
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ECL | 180 | $42.18K |
![]() | GILD | 178 | $16.44K |
![]() | VTRS | 174 | $2.17K |
![]() | WSM | 172 | $31.85K |
![]() | KMI | 168 | $4.60K |
![]() | LEN | 167 | $22.77K |
![]() | FWONK | 167 | $15.47K |
![]() | ROK | 167 | $47.73K |
![]() | MRNA | 166 | $6.90K |
![]() | ADM | 166 | $8.39K |
![]() | KOS | 164 | $561 |
![]() | HON | 163 | $36.82K |
![]() | SJM | 159 | $17.47K |
![]() | UPS | 158 | $19.92K |
![]() | MAT | 157 | $2.78K |
![]() | CCL | 155 | $3.86K |
![]() | CC | 152 | $2.57K |
![]() | ALTO | 150 | $234 |
![]() | NTR | 150 | $6.71K |
![]() | GMRE | 146 | $1.13K |

Ecolab Inc.
ECL
Shares Held
180
Value
$42.18K

Gilead Sciences, Inc.
GILD
Shares Held
178
Value
$16.44K

Viatris Inc.
VTRS
Shares Held
174
Value
$2.17K

Williams-Sonoma, Inc.
WSM
Shares Held
172
Value
$31.85K

Kinder Morgan, Inc.
KMI
Shares Held
168
Value
$4.60K

Lennar Corporation
LEN
Shares Held
167
Value
$22.77K

Formula One Group
FWONK
Shares Held
167
Value
$15.47K

Rockwell Automation, Inc.
ROK
Shares Held
167
Value
$47.73K

Moderna, Inc.
MRNA
Shares Held
166
Value
$6.90K

Archer-Daniels-Midland Company
ADM
Shares Held
166
Value
$8.39K

Kosmos Energy Ltd.
KOS
Shares Held
164
Value
$561

Honeywell International Inc.
HON
Shares Held
163
Value
$36.82K

The J. M. Smucker Company
SJM
Shares Held
159
Value
$17.47K

United Parcel Service, Inc.
UPS
Shares Held
158
Value
$19.92K

Mattel, Inc.
MAT
Shares Held
157
Value
$2.78K

Carnival Corporation & plc
CCL
Shares Held
155
Value
$3.86K

The Chemours Company
CC
Shares Held
152
Value
$2.57K

Alto Ingredients, Inc.
ALTO
Shares Held
150
Value
$234

Nutrien Ltd.
NTR
Shares Held
150
Value
$6.71K

Global Medical REIT Inc.
GMRE
Shares Held
146
Value
$1.13K
