Stock Taper

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Concentrix CorporationCNXC312$13.5K
The Charles Schwab CorporationSCHW314$23.24K
Stanley Black & Decker, Inc.SWK332$26.66K
Altria Group, Inc.MO337$17.62K
Regions Financial CorporationRF337$7.92K
Tripadvisor, Inc.TRIP375$5.54K
Veralto CorporationVLTO378$38.5K
GE AerospaceGE404$67.38K
PPG Industries, Inc.PPG410$48.98K
Snap Inc.SNAP411$4.43K
Arista Networks, Inc.ANET421$46.53K
Baxter International Inc.BAX422$12.29K
Novartis AGNVS444$43.21K
Salesforce, Inc.CRM453$151.45K
Mondelez International, Inc.MDLZ455$27.18K
Eli Lilly and CompanyLLY458$353.58K
Edwards Lifesciences CorporationEW465$34.42K
QUALCOMM IncorporatedQCOM477$73.28K
Warner Bros. Discovery, Inc.WBD478$5.05K
Apollo Global Management, Inc.APO481$79.44K