
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | MO | 337 | $17.62K |
![]() | RF | 337 | $7.92K |
![]() | SWK | 332 | $26.66K |
![]() | SCHW | 314 | $23.24K |
![]() | CNXC | 312 | $13.50K |
![]() | MA | 308 | $162.18K |
![]() | WFC | 308 | $21.63K |
![]() | EQT | 303 | $13.97K |
![]() | FCX | 302 | $11.50K |
![]() | TSM | 293 | $57.87K |
![]() | WSBC | 285 | $9.27K |
![]() | AON | 283 | $101.64K |
![]() | CAT | 273 | $98.85K |
![]() | MPC | 262 | $36.55K |
![]() | SAP | 261 | $64.26K |
![]() | SCI | 256 | $20.43K |
![]() | CAH | 253 | $29.92K |
![]() | EMR | 249 | $30.86K |
![]() | NOK | 248 | $1.10K |
![]() | KKR | 246 | $36.39K |

Altria Group, Inc.
MO
Shares Held
337
Value
$17.62K

Regions Financial Corporation
RF
Shares Held
337
Value
$7.92K

Stanley Black & Decker, Inc.
SWK
Shares Held
332
Value
$26.66K

The Charles Schwab Corporation
SCHW
Shares Held
314
Value
$23.24K

Concentrix Corporation
CNXC
Shares Held
312
Value
$13.50K

Mastercard Incorporated
MA
Shares Held
308
Value
$162.18K

Wells Fargo & Company
WFC
Shares Held
308
Value
$21.63K

EQT Corporation
EQT
Shares Held
303
Value
$13.97K

Freeport-McMoRan Inc.
FCX
Shares Held
302
Value
$11.50K

Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
293
Value
$57.87K

WesBanco, Inc.
WSBC
Shares Held
285
Value
$9.27K

Aon plc
AON
Shares Held
283
Value
$101.64K

Caterpillar Inc.
CAT
Shares Held
273
Value
$98.85K

Marathon Petroleum Corporation
MPC
Shares Held
262
Value
$36.55K

SAP SE
SAP
Shares Held
261
Value
$64.26K

Service Corporation International
SCI
Shares Held
256
Value
$20.43K

Cardinal Health, Inc.
CAH
Shares Held
253
Value
$29.92K

Emerson Electric Co.
EMR
Shares Held
249
Value
$30.86K

Nokia Oyj
NOK
Shares Held
248
Value
$1.10K

KKR & Co. Inc.
KKR
Shares Held
246
Value
$36.39K
