CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRK | 1K | $116.99K |
 | AVGO | 1K | $270.09K |
 | LRCX | 1K | $82.56K |
 | LOW | 1K | $276.04K |
 | BAC | 1K | $48.43K |
 | DHR | 1K | $248.60K |
 | WMT | 1K | $96.84K |
 | UL | 1K | $60.27K |
 | MCD | 1K | $303.96K |
 | MGRM | 1K | $2.37K |
 | BRK-B | 942 | $426.99K |
 | MRTN | 933 | $14.56K |
 | GLW | 917 | $43.58K |
 | LUV | 902 | $30.32K |
 | NKE | 879 | $66.51K |
 | CPRX | 800 | $16.70K |
 | TSLA | 794 | $320.65K |
 | ARCC | 790 | $17.29K |
 | DUK | 787 | $84.75K |
 | ENB | 771 | $32.71K |
Merck & Co., Inc.
MRK
Shares Held
1K
Value
$116.99K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$270.09K
Lam Research Corporation
LRCX
Shares Held
1K
Value
$82.56K
Lowe's Companies, Inc.
LOW
Shares Held
1K
Value
$276.04K
Bank of America Corporation
BAC
Shares Held
1K
Value
$48.43K
Danaher Corporation
DHR
Shares Held
1K
Value
$248.60K
Walmart Inc.
WMT
Shares Held
1K
Value
$96.84K
Unilever PLC
UL
Shares Held
1K
Value
$60.27K
McDonald's Corporation
MCD
Shares Held
1K
Value
$303.96K
Monogram Orthopaedics, Inc.
MGRM
Shares Held
1K
Value
$2.37K
Berkshire Hathaway Inc.
BRK-B
Shares Held
942
Value
$426.99K
Marten Transport, Ltd.
MRTN
Shares Held
933
Value
$14.56K
Corning Incorporated
GLW
Shares Held
917
Value
$43.58K
Southwest Airlines Co.
LUV
Shares Held
902
Value
$30.32K
NIKE, Inc.
NKE
Shares Held
879
Value
$66.51K
Catalyst Pharmaceuticals, Inc.
CPRX
Shares Held
800
Value
$16.70K
Tesla, Inc.
TSLA
Shares Held
794
Value
$320.65K
Ares Capital Corporation
ARCC
Shares Held
790
Value
$17.29K
Duke Energy Corporation
DUK
Shares Held
787
Value
$84.75K
Enbridge Inc.
ENB
Shares Held
771
Value
$32.71K