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
WPC
W. P. Carey Inc.

Real Estate
1
New
$53.44 - $61.33 $53.4 - $61.3
1 $0
BBUC
Brookfield Business Corp

Financial Services
21
New
$23.19 - $27.82 $487 - $584
21 $0
IR
Ingersoll Rand Inc.

Industrials
3
New
$90.46 - $105.35 $271 - $316
3 $0
LKQ
Lkq Corp

Consumer Cyclical
4
New
$36.0 - $39.99 $144 - $160
4 $0
VRT
Vertiv Holdings CO

Industrials
11
New
N/A
11 $0
FAST
Fastenal CO

Industrials
13
New
$69.99 - $84.35 $910 - $1.1K
13 $0
Astera Labs Inc
9
New
N/A
9 $0
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
10
New
$4.41 - $5.46 $44.1 - $54.6
10 $0
WLK
Westlake Corp

Basic Materials
1
New
$113.23 - $148.98 $113 - $149
1 $0
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
43
New
$5.19 - $7.23 $223 - $311
43 $0
ZS
Zscaler, Inc.

Technology
2
New
$166.99 - $211.99 $334 - $424
2 $0
UDR
Udr, Inc.

Real Estate
13
New
$41.3 - $46.33 $537 - $602
13 $0
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
69
New
$8.61 - $9.3 $594 - $642
69 $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8
New
$22.39 - $23.45 $179 - $188
8 $0
Sitio Royalties Corp
34
New
N/A
34 $0
BRT
Brt Apartments Corp.

Real Estate
18
New
$16.15 - $20.06 $291 - $361
18 $0
Teladoc Health Inc
4K
New
N/A
4K $0
SKX
Skechers Usa Inc

Consumer Cyclical
3
New
$59.24 - $72.0 $178 - $216
3 $0
Live Nation Entertainment In
4K
New
N/A
4K $0
MAS
Masco Corp

Industrials
4
New
$72.52 - $85.73 $290 - $343
4 $0
HAFC
Hanmi Financial Corp

Financial Services
14
New
$18.03 - $26.84 $252 - $376
14 $0
COGT
Cogent Biosciences, Inc.

Healthcare
31
New
$7.64 - $12.28 $237 - $381
31 $0
Mgp Ingredients Inc New
3K
New
N/A
3K $0
MUSA
Murphy Usa Inc.

Consumer Cyclical
1
New
$473.11 - $555.48 $473 - $555
1 $0
OPCH
Option Care Health, Inc.

Healthcare
22
New
$21.74 - $31.64 $478 - $696
22 $0
NI
Nisource Inc.

Utilities
25
New
$33.74 - $38.25 $844 - $956
25 $0
Amentum Holdings Inc
5
New
N/A
5 $0
SAIC
Science Applications International Corp

Technology
5
New
$110.11 - $154.1 $551 - $771
5 $0
MKTX
Marketaxess Holdings Inc

Financial Services
3
New
$225.3 - $293.66 $676 - $881
3 $0
Corpay Inc
4
New
N/A
4 $0
ALTR
Altair Engineering Inc.

Technology
3
New
$91.78 - $110.67 $275 - $332
3 $0
SRPT
Sarepta Therapeutics, Inc.

Healthcare
3
New
$104.54 - $137.94 $314 - $414
3 $0
Lantheus Hldgs Inc
3K
New
N/A
3K $0
FTI
Technip Fmc PLC

Energy
2
New
$25.16 - $31.95 $50.3 - $63.9
2 $0
Integra Lifesciences Hldgs C
4K
New
N/A
4K $0
AVTR
Avantor, Inc.

Basic Materials
3
New
$19.72 - $25.54 $59.2 - $76.6
3 $0
APG
A Pi Group Corp

Industrials
2
New
$31.48 - $39.26 $63 - $78.5
2 $0
ORA
Ormat Technologies, Inc.

Utilities
8
New
$67.12 - $83.84 $537 - $671
8 $0
Coherent Corp
9
New
N/A
9 $0
BLD
Top Build Corp

Industrials
2
New
$308.96 - $414.77 $618 - $830
2 $0
CE
Celanese Corp

Basic Materials
9
New
$67.03 - $136.68 $603 - $1.23K
9 $0
MHK
Mohawk Industries Inc

Consumer Cyclical
1
New
$116.82 - $161.27 $117 - $161
1 $0
NTST
Netstreit Corp.

Real Estate
67
New
$13.84 - $16.74 $927 - $1.12K
67 $0
PENN
Penn National Gaming Inc

Consumer Cyclical
16
New
$18.13 - $22.34 $290 - $357
16 $0
CROX
Crocs, Inc.

Consumer Cyclical
4
New
$96.51 - $141.93 $386 - $568
4 $0
IONS
Ionis Pharmaceuticals Inc

Healthcare
2
New
$33.73 - $40.36 $67.5 - $80.7
2 $0
FOLD
Amicus Therapeutics, Inc.

Healthcare
44
New
$9.36 - $12.01 $412 - $528
44 $0
COLB
Columbia Banking System, Inc.

Financial Services
36
New
$25.29 - $32.01 $910 - $1.15K
36 $0
Ionis Pharmaceuticals Inc
2K
New
N/A
2K $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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