Cassady Schiller Wealth Management, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $259 Million distributed in 469 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $43.5M, Vanguard Growth ETF with a value of $26.6M, Vanguard Index Fds S&P 500 ETF with a value of $22.7M, Procter & Gamble CO with a value of $15M, and Vanguard Mid Cap Value Index F with a value of $7.08M.
Examining the 13F form we can see an increase of $23.2M in the current position value, from $236M to 259M.
Also it can be appreciated an additional of 19 stocks purchases and 1 closed positions.
Cassady Schiller Wealth Management, LLC is based out at Cincinnati, OH
Below you can find more details about Cassady Schiller Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$259 Million
ETFs: $188 Million
Consumer Defensive: $17.9 Million
Technology: $15.9 Million
Industrials: $13.7 Million
Financial Services: $9.48 Million
Healthcare: $4.91 Million
Consumer Cyclical: $2.96 Million
Energy: $2.51 Million
Other: $3.21 Million
Stock Holdings Table Market Cap. of $200 Billions or more
