Stock Taper

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Charles Schwab CorporationSCHW314$23.24K
Concentrix CorporationCNXC312$13.5K
Wells Fargo & CompanyWFC308$21.63K
Mastercard IncorporatedMA308$162.18K
EQT CorporationEQT303$13.97K
Freeport-McMoRan Inc.FCX302$11.5K
Taiwan Semiconductor Manufacturing Company LimitedTSM293$57.87K
WesBanco, Inc.WSBC285$9.27K
Aon plcAON283$101.64K
Caterpillar Inc.CAT273$98.85K
Marathon Petroleum CorporationMPC262$36.55K
SAP SESAP261$64.26K
Service Corporation InternationalSCI256$20.43K
Cardinal Health, Inc.CAH253$29.92K
Emerson Electric Co.EMR249$30.86K
Nokia OyjNOK248$1.1K
KKR & Co. Inc.KKR246$36.39K
MetLife, Inc.MET236$19.32K
The Sherwin-Williams CompanySHW233$79.2K
UnitedHealth Group IncorporatedUNH232$117.36K