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
SHO
Sunstone Hotel Investors, Inc.

Real Estate
114
New
N/A
114 $1K
EVR
Evercore Inc.

Financial Services
5
New
$247.66 - $315.67 $1.24K - $1.58K
5 $1K
TSN
Tyson Foods, Inc.

Consumer Defensive
19
New
$57.14 - $64.54 $1.09K - $1.23K
19 $1K
GPN
Global Payments Inc

Industrials
14
New
$97.57 - $119.38 $1.37K - $1.67K
14 $1K
CNO
Cno Financial Group, Inc.

Financial Services
37
New
$34.0 - $40.5 $1.26K - $1.5K
37 $1K
O
Realty Income Corp

Real Estate
27
New
$51.76 - $64.71 $1.4K - $1.75K
27 $1K
OWL
Blue Owl Capital Inc.

Financial Services
56
New
$19.51 - $24.81 $1.09K - $1.39K
56 $1K
IBKR
Interactive Brokers Group, Inc.

Financial Services
8
New
$138.3 - $192.95 $1.11K - $1.54K
8 $1K
DOCU
Docusign, Inc.

Technology
14
New
$61.42 - $106.99 $860 - $1.5K
14 $1K
LAD
Lithia Motors Inc

Consumer Cyclical
4
New
$303.15 - $394.27 $1.21K - $1.58K
4 $1K
SBAC
Sba Communications Corp

Real Estate
7
New
$198.24 - $249.31 $1.39K - $1.75K
7 $1K
MSM
Msc Industrial Direct CO Inc

Industrials
17
New
$73.09 - $90.18 $1.24K - $1.53K
17 $1K
TGT
Target Corp

Consumer Defensive
8
New
$121.59 - $160.69 $973 - $1.29K
8 $1K
EXPE
Expedia Group, Inc.

Consumer Cyclical
8
New
$146.47 - $191.01 $1.17K - $1.53K
8 $1K
IRM
Iron Mountain Inc

Real Estate
19
New
$101.62 - $128.14 $1.93K - $2.43K
19 $1K
HSY
Hershey CO

Consumer Defensive
8
New
$168.67 - $193.65 $1.35K - $1.55K
8 $1K
WFRD
Weatherford International PLC

Energy
23
New
$67.1 - $94.33 $1.54K - $2.17K
23 $1K
BRO
Brown & Brown, Inc.

Financial Services
19
New
$100.93 - $113.42 $1.92K - $2.15K
19 $1K
SMCI
Super Micro Computer, Inc.

Technology
40
New
$18.01 - $49.12 $720 - $1.96K
40 $1K
GMRE
Global Medical Reit Inc.

Real Estate
146
New
$7.53 - $9.83 $1.1K - $1.44K
146 $1K
JNPR
Juniper Networks Inc

Technology
42
New
$35.08 - $39.26 $1.47K - $1.65K
42 $1K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
97
New
$12.52 - $21.81 $1.21K - $2.12K
97 $1K
IP
International Paper CO

Consumer Cyclical
28
New
$46.64 - $59.57 $1.31K - $1.67K
28 $1K
CVNA
Carvana Co.

Consumer Cyclical
7
New
$175.8 - $260.8 $1.23K - $1.83K
7 $1K
IT
Gartner Inc

Technology
3
New
$481.22 - $551.8 $1.44K - $1.66K
3 $1K
KROS
Keros Therapeutics, Inc.

Healthcare
75
New
$15.64 - $70.0 $1.17K - $5.25K
75 $1K
CW
Curtiss Wright Corp

Industrials
4
New
$335.08 - $389.49 $1.34K - $1.56K
4 $1K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
40
New
$25.3 - $26.31 $1.01K - $1.05K
40 $1K
XRAY
Dentsply Sirona Inc.

Healthcare
67
New
$17.26 - $26.12 $1.16K - $1.75K
67 $1K
KEYS
Keysight Technologies, Inc.

Technology
12
New
$149.01 - $172.53 $1.79K - $2.07K
12 $1K
DECK
Deckers Outdoor Corp

Consumer Cyclical
9
New
$152.04 - $211.12 $1.37K - $1.9K
9 $1K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
22
New
$42.05 - $48.31 $925 - $1.06K
22 $1K
RXO
Rxo, Inc.
79
New
$23.46 - $31.9 $1.85K - $2.52K
79 $1K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
85
New
$9.71 - $15.34 $825 - $1.3K
85 $1K
DGICA
Donegal Group Inc

Financial Services
71
New
$14.19 - $16.78 $1.01K - $1.19K
71 $1K
BRKR
Bruker Corp

Healthcare
22
New
$48.25 - $67.46 $1.06K - $1.48K
22 $1K
NEM
Newmont Corp

Basic Materials
46
New
$37.0 - $58.68 $1.7K - $2.7K
46 $1K
HCA
Hca Healthcare, Inc.

Healthcare
6
New
$297.52 - $415.61 $1.79K - $2.49K
6 $1K
MKC
Mccormick & CO Inc

Consumer Defensive
20
New
$73.97 - $84.09 $1.48K - $1.68K
20 $1K
WHD
Cactus, Inc.

Energy
27
New
$56.69 - $69.49 $1.53K - $1.88K
27 $1K
ACGL
Arch Capital Group Ltd.

Financial Services
16
New
$88.71 - $114.86 $1.42K - $1.84K
16 $1K
EIX
Edison International

Utilities
14
New
$77.93 - $88.36 $1.09K - $1.24K
14 $1K
ST
Sensata Technologies Holding PLC

Technology
46
New
$27.12 - $36.49 $1.25K - $1.68K
46 $1K
ALLY
Ally Financial Inc.

Financial Services
36
New
$34.12 - $39.98 $1.23K - $1.44K
36 $1K
CLH
Clean Harbors Inc

Industrials
7
New
$228.61 - $263.39 $1.6K - $1.84K
7 $1K
AVB
Avalonbay Communities Inc

Real Estate
7
New
$216.28 - $237.81 $1.51K - $1.66K
7 $1K
ZBRA
Zebra Technologies Corp

Technology
3
New
$360.09 - $411.94 $1.08K - $1.24K
3 $1K
AYI
Acuity Brands Inc

Industrials
4
New
$292.13 - $333.45 $1.17K - $1.33K
4 $1K
Fidelity Covington Trust
23
New
N/A
23 $0
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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