CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 766 | $28.75K |
 | OTIS | 736 | $68.19K |
 | FFBC | 711 | $19.11K |
 | IBM | 674 | $148.16K |
 | SO | 637 | $52.44K |
 | GWW | 632 | $666.40K |
 | WTRG | 625 | $22.70K |
 | PSX | 624 | $71.09K |
 | PM | 622 | $74.86K |
 | ELV | 622 | $229.46K |
 | BR | 610 | $137.91K |
 | TRGP | 598 | $106.74K |
 | NSC | 595 | $139.65K |
 | VZ | 587 | $23.47K |
 | WEC | 578 | $54.35K |
 | ACN | 569 | $200.17K |
 | STM | 525 | $13.11K |
 | BIIB | 522 | $79.82K |
 | DD | 514 | $39.19K |
 | SNX | 512 | $60.05K |
Comcast Corporation
CMCSA
Shares Held
766
Value
$28.75K
Otis Worldwide Corporation
OTIS
Shares Held
736
Value
$68.19K
First Financial Bancorp.
FFBC
Shares Held
711
Value
$19.11K
International Business Machines Corporation
IBM
Shares Held
674
Value
$148.16K
The Southern Company
SO
Shares Held
637
Value
$52.44K
W.W. Grainger, Inc.
GWW
Shares Held
632
Value
$666.40K
Essential Utilities, Inc.
WTRG
Shares Held
625
Value
$22.70K
Phillips 66
PSX
Shares Held
624
Value
$71.09K
Philip Morris International Inc.
PM
Shares Held
622
Value
$74.86K
Elevance Health Inc.
ELV
Shares Held
622
Value
$229.46K
Broadridge Financial Solutions, Inc.
BR
Shares Held
610
Value
$137.91K
Targa Resources Corp.
TRGP
Shares Held
598
Value
$106.74K
Norfolk Southern Corporation
NSC
Shares Held
595
Value
$139.65K
Verizon Communications Inc.
VZ
Shares Held
587
Value
$23.47K
WEC Energy Group, Inc.
WEC
Shares Held
578
Value
$54.35K
Accenture plc
ACN
Shares Held
569
Value
$200.17K
STMicroelectronics N.V.
STM
Shares Held
525
Value
$13.11K
Biogen Inc.
BIIB
Shares Held
522
Value
$79.82K
DuPont de Nemours, Inc.
DD
Shares Held
514
Value
$39.19K
TD SYNNEX Corporation
SNX
Shares Held
512
Value
$60.05K