Stock Taper 
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOGL | 5.11K | $967.66K |
 Upstart Holdings, Inc. | UPST | 5.01K | $308.65K |
 The Kroger Co. | KR | 5K | $305.47K |
 The Coca-Cola Company | KO | 4.72K | $293.87K |
 CSX Corporation | CSX | 4.71K | $151.87K |
 LCNB Corp. | LCNB | 4.35K | $65.86K |
 Huntington Bancshares Incorporated | HBAN | 4.32K | $70.27K |
 PepsiCo, Inc. | PEP | 4.26K | $648.08K |
 NextEra Energy, Inc. | NEE | 3.95K | $283.1K |
 Abbott Laboratories | ABT | 3.65K | $412.96K |
 Bristol-Myers Squibb Company | BMY | 3.32K | $187.72K |
 JPMorgan Chase & Co. | JPM | 3.07K | $735.19K |
 Pfizer Inc. | PFE | 2.78K | $73.86K |
 AbbVie Inc. | ABBV | 2.69K | $477.83K |
 Cisco Systems, Inc. | CSCO | 2.62K | $155.08K |
 Intel Corp. | INTC | 2.39K | $47.9K |
 Liquidia Corporation | LQDA | 2.33K | $27.44K |
 General Motors Company | GM | 2.31K | $122.93K |
 Visa Inc. | V | 2.1K | $663.68K |
 Ford Motor Company | F | 2.09K | $20.72K |