Cassia Capital Partners, LLC Incresed Positions in Q3 2025

Cassia Capital Partners, LLC

  • $183 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
1.42K
+ 4.15%
$300.96 - $355.47 $429K - $506K
35.7K $12.7M
AAPL
Apple Inc.

Technology
637
+ 6.37%
$202.38 - $256.87 $129K - $164K
10.6K $2.71M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
10.6K
+ 6.8%
$59.81 - $60.11 $637K - $640K
167K $10M
GOOGL
Alphabet Inc.

Communication Services
650
+ 9.65%
$174.36 - $254.72 $113K - $166K
7.39K $1.8M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
637
+ 0.46%
$60.01 - $65.01 $38.2K - $41.4K
140K $9.09M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.18K
+ 1.49%
$92.18 - $95.14 $294K - $303K
217K $20.7M
NVDA
Nvidia Corp

Technology
755
+ 6.83%
$153.3 - $186.58 $116K - $141K
11.8K $2.2M
ABBV
Abb Vie Inc.

Healthcare
693
+ 11.2%
$184.85 - $231.54 $128K - $160K
6.88K $1.59M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
8.23K
+ 7.22%
$50.37 - $50.7 $414K - $417K
122K $6.19M
AVGO
Broadcom Inc.

Technology
405
+ 7.48%
$264.74 - $369.57 $107K - $150K
5.82K $1.92M
JNJ
Johnson & Johnson

Healthcare
851
+ 11.57%
$155.17 - $185.42 $132K - $158K
8.21K $1.52M
ACWI
Ishares Msci Acwi ETF

ETFs
2.54K
+ 94.95%
$128.32 - $138.41 $325K - $351K
5.21K $719K
JPM
Jpmorgan Chase & CO

Financial Services
525
+ 9.57%
$282.78 - $316.06 $148K - $166K
6.01K $1.9M
BAC
Bank Of America Corp

Financial Services
3.41K
+ 14.21%
$44.92 - $52.42 $153K - $179K
27.4K $1.41M
HD
Home Depot, Inc.

Consumer Cyclical
377
+ 12.52%
$357.4 - $423.42 $135K - $160K
3.39K $1.37M
UNH
Unitedhealth Group Inc

Healthcare
501
+ 23.93%
$237.77 - $353.61 $119K - $177K
2.6K $896K
MSFT
Microsoft Corp

Technology
280
+ 6.19%
$491.09 - $535.64 $138K - $150K
4.81K $2.49M
XOM
Exxon Mobil Corp

Energy
1.54K
+ 14.36%
$105.83 - $117.22 $163K - $181K
12.3K $1.39M
DUK
Duke Energy Corp

Utilities
1.33K
+ 13.5%
$116.31 - $125.93 $154K - $167K
11.1K $1.38M
WMT
Walmart Inc.

Consumer Defensive
1.52K
+ 13.9%
$94.4 - $104.27 $143K - $158K
12.4K $1.28M
MRK
Merck & Co., Inc.

Healthcare
1.75K
+ 13.38%
$77.6 - $87.37 $136K - $153K
14.8K $1.24M
FDX
Fedex Corp

Industrials
740
+ 18.29%
$217.1 - $243.2 $161K - $180K
4.79K $1.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
299
+ 9.58%
$459.11 - $506.91 $137K - $152K
3.42K $1.72M
MCD
Mcdonalds Corp

Consumer Cyclical
487
+ 14.17%
$291.67 - $316.99 $142K - $154K
3.93K $1.19M
VZ
Verizon Communications Inc

Communication Services
3.71K
+ 15.47%
$40.84 - $45.06 $151K - $167K
27.7K $1.22M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.11K
+ 1.07%
$55.61 - $57.37 $117K - $121K
199K $11.4M
MA
Mastercard Inc

Financial Services
260
+ 12.32%
$550.18 - $598.96 $143K - $156K
2.37K $1.35M
AMZN
Amazon Com Inc

Consumer Cyclical
640
+ 10.68%
$211.65 - $238.24 $135K - $152K
6.63K $1.46M
LLY
Eli Lilly & CO

Healthcare
213
+ 15.02%
$625.65 - $812.69 $133K - $173K
1.63K $1.24M
CSCO
Cisco Systems, Inc.

Technology
2.28K
+ 10.32%
$66.2 - $71.79 $151K - $163K
24.3K $1.67M
META
Meta Platforms, Inc.

Communication Services
189
+ 9.38%
$695.21 - $791.73 $131K - $150K
2.2K $1.62M
T
At&T Inc.

Communication Services
5.37K
+ 11.68%
$26.94 - $29.62 $145K - $159K
51.4K $1.45M
WM
Waste Management Inc

Industrials
701
+ 14.41%
$213.88 - $237.1 $150K - $166K
5.57K $1.23M
EOG
Eog Resources Inc

Energy
1.41K
+ 17.52%
$112.12 - $126.1 $158K - $178K
9.46K $1.06M
PG
Procter & Gamble CO

Consumer Defensive
856
+ 13.21%
$150.47 - $161.22 $129K - $138K
7.34K $1.13M
V
Visa Inc.

Financial Services
403
+ 10.97%
$332.09 - $358.86 $134K - $145K
4.08K $1.39M
WCN
Waste Connections, Inc.

Industrials
804
+ 14.42%
$171.32 - $191.84 $138K - $154K
6.38K $1.12M
PGR
Progressive Corp

Financial Services
615
+ 16.04%
$238.61 - $264.3 $147K - $163K
4.45K $1.1M
RSG
Republic Services, Inc.

Industrials
679
+ 13.89%
$225.33 - $246.01 $153K - $167K
5.57K $1.28M
KO
Coca Cola CO

Consumer Defensive
2.15K
+ 12.69%
$65.67 - $71.67 $141K - $154K
19.1K $1.27M
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.23%
$215.01 - $273.02 $1.08K - $1.37K
2.14K $536K
PEP
Pepsico Inc

Consumer Defensive
94
+ 5.02%
$133.81 - $152.16 $12.6K - $14.3K
1.97K $276K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
46
+ 2.15%
$132.51 - $145.94 $6.1K - $6.71K
2.18K $314K
NFLX
Netflix Inc

Communication Services
108
+ 8.99%
$1147.87 - $1297.18 $124K - $140K
1.31K $1.57M
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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