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
K
Kellogg CO

Consumer Defensive
24
New
$80.34 - $81.29 $1.93K - $1.95K
24 $1K
TW
Tradeweb Markets Inc.

Financial Services
8
New
$124.87 - $136.32 $999 - $1.09K
8 $1K
PCYO
Pure Cycle Corp

Utilities
81
New
$10.52 - $14.63 $852 - $1.19K
81 $1K
CIEN
Ciena Corp

Technology
16
New
$61.45 - $91.14 $983 - $1.46K
16 $1K
TPR
Tapestry, Inc.

Consumer Cyclical
23
New
$43.54 - $66.18 $1K - $1.52K
23 $1K
CG
Carlyle Group Inc.

Financial Services
28
New
$43.2 - $54.81 $1.21K - $1.53K
28 $1K
SWKS
Skyworks Solutions, Inc.

Technology
16
New
$83.18 - $99.15 $1.33K - $1.59K
16 $1K
NRG
Nrg Energy, Inc.

Utilities
16
New
$85.3 - $101.61 $1.36K - $1.63K
16 $1K
WERN
Werner Enterprises Inc

Industrials
35
New
$35.64 - $41.8 $1.25K - $1.46K
35 $1K
QTWO
Q2 Holdings, Inc.

Technology
10
New
$77.81 - $110.85 $778 - $1.11K
10 $1K
RVMD
Revolution Medicines, Inc.

Healthcare
28
New
$42.97 - $60.6 $1.2K - $1.7K
28 $1K
SCCO
Southern Copper Corp

Basic Materials
11
New
$91.13 - $117.95 $1K - $1.3K
11 $1K
CNM
Core & Main, Inc.

Industrials
23
New
$41.91 - $55.78 $964 - $1.28K
23 $1K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
16
New
$97.29 - $122.68 $1.56K - $1.96K
16 $1K
CNHI
Cnh Industrial N.V.

Industrials
154
New
N/A
154 $1K
AXON
Axon Enterprise, Inc.

Industrials
3
New
$399.22 - $689.78 $1.2K - $2.07K
3 $1K
NLOK
Norton Life Lock Inc.

Technology
58
New
N/A
58 $1K
EME
Emcor Group, Inc.

Industrials
3
New
$427.96 - $526.95 $1.28K - $1.58K
3 $1K
MOH
Molina Healthcare, Inc.

Healthcare
4
New
$274.73 - $341.91 $1.1K - $1.37K
4 $1K
EQH
Equitable Holdings, Inc.

Financial Services
38
New
$41.59 - $50.4 $1.58K - $1.92K
38 $1K
DT
Dynatrace, Inc.

Technology
29
New
$51.09 - $59.6 $1.48K - $1.73K
29 $1K
COIN
Coinbase Global, Inc.

Technology
8
New
$163.17 - $343.62 $1.31K - $2.75K
8 $1K
FANG
Diamondback Energy, Inc.

Energy
10
New
$153.06 - $199.5 $1.53K - $2K
10 $1K
LYV
Live Nation Entertainment, Inc.

Communication Services
12
New
$109.06 - $140.54 $1.31K - $1.69K
12 $1K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
13
New
$71.19 - $91.57 $925 - $1.19K
13 $1K
UTHR
United Therapeutics Corp

Healthcare
3
New
$348.66 - $410.0 $1.05K - $1.23K
3 $1K
ZM
Zoom Video Communications, Inc.

Technology
18
New
$67.21 - $89.03 $1.21K - $1.6K
18 $1K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
5
New
$193.7 - $235.05 $969 - $1.18K
5 $1K
OGE
Oge Energy Corp.

Utilities
44
New
$39.65 - $44.08 $1.74K - $1.94K
44 $1K
RMD
Resmed Inc

Healthcare
7
New
$228.69 - $256.07 $1.6K - $1.79K
7 $1K
CHE
Chemed Corp

Healthcare
3
New
$517.44 - $613.19 $1.55K - $1.84K
3 $1K
WST
West Pharmaceutical Services Inc

Healthcare
4
New
$285.69 - $344.0 $1.14K - $1.38K
4 $1K
SPXC
Spx Corp

Industrials
10
New
$143.2 - $181.56 $1.43K - $1.82K
10 $1K
PHM
Pultegroup Inc

Consumer Cyclical
10
New
$108.86 - $149.04 $1.09K - $1.49K
10 $1K
CRL
Charles River Laboratories International, Inc.

Healthcare
6
New
$178.58 - $220.69 $1.07K - $1.32K
6 $1K
CADE
Cadence Bank

Financial Services
37
New
$30.54 - $39.29 $1.13K - $1.45K
37 $1K
BECN
Beacon Roofing Supply Inc

Industrials
12
New
$84.82 - $113.77 $1.02K - $1.37K
12 $1K
FTV
Fortive Corp

Technology
23
New
$71.16 - $79.68 $1.64K - $1.83K
23 $1K
TECH
Bio Techne Corp

Healthcare
15
New
$66.37 - $78.17 $996 - $1.17K
15 $1K
KMX
Carmax Inc

Consumer Cyclical
22
New
$71.11 - $87.2 $1.56K - $1.92K
22 $1K
ON
On Semiconductor Corp

Technology
26
New
$63.05 - $74.7 $1.64K - $1.94K
26 $1K
CNP
Centerpoint Energy Inc

Utilities
42
New
$28.58 - $32.66 $1.2K - $1.37K
42 $1K
LVS
Las Vegas Sands Corp

Consumer Cyclical
32
New
$47.96 - $55.17 $1.53K - $1.77K
32 $1K
OKTA
Okta, Inc.

Technology
15
New
$71.81 - $86.11 $1.08K - $1.29K
15 $1K
CAG
Conagra Brands Inc.

Consumer Defensive
70
New
$26.48 - $32.72 $1.85K - $2.29K
70 $1K
AVNT
Avient Corp

Basic Materials
32
New
$40.12 - $53.17 $1.28K - $1.7K
32 $1K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
56
New
$18.24 - $21.74 $1.02K - $1.22K
56 $1K
NBIX
Neurocrine Biosciences Inc

Healthcare
11
New
$111.62 - $139.44 $1.23K - $1.53K
11 $1K
NTRA
Natera, Inc.

Healthcare
8
New
$117.67 - $174.0 $941 - $1.39K
8 $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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