CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NJR | 16 | $746 |
 | BATRA | 16 | $653 |
 | NRG | 16 | $1.44K |
 | BATRK | 16 | $612 |
 | REXR | 16 | $619 |
 | RCL | 16 | $3.69K |
 | COO | 16 | $1.47K |
 | PIPR | 16 | $4.80K |
 | ARE | 16 | $1.56K |
 | CIEN | 16 | $1.36K |
 | CGNX | 16 | $574 |
 | SWKS | 16 | $1.42K |
 | PENN | 16 | $317 |
 | CBRE | 16 | $2.10K |
 | FLS | 16 | $920 |
 | HQY | 16 | $1.53K |
 | ACGL | 16 | $1.48K |
 | NBBK | 16 | $289 |
 | NTRS | 16 | $1.64K |
 | Z | 16 | $1.19K |
New Jersey Resources Corporation
NJR
Shares Held
16
Value
$746
Atlanta Braves Holdings, Inc.
BATRA
Shares Held
16
Value
$653
NRG Energy, Inc.
NRG
Shares Held
16
Value
$1.44K
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
16
Value
$612
Rexford Industrial Realty, Inc.
REXR
Shares Held
16
Value
$619
Royal Caribbean Cruises Ltd.
RCL
Shares Held
16
Value
$3.69K
The Cooper Companies, Inc.
COO
Shares Held
16
Value
$1.47K
Piper Sandler Companies
PIPR
Shares Held
16
Value
$4.80K
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
16
Value
$1.56K
Ciena Corporation
CIEN
Shares Held
16
Value
$1.36K
Cognex Corporation
CGNX
Shares Held
16
Value
$574
Skyworks Solutions, Inc.
SWKS
Shares Held
16
Value
$1.42K
PENN Entertainment, Inc.
PENN
Shares Held
16
Value
$317
CBRE Group, Inc.
CBRE
Shares Held
16
Value
$2.10K
Flowserve Corporation
FLS
Shares Held
16
Value
$920
HealthEquity, Inc.
HQY
Shares Held
16
Value
$1.53K
Arch Capital Group Ltd.
ACGL
Shares Held
16
Value
$1.48K
NB Bancorp, Inc. Common Stock
NBBK
Shares Held
16
Value
$289
Northern Trust Corporation
NTRS
Shares Held
16
Value
$1.64K
Zillow Group, Inc. Class C
Z
Shares Held
16
Value
$1.19K