
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | HUBG | 14 | $624 |
![]() | LNT | 14 | $828 |
![]() | GPN | 14 | $1.57K |
![]() | DOCU | 14 | $1.26K |
![]() | HAFC | 14 | $331 |
![]() | RBA | 14 | $1.26K |
![]() | SHOO | 14 | $595 |
![]() | KFY | 14 | $944 |
![]() | DCI | 13 | $876 |
![]() | APOG | 13 | $928 |
![]() | APP | 13 | $4.21K |
![]() | VTR | 13 | $766 |
![]() | MKSI | 13 | $1.36K |
![]() | VNO | 13 | $547 |
![]() | VEEV | 13 | $2.73K |
![]() | HUM | 13 | $3.30K |
![]() | UDR | 13 | $564 |
![]() | AA | 13 | $491 |
![]() | TTEK | 13 | $518 |
![]() | BMRN | 13 | $854 |

Hub Group, Inc.
HUBG
Shares Held
14
Value
$624

Alliant Energy Corporation
LNT
Shares Held
14
Value
$828

Global Payments Inc.
GPN
Shares Held
14
Value
$1.57K

DocuSign, Inc.
DOCU
Shares Held
14
Value
$1.26K

Hanmi Financial Corporation
HAFC
Shares Held
14
Value
$331

RB Global, Inc.
RBA
Shares Held
14
Value
$1.26K

Steven Madden, Ltd.
SHOO
Shares Held
14
Value
$595

Korn Ferry
KFY
Shares Held
14
Value
$944

Donaldson Company, Inc.
DCI
Shares Held
13
Value
$876

Apogee Enterprises, Inc.
APOG
Shares Held
13
Value
$928

AppLovin Corporation
APP
Shares Held
13
Value
$4.21K

Ventas, Inc.
VTR
Shares Held
13
Value
$766

MKS Inc.
MKSI
Shares Held
13
Value
$1.36K

Vornado Realty Trust
VNO
Shares Held
13
Value
$547

Veeva Systems Inc.
VEEV
Shares Held
13
Value
$2.73K

Humana Inc.
HUM
Shares Held
13
Value
$3.30K

UDR, Inc.
UDR
Shares Held
13
Value
$564

Alcoa Corporation
AA
Shares Held
13
Value
$491

Tetra Tech, Inc.
TTEK
Shares Held
13
Value
$518

BioMarin Pharmaceutical Inc.
BMRN
Shares Held
13
Value
$854
