Stock Taper 
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AGNC Investment Corp. | AGNC | 133 | $1.23K |
 Eaton Corporation plc | ETN | 132 | $43.81K |
 Principal Financial Group, Inc. | PFG | 130 | $10.06K |
 Chipotle Mexican Grill, Inc. | CMG | 128 | $7.72K |
 Vulcan Materials Company | VMC | 127 | $32.67K |
 Permian Resources Corporation | PR | 125 | $1.8K |
 Dolby Laboratories, Inc. | DLB | 125 | $9.76K |
 Parker-Hannifin Corporation | PH | 123 | $78.23K |
 Medtronic plc | MDT | 123 | $9.82K |
 Dollar Tree, Inc. | DLTR | 121 | $9.07K |
 Claros Mortgage Trust, Inc. | CMTG | 120 | $542 |
 Diageo plc | DEO | 119 | $15.13K |
 The Travelers Companies, Inc. | TRV | 118 | $28.43K |
 Citigroup Inc. | C | 117 | $8.24K |
 Sunstone Hotel Investors, Inc. | SHO | 114 | $1.35K |
 Brown-Forman Corporation | BF-B | 113 | $4.29K |
 Hormel Foods Corporation | HRL | 112 | $3.51K |
 Alight, Inc. | ALIT | 110 | $761 |
 GE HealthCare Technologies Inc. | GEHC | 109 | $8.52K |
 VICI Properties Inc. | VICI | 107 | $3.13K |