Stock Taper

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Coinbase Global, Inc.COIN8$1.99K
The Timken CompanyTKR8$571
BorgWarner Inc.BWA8$254
Target CorporationTGT8$1.08K
Cummins Inc.CMI8$2.93K
Trane Technologies plcTT8$2.96K
Lululemon Athletica Inc.LULU8$3.06K
Expedia Group, Inc.EXPE8$1.49K
IDEX CorporationIEX7$1.47K
VeriSign, Inc.VRSN7$1.45K
Organigram Global Inc.OGI7$11
Cabot Corp.CBT7$639
Carvana Co.CVNA7$1.42K
Extra Space Storage Inc.EXR7$1.05K
Vaxcyte, Inc.PCVX7$573
Equifax Inc.EFX7$1.78K
East West Bancorp, Inc.EWBC7$670
Clean Harbors, Inc.CLH7$1.61K
AC AVALONBAY CMNTYS INCAVB7$1.54K
Strategy IncMSTR7$2.03K