CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SBUX | 501 | $45.72K |
 | HE | 500 | $4.87K |
 | CBZ | 500 | $40.91K |
 | NSIT | 500 | $76.05K |
 | AMRN | 490 | $238 |
 | APO | 481 | $79.44K |
 | WBD | 478 | $5.05K |
 | QCOM | 477 | $73.28K |
 | EW | 465 | $34.42K |
 | LLY | 458 | $353.58K |
 | MDLZ | 455 | $27.18K |
 | CRM | 453 | $151.45K |
 | NVS | 444 | $43.21K |
 | BAX | 422 | $12.29K |
 | ANET | 421 | $46.53K |
 | SNAP | 411 | $4.43K |
 | PPG | 410 | $48.98K |
 | GE | 404 | $67.38K |
 | VLTO | 378 | $38.50K |
 | TRIP | 375 | $5.54K |
Starbucks Corporation
SBUX
Shares Held
501
Value
$45.72K
Hawaiian Electric Industries, Inc.
HE
Shares Held
500
Value
$4.87K
CBIZ, Inc.
CBZ
Shares Held
500
Value
$40.91K
Insight Enterprises, Inc.
NSIT
Shares Held
500
Value
$76.05K
Amarin Corporation plc
AMRN
Shares Held
490
Value
$238
Apollo Global Management, Inc.
APO
Shares Held
481
Value
$79.44K
Warner Bros. Discovery, Inc.
WBD
Shares Held
478
Value
$5.05K
QUALCOMM Incorporated
QCOM
Shares Held
477
Value
$73.28K
Edwards Lifesciences Corporation
EW
Shares Held
465
Value
$34.42K
Eli Lilly and Company
LLY
Shares Held
458
Value
$353.58K
Mondelez International, Inc.
MDLZ
Shares Held
455
Value
$27.18K
Salesforce, Inc.
CRM
Shares Held
453
Value
$151.45K
Novartis AG
NVS
Shares Held
444
Value
$43.21K
Baxter International Inc.
BAX
Shares Held
422
Value
$12.29K
Arista Networks, Inc.
ANET
Shares Held
421
Value
$46.53K
Snap Inc.
SNAP
Shares Held
411
Value
$4.43K
PPG Industries, Inc.
PPG
Shares Held
410
Value
$48.98K
GE Aerospace
GE
Shares Held
404
Value
$67.38K
Veralto Corporation
VLTO
Shares Held
378
Value
$38.50K
Tripadvisor, Inc.
TRIP
Shares Held
375
Value
$5.54K