CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AIV | 36 | $327 |
 | ALLY | 36 | $1.30K |
 | OKE | 36 | $3.61K |
 | COLB | 36 | $972 |
 | NOW | 36 | $38.16K |
 | TSCO | 35 | $1.86K |
 | BK | 35 | $2.69K |
 | MTCH | 35 | $1.15K |
 | ACI | 35 | $687 |
 | FI | 35 | $7.19K |
 | WERN | 35 | $1.26K |
 | XEL | 34 | $2.30K |
 | MCBS | 34 | $1.09K |
 | NOC | 34 | $15.96K |
 | ES | 34 | $1.95K |
 | PRTA | 34 | $471 |
 | MCHP | 33 | $1.89K |
 | SYF | 33 | $2.15K |
 | HUN | 32 | $577 |
 | LVS | 32 | $1.64K |
Apartment Investment and Management Company
AIV
Shares Held
36
Value
$327
Ally Financial Inc.
ALLY
Shares Held
36
Value
$1.30K
ONEOK, Inc.
OKE
Shares Held
36
Value
$3.61K
Columbia Banking System, Inc.
COLB
Shares Held
36
Value
$972
ServiceNow, Inc.
NOW
Shares Held
36
Value
$38.16K
Tractor Supply Company
TSCO
Shares Held
35
Value
$1.86K
The Bank of New York Mellon Corporation
BK
Shares Held
35
Value
$2.69K
Match Group, Inc.
MTCH
Shares Held
35
Value
$1.15K
Albertsons Companies, Inc.
ACI
Shares Held
35
Value
$687
Fiserv, Inc.
FI
Shares Held
35
Value
$7.19K
Werner Enterprises, Inc.
WERN
Shares Held
35
Value
$1.26K
Xcel Energy Inc.
XEL
Shares Held
34
Value
$2.30K
MetroCity Bankshares, Inc.
MCBS
Shares Held
34
Value
$1.09K
Northrop Grumman Corporation
NOC
Shares Held
34
Value
$15.96K
Eversource Energy
ES
Shares Held
34
Value
$1.95K
Prothena Corporation plc
PRTA
Shares Held
34
Value
$471
Microchip Technology Incorporated
MCHP
Shares Held
33
Value
$1.89K
Synchrony Financial
SYF
Shares Held
33
Value
$2.15K
Huntsman Corporation
HUN
Shares Held
32
Value
$577
Las Vegas Sands Corp.
LVS
Shares Held
32
Value
$1.64K