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
Southwest Airls CO
3K
New
N/A
3K $0
MGM
Mgm Resorts International

Consumer Cyclical
2
New
$33.44 - $41.99 $66.9 - $84
2 $0
STX
Seagate Technology Holdings PLC

Technology
1
New
$86.31 - $112.64 $86.3 - $113
1 $0
LNT
Alliant Energy Corp

Utilities
14
New
$56.24 - $63.63 $787 - $891
14 $0
EVRG
Evergy, Inc.

Utilities
5
New
$59.06 - $65.0 $295 - $325
5 $0
VOYA
Voya Financial, Inc.

Financial Services
10
New
$65.93 - $83.9 $659 - $839
10 $0
FIS
Fidelity National Information Services, Inc.

Technology
12
New
$80.14 - $90.95 $962 - $1.09K
12 $0
LBRDK
Liberty Broadband Corp

Communication Services
1
New
$74.72 - $101.4 $74.7 - $101
1 $0
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
3
New
$232.27 - $300.43 $697 - $901
3 $0
APTV
Aptiv PLC

Consumer Cyclical
15
New
$52.11 - $71.76 $782 - $1.08K
15 $0
BRX
Brixmor Property Group Inc.

Real Estate
32
New
N/A
32 $0
BPMC
Blueprint Medicines Corp

Healthcare
8
New
$82.48 - $101.39 $660 - $811
8 $0
CGNX
Cognex Corp

Technology
16
New
$35.61 - $43.05 $570 - $689
16 $0
OSK
Oshkosh Corp

Industrials
7
New
$93.84 - $115.52 $657 - $809
7 $0
ALV
Autoliv Inc

Consumer Cyclical
1
New
$91.27 - $101.57 $91.3 - $102
1 $0
SF
Stifel Financial Corp

Financial Services
3
New
$93.4 - $117.72 $280 - $353
3 $0
L
Loews Corp

Financial Services
3
New
$76.49 - $87.05 $229 - $261
3 $0
Enphase Energy Inc
4K
New
N/A
4K $0
ROL
Rollins Inc

Consumer Cyclical
15
New
$46.35 - $51.59 $695 - $774
15 $0
BWA
Borgwarner Inc

Consumer Cyclical
8
New
$31.48 - $35.49 $252 - $284
8 $0
Cooper Cos Inc
16
New
N/A
16 $0
Akamai Technologies Inc
2K
New
N/A
2K $0
Lineage Inc
10
New
N/A
10 $0
ESE
Esco Technologies Inc

Technology
2
New
$120.68 - $151.38 $241 - $303
2 $0
MOS
Mosaic CO

Basic Materials
22
New
$23.87 - $28.34 $525 - $623
22 $0
CBOE
Cboe Global Markets, Inc.

Financial Services
1
New
$191.61 - $217.84 $192 - $218
1 $0
Apollo Global Mgmt Inc
50
New
N/A
50 $0
AMH
American Homes 4 Rent

Real Estate
20
New
$35.02 - $39.25 $700 - $785
20 $0
ONTO
Onto Innovation Inc.

Technology
3
New
$158.54 - $225.02 $476 - $675
3 $0
PRPL
Purple Innovation, Inc.

Consumer Cyclical
11
New
$0.78 - $1.03 $8.58 - $11.3
11 $0
Te Connectivity PLC
3
New
N/A
3 $0
EHC
Encompass Health Corp

Healthcare
6
New
$92.35 - $103.77 $554 - $623
6 $0
Organigram Hldgs Inc
7
New
N/A
7 $0
BMRN
Biomarin Pharmaceutical Inc

Healthcare
13
New
$61.93 - $70.49 $805 - $916
13 $0
VVV
Valvoline Inc

Energy
19
New
$36.18 - $43.41 $687 - $825
19 $0
LADR
Ladder Capital Corp

Real Estate
54
New
$10.95 - $11.99 $591 - $647
54 $0
FNF
Fidelity National Financial, Inc.

Financial Services
2
New
$55.19 - $63.83 $110 - $128
2 $0
PINC
Premier, Inc.

Healthcare
43
New
$19.08 - $23.34 $820 - $1K
43 $0
BFA
Brown Forman Corp Cl A
18
New
N/A
18 $0
TRC
Tejon Ranch CO

Industrials
40
New
$14.82 - $17.5 $593 - $700
40 $0
GNTX
Gentex Corp

Consumer Cyclical
2
New
$28.6 - $31.34 $57.2 - $62.7
2 $0
DAR
Darling Ingredients Inc.

Consumer Defensive
24
New
$33.0 - $43.05 $792 - $1.03K
24 $0
SCHL
Scholastic Corp

Communication Services
24
New
$19.81 - $29.95 $475 - $719
24 $0
WING
Wingstop Inc.

Consumer Cyclical
1
New
$281.09 - $422.95 $281 - $423
1 $0
ATO
Atmos Energy Corp

Utilities
2
New
$136.41 - $151.43 $273 - $303
2 $0
TTC
Toro CO

Industrials
3
New
$80.1 - $88.44 $240 - $265
3 $0
YORW
York Water CO

Utilities
18
New
$32.72 - $38.15 $589 - $687
18 $0
CMTG
Claros Mortgage Trust, Inc.

Real Estate
120
New
$4.09 - $7.61 $491 - $913
120 $0
NEEPRR
Nextera Energy Inc Corporate U
100
New
N/A
100 $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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