CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SON | 6 | $293 |
 | SPOT | 6 | $2.68K |
 | CHTR | 6 | $2.06K |
 | STWD | 6 | $114 |
 | CHRD | 6 | $702 |
 | BABA | 6 | $509 |
 | URI | 6 | $4.23K |
 | WAT | 6 | $2.23K |
 | ALSN | 6 | $648 |
 | WTW | 6 | $1.88K |
 | WWD | 6 | $999 |
 | SAIC | 5 | $559 |
 | EVR | 5 | $1.39K |
 | EVRG | 5 | $308 |
 | CDW | 5 | $870 |
 | AIT | 5 | $1.20K |
 | WHR | 5 | $572 |
 | WEX | 5 | $877 |
 | WYNN | 5 | $431 |
 | AMTM | 5 | $105 |
Sonoco Products Company
SON
Shares Held
6
Value
$293
Spotify Technology S.A.
SPOT
Shares Held
6
Value
$2.68K
Charter Communications, Inc.
CHTR
Shares Held
6
Value
$2.06K
Starwood Property Trust, Inc.
STWD
Shares Held
6
Value
$114
Chord Energy Corporation
CHRD
Shares Held
6
Value
$702
Alibaba Group Holding Limited
BABA
Shares Held
6
Value
$509
United Rentals, Inc.
URI
Shares Held
6
Value
$4.23K
Waters Corporation
WAT
Shares Held
6
Value
$2.23K
Allison Transmission Holdings, Inc.
ALSN
Shares Held
6
Value
$648
Willis Towers Watson Public Limited Company
WTW
Shares Held
6
Value
$1.88K
Woodward, Inc.
WWD
Shares Held
6
Value
$999
Science Applications International Corporation
SAIC
Shares Held
5
Value
$559
Evercore Inc.
EVR
Shares Held
5
Value
$1.39K
Evergy, Inc.
EVRG
Shares Held
5
Value
$308
CDW Corporation
CDW
Shares Held
5
Value
$870
Applied Industrial Technologies, Inc.
AIT
Shares Held
5
Value
$1.20K
Whirlpool Corporation
WHR
Shares Held
5
Value
$572
WEX Inc.
WEX
Shares Held
5
Value
$877
Wynn Resorts, Limited
WYNN
Shares Held
5
Value
$431
Amentum Holdings, Inc.
AMTM
Shares Held
5
Value
$105