Stock Taper

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
International Business Machines CorporationIBM674$148.16K
The Southern CompanySO637$52.44K
W.W. Grainger, Inc.GWW632$666.4K
Essential Utilities, Inc.WTRG625$22.7K
Phillips 66PSX624$71.09K
Philip Morris International Inc.PM622$74.86K
Elevance Health Inc.ELV622$229.46K
Broadridge Financial Solutions, Inc.BR610$137.91K
Targa Resources Corp.TRGP598$106.74K
Norfolk Southern CorporationNSC595$139.65K
Verizon Communications Inc.VZ587$23.47K
WEC Energy Group, Inc.WEC578$54.35K
Accenture plcACN569$200.17K
STMicroelectronics N.V.STM525$13.11K
Biogen Inc.BIIB522$79.82K
DuPont de Nemours, Inc.DD514$39.19K
TD Synnex CorpSNX512$60.05K
Starbucks CorporationSBUX501$45.72K
Insight Enterprises, Inc.NSIT500$76.05K
CBIZ, Inc.CBZ500$40.91K