $28.54 $3.8K - $4.79K
168 $4K
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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