CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOV | 67 | $978 |
 | UMH | 65 | $1.23K |
 | CB | 65 | $17.96K |
 | EBAY | 64 | $3.96K |
 | OGN | 63 | $940 |
 | NTLA | 62 | $723 |
 | GIS | 62 | $3.95K |
 | RCKT | 62 | $779 |
 | TJX | 62 | $7.49K |
 | JELD | 61 | $500 |
 | BKR | 60 | $2.46K |
 | APA | 60 | $1.39K |
 | MS | 59 | $7.42K |
 | ZBH | 59 | $6.23K |
 | AHH | 58 | $593 |
 | GEN | 58 | $1.59K |
 | OWL | 56 | $1.30K |
 | CNNE | 56 | $1.11K |
 | RPRX | 55 | $1.40K |
 | LADR | 54 | $604 |
NOV Inc.
NOV
Shares Held
67
Value
$978
UMH Properties, Inc.
UMH
Shares Held
65
Value
$1.23K
Chubb Limited
CB
Shares Held
65
Value
$17.96K
eBay Inc.
EBAY
Shares Held
64
Value
$3.96K
Organon & Co.
OGN
Shares Held
63
Value
$940
Intellia Therapeutics, Inc.
NTLA
Shares Held
62
Value
$723
General Mills, Inc.
GIS
Shares Held
62
Value
$3.95K
Rocket Pharmaceuticals, Inc.
RCKT
Shares Held
62
Value
$779
The TJX Companies, Inc.
TJX
Shares Held
62
Value
$7.49K
JELD-WEN Holding, Inc.
JELD
Shares Held
61
Value
$500
Baker Hughes Company
BKR
Shares Held
60
Value
$2.46K
APA Corporation
APA
Shares Held
60
Value
$1.39K
Morgan Stanley
MS
Shares Held
59
Value
$7.42K
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
59
Value
$6.23K
Armada Hoffler Properties, Inc.
AHH
Shares Held
58
Value
$593
Gen Digital Inc.
GEN
Shares Held
58
Value
$1.59K
Blue Owl Capital Inc.
OWL
Shares Held
56
Value
$1.30K
Cannae Holdings, Inc.
CNNE
Shares Held
56
Value
$1.11K
Royalty Pharma plc
RPRX
Shares Held
55
Value
$1.40K
Ladder Capital Corp
LADR
Shares Held
54
Value
$604