CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | F | 2K | $20.72K |
 | AXP | 2K | $595.06K |
 | HUBB | 2K | $839.46K |
 | WMB | 2K | $102.34K |
 | RSG | 2K | $378.02K |
 | ORCL | 2K | $313.12K |
 | T | 2K | $42.06K |
 | MMC | 2K | $391.05K |
 | GOOG | 2K | $349.45K |
 | DIS | 2K | $198.03K |
 | RTX | 2K | $183.79K |
 | HD | 2K | $607.29K |
 | ISRG | 2K | $803.30K |
 | PAYC | 2K | $308.69K |
 | CARR | 1K | $97.65K |
 | AEP | 1K | $124.42K |
 | PNC | 1K | $258.81K |
 | AFG | 1K | $178.15K |
 | AMD | 1K | $147.97K |
 | TXN | 1K | $224.26K |
Ford Motor Company
F
Shares Held
2K
Value
$20.72K
American Express Company
AXP
Shares Held
2K
Value
$595.06K
Hubbell Incorporated
HUBB
Shares Held
2K
Value
$839.46K
The Williams Companies, Inc.
WMB
Shares Held
2K
Value
$102.34K
Republic Services, Inc.
RSG
Shares Held
2K
Value
$378.02K
Oracle Corporation
ORCL
Shares Held
2K
Value
$313.12K
AT&T Inc.
T
Shares Held
2K
Value
$42.06K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
2K
Value
$391.05K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$349.45K
The Walt Disney Company
DIS
Shares Held
2K
Value
$198.03K
RTX Corporation
RTX
Shares Held
2K
Value
$183.79K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$607.29K
Intuitive Surgical, Inc.
ISRG
Shares Held
2K
Value
$803.30K
Paycom Software, Inc.
PAYC
Shares Held
2K
Value
$308.69K
Carrier Global Corporation
CARR
Shares Held
1K
Value
$97.65K
American Electric Power Company, Inc.
AEP
Shares Held
1K
Value
$124.42K
The PNC Financial Services Group, Inc.
PNC
Shares Held
1K
Value
$258.81K
American Financial Group, Inc.
AFG
Shares Held
1K
Value
$178.15K
Advanced Micro Devices, Inc.
AMD
Shares Held
1K
Value
$147.97K
Texas Instruments Incorporated
TXN
Shares Held
1K
Value
$224.26K