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
DRH
Diamond Rock Hospitality CO

Real Estate
72
New
$8.57 - $9.74 $617 - $701
72 $0
HLI
Houlihan Lokey, Inc.

Financial Services
2
New
$158.81 - $190.49 $318 - $381
2 $0
NBR
Nabors Industries LTD

Energy
10
New
$51.07 - $84.38 $511 - $844
10 $0
Lumentum Hldgs Inc
4K
New
N/A
4K $0
IRBT
Irobot Corp

Consumer Cyclical
6
New
$6.21 - $10.41 $37.3 - $62.5
6 $0
WEX
Wex Inc.

Technology
5
New
$167.45 - $216.67 $837 - $1.08K
5 $0
GGG
Graco Inc

Industrials
2
New
$81.45 - $92.29 $163 - $185
2 $0
SHOO
Steven Madden, Ltd.

Consumer Cyclical
14
New
$41.59 - $49.7 $582 - $696
14 $0
RRX
Regal Rexnord Corp

Industrials
3
New
$153.56 - $182.22 $461 - $547
3 $0
TLRY
Tilray Brands, Inc.

Healthcare
12
New
$1.16 - $1.77 $13.9 - $21.2
12 $0
Reddit Inc
1
New
N/A
1 $0
RRC
Range Resources Corp

Energy
2
New
$29.77 - $36.41 $59.5 - $72.8
2 $0
WWD
Woodward, Inc.

Industrials
6
New
$159.67 - $187.29 $958 - $1.12K
6 $0
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
3
New
$77.15 - $104.91 $231 - $315
3 $0
PBF
Pbf Energy Inc.

Energy
20
New
$25.15 - $33.71 $503 - $674
20 $0
BLDR
Builders First Source, Inc.

Industrials
1
New
$142.93 - $198.25 $143 - $198
1 $0
Datadog Inc
3K
New
N/A
3K $0
MAA
Mid America Apartment Communities Inc.

Real Estate
1
New
$149.17 - $165.2 $149 - $165
1 $0
IBP
Installed Building Products, Inc.

Consumer Cyclical
5
New
$174.32 - $254.42 $872 - $1.27K
5 $0
EVTC
Evertec, Inc.

Technology
9
New
$32.22 - $36.8 $290 - $331
9 $0
PRU
Prudential Financial Inc

Financial Services
1
New
$114.59 - $129.52 $115 - $130
1 $0
FE
Firstenergy Corp

Utilities
3
New
$39.14 - $44.52 $117 - $134
3 $0
KEX
Kirby Corp

Industrials
6
New
$104.14 - $130.55 $625 - $783
6 $0
HII
Huntington Ingalls Industries, Inc.

Industrials
1
New
$184.96 - $264.65 $185 - $265
1 $0
LFUS
Littelfuse Inc

Technology
2
New
$233.99 - $262.18 $468 - $524
2 $0
EXP
Eagle Materials Inc

Basic Materials
2
New
$246.48 - $315.29 $493 - $631
2 $0
ABG
Asbury Automotive Group Inc

Consumer Cyclical
4
New
$221.83 - $266.82 $887 - $1.07K
4 $0
VNO
Vornado Realty Trust

Real Estate
13
New
$38.63 - $45.76 $502 - $595
13 $0
OLN
Olin Corp

Basic Materials
19
New
$33.13 - $47.98 $629 - $912
19 $0
EDR
Endeavor Group Holdings, Inc.

Communication Services
2
New
$28.4 - $31.34 $56.8 - $62.7
2 $0
QRVO
Qorvo, Inc.

Technology
11
New
$65.6 - $104.58 $722 - $1.15K
11 $0
AA
Alcoa Corp

Basic Materials
13
New
$36.62 - $47.42 $476 - $616
13 $0
JBHT
Hunt J B Transport Services Inc

Industrials
4
New
$164.22 - $197.19 $657 - $789
4 $0
Crane Company
4
New
N/A
4 $0
IOT
Samsara Inc.

Technology
1
New
$42.67 - $56.35 $42.7 - $56.4
1 $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
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email