Stock Taper

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Intercontinental Exchange, Inc.ICE38$5.66K
CubeSmartCUBE38$1.63K
Equitable Holdings, Inc.EQH38$1.79K
Palo Alto Networks, Inc.PANW38$6.91K
Occidental Petroleum CorporationOXY39$1.93K
SM SELECT MED HLDGS CORPSEM39$735
Copart, Inc.CPRT39$2.24K
The Progressive CorporationPGR39$9.35K
Tejon Ranch Co.TRC40$636
Vishay Intertechnology, Inc.VSH40$678
Super Micro Computer, Inc.SMCI40$1.22K
Applied Materials, Inc.AMAT40$6.5K
Workday, Inc.WDAY41$10.58K
T-Mobile US, Inc.TMUS41$9.05K
Exelixis, Inc.EXEL41$1.36K
Dominion Energy, Inc.D41$2.21K
CenterPoint Energy, Inc.CNP42$1.33K
NRC HealthNRC42$741
SM Energy CompanySM42$1.63K
Paysafe LimitedPSFE42$718