Cassia Capital Partners, LLC Purchases in Q4 2024

Cassia Capital Partners, LLC

  • $157 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
50.3K
+ 108.99%
$50.23 - $50.47 $2.53M - $2.54M
96.4K $4.84M
AAPL
Apple Inc.

Technology
4.15K
+ 72.23%
$221.69 - $259.02 $921K - $1.08M
9.91K $2.48M
AVGO
Broadcom Inc.

Technology
3.92K
New
$159.67 - $250.0 $625K - $979K
3.92K $908K
GLD
Spdr Gold Trust

ETFs
3.73K
+ 10.54%
$236.59 - $257.5 $883K - $961K
39.2K $9.48M
BAC
Bank Of America Corp

Financial Services
15.1K
New
$39.22 - $47.77 $592K - $721K
15.1K $663K
FDX
Fedex Corp

Industrials
2.25K
New
$260.5 - $305.15 $587K - $687K
2.25K $633K
WMT
Walmart Inc.

Consumer Defensive
6.96K
New
$79.1 - $95.7 $551K - $666K
6.96K $629K
GM
General Motors CO

Consumer Cyclical
11.5K
New
$44.82 - $60.2 $514K - $690K
11.5K $610K
PGR
Progressive Corp

Financial Services
2.45K
New
$239.6 - $268.88 $587K - $659K
2.45K $587K
EOG
Eog Resources Inc

Energy
4.75K
New
$118.22 - $136.54 $562K - $649K
4.75K $582K
AMZN
Amazon Com Inc

Consumer Cyclical
1.3K
+ 31.14%
$180.88 - $232.93 $235K - $302K
5.46K $1.2M
MSFT
Microsoft Corp

Technology
1.01K
+ 31.16%
$406.35 - $454.46 $409K - $457K
4.24K $1.79M
V
Visa Inc.

Financial Services
886
+ 32.78%
$273.87 - $320.91 $243K - $284K
3.59K $1.13M
GOOGL
Alphabet Inc.

Communication Services
1.46K
+ 31.4%
$161.86 - $196.66 $236K - $286K
6.09K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
935
+ 21.0%
$205.18 - $250.29 $192K - $234K
5.39K $1.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
751
+ 61.11%
$370.24 - $418.94 $278K - $315K
1.98K $795K
CSCO
Cisco Systems, Inc.

Technology
3.95K
+ 30.19%
$52.45 - $60.02 $207K - $237K
17K $1.01M
NFLX
Netflix Inc

Communication Services
101
+ 8.58%
$687.65 - $936.56 $69.5K - $94.6K
1.28K $1.14M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.33K
+ 72.92%
$87.25 - $95.52 $290K - $318K
7.89K $697K
MA
Mastercard Inc

Financial Services
462
+ 29.71%
$491.3 - $536.15 $227K - $248K
2.02K $1.06M
MRK
Merck & Co., Inc.

Healthcare
3.63K
+ 48.02%
$96.31 - $114.76 $350K - $417K
11.2K $1.11M
PG
Procter & Gamble CO

Consumer Defensive
1.65K
+ 37.81%
$161.05 - $179.7 $265K - $296K
6K $1.01M
JNJ
Johnson & Johnson

Healthcare
2.07K
+ 59.46%
$143.34 - $165.86 $296K - $343K
5.54K $800K
MCD
Mcdonalds Corp

Consumer Cyclical
917
+ 44.34%
$288.47 - $316.54 $265K - $290K
2.99K $865K
IWM
Ishares Russell 2000 ETF

ETFs
1.04K
New
$216.13 - $242.4 $224K - $251K
1.04K $228K
WM
Waste Management Inc

Industrials
1.22K
+ 35.76%
$201.79 - $228.46 $247K - $279K
4.64K $936K
RSG
Republic Services, Inc.

Industrials
1.12K
+ 30.62%
$198.0 - $218.75 $221K - $244K
4.76K $956K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
530
+ 20.77%
$442.29 - $483.08 $234K - $256K
3.08K $1.4M
NVDA
Nvidia Corp

Technology
667
+ 6.68%
$117.0 - $148.88 $78K - $99.3K
10.7K $1.43M
HD
Home Depot, Inc.

Consumer Cyclical
632
+ 32.03%
$385.02 - $431.37 $243K - $273K
2.61K $1.01M
ABBV
Abb Vie Inc.

Healthcare
1.67K
+ 38.09%
$164.99 - $203.87 $276K - $341K
6.06K $1.08M
T
At&T Inc.

Communication Services
7.69K
+ 19.87%
$21.22 - $23.88 $163K - $184K
46.4K $1.06M
WCN
Waste Connections, Inc.

Industrials
1.33K
+ 33.4%
$171.06 - $193.25 $228K - $257K
5.32K $912K
META
Meta Platforms, Inc.

Communication Services
283
+ 17.02%
$554.08 - $632.68 $157K - $179K
1.95K $1.15M
VZ
Verizon Communications Inc

Communication Services
6.53K
+ 48.51%
$39.6 - $45.21 $259K - $295K
20K $799K
DUK
Duke Energy Corp

Utilities
2.25K
+ 30.94%
$105.76 - $120.76 $238K - $272K
9.54K $1.03M
KO
Coca Cola CO

Consumer Defensive
4.77K
+ 41.2%
$61.74 - $71.71 $294K - $342K
16.3K $1.02M
UNH
Unitedhealth Group Inc

Healthcare
537
+ 40.68%
$485.52 - $625.25 $261K - $336K
1.86K $939K
IWD
Ishares Russell 1000 Val ETF

ETFs
811
+ 72.09%
$183.23 - $199.79 $149K - $162K
1.94K $358K
LLY
Eli Lilly & CO

Healthcare
329
+ 32.45%
$727.2 - $932.06 $239K - $307K
1.34K $1.04M
LOW
Lowes Companies Inc

Consumer Cyclical
11
+ 0.51%
$244.52 - $284.07 $2.69K - $3.12K
2.15K $531K
JEPI
J P Morgan Exchange Traded Fd

ETFs
310
+ 0.16%
$57.53 - $60.83 $17.8K - $18.9K
191K $11M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.06K
+ 0.73%
$52.1 - $57.26 $55.1K - $60.6K
146K $7.62M
Activity Summary
Buys All Purchases 44 New Holdings 8 Increased Positions 36 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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