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
MANH
Manhattan Associates Inc

Technology
5
New
$263.36 - $309.78 $1.32K - $1.55K
5 $1K
TRU
Trans Union

Industrials
11
New
$92.71 - $108.67 $1.02K - $1.2K
11 $1K
SM
Sm Energy CO

Energy
42
New
$36.59 - $46.03 $1.54K - $1.93K
42 $1K
ITT
Itt Inc.

Industrials
9
New
$140.12 - $159.62 $1.26K - $1.44K
9 $1K
BURL
Burlington Stores, Inc.

Consumer Cyclical
5
New
$242.7 - $295.49 $1.21K - $1.48K
5 $1K
CSGP
Costar Group, Inc.

Real Estate
22
New
$69.7 - $81.97 $1.53K - $1.8K
22 $1K
HTBK
Heritage Commerce Corp

Financial Services
116
New
$9.37 - $10.97 $1.09K - $1.27K
116 $1K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
12
New
$107.32 - $127.74 $1.29K - $1.53K
12 $1K
PTC
Ptc Inc.

Technology
10
New
$175.97 - $201.89 $1.76K - $2.02K
10 $1K
PCAR
Paccar Inc

Industrials
18
New
$97.92 - $118.41 $1.76K - $2.13K
18 $1K
WTW
Willis Towers Watson PLC

Financial Services
6
New
$287.99 - $332.53 $1.73K - $2K
6 $1K
VST
Vistra Corp.

Utilities
12
New
$115.74 - $166.61 $1.39K - $2K
12 $1K
MKSI
Mks Instruments Inc

Technology
13
New
$98.56 - $117.93 $1.28K - $1.53K
13 $1K
EXEL
Exelixis, Inc.

Healthcare
41
New
$25.39 - $36.46 $1.04K - $1.49K
41 $1K
ES
Eversource Energy

Utilities
34
New
$55.9 - $67.73 $1.9K - $2.3K
34 $1K
CUBE
Cube Smart

Real Estate
38
New
$41.74 - $53.03 $1.59K - $2.02K
38 $1K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
10
New
$110.69 - $154.48 $1.11K - $1.54K
10 $1K
RE
Everest Re Group LTD

Financial Services
4
New
N/A
4 $1K
APA
Apa Corp

Energy
60
New
$20.47 - $27.07 $1.23K - $1.62K
60 $1K
PKI
Perkinelmer Inc

Healthcare
15
New
N/A
15 $1K
AIT
Applied Industrial Technologies Inc

Industrials
5
New
$220.05 - $280.49 $1.1K - $1.4K
5 $1K
IDXX
Idexx Laboratories Inc

Healthcare
4
New
$406.92 - $495.42 $1.63K - $1.98K
4 $1K
INSM
Insmed Inc

Healthcare
17
New
$66.29 - $76.63 $1.13K - $1.3K
17 $1K
HQY
Healthequity, Inc.

Healthcare
16
New
$78.18 - $104.65 $1.25K - $1.67K
16 $1K
OC
Owens Corning

Industrials
10
New
$169.41 - $210.81 $1.69K - $2.11K
10 $1K
GRMN
Garmin LTD

Technology
9
New
$161.91 - $220.77 $1.46K - $1.99K
9 $1K
CMC
Commercial Metals CO

Basic Materials
30
New
$49.22 - $63.32 $1.48K - $1.9K
30 $1K
TSCO
Tractor Supply CO

Consumer Cyclical
35
New
$52.59 - $303.74 $1.84K - $10.6K
35 $1K
RBLX
Roblox Corp

Communication Services
31
New
$39.86 - $61.45 $1.24K - $1.9K
31 $1K
EXR
Extra Space Storage Inc.

Real Estate
7
New
$142.35 - $178.32 $996 - $1.25K
7 $1K
AXSM
Axsome Therapeutics, Inc.

Healthcare
15
New
$83.08 - $100.49 $1.25K - $1.51K
15 $1K
RJF
Raymond James Financial Inc

Financial Services
11
New
$123.0 - $170.1 $1.35K - $1.87K
11 $1K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
16
New
$58.32 - $85.45 $933 - $1.37K
16 $1K
KEY
Keycorp

Financial Services
100
New
$16.21 - $19.97 $1.62K - $2K
100 $1K
NTNX
Nutanix, Inc.

Technology
19
New
$56.46 - $73.18 $1.07K - $1.39K
19 $1K
CSL
Carlisle Companies Inc

Industrials
5
New
$368.67 - $480.91 $1.84K - $2.4K
5 $1K
EFX
Equifax Inc

Industrials
7
New
$245.03 - $293.5 $1.72K - $2.05K
7 $1K
IIPR
Innovative Industrial Properties Inc

Real Estate
20
New
$66.64 - $135.61 $1.33K - $2.71K
20 $1K
RPRX
Royalty Pharma PLC

Healthcare
55
New
$24.28 - $28.39 $1.34K - $1.56K
55 $1K
UAL
United Airlines Holdings, Inc.

Industrials
20
New
$55.62 - $102.44 $1.11K - $2.05K
20 $1K
CF
Cf Industries Holdings, Inc.

Basic Materials
17
New
$81.39 - $94.14 $1.38K - $1.6K
17 $1K
CMS
Cms Energy Corp

Utilities
28
New
$65.76 - $71.94 $1.84K - $2.01K
28 $1K
TYL
Tyler Technologies Inc

Technology
3
New
$576.64 - $635.69 $1.73K - $1.91K
3 $1K
GLOB
Globant S.A.

Technology
5
New
$193.45 - $236.83 $967 - $1.18K
5 $1K
AMCR
Amcor PLC

Consumer Cyclical
193
New
$9.34 - $11.37 $1.8K - $2.19K
193 $1K
OXY
Occidental Petroleum Corp

Energy
39
New
$45.36 - $55.91 $1.77K - $2.18K
39 $1K
CDAY
Ceridian Hcm Holding Inc.

Technology
20
New
N/A
20 $1K
FNB
Fnb Corp

Financial Services
84
New
$13.56 - $17.29 $1.14K - $1.45K
84 $1K
UHS
Universal Health Services Inc

Healthcare
11
New
$175.8 - $236.9 $1.93K - $2.61K
11 $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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