Cassia Capital Partners, LLC Reduced Holdings in Q2 2025

Cassia Capital Partners, LLC

  • $166 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-4.02K
- 10.5%
$273.71 - $316.29 $1.1M - $1.27M
34.3K $10.5M
USFR
Wisdomtree Floating Rate Treas

ETFs
-11.3K
- 2.76%
$50.28 - $50.47 $570K - $573K
400K $20.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.47K
- 2.05%
$85.42 - $94.39 $382K - $422K
214K $20.1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-5.81K
- 3.58%
$59.8 - $60.07 $348K - $349K
157K $9.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-85
- 2.65%
$483.48 - $539.8 $41.1K - $45.9K
3.12K $1.52M
AAPL
Apple Inc.

Technology
-95
- 0.94%
$172.42 - $223.89 $16.4K - $21.3K
10K $2.05M
ABBV
Abb Vie Inc.

Healthcare
-145
- 2.29%
$170.16 - $206.27 $24.7K - $29.9K
6.19K $1.15M
MCD
Mcdonalds Corp

Consumer Cyclical
-46
- 1.32%
$285.55 - $321.23 $13.1K - $14.8K
3.44K $1M
PGR
Progressive Corp

Financial Services
-59
- 1.52%
$255.27 - $288.74 $15.1K - $17K
3.83K $1.02M
LLY
Eli Lilly & CO

Healthcare
-11
- 0.77%
$713.71 - $898.95 $7.85K - $9.89K
1.42K $1.11M
WCN
Waste Connections, Inc.

Industrials
-79
- 1.4%
$183.26 - $199.95 $14.5K - $15.8K
5.58K $1.04M
KO
Coca Cola CO

Consumer Defensive
-629
- 3.58%
$68.37 - $73.9 $43K - $46.5K
17K $1.2M
VZ
Verizon Communications Inc

Communication Services
-131
- 0.54%
$41.67 - $45.62 $5.46K - $5.98K
24K $1.04M
PEP
Pepsico Inc

Consumer Defensive
-83
- 4.25%
$128.02 - $151.37 $10.6K - $12.6K
1.87K $247K
WM
Waste Management Inc

Industrials
-77
- 1.56%
$216.47 - $242.1 $16.7K - $18.6K
4.87K $1.11M
LOW
Lowes Companies Inc

Consumer Cyclical
-20
- 0.93%
$210.83 - $235.28 $4.22K - $4.71K
2.13K $472K
T
At&T Inc.

Communication Services
-1.94K
- 4.04%
$26.33 - $28.94 $51K - $56.1K
46K $1.33M
RSG
Republic Services, Inc.

Industrials
-108
- 2.16%
$227.2 - $258.07 $24.5K - $27.9K
4.89K $1.21M
V
Visa Inc.

Financial Services
-62
- 1.66%
$308.27 - $373.31 $19.1K - $23.1K
3.67K $1.3M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-61
- 2.78%
$111.3 - $134.5 $6.79K - $8.2K
2.14K $287K
MA
Mastercard Inc

Financial Services
-15
- 0.71%
$479.92 - $590.74 $7.2K - $8.86K
2.11K $1.19M
IWR
Ishares Russell Mid Cap ETF

ETFs
-57
- 0.78%
$74.88 - $91.97 $4.27K - $5.24K
7.29K $670K
MAR
Marriott International Inc

Consumer Cyclical
-3
- 0.13%
$211.12 - $274.14 $633 - $822
2.28K $623K
NFLX
Netflix Inc

Communication Services
-57
- 4.53%
$855.86 - $1339.13 $48.8K - $76.3K
1.2K $1.61M
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
-4.4K
- 4.63%
$25.78 - $36.08 $113K - $159K
90.6K $3.27M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-4.82K
- 3.35%
$49.48 - $61.22 $238K - $295K
139K $8.48M
AVGO
Broadcom Inc.

Technology
-128
- 2.31%
$146.29 - $275.65 $18.7K - $35.3K
5.41K $1.49M
IVV
Ishares Core S&P 500 ETF

ETFs
-546
- 3.49%
$498.8 - $620.9 $272K - $339K
15.1K $9.38M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-3.04K
- 2.22%
$50.29 - $64.29 $153K - $196K
134K $8.61M
FPX
First Trust Us Equity Opportun

ETFs
-2.08K
- 3.14%
$99.2 - $144.91 $207K - $302K
64.3K $9.31M
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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