Stock Taper 
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Upstart Holdings, Inc. | UPST | 5.01K | $308.65K |
 Alphabet Inc. | GOOGL | 5.11K | $967.66K |
 Chevron Corporation | CVX | 5.34K | $774.17K |
 Truist Financial Corporation | TFC | 6.22K | $269.91K |
 Automatic Data Processing, Inc. | ADP | 6.25K | $1.83M |
 Park-Ohio Holdings Corp. | PKOH | 6.5K | $170.75K |
 Cincinnati Financial Corporation | CINF | 6.54K | $940.55K |
 Amazon.com, Inc. | AMZN | 6.77K | $1.48M |
 NVIDIA Corporation | NVDA | 6.9K | $927.1K |
 Microsoft Corporation | MSFT | 6.97K | $2.94M |
 Johnson & Johnson | JNJ | 8.15K | $1.18M |
 Exxon Mobil Corporation | XOM | 10.46K | $1.12M |
 Illinois Tool Works Inc. | ITW | 11.41K | $2.89M |
 Sysco Corporation | SYY | 14.28K | $1.09M |
 Phillips Edison & Co. | PECO | 14.47K | $542.08K |
 X4 Pharmaceuticals, Inc. | XFOR | 20K | $14.67K |
 Fifth Third Bancorp | FITB | 20.5K | $866.78K |
 Apple Inc. | AAPL | 21.48K | $5.38M |
 Cintas Corporation | CTAS | 24.46K | $4.47M |
 Paylocity Holding Corporation | PCTY | 25.41K | $5.07M |