Cassia Capital Partners, LLC Purchases in Q2 2025

Cassia Capital Partners, LLC

  • $166 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
591
+ 5.65%
$94.31 - $157.99 $55.7K - $93.4K
11.1K $1.75M
MSFT
Microsoft Corp

Technology
157
+ 3.59%
$354.56 - $497.45 $55.7K - $78.1K
4.53K $2.25M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.7K
+ 5.74%
$51.14 - $57.0 $548K - $610K
197K $11.2M
META
Meta Platforms, Inc.

Communication Services
55
+ 2.81%
$484.66 - $738.09 $26.7K - $40.6K
2.01K $1.49M
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.18%
$210.28 - $289.91 $2.1K - $2.9K
5.49K $1.59M
AMZN
Amazon Com Inc

Consumer Cyclical
328
+ 5.79%
$167.32 - $223.3 $54.9K - $73.2K
5.99K $1.32M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
3.9K
+ 3.54%
$50.29 - $50.56 $196K - $197K
114K $5.76M
GOOGL
Alphabet Inc.

Communication Services
332
+ 5.19%
$144.7 - $178.6 $48K - $59.3K
6.74K $1.19M
CSCO
Cisco Systems, Inc.

Technology
169
+ 0.77%
$53.19 - $69.38 $8.99K - $11.7K
22.1K $1.53M
BAC
Bank Of America Corp

Financial Services
917
+ 3.97%
$34.39 - $47.46 $31.5K - $43.5K
24K $1.14M
HD
Home Depot, Inc.

Consumer Cyclical
261
+ 9.49%
$335.24 - $380.78 $87.5K - $99.4K
3.01K $1.1M
GM
General Motors CO

Consumer Cyclical
926
+ 4.96%
$42.48 - $50.46 $39.3K - $46.7K
19.6K $964K
ACWI
Ishares Msci Acwi ETF

ETFs
188
+ 7.57%
$103.59 - $128.6 $19.5K - $24.2K
2.67K $343K
FDX
Fedex Corp

Industrials
420
+ 11.58%
$198.07 - $245.17 $83.2K - $103K
4.05K $919K
EOG
Eog Resources Inc

Energy
581
+ 7.78%
$104.61 - $129.97 $60.8K - $75.5K
8.05K $962K
PG
Procter & Gamble CO

Consumer Defensive
108
+ 1.69%
$157.66 - $172.39 $17K - $18.6K
6.48K $1.03M
JNJ
Johnson & Johnson

Healthcare
71
+ 0.97%
$146.36 - $159.82 $10.4K - $11.3K
7.36K $1.12M
MRK
Merck & Co., Inc.

Healthcare
527
+ 4.2%
$73.47 - $87.12 $38.7K - $45.9K
13.1K $1.03M
XOM
Exxon Mobil Corp

Energy
224
+ 2.13%
$99.93 - $119.04 $22.4K - $26.7K
10.7K $1.16M
UNH
Unitedhealth Group Inc

Healthcare
93
+ 4.65%
$274.35 - $599.47 $25.5K - $55.8K
2.09K $653K
Activity Summary
Buys All Purchases 21 New Holdings 0 Increased Positions 21 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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