Stock Taper

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Procter & Gamble CompanyPG84.43K$14.16M
U.S. BancorpUSB71.47K$3.42M
Paylocity Holding CorporationPCTY25.41K$5.07M
Cintas CorporationCTAS24.46K$4.47M
Apple Inc.AAPL21.48K$5.38M
Fifth Third BancorpFITB20.5K$866.78K
X4 Pharmaceuticals, Inc.XFOR20K$14.67K
Phillips Edison & Co.PECO14.47K$542.08K
Sysco CorporationSYY14.28K$1.09M
Illinois Tool Works Inc.ITW11.41K$2.89M
Exxon Mobil CorporationXOM10.46K$1.12M
Johnson & JohnsonJNJ8.15K$1.18M
Microsoft CorporationMSFT6.97K$2.94M
NVIDIA CorporationNVDA6.9K$927.1K
Amazon.com, Inc.AMZN6.77K$1.48M
Cincinnati Financial CorporationCINF6.54K$940.55K
Park-Ohio Holdings Corp.PKOH6.5K$170.75K
Automatic Data Processing, Inc.ADP6.25K$1.83M
Truist Financial CorporationTFC6.22K$269.91K
Chevron CorporationCVX5.34K$774.17K