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
MSTR
Microstrategy Inc

Technology
7
New
$162.69 - $473.83 $1.14K - $3.32K
7 $2K
HPQ
Hp Inc

Technology
87
New
$32.46 - $39.3 $2.82K - $3.42K
87 $2K
SYF
Synchrony Financial

Financial Services
33
New
$49.01 - $68.55 $1.62K - $2.26K
33 $2K
MSCI
Msci Inc.

Financial Services
4
New
$569.09 - $635.99 $2.28K - $2.54K
4 $2K
CCI
Crown Castle International Corp

Real Estate
24
New
$89.78 - $119.11 $2.15K - $2.86K
24 $2K
TDG
Trans Digm Group Inc

Industrials
2
New
$1239.0 - $1442.53 $2.48K - $2.89K
2 $2K
XEL
Xcel Energy Inc

Utilities
34
New
$62.16 - $72.92 $2.11K - $2.48K
34 $2K
TT
Trane Technologies PLC

Industrials
8
New
$369.35 - $419.14 $2.95K - $3.35K
8 $2K
CHD
Church & Dwight CO Inc

Consumer Defensive
21
New
$99.11 - $112.25 $2.08K - $2.36K
21 $2K
KHC
Kraft Heinz CO

Consumer Defensive
87
New
$30.1 - $36.02 $2.62K - $3.13K
87 $2K
CBRE
Cbre Group, Inc.

Real Estate
16
New
$119.22 - $140.71 $1.91K - $2.25K
16 $2K
UBER
Uber Technologies, Inc

Technology
48
New
$59.93 - $86.34 $2.88K - $4.14K
48 $2K
ODFL
Old Dominion Freight Line, Inc.

Industrials
12
New
$176.4 - $231.84 $2.12K - $2.78K
12 $2K
OMC
Omnicom Group Inc.

Communication Services
29
New
$85.82 - $105.47 $2.49K - $3.06K
29 $2K
DDOG
Datadog, Inc.

Technology
17
New
$113.98 - $168.65 $1.94K - $2.87K
17 $2K
CTSH
Cognizant Technology Solutions Corp

Technology
29
New
$74.37 - $82.32 $2.16K - $2.39K
29 $2K
CMI
Cummins Inc

Industrials
8
New
$324.93 - $383.42 $2.6K - $3.07K
8 $2K
GL
Globe Life Inc.

Financial Services
18
New
$103.49 - $116.02 $1.86K - $2.09K
18 $2K
DVN
Devon Energy Corp

Energy
80
New
$30.52 - $42.96 $2.44K - $3.44K
80 $2K
CHTR
Charter Communications, Inc.

Communication Services
6
New
$315.38 - $408.02 $1.89K - $2.45K
6 $2K
TTWO
Take Two Interactive Software Inc

Communication Services
9
New
$147.66 - $190.46 $1.33K - $1.71K
9 $1K
JBL
Jabil Inc

Technology
10
New
$118.97 - $147.77 $1.19K - $1.48K
10 $1K
HOPE
Hope Bancorp Inc

Financial Services
101
New
$12.08 - $14.35 $1.22K - $1.45K
101 $1K
GFF
Griffon Corp

Industrials
20
New
$62.88 - $85.16 $1.26K - $1.7K
20 $1K
CHK
Chesapeake Energy Corp

Energy
18
New
$81.46 - $87.57 $1.47K - $1.58K
18 $1K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
4
New
$338.38 - $446.21 $1.35K - $1.78K
4 $1K
MPWR
Monolithic Power Systems Inc

Technology
3
New
$560.06 - $942.58 $1.68K - $2.83K
3 $1K
CFG
Citizens Financial Group Inc

Financial Services
28
New
$39.92 - $48.46 $1.12K - $1.36K
28 $1K
MCBS
Metro City Bankshares, Inc.

Financial Services
34
New
$28.95 - $35.43 $984 - $1.2K
34 $1K
TRMB
Trimble Inc.

Technology
21
New
$60.21 - $75.4 $1.26K - $1.58K
21 $1K
TWLO
Twilio Inc

Communication Services
10
New
$63.73 - $114.96 $637 - $1.15K
10 $1K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
8
New
$150.51 - $170.38 $1.2K - $1.36K
8 $1K
NTRS
Northern Trust Corp

Financial Services
16
New
$88.4 - $111.16 $1.41K - $1.78K
16 $1K
HPE
Hewlett Packard Enterprise CO

Technology
77
New
$19.31 - $23.95 $1.49K - $1.84K
77 $1K
WSO
Watsco Inc

Industrials
4
New
$466.57 - $568.78 $1.87K - $2.28K
4 $1K
TROW
Price T Rowe Group Inc

Financial Services
14
New
$106.48 - $124.69 $1.49K - $1.75K
14 $1K
AAON
Aaon, Inc.

Industrials
10
New
$106.25 - $140.75 $1.06K - $1.41K
10 $1K
MCHP
Microchip Technology Inc

Technology
33
New
$55.51 - $79.05 $1.83K - $2.61K
33 $1K
AGNC
Agnc Investment Corp.

Real Estate
133
New
$9.21 - $10.59 $1.22K - $1.41K
133 $1K
SOFI
So Fi Technologies, Inc.

Financial Services
74
New
$7.63 - $16.88 $565 - $1.25K
74 $1K
UMH
Umh Properties, Inc.

Real Estate
65
New
$18.21 - $19.85 $1.18K - $1.29K
65 $1K
DGX
Quest Diagnostics Inc

Healthcare
11
New
N/A
11 $1K
TNL
Travel & Leisure Co.

Consumer Cyclical
25
New
$45.26 - $56.28 $1.13K - $1.41K
25 $1K
PRI
Primerica, Inc.

Financial Services
4
New
$265.71 - $304.93 $1.06K - $1.22K
4 $1K
ILMN
Illumina, Inc.

Healthcare
10
New
$128.99 - $155.15 $1.29K - $1.55K
10 $1K
MTCH
Match Group, Inc.

Communication Services
35
New
$30.29 - $38.64 $1.06K - $1.35K
35 $1K
HOOD
Robinhood Markets, Inc.

Technology
38
New
$22.33 - $43.2 $849 - $1.64K
38 $1K
DRI
Darden Restaurants Inc

Consumer Cyclical
9
New
$155.96 - $188.66 $1.4K - $1.7K
9 $1K
PR
Permian Resources Corporation

Energy
125
New
$13.41 - $16.21 $1.68K - $2.03K
125 $1K
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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