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
ADBE
Adobe Inc.

Technology
11
New
$437.39 - $552.96 $4.81K - $6.08K
11 $4K
LYB
Lyondell Basell Industries N.V.

Basic Materials
48
New
$72.97 - $96.75 $3.5K - $4.64K
48 $3K
PAYX
Paychex Inc

Industrials
23
New
$135.86 - $148.73 $3.12K - $3.42K
23 $3K
GXO
Gxo Logistics, Inc.

Industrials
72
New
$41.93 - $63.02 $3.02K - $4.54K
72 $3K
PCG
Pg&E Corp

Utilities
159
New
$19.2 - $21.63 $3.05K - $3.44K
159 $3K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
8
New
$260.53 - $404.79 $2.08K - $3.24K
8 $3K
JCI
Johnson Controls International PLC

Industrials
46
New
$74.23 - $86.6 $3.41K - $3.98K
46 $3K
HUM
Humana Inc

Healthcare
13
New
$233.89 - $304.18 $3.04K - $3.95K
13 $3K
MLM
Martin Marietta Materials Inc

Basic Materials
6
New
$516.5 - $619.58 $3.1K - $3.72K
6 $3K
A
Agilent Technologies, Inc.

Healthcare
25
New
$125.69 - $146.56 $3.14K - $3.66K
25 $3K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
14
New
$229.83 - $258.46 $3.22K - $3.62K
14 $3K
MAR
Marriott International Inc

Consumer Cyclical
11
New
$246.06 - $292.59 $2.71K - $3.22K
11 $3K
FICO
Fair Isaac Corp

Technology
2
New
$1911.01 - $2382.4 $3.82K - $4.76K
2 $3K
DLR
Digital Realty Trust, Inc.

Real Estate
18
New
$156.46 - $195.69 $2.82K - $3.52K
18 $3K
LNG
Cheniere Energy, Inc.

Energy
18
New
$181.07 - $225.92 $3.26K - $4.07K
18 $3K
OKE
Oneok Inc

Energy
36
New
$92.28 - $117.05 $3.32K - $4.21K
36 $3K
OVV
Ovintiv Inc.

Energy
95
New
$37.74 - $46.71 $3.59K - $4.44K
95 $3K
ROST
Ross Stores, Inc.

Consumer Cyclical
25
New
$138.59 - $156.61 $3.46K - $3.92K
25 $3K
PWR
Quanta Services, Inc.

Industrials
10
New
$296.05 - $346.6 $2.96K - $3.47K
10 $3K
DHI
Horton D R Inc

Consumer Cyclical
27
New
$137.24 - $194.56 $3.71K - $5.25K
27 $3K
WELL
Welltower Inc.

Real Estate
25
New
$123.11 - $139.3 $3.08K - $3.48K
25 $3K
VICI
Vici Properties Inc.

Real Estate
107
New
$28.27 - $33.19 $3.02K - $3.55K
107 $3K
AME
Ametek Inc

Industrials
18
New
$165.89 - $197.38 $2.99K - $3.55K
18 $3K
NDSN
Nordson Corp

Industrials
15
New
$208.83 - $264.36 $3.13K - $3.97K
15 $3K
FDX
Fedex Corp

Industrials
12
New
$260.5 - $305.15 $3.13K - $3.66K
12 $3K
ZTS
Zoetis Inc.

Healthcare
20
New
$162.24 - $194.42 $3.24K - $3.89K
20 $3K
COF
Capital One Financial Corp

Financial Services
19
New
$145.19 - $192.01 $2.76K - $3.65K
19 $3K
TTD
Trade Desk, Inc.

Technology
23
New
$108.7 - $139.51 $2.5K - $3.21K
23 $2K
BKR
Baker Hughes CO

Energy
60
New
$35.98 - $44.88 $2.16K - $2.69K
60 $2K
BDX
Becton Dickinson & CO

Healthcare
10
New
$220.02 - $243.75 $2.2K - $2.44K
10 $2K
VRSK
Verisk Analytics, Inc.

Industrials
8
New
$262.86 - $294.75 $2.1K - $2.36K
8 $2K
HWM
Howmet Aerospace Inc.

Industrials
19
New
$99.72 - $120.09 $1.89K - $2.28K
19 $2K
MTD
Mettler Toledo International Inc

Healthcare
2
New
$1160.67 - $1498.12 $2.32K - $3K
2 $2K
CPRT
Copart Inc

Consumer Cyclical
39
New
$51.36 - $63.8 $2K - $2.49K
39 $2K
SPOT
Spotify Technology S.A.

Communication Services
6
New
$362.95 - $502.38 $2.18K - $3.01K
6 $2K
DXCM
Dexcom Inc

Healthcare
28
New
$65.68 - $81.01 $1.84K - $2.27K
28 $2K
ETR
Entergy Corp

Utilities
32
New
$73.19 - $156.4 $2.34K - $5K
32 $2K
PSA
Public Storage

Real Estate
10
New
$289.33 - $360.21 $2.89K - $3.6K
10 $2K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
82
New
$31.24 - $37.15 $2.56K - $3.05K
82 $2K
DASH
Door Dash, Inc.

Communication Services
17
New
$141.93 - $180.48 $2.41K - $3.07K
17 $2K
DINO
Hf Sinclair Corp

Energy
72
New
$33.69 - $47.67 $2.43K - $3.43K
72 $2K
BK
Bank Of New York Mellon Corp

Financial Services
35
New
$70.82 - $81.87 $2.48K - $2.87K
35 $2K
NTAP
Net App, Inc.

Technology
21
New
$115.31 - $131.11 $2.42K - $2.75K
21 $2K
ARES
Ares Management Corp

Financial Services
12
New
$153.38 - $183.7 $1.84K - $2.2K
12 $2K
SNOW
Snowflake Inc.

Technology
19
New
$109.65 - $186.51 $2.08K - $3.54K
19 $2K
HUBS
Hubspot Inc

Technology
3
New
$514.07 - $757.4 $1.54K - $2.27K
3 $2K
TPL
Texas Pacific Land Corp

Energy
2
New
$915.49 - $1730.0 $1.83K - $3.46K
2 $2K
WAT
Waters Corp

Healthcare
6
New
$323.11 - $392.01 $1.94K - $2.35K
6 $2K
ANSS
Ansys Inc

Technology
6
New
$313.05 - $361.45 $1.88K - $2.17K
6 $2K
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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