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
OLED
Universal Display Corp Pa

Technology
3
New
$146.2 - $213.81 $439 - $641
3 $0
JKHY
Henry Jack & Associates Inc

Technology
1
New
$171.12 - $186.18 $171 - $186
1 $0
KAR
Kar Auction Services, Inc.

Consumer Cyclical
19
New
$15.53 - $20.75 $295 - $394
19 $0
TXT
Textron Inc

Industrials
11
New
$75.82 - $90.32 $834 - $994
11 $0
EPAM
Epam Systems, Inc.

Technology
4
New
N/A
4 $0
VSH
Vishay Intertechnology Inc

Technology
40
New
$15.17 - $19.41 $607 - $776
40 $0
HL
Hecla Mining CO

Basic Materials
77
New
$4.86 - $7.53 $374 - $580
77 $0
CBT
Cabot Corp

Basic Materials
7
New
$90.64 - $117.0 $634 - $819
7 $0
DPZ
Dominos Pizza Inc

Consumer Cyclical
2
New
$408.59 - $476.19 $817 - $952
2 $0
MOFG
Mid West One Financial Group, Inc.

Financial Services
10
New
$27.02 - $33.7 $270 - $337
10 $0
Chart Inds Inc
30
New
N/A
30 $0
DCI
Donaldson CO Inc

Industrials
13
New
$67.28 - $78.27 $875 - $1.02K
13 $0
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
8
New
$97.45 - $121.28 $780 - $970
8 $0
AKAM
Akamai Technologies Inc

Technology
2
New
N/A
2 $0
INCY
Incyte Corp

Healthcare
9
New
$65.08 - $83.38 $586 - $750
9 $0
LPX
Louisiana Pacific Corp

Industrials
9
New
$98.02 - $120.27 $882 - $1.08K
9 $0
SAIA
Saia Inc

Industrials
2
New
$411.44 - $569.08 $823 - $1.14K
2 $0
DG
Dollar General Corp

Consumer Defensive
13
New
$73.27 - $84.47 $953 - $1.1K
13 $0
LDOS
Leidos Holdings, Inc.

Technology
2
New
$143.17 - $201.39 $286 - $403
2 $0
Block Inc
2K
New
N/A
2K $0
HUBG
Hub Group, Inc.

Industrials
14
New
$42.15 - $53.2 $590 - $745
14 $0
Nutanix Inc
3K
New
N/A
3K $0
WCC
Wesco International Inc

Industrials
3
New
$164.11 - $213.19 $492 - $640
3 $0
PATH
Ui Path, Inc.

Technology
5
New
$11.95 - $15.5 $59.8 - $77.5
5 $0
BUSE
First Busey Corp

Financial Services
21
New
$23.57 - $27.55 $495 - $579
21 $0
CDW
Cdw Corp

Technology
5
New
$171.49 - $225.64 $857 - $1.13K
5 $0
AES
Aes Corp

Utilities
4
New
$12.44 - $20.24 $49.8 - $81
4 $0
Pebblebrook Hotel Tr
4K
New
N/A
4K $0
PODD
Insulet Corp

Healthcare
3
New
$227.79 - $275.7 $683 - $827
3 $0
Jacobs Solutions Inc
12
New
N/A
12 $0
TEX
Terex Corp

Industrials
11
New
$45.07 - $58.61 $496 - $645
11 $0
COLD
Americold Realty Trust

Real Estate
29
New
$21.03 - $27.78 $610 - $806
29 $0
MOGA
Moog Inc Cla
3
New
N/A
3 $0
GPK
Graphic Packaging Holding CO

Consumer Cyclical
3
New
$26.79 - $30.35 $80.4 - $91.1
3 $0
VRNS
Varonis Systems Inc

Technology
10
New
$43.91 - $60.0 $439 - $600
10 $0
Dimensional ETF Trust
177
New
N/A
177 $0
ROIV
Roivant Sciences Ltd.

Healthcare
2
New
$11.16 - $12.71 $22.3 - $25.4
2 $0
NWN
Northwest Natural Holding CO

Utilities
19
New
$38.42 - $43.85 $730 - $833
19 $0
POWI
Power Integrations Inc

Technology
15
New
$60.04 - $68.05 $901 - $1.02K
15 $0
AIZ
Assurant, Inc.

Financial Services
2
New
$186.6 - $228.68 $373 - $457
2 $0
BCC
Boise Cascade CO

Basic Materials
5
New
$118.79 - $152.5 $594 - $763
5 $0
MEDP
Medpace Holdings, Inc.

Healthcare
3
New
$308.93 - $363.58 $927 - $1.09K
3 $0
NJR
New Jersey Resources Corp

Utilities
16
New
$45.17 - $51.61 $723 - $826
16 $0
AHH
Armada Hoffler Properties, Inc.

Real Estate
58
New
$10.06 - $11.26 $583 - $653
58 $0
Liberty Media Corp Del
167
New
N/A
167 $0
NRC
National Research Corp

Healthcare
42
New
$17.07 - $21.78 $717 - $915
42 $0
GME
Game Stop Corp.

Consumer Cyclical
23
New
$20.5 - $32.99 $472 - $759
23 $0
INVH
Invitation Homes Inc.

Real Estate
26
New
$31.4 - $34.69 $816 - $902
26 $0
NX
Quanex Building Products Corp

Industrials
30
New
$23.13 - $31.51 $694 - $945
30 $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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