Stock Taper 
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 1.14K | $82.56K |
 Lowe's Companies, Inc. | LOW | 1.12K | $276.04K |
 Bank of America Corporation | BAC | 1.1K | $48.43K |
 Danaher Corporation | DHR | 1.08K | $248.6K |
 Walmart Inc. | WMT | 1.07K | $96.84K |
 Unilever PLC | UL | 1.06K | $60.27K |
 McDonald's Corporation | MCD | 1.05K | $303.96K |
 Berkshire Hathaway Inc. | BRK-B | 942 | $426.99K |
 Marten Transport, Ltd. | MRTN | 933 | $14.56K |
 Corning Inc | GLW | 917 | $43.58K |
 Southwest Airlines Co. | LUV | 902 | $30.32K |
 NIKE, Inc. | NKE | 879 | $66.51K |
| CP CATALYST PHARMACEUTICALS INC | CPRX | 800 | $16.7K |
 Tesla, Inc. | TSLA | 794 | $320.65K |
 Ares Capital Corporation | ARCC | 790 | $17.29K |
 Duke Energy Corporation | DUK | 787 | $84.75K |
 Enbridge Inc. | ENB | 771 | $32.71K |
 Comcast Corporation | CMCSA | 766 | $28.75K |
 Otis Worldwide Corporation | OTIS | 736 | $68.19K |
 First Financial Bancorp. | FFBC | 711 | $19.11K |