CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 84K | $14.16M |
 | USB | 71K | $3.42M |
 | PCTY | 25K | $5.07M |
 | CTAS | 24K | $4.47M |
 | AAPL | 21K | $5.38M |
 | FITB | 21K | $866.78K |
 | XFOR | 20K | $14.67K |
 | PECO | 14K | $542.08K |
 | SYY | 14K | $1.09M |
 | ITW | 11K | $2.89M |
 | XOM | 10K | $1.12M |
 | HI | 9K | $284.10K |
 | JNJ | 8K | $1.18M |
 | MSFT | 7K | $2.94M |
 | NVDA | 7K | $927.10K |
 | AMZN | 7K | $1.48M |
 | CINF | 7K | $940.55K |
 | PKOH | 7K | $170.75K |
 | ADP | 6K | $1.83M |
 | TFC | 6K | $269.91K |
The Procter & Gamble Company
PG
Shares Held
84K
Value
$14.16M
U.S. Bancorp
USB
Shares Held
71K
Value
$3.42M
Paylocity Holding Corporation
PCTY
Shares Held
25K
Value
$5.07M
Cintas Corporation
CTAS
Shares Held
24K
Value
$4.47M
Apple Inc.
AAPL
Shares Held
21K
Value
$5.38M
Fifth Third Bancorp
FITB
Shares Held
21K
Value
$866.78K
X4 Pharmaceuticals, Inc.
XFOR
Shares Held
20K
Value
$14.67K
Phillips Edison & Company, Inc.
PECO
Shares Held
14K
Value
$542.08K
Sysco Corporation
SYY
Shares Held
14K
Value
$1.09M
Illinois Tool Works Inc.
ITW
Shares Held
11K
Value
$2.89M
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.12M
Hillenbrand, Inc.
HI
Shares Held
9K
Value
$284.10K
Johnson & Johnson
JNJ
Shares Held
8K
Value
$1.18M
Microsoft Corporation
MSFT
Shares Held
7K
Value
$2.94M
NVIDIA Corporation
NVDA
Shares Held
7K
Value
$927.10K
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.48M
Cincinnati Financial Corporation
CINF
Shares Held
7K
Value
$940.55K
Park-Ohio Holdings Corp.
PKOH
Shares Held
7K
Value
$170.75K
Automatic Data Processing, Inc.
ADP
Shares Held
6K
Value
$1.83M
Truist Financial Corporation
TFC
Shares Held
6K
Value
$269.91K