CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVX | 5K | $774.17K |
 | GOOGL | 5K | $967.66K |
 | UPST | 5K | $308.65K |
 | KR | 5K | $305.47K |
 | KO | 5K | $293.87K |
 | CSX | 5K | $151.87K |
 | LCNB | 4K | $65.86K |
 | HBAN | 4K | $70.27K |
 | PEP | 4K | $648.08K |
 | NEE | 4K | $283.10K |
 | ABT | 4K | $412.96K |
 | BMY | 3K | $187.72K |
 | JPM | 3K | $735.19K |
 | PFE | 3K | $73.86K |
 | ABBV | 3K | $477.83K |
 | CSCO | 3K | $155.08K |
 | INTC | 2K | $47.90K |
 | LQDA | 2K | $27.44K |
 | GM | 2K | $122.93K |
 | V | 2K | $663.68K |
Chevron Corporation
CVX
Shares Held
5K
Value
$774.17K
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$967.66K
Upstart Holdings, Inc.
UPST
Shares Held
5K
Value
$308.65K
The Kroger Co.
KR
Shares Held
5K
Value
$305.47K
The Coca-Cola Company
KO
Shares Held
5K
Value
$293.87K
CSX Corporation
CSX
Shares Held
5K
Value
$151.87K
LCNB Corp.
LCNB
Shares Held
4K
Value
$65.86K
Huntington Bancshares Incorporated
HBAN
Shares Held
4K
Value
$70.27K
PepsiCo, Inc.
PEP
Shares Held
4K
Value
$648.08K
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$283.10K
Abbott Laboratories
ABT
Shares Held
4K
Value
$412.96K
Bristol-Myers Squibb Company
BMY
Shares Held
3K
Value
$187.72K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$735.19K
Pfizer Inc.
PFE
Shares Held
3K
Value
$73.86K
AbbVie Inc.
ABBV
Shares Held
3K
Value
$477.83K
Cisco Systems, Inc.
CSCO
Shares Held
3K
Value
$155.08K
Intel Corporation
INTC
Shares Held
2K
Value
$47.90K
Liquidia Corporation
LQDA
Shares Held
2K
Value
$27.44K
General Motors Company
GM
Shares Held
2K
Value
$122.93K
Visa Inc.
V
Shares Held
2K
Value
$663.68K