Cassia Capital Partners, LLC Purchases in Q3 2024

Cassia Capital Partners, LLC

  • $151 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
1.13K
New
$173.36 - $189.8 $195K - $214K
1.13K $213K
MCD
Mcdonalds Corp

Consumer Cyclical
51
+ 2.53%
$245.82 - $304.51 $12.5K - $15.5K
2.07K $629K
BMY
Bristol Myers Squibb CO

Healthcare
235
+ 2.94%
$39.66 - $51.75 $9.32K - $12.2K
8.22K $425K
CSCO
Cisco Systems, Inc.

Technology
195
+ 1.51%
$44.74 - $53.22 $8.72K - $10.4K
13.1K $696K
JNJ
Johnson & Johnson

Healthcare
42
+ 1.22%
$145.48 - $167.38 $6.11K - $7.03K
3.47K $562K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
19
+ 0.8%
$119.93 - $131.26 $2.28K - $2.49K
2.4K $313K
XOM
Exxon Mobil Corp

Energy
27
+ 1.49%
$109.72 - $119.0 $2.96K - $3.21K
1.84K $215K
ADBE
Adobe Inc.

Technology
19
+ 2.58%
$508.13 - $586.55 $9.65K - $11.1K
756 $391K
Activity Summary
Buys All Purchases 8 New Holdings 1 Increased Positions 7 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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