Cassady Schiller Wealth Management, LLC Incresed Positions in Q3 2024

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
15.6K
+ 29.15%
$341.08 - $391.94 $5.33M - $6.12M
69.2K $26.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
933
+ 2.22%
$475.2 - $527.7 $443K - $492K
43K $22.7M
PG
Procter & Gamble CO

Consumer Defensive
4.75K
+ 5.8%
$160.76 - $177.82 $764K - $845K
86.6K $15M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.94K
+ 4.81%
$149.02 - $167.67 $289K - $325K
42.2K $7.08M
DFAE
Dimensional ETF Tr

ETFs
23.5K
+ 14.62%
$24.46 - $27.82 $576K - $655K
185K $5.06M
CTAS
Cintas Corp

Industrials
18.4K
+ 299.98%
$201.38 - $819.83 $3.7M - $15.1M
24.5K $5.05M
AAPL
Apple Inc.

Technology
73
+ 0.33%
$207.23 - $234.82 $15.1K - $17.1K
22.5K $5.24M
VEA
Vanguard Ftse Developed Market

ETFs
5.56K
+ 11.85%
$47.6 - $53.31 $265K - $296K
52.4K $2.77M
VOT
Vanguard Mid Cap Growth Index

ETFs
713
+ 4.23%
$218.05 - $243.47 $155K - $174K
17.6K $4.28M
AMZN
Amazon Com Inc

Consumer Cyclical
1.88K
+ 45.72%
$161.02 - $200.0 $303K - $376K
5.99K $1.12M
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.06%
$233.44 - $279.45 $934 - $1.12K
6.22K $1.72M
VB
Vanguard Small Cap ETF

ETFs
406
+ 6.45%
$214.77 - $237.72 $87.2K - $96.5K
6.7K $1.59M
XOM
Exxon Mobil Corp

Energy
1.34K
+ 14.87%
$109.72 - $119.0 $147K - $159K
10.3K $1.21M
IXUS
Ishares Tr

ETFs
600
+ 2.55%
$64.9 - $73.35 $38.9K - $44K
24.1K $1.75M
HD
Home Depot, Inc.

Consumer Cyclical
131
+ 9.59%
$333.64 - $405.2 $43.7K - $53.1K
1.5K $606K
SCHG
Schwab Strategic Tr Us Large C

ETFs
473
+ 2.37%
$92.63 - $105.69 $43.8K - $50K
20.4K $2.13M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
938
+ 2.46%
$44.65 - $47.21 $41.9K - $44.3K
39.1K $1.83M
UPST
Upstart Holdings, Inc.

Financial Services
1.01K
+ 24.06%
$22.9 - $44.11 $23.1K - $44.5K
5.2K $208K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
76
+ 0.2%
$36.98 - $41.55 $2.81K - $3.16K
37.6K $1.55M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.16%
$896.19 - $1044.18 $896 - $1.04K
627 $651K
VO
Vanguard Mid Cap ETF

ETFs
150
+ 13.02%
$237.84 - $263.83 $35.7K - $39.6K
1.3K $343K
TSLA
Tesla, Inc.

Consumer Cyclical
66
+ 12.31%
$191.76 - $263.26 $12.7K - $17.4K
602 $157K
DFIV
Dimensional ETF Tr

ETFs
586
+ 6.12%
$34.66 - $38.38 $20.3K - $22.5K
10.2K $387K
VIG
Vanguard Dividend Appreciation

ETFs
160
+ 66.95%
$182.15 - $182.15 $29.1K - $29.1K
399 $72K
IWF
Ishares Russell 1000 Gr ETF

ETFs
54
+ 10.53%
$332.02 - $382.76 $17.9K - $20.7K
567 $212K
CSCO
Cisco Systems, Inc.

Technology
3
+ 0.07%
$44.74 - $53.22 $134 - $160
4.4K $234K
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.03%
$57.47 - $62.76 $57.5 - $62.8
3.33K $208K
XLF
Financial Sector Spdr

ETFs
11
+ 0.27%
$40.84 - $45.74 $449 - $503
4.03K $182K
INTC
Intel Corp

Technology
1.01K
+ 72.6%
$18.9 - $34.87 $19.1K - $35.3K
2.41K $56K
DUK
Duke Energy Corp

Utilities
2
+ 0.27%
$99.35 - $117.71 $199 - $235
740 $85K
AVGO
Broadcom Inc.

Technology
837
+ 900.0%
$136.27 - $1745.86 $114K - $1.46M
930 $160K
SJM
J M Smucker CO

Consumer Defensive
69
+ 76.67%
$109.12 - $122.4 $7.53K - $8.45K
159 $19K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
32
+ 1.56%
$25.45 - $29.53 $814 - $945
2.08K $60K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6
+ 1.02%
$46.9 - $51.96 $281 - $312
596 $30K
WSM
Williams Sonoma Inc

Consumer Cyclical
83
+ 100.0%
$128.47 - $280.94 $10.7K - $23.3K
166 $25K
BAX
Baxter International Inc

Healthcare
1
+ 0.25%
$32.85 - $40.26 $32.9 - $40.3
396 $15K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
16
+ 15.38%
$57.85 - $64.92 $926 - $1.04K
120 $7K
SNAP
Snap Inc

Communication Services
90
+ 40.54%
$8.29 - $16.84 $746 - $1.52K
312 $3K
Schwab Charles Family Fd
3.89M
+ 39.93%
N/A
13.6M $0
STRV
Ea Ser Tr Strive 500 ETF
856
+ 61.85%
N/A
2.24K $0
LRCX
Lam Research Corp

Technology
1
+ 0.96%
$731.56 - $1127.3 $732 - $1.13K
105 $85K
Activity Summary
Buys All Purchases 61 New Holdings 19 Increased Positions 42 Sells All Sells 62 Reductions 61 Sold out 1 Options Calls 0 Puts 0
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