Cassia Capital Partners, LLC Purchases and Sells in Q4 2024

Cassia Capital Partners, LLC

$157 Million
Q4 2024

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSST	50.3K + 108.99%	$50.23 - $50.47 $2.53M - $2.54M	96.4K $4.84M
AAPL	4.15K + 72.23%	$221.69 - $259.02 $921K - $1.08M	9.91K $2.48M
GLD	3.73K + 10.54%	$236.59 - $257.5 $883K - $961K	39.2K $9.48M
XOM	5.36K + 291.09%	$105.51 - $125.37 $565K - $672K	7.2K $774K
AMZN	1.3K + 31.14%	$180.88 - $232.93 $235K - $302K	5.46K $1.2M
MSFT	1.01K + 31.16%	$406.35 - $454.46 $409K - $457K	4.24K $1.79M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	3.92K New	$159.67 - $250.0 $625K - $979K	3.92K $908K
BAC	15.1K New	$39.22 - $47.77 $592K - $721K	15.1K $663K
FDX	2.25K New	$260.5 - $305.15 $587K - $687K	2.25K $633K
WMT	6.96K New	$79.1 - $95.7 $551K - $666K	6.96K $629K
GM	11.5K New	$44.82 - $60.2 $514K - $690K	11.5K $610K
PGR	2.45K New	$239.6 - $268.88 $587K - $659K	2.45K $587K

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-105K - 19.97%	$50.23 - $50.46 $5.3M - $5.32M	423K $21.3M
USMV	-5.09K - 2.21%	$88.59 - $94.57 $451K - $481K	226K $20M
ACWI	-7.49K - 74.38%	$117.05 - $123.03 $876K - $921K	2.58K $303K
REGN	-330 - 43.94%	$701.85 - $1046.91 $232K - $345K	421 $299K
NEE	-4.76K - 53.22%	$69.77 - $85.43 $332K - $406K	4.18K $299K
VRTX	-742 - 45.33%	$396.64 - $516.74 $294K - $383K	895 $360K

Activity Summary All Purchases 44 New Holdings 8 Increased Positions 36 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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