Cassady Schiller Wealth Management, LLC New Holdings in Q4 2024

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Northern Oil & Gas Inc
3K
New
N/A
3K $0
R
Ryder System Inc

Industrials
2
New
$138.78 - $170.03 $278 - $340
2 $0
CEIX
Consol Energy Inc.

Energy
5
New
$101.36 - $133.33 $507 - $667
5 $0
FMC
Fmc Corp

Basic Materials
17
New
$47.86 - $66.62 $814 - $1.13K
17 $0
FIX
Comfort Systems Usa Inc

Industrials
2
New
$370.68 - $504.12 $741 - $1.01K
2 $0
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
9
New
$47.66 - $57.86 $429 - $521
9 $0
OFC
Corporate Office Properties Trust

Real Estate
20
New
N/A
20 $0
SUM
Summit Materials, Inc.

Basic Materials
3
New
$36.82 - $51.66 $110 - $155
3 $0
STE
Steris PLC

Healthcare
3
New
$204.34 - $235.7 $613 - $707
3 $0
ALTO
Alto Ingredients, Inc.

Basic Materials
150
New
$1.21 - $1.94 $182 - $291
150 $0
Dropbox Inc
5K
New
N/A
5K $0
Uber Technologies Inc
4K
New
N/A
4K $0
PSTG
Pure Storage, Inc.

Technology
12
New
$48.19 - $66.6 $578 - $799
12 $0
CPF
Central Pacific Financial Corp

Financial Services
32
New
$26.76 - $32.63 $856 - $1.04K
32 $0
MOD
Modine Manufacturing CO

Consumer Cyclical
3
New
$109.77 - $143.22 $329 - $430
3 $0
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
62
New
$11.35 - $18.82 $704 - $1.17K
62 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1
New
$101.82 - $114.06 $102 - $114
1 $0
WY
Weyerhaeuser CO

Real Estate
29
New
$27.21 - $33.7 $789 - $977
29 $0
KMT
Kennametal Inc

Industrials
38
New
$23.74 - $31.23 $902 - $1.19K
38 $0
HXL
Hexcel Corp

Industrials
2
New
$58.56 - $65.31 $117 - $131
2 $0
MUR
Murphy Oil Corp

Energy
30
New
$28.14 - $36.09 $844 - $1.08K
30 $0
EWBC
East West Bancorp Inc

Financial Services
7
New
$80.04 - $111.23 $560 - $779
7 $0
ATI
Allegheny Technologies Inc

Industrials
4
New
$52.71 - $65.96 $211 - $264
4 $0
Qiagen Nv
37
New
N/A
37 $0
WDC
Western Digital Corp

Technology
3
New
$59.62 - $73.43 $179 - $220
3 $0
HEIA
Heico Crp Cl A
6
New
N/A
6 $0
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
3
New
$174.04 - $205.27 $522 - $616
3 $0
HUN
Huntsman Corp

Basic Materials
32
New
$17.57 - $24.21 $562 - $775
32 $0
AXTA
Axalta Coating Systems Ltd.

Basic Materials
1
New
$34.01 - $41.29 $34 - $41.3
1 $0
AFRM
Affirm Holdings, Inc.

Technology
16
New
$38.48 - $72.86 $616 - $1.17K
16 $0
WHR
Whirlpool Corp

Consumer Cyclical
5
New
$99.28 - $124.45 $496 - $622
5 $0
NXPI
Nxp Semiconductors N.V.

Technology
2
New
$207.27 - $255.58 $415 - $511
2 $0
LEA
Lear Corp

Consumer Cyclical
4
New
$92.95 - $108.96 $372 - $436
4 $0
CRDO
Credo Technology Group Holding LTD

Technology
10
New
$30.16 - $77.25 $302 - $773
10 $0
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6
New
$82.28 - $117.52 $494 - $705
6 $0
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
6
New
$97.09 - $120.01 $583 - $720
6 $0
LPLA
Lpl Financial Holdings Inc.

Financial Services
3
New
$229.85 - $335.91 $690 - $1.01K
3 $0
APOG
Apogee Enterprises, Inc.

Industrials
13
New
$68.43 - $87.22 $890 - $1.13K
13 $0
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
4
New
$107.0 - $142.46 $428 - $570
4 $0
PZZA
Papa Johns International Inc

Consumer Cyclical
13
New
$38.91 - $58.21 $506 - $757
13 $0
ACI
Albertsons Companies, Inc.

Consumer Defensive
35
New
$18.01 - $19.92 $630 - $697
35 $0
KFY
Korn Ferry

Industrials
14
New
$66.56 - $79.4 $932 - $1.11K
14 $0
ACA
Arcosa, Inc.

Industrials
3
New
$91.1 - $111.57 $273 - $335
3 $0
Kiniksa Pharmaceuticals Intl
37
New
N/A
37 $0
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
33
New
N/A
33 $0
ROIC
Retail Opportunity Investments Corp

Real Estate
56
New
$15.41 - $17.47 $863 - $978
56 $0
SEM
Select Medical Holdings Corp

Healthcare
39
New
$18.26 - $40.2 $712 - $1.57K
39 $0
VTR
Ventas, Inc.

Real Estate
13
New
$57.73 - $66.48 $750 - $864
13 $0
ICUI
Icu Medical Inc

Healthcare
3
New
$153.2 - $183.79 $460 - $551
3 $0
Activity Summary
Buys All Purchases 929 New Holdings 686 Increased Positions 243 Sells All Sells 57 Reductions 56 Sold out 1 Options Calls 1 Puts 0
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