CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OMC | 29 | $2.50K |
 | COLD | 29 | $621 |
 | WY | 29 | $816 |
 | CFG | 28 | $1.23K |
 | AWK | 28 | $3.49K |
 | SW | 28 | $1.51K |
 | IP | 28 | $1.51K |
 | CMS | 28 | $1.87K |
 | CG | 28 | $1.41K |
 | RVMD | 28 | $1.23K |
 | DXCM | 28 | $2.18K |
 | DHI | 27 | $3.77K |
 | WHD | 27 | $1.58K |
 | TOST | 27 | $984 |
 | USFD | 27 | $1.82K |
 | NDAQ | 27 | $2.09K |
 | O | 27 | $1.44K |
 | XYL | 26 | $3.02K |
 | ASML | 26 | $18.02K |
 | PNR | 26 | $2.62K |
Omnicom Group Inc.
OMC
Shares Held
29
Value
$2.50K
Americold Realty Trust, Inc.
COLD
Shares Held
29
Value
$621
Weyerhaeuser Company
WY
Shares Held
29
Value
$816
Citizens Financial Group, Inc.
CFG
Shares Held
28
Value
$1.23K
American Water Works Company, Inc.
AWK
Shares Held
28
Value
$3.49K
Smurfit Westrock Plc
SW
Shares Held
28
Value
$1.51K
International Paper Company
IP
Shares Held
28
Value
$1.51K
CMS Energy Corporation
CMS
Shares Held
28
Value
$1.87K
The Carlyle Group Inc.
CG
Shares Held
28
Value
$1.41K
Revolution Medicines, Inc.
RVMD
Shares Held
28
Value
$1.23K
DexCom, Inc.
DXCM
Shares Held
28
Value
$2.18K
D.R. Horton, Inc.
DHI
Shares Held
27
Value
$3.77K
Cactus, Inc.
WHD
Shares Held
27
Value
$1.58K
Toast, Inc.
TOST
Shares Held
27
Value
$984
US Foods Holding Corp.
USFD
Shares Held
27
Value
$1.82K
Nasdaq, Inc.
NDAQ
Shares Held
27
Value
$2.09K
Realty Income Corporation
O
Shares Held
27
Value
$1.44K
Xylem Inc.
XYL
Shares Held
26
Value
$3.02K
ASML Holding N.V.
ASML
Shares Held
26
Value
$18.02K
Pentair plc
PNR
Shares Held
26
Value
$2.62K