Cassady Schiller Wealth Management, LLC Portfolio Holdings

Cassady Schiller Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $268 Million distributed in 1149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $42.7M, Vanguard Growth ETF with a value of $34.2M, Vanguard Index Fds S&P 500 ETF with a value of $23.6M, Procter & Gamble CO with a value of $14.2M, and Vanguard Mid Cap Value Index F with a value of $7.21M.

Examining the 13F form we can see an increase of $8.99M in the current position value, from $259M to 268M. Also it can be appreciated an additional of 686 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.