CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WSO | 4 | $1.90K |
 | WMS | 4 | $462 |
 | PRI | 4 | $1.09K |
 | IQV | 4 | $786 |
 | JBHT | 4 | $683 |
 | KIM | 4 | $94 |
 | IDXX | 4 | $1.65K |
 | MAS | 4 | $290 |
 | CR | 4 | $607 |
 | ATI | 4 | $220 |
 | AES | 4 | $51 |
 | MOH | 4 | $1.16K |
 | AYI | 4 | $1.17K |
 | ULTA | 4 | $1.74K |
 | MSCI | 4 | $2.40K |
 | MSGE | 4 | $142 |
 | MSGS | 4 | $903 |
 | BAH | 4 | $515 |
 | HLNE | 4 | $592 |
 | ACM | 4 | $427 |
Watsco, Inc.
WSO
Shares Held
4
Value
$1.90K
Advanced Drainage Systems, Inc.
WMS
Shares Held
4
Value
$462
Primerica, Inc.
PRI
Shares Held
4
Value
$1.09K
IQVIA Holdings Inc.
IQV
Shares Held
4
Value
$786
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
4
Value
$683
Kimco Realty Corporation
KIM
Shares Held
4
Value
$94
IDEXX Laboratories, Inc.
IDXX
Shares Held
4
Value
$1.65K
Masco Corporation
MAS
Shares Held
4
Value
$290
Crane Company
CR
Shares Held
4
Value
$607
ATI Inc.
ATI
Shares Held
4
Value
$220
The AES Corporation
AES
Shares Held
4
Value
$51
Molina Healthcare, Inc.
MOH
Shares Held
4
Value
$1.16K
Acuity Brands, Inc.
AYI
Shares Held
4
Value
$1.17K
Ulta Beauty, Inc.
ULTA
Shares Held
4
Value
$1.74K
MSCI Inc.
MSCI
Shares Held
4
Value
$2.40K
Madison Square Garden Entertainment Corp.
MSGE
Shares Held
4
Value
$142
Madison Square Garden Sports Corp.
MSGS
Shares Held
4
Value
$903
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
4
Value
$515
Hamilton Lane Incorporated
HLNE
Shares Held
4
Value
$592
Aecom
ACM
Shares Held
4
Value
$427