Cassady Schiller Wealth Management
Latest statistics and disclosures from Cassady Schiller Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VOO, VUG, PG, VOE, and represent 40.49% of Cassady Schiller Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTV, VOO, IXUS, VUG, VOE, DFAE, VEA, IJH, SCHK, MSFT.
- Started 89 new stock positions in PATH, LEN, TEVA, TER, ARKK, XFOR, WDAY, IDV, PXH, HIG.
- Reduced shares in these 10 stocks: NFLX, NEAR, PG, DFUS, USB, VWO, TIP, VTI, PNC, SCHB.
- Sold out of its positions in ACLLY, ASIX, AKTS, BABA, ALPMY, CCI, FRCB, FSM, FNV, GTX.
- Cassady Schiller Wealth Management was a net buyer of stock by $6.2M.
- Cassady Schiller Wealth Management has $224M in assets under management (AUM), dropping by 12.38%.
- Central Index Key (CIK): 0001904425
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Download as csv Download as ExcelPortfolio Holdings for Cassady Schiller Wealth Management
Cassady Schiller Wealth Management holds 495 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Value Etf (VTV) | 17.1 | $38M | +6% | 235k | 162.86 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.3 | $19M | +10% | 39k | 480.70 |
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Vanguard Index Fds Growth Etf (VUG) | 6.5 | $15M | +10% | 42k | 344.20 |
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Procter & Gamble Company (PG) | 5.9 | $13M | -3% | 82k | 162.25 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.7 | $6.0M | +12% | 38k | 155.91 |
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 2.6 | $5.8M | -9% | 115k | 50.46 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.2 | $4.8M | 151k | 31.95 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.1 | $4.8M | -2% | 79k | 61.05 |
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Cintas Corporation (CTAS) | 1.9 | $4.2M | +2% | 6.1k | 687.02 |
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Ishares Tr Russell 3000 Etf (IWV) | 1.8 | $4.0M | 13k | 300.08 |
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Apple (AAPL) | 1.7 | $3.9M | 23k | 171.48 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.7 | $3.8M | +4% | 16k | 235.79 |
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Us Bancorp Del Com New (USB) | 1.7 | $3.7M | -9% | 83k | 44.70 |
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Microsoft Corporation (MSFT) | 1.5 | $3.5M | +12% | 8.2k | 420.73 |
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Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $3.4M | 6.5k | 525.74 |
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Illinois Tool Works (ITW) | 1.4 | $3.1M | +10% | 12k | 268.33 |
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Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.2 | $2.8M | 68k | 40.90 |
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.2 | $2.7M | +26% | 111k | 24.72 |
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Schwab Strategic Tr 1000 Index Etf (SCHK) | 1.2 | $2.7M | +16% | 53k | 50.67 |
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iShares Russell 1000 Index Etf (IWB) | 1.0 | $2.2M | 7.6k | 288.03 |
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Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.9 | $2.0M | 37k | 54.43 |
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.9 | $2.0M | -4% | 44k | 45.31 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $1.9M | +35% | 39k | 50.17 |
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Dimensional Etf Trust Us Equity Etf (DFUS) | 0.8 | $1.9M | -21% | 33k | 56.98 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $1.9M | 20k | 92.72 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.8 | $1.8M | 24k | 75.98 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $1.8M | 9.6k | 191.89 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $1.7M | +5% | 3.2k | 523.09 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.7 | $1.6M | -3% | 16k | 102.76 |
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Ishares Tr Core Msci Total (IXUS) | 0.7 | $1.6M | NEW | 23k | 67.86 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $1.5M | 39k | 39.02 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.4M | 18k | 79.86 |
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Automatic Data Processing (ADP) | 0.6 | $1.4M | 5.5k | 249.74 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $1.4M | +12% | 6.0k | 228.57 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $1.4M | 23k | 60.30 |
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Johnson & Johnson (JNJ) | 0.6 | $1.4M | +2% | 8.6k | 158.18 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $1.3M | 11k | 115.30 |
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SYSCO Corporation (SYY) | 0.5 | $1.2M | 14k | 81.18 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.1M | -12% | 4.3k | 259.88 |
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Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.5 | $1.1M | 18k | 62.34 |
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Exxon Mobil Corporation (XOM) | 0.4 | $996k | +21% | 8.6k | 116.25 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $944k | 8.3k | 114.14 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $934k | -7% | 12k | 77.31 |
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Cincinnati Financial Corporation (CINF) | 0.4 | $840k | -8% | 6.8k | 124.17 |
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Chevron Corporation (CVX) | 0.4 | $838k | +14% | 5.3k | 157.75 |
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Hubbell (HUBB) | 0.4 | $830k | 2.0k | 415.05 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $829k | +4% | 5.5k | 150.93 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $802k | 7.3k | 110.51 |
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Fifth Third Ban (FITB) | 0.3 | $760k | -10% | 20k | 37.21 |
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Amazon (AMZN) | 0.3 | $754k | +11% | 4.2k | 180.38 |
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Pepsi (PEP) | 0.3 | $735k | +3% | 4.2k | 175.01 |
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JPMorgan Chase & Co. (JPM) | 0.3 | $710k | +7% | 3.5k | 200.30 |
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.3 | $659k | 7.9k | 82.97 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $636k | +8% | 3.9k | 164.34 |
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W.W. Grainger (GWW) | 0.3 | $635k | 624.00 | 1017.98 |
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Intuitive Surgical Com New (ISRG) | 0.3 | $605k | 1.5k | 399.09 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $599k | 8.2k | 72.63 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $586k | 1.4k | 420.52 |
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iShares Russell 1000 Value Index Etf (IWD) | 0.3 | $570k | 3.2k | 179.11 |
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Visa Com Cl A (V) | 0.3 | $564k | 2.0k | 279.08 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $561k | 4.6k | 120.99 |
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Abbvie (ABBV) | 0.2 | $543k | +2% | 3.0k | 182.12 |
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Home Depot (HD) | 0.2 | $524k | +22% | 1.4k | 383.64 |
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NVIDIA Corporation (NVDA) | 0.2 | $515k | +5% | 570.00 | 903.86 |
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Republic Services (RSG) | 0.2 | $509k | -9% | 2.7k | 191.44 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $507k | +399% | 8.3k | 60.74 |
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Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $501k | +4% | 4.2k | 119.51 |
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Alphabet Cap Stk Cl C (GOOG) | 0.2 | $496k | +123% | 3.3k | 152.25 |
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Abbott Laboratories (ABT) | 0.2 | $494k | -10% | 4.3k | 113.66 |
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Hillenbrand (HI) | 0.2 | $464k | 9.2k | 50.29 |
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American Express Company (AXP) | 0.2 | $450k | +338% | 2.0k | 227.69 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $432k | -33% | 10k | 41.77 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $418k | +3% | 2.2k | 186.81 |
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Lowe's Companies (LOW) | 0.2 | $397k | 1.6k | 254.80 |
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Marsh & McLennan Companies (MMC) | 0.2 | $370k | 1.8k | 205.98 |
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Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.2 | $365k | -6% | 15k | 23.89 |
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Coca-Cola Company (KO) | 0.2 | $362k | +29% | 5.9k | 61.19 |
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Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $356k | 9.7k | 36.75 |
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iShares Russell 2000 Value Index (IWN) | 0.2 | $345k | 2.2k | 158.81 |
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Anthem (ELV) | 0.2 | $341k | 657.00 | 518.54 |
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PNC Financial Services (PNC) | 0.1 | $333k | -25% | 2.1k | 161.60 |
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Vanguard World Inf Tech Etf (VGT) | 0.1 | $329k | +4% | 628.00 | 524.34 |
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Eli Lilly & Co. (LLY) | 0.1 | $324k | -4% | 416.00 | 777.96 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $323k | 3.4k | 94.41 |
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Kroger (KR) | 0.1 | $316k | 5.5k | 57.13 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $312k | 561.00 | 556.40 |
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Meta Platforms Cl A (META) | 0.1 | $310k | +10% | 639.00 | 485.62 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $305k | 2.3k | 135.09 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $297k | 3.4k | 86.48 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $284k | -7% | 3.5k | 80.51 |
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McDonald's Corporation (MCD) | 0.1 | $281k | 998.00 | 281.82 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $269k | 3.2k | 84.45 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $263k | +7% | 1.1k | 249.98 |
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Danaher Corporation (DHR) | 0.1 | $263k | -4% | 1.1k | 249.72 |
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SPDR S&P Natural Resources ETF Etf (GNR) | 0.1 | $260k | 4.5k | 57.93 |
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Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $254k | 2.5k | 101.41 |
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Oracle Corporation (ORCL) | 0.1 | $253k | 2.0k | 125.59 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $251k | 4.3k | 58.65 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $249k | 626.00 | 397.65 |
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Walt Disney Company (DIS) | 0.1 | $248k | -6% | 2.0k | 122.37 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $248k | +2% | 1.2k | 210.36 |
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Ishares Tr Core Div Grwth (DGRO) | 0.1 | $247k | 4.3k | 58.06 |
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iShares Edge MSCI USA MMTM Etf (MTUM) | 0.1 | $247k | 1.3k | 187.35 |
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Nextera Energy (NEE) | 0.1 | $242k | -13% | 3.8k | 63.91 |
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Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $242k | +14% | 4.2k | 57.54 |
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Truist Financial Corp equities (TFC) | 0.1 | $241k | 6.2k | 38.98 |
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Ishares Tr S&p 100 Etf (OEF) | 0.1 | $235k | 949.00 | 247.41 |
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $227k | 6.2k | 36.54 |
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Merck & Co (MRK) | 0.1 | $223k | 1.7k | 131.95 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $221k | +16% | 3.0k | 74.22 |
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Cisco Systems (CSCO) | 0.1 | $220k | -20% | 4.4k | 49.91 |
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Advanced Micro Devices (AMD) | 0.1 | $215k | 1.2k | 180.49 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $202k | +6% | 4.9k | 41.08 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $202k | 2.4k | 84.08 |
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Costco Wholesale Corporation (COST) | 0.1 | $202k | +2% | 275.00 | 732.63 |
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Ishares Tr Eafe Value Etf (EFV) | 0.1 | $201k | 3.7k | 54.40 |
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Caterpillar (CAT) | 0.1 | $201k | +82% | 548.00 | 366.40 |
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Texas Instruments Incorporated (TXN) | 0.1 | $200k | +77% | 1.1k | 174.21 |
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American Financial (AFG) | 0.1 | $197k | -24% | 1.4k | 136.48 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $190k | 912.00 | 208.27 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $187k | 554.00 | 336.79 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $185k | 535.00 | 346.61 |
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Ishares Msci Equal Weite (EUSA) | 0.1 | $184k | +42% | 2.0k | 90.99 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $182k | 2.9k | 63.34 |
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Park-Ohio Holdings (PKOH) | 0.1 | $173k | 6.5k | 26.68 |
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CSX Corporation (CSX) | 0.1 | $172k | -5% | 4.6k | 37.07 |
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Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $171k | 6.7k | 25.44 |
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American Electric Power Company (AEP) | 0.1 | $167k | 1.9k | 86.10 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $165k | 1.5k | 107.60 |
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Vanguard World Mega Grwth Ind (MGK) | 0.1 | $164k | 571.00 | 286.61 |
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Bristol Myers Squibb (BMY) | 0.1 | $162k | 3.0k | 54.23 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $155k | 1.6k | 97.94 |
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Norfolk Southern (NSC) | 0.1 | $151k | 591.00 | 254.87 |
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General Electric Com New (GE) | 0.1 | $147k | -5% | 837.00 | 175.53 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $147k | +30% | 562.00 | 260.93 |
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Hess (HES) | 0.1 | $146k | 955.00 | 152.64 |
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Raytheon Technologies Corp (RTX) | 0.1 | $144k | 1.5k | 97.54 |
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International Business Machines (IBM) | 0.1 | $142k | +124% | 742.00 | 190.96 |
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Adams Express Company (ADX) | 0.1 | $137k | 7.0k | 19.52 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $128k | +2% | 266.00 | 481.57 |
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Broadcom (AVGO) | 0.1 | $123k | +29% | 93.00 | 1325.41 |
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Broadridge Financial Solutions (BR) | 0.1 | $123k | 600.00 | 204.86 |
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Vanguard World Health Car Etf (VHT) | 0.1 | $122k | 450.00 | 270.52 |
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ConocoPhillips (COP) | 0.1 | $119k | +47% | 938.00 | 127.28 |
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Biogen Idec (BIIB) | 0.1 | $118k | 546.00 | 215.63 |
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Unilever Spon Adr New (UL) | 0.1 | $114k | +2% | 2.3k | 50.19 |
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salesforce (CRM) | 0.0 | $112k | 371.00 | 301.18 |
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UnitedHealth (UNH) | 0.0 | $108k | 219.00 | 494.70 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $107k | 1.5k | 73.15 |
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Intel Corporation (INTC) | 0.0 | $107k | +68% | 2.4k | 44.18 |
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Ishares Tr Russell 2000 Etf Call Option | 0.0 | $106k | NEW | 8.5k | 12.51 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $106k | -5% | 2.4k | 43.35 |
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General Motors Company (GM) | 0.0 | $103k | +130% | 2.3k | 45.34 |
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Phillips 66 (PSX) | 0.0 | $101k | +71% | 621.00 | 163.34 |
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Lam Research Corporation (LRCX) | 0.0 | $101k | +246% | 104.00 | 972.90 |
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Union Pacific Corporation (UNP) | 0.0 | $101k | 409.00 | 245.93 |
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iShares Global REIT Etf (REET) | 0.0 | $98k | 4.1k | 23.68 |
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Tesla Motors (TSLA) | 0.0 | $94k | +12% | 536.00 | 175.79 |
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Eaton Corp SHS (ETN) | 0.0 | $93k | +5% | 298.00 | 312.68 |
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Insight Enterprises (NSIT) | 0.0 | $93k | 500.00 | 185.52 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $92k | 918.00 | 100.57 |
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Aon Shs Cl A (AON) | 0.0 | $92k | 275.00 | 333.72 |
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Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $92k | 730.00 | 125.30 |
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Chubb (CB) | 0.0 | $90k | 347.00 | 259.13 |
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Lamar Advertising Cl A (LAMR) | 0.0 | $90k | 750.00 | 119.41 |
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Parker-Hannifin Corporation (PH) | 0.0 | $89k | 160.00 | 555.79 |
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Williams Companies (WMB) | 0.0 | $89k | 2.3k | 38.97 |
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Pfizer (PFE) | 0.0 | $87k | -29% | 3.2k | 27.75 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $87k | 1.7k | 51.28 |
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Upstart Hldgs (UPST) | 0.0 | $87k | +17% | 3.2k | 26.89 |
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Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $87k | 1.8k | 49.40 |
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Delta Air Lines Inc Del Com New (DAL) | 0.0 | $86k | +9% | 1.8k | 47.87 |
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Carrier Global Corporation (CARR) | 0.0 | $85k | -16% | 1.5k | 58.11 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $83k | 996.00 | 83.58 |
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Sherwin-Williams Company (SHW) | 0.0 | $79k | 228.00 | 347.33 |
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Nike CL B (NKE) | 0.0 | $77k | +12% | 823.00 | 93.98 |
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Duke Energy Corp Com New (DUK) | 0.0 | $77k | +11% | 794.00 | 96.74 |
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $74k | +8% | 2.4k | 30.22 |
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LCNB (LCNB) | 0.0 | $73k | 4.6k | 15.94 |
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Otis Worldwide Corp (OTIS) | 0.0 | $73k | 732.00 | 99.32 |
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United Parcel Service CL B (UPS) | 0.0 | $72k | -17% | 484.00 | 148.67 |
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Emerson Electric (EMR) | 0.0 | $70k | -29% | 615.00 | 113.42 |
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Qualcomm (QCOM) | 0.0 | $70k | 412.00 | 169.30 |
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Edwards Lifesciences (EW) | 0.0 | $69k | -34% | 720.00 | 95.56 |
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Lockheed Martin Corporation (LMT) | 0.0 | $69k | +4% | 151.00 | 454.87 |
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $68k | +51% | 2.7k | 25.25 |
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Goldman Sachs (GS) | 0.0 | $67k | 160.00 | 417.69 |
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Royal Caribbean Cruises (RCL) | 0.0 | $66k | 478.00 | 139.01 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $66k | +3% | 148.00 | 444.01 |
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Targa Res Corp (TRGP) | 0.0 | $65k | 580.00 | 111.99 |
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Novartis Sponsored Adr (NVS) | 0.0 | $65k | -23% | 668.00 | 96.73 |
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Amgen (AMGN) | 0.0 | $63k | 223.00 | 284.32 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $63k | 477.00 | 131.24 |
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SYNNEX Corporation (SNX) | 0.0 | $62k | 552.00 | 113.10 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $62k | 354.00 | 175.26 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $62k | +31% | 592.00 | 104.73 |
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Ishares Tr Tips Bd Etf (TIP) | 0.0 | $62k | -72% | 573.00 | 107.41 |
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Wal-Mart Stores (WMT) | 0.0 | $62k | +208% | 1.0k | 60.16 |
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Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $61k | +200% | 900.00 | 67.90 |
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Huntington Bancshares Incorporated (HBAN) | 0.0 | $61k | +10% | 4.4k | 13.95 |
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $60k | +83% | 1.1k | 57.03 |
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Ishares Core Msci Emkt (IEMG) | 0.0 | $59k | +20% | 1.1k | 51.60 |
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Intercontinental Exchange (ICE) | 0.0 | $55k | 403.00 | 137.43 |
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Cummins (CMI) | 0.0 | $53k | +13% | 181.00 | 294.87 |
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $53k | 650.00 | 81.53 |
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $53k | 2.1k | 25.78 |
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Marathon Petroleum Corp (MPC) | 0.0 | $53k | -26% | 262.00 | 201.50 |
|
Philip Morris International (PM) | 0.0 | $53k | +285% | 575.00 | 91.62 |
|
Omega Healthcare Investors (OHI) | 0.0 | $52k | 1.6k | 31.67 |
|
|
Wec Energy Group (WEC) | 0.0 | $52k | -28% | 630.00 | 82.12 |
|
Apollo Global Mgmt (APO) | 0.0 | $51k | 456.00 | 112.45 |
|
|
Sap Se Spon Adr (SAP) | 0.0 | $51k | +97% | 261.00 | 195.03 |
|
Linde SHS (LIN) | 0.0 | $50k | 108.00 | 464.32 |
|
|
Verizon Communications (VZ) | 0.0 | $47k | +12% | 1.1k | 41.96 |
|
Rockwell Automation (ROK) | 0.0 | $47k | 160.00 | 291.33 |
|
|
Ea Series Trust Strive 500 Etf (STRV) | 0.0 | $47k | 1.4k | 33.66 |
|
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $46k | +57% | 930.00 | 49.23 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $46k | 913.00 | 50.10 |
|
|
MercadoLibre (MELI) | 0.0 | $45k | 30.00 | 1511.97 |
|
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $44k | 258.00 | 169.37 |
|
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $44k | -17% | 239.00 | 182.61 |
|
Starbucks Corporation (SBUX) | 0.0 | $42k | -13% | 464.00 | 91.39 |
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $42k | 1.0k | 42.11 |
|
|
CVS Caremark Corporation (CVS) | 0.0 | $42k | +23% | 525.00 | 79.76 |
|
Wp Carey (WPC) | 0.0 | $42k | 740.00 | 56.44 |
|
|
Dupont De Nemours (DD) | 0.0 | $42k | +25% | 543.00 | 76.67 |
|
AmerisourceBergen (COR) | 0.0 | $41k | 169.00 | 242.99 |
|
|
Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $41k | 134.00 | 305.30 |
|
|
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $41k | NEW | 607.00 | 67.39 |
|
Waste Management (WM) | 0.0 | $41k | 190.00 | 213.15 |
|
|
Southern Company (SO) | 0.0 | $40k | 556.00 | 71.74 |
|
|
Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $40k | +200% | 600.00 | 66.30 |
|
Cbiz (CBZ) | 0.0 | $39k | 500.00 | 78.50 |
|
|
Ecolab (ECL) | 0.0 | $39k | 169.00 | 230.90 |
|
|
Alps Etf Tr Sectr Div Dogs (SDOG) | 0.0 | $39k | 716.00 | 53.95 |
|
|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $35k | 915.00 | 38.47 |
|
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $34k | +19% | 253.00 | 136.05 |
|
Liquidia Corporation Com New (LQDA) | 0.0 | $34k | 2.3k | 14.75 |
|
|
Ishares Tr Msci Usa Value (VLUE) | 0.0 | $34k | 314.00 | 108.31 |
|
|
Ford Motor Company (F) | 0.0 | $34k | 2.6k | 13.28 |
|
|
TJX Companies (TJX) | 0.0 | $34k | 330.00 | 101.42 |
|
|
Vulcan Materials Company (VMC) | 0.0 | $33k | 119.00 | 272.92 |
|
|
Air Products & Chemicals (APD) | 0.0 | $32k | 131.00 | 242.27 |
|
|
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $31k | 285.00 | 110.21 |
|
|
Stanley Black & Decker (SWK) | 0.0 | $31k | 318.00 | 97.93 |
|
|
Veralto Corp Com Shs (VLTO) | 0.0 | $31k | -4% | 350.00 | 88.66 |
|
Honeywell International (HON) | 0.0 | $31k | -72% | 151.00 | 205.25 |
|
Netflix (NFLX) | 0.0 | $30k | -99% | 50.00 | 607.34 |
|
Medtronic SHS (MDT) | 0.0 | $30k | 341.00 | 87.15 |
|
|
Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $30k | 987.00 | 30.10 |
|
|
Bank of America Corporation (BAC) | 0.0 | $29k | +10% | 775.00 | 37.92 |
|
O'reilly Automotive (ORLY) | 0.0 | $29k | 26.00 | 1128.88 |
|
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $29k | 373.00 | 76.67 |
|
|
Discover Financial Services (DFS) | 0.0 | $29k | +9% | 218.00 | 131.09 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $28k | NEW | 454.00 | 62.06 |
|
At&t (T) | 0.0 | $28k | -44% | 1.6k | 17.60 |
|
Enbridge (ENB) | 0.0 | $28k | 771.00 | 36.18 |
|
|
X4 Pharmaceuticals (XFOR) | 0.0 | $28k | NEW | 20k | 1.39 |
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $27k | -8% | 391.00 | 70.00 |
|
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $27k | +2% | 300.00 | 90.91 |
|
Arista Networks (ANET) | 0.0 | $27k | NEW | 92.00 | 289.98 |
|
Williams-Sonoma (WSM) | 0.0 | $26k | 83.00 | 317.53 |
|
|
Cardinal Health (CAH) | 0.0 | $26k | 235.00 | 111.90 |
|
|
Travelers Companies (TRV) | 0.0 | $26k | 114.00 | 230.14 |
|
|
Dow (DOW) | 0.0 | $26k | +32% | 452.00 | 57.93 |
|
Becton, Dickinson and (BDX) | 0.0 | $26k | 103.00 | 247.45 |
|
|
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $25k | +30% | 26.00 | 970.46 |
|
Servicenow (NOW) | 0.0 | $25k | +32% | 33.00 | 762.39 |
|
Southwest Airlines (LUV) | 0.0 | $25k | 859.00 | 29.19 |
|
|
PPG Industries (PPG) | 0.0 | $25k | 173.00 | 144.90 |
|
|
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $25k | NEW | 556.00 | 44.49 |
|
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $24k | 412.00 | 58.55 |
|
|
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.0 | $24k | NEW | 858.00 | 27.76 |
|
Corteva (CTVA) | 0.0 | $24k | 410.00 | 57.67 |
|
|
Concentrix Corp (CNXC) | 0.0 | $23k | -10% | 352.00 | 66.22 |
|
Essential Utils (WTRG) | 0.0 | $23k | 625.00 | 37.05 |
|
|
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $23k | NEW | 642.00 | 35.61 |
|
Stmicroelectronics N V Ny Registry (STM) | 0.0 | $23k | 525.00 | 43.24 |
|
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $23k | +3% | 207.00 | 108.92 |
|
Diageo Spon Adr New (DEO) | 0.0 | $22k | +6% | 150.00 | 148.74 |
|
Walgreen Boots Alliance (WBA) | 0.0 | $22k | 1.0k | 21.69 |
|
|
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $22k | 340.00 | 64.40 |
|
|
Thermo Fisher Scientific (TMO) | 0.0 | $22k | +8% | 37.00 | 581.22 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $21k | 189.00 | 110.23 |
|
|
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $21k | NEW | 159.00 | 130.73 |
|
Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $20k | 750.00 | 27.19 |
|
|
Toyota Motor Corp Ads (TM) | 0.0 | $20k | 81.00 | 251.68 |
|
|
Alps Etf Tr Barrons 400 Etf (BFOR) | 0.0 | $20k | 300.00 | 67.91 |
|
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $20k | 400.00 | 50.60 |
|
|
Eastman Chemical Company (EMN) | 0.0 | $20k | 200.00 | 100.22 |
|
|
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $20k | 276.00 | 70.88 |
|
|
Principal Financial (PFG) | 0.0 | $19k | 225.00 | 86.31 |
|
|
Kimberly-Clark Corporation (KMB) | 0.0 | $19k | -18% | 147.00 | 129.35 |
|
Charles Schwab Corporation (SCHW) | 0.0 | $19k | 259.00 | 72.34 |
|
|
Gilead Sciences (GILD) | 0.0 | $19k | -22% | 255.00 | 73.25 |
|
Service Corporation International (SCI) | 0.0 | $19k | -50% | 250.00 | 74.21 |
|
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $18k | NEW | 400.00 | 45.61 |
|
General Dynamics Corporation (GD) | 0.0 | $18k | +5% | 63.00 | 282.49 |
|
Moderna (MRNA) | 0.0 | $18k | 166.00 | 106.56 |
|
|
Ameriprise Financial (AMP) | 0.0 | $18k | 40.00 | 438.45 |
|
|
Analog Devices (ADI) | 0.0 | $17k | +3% | 87.00 | 197.79 |
|
Cigna Corp (CI) | 0.0 | $17k | 47.00 | 363.19 |
|
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $17k | 145.00 | 117.21 |
|
|
Baxter International (BAX) | 0.0 | $17k | 394.00 | 42.71 |
|
|
Ares Capital Corporation (ARCC) | 0.0 | $16k | 790.00 | 20.82 |
|
|
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $16k | 243.00 | 66.81 |
|
|
First Financial Ban (FFBC) | 0.0 | $16k | 711.00 | 22.42 |
|
|
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.0 | $16k | NEW | 441.00 | 35.47 |
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $16k | 200.00 | 77.73 |
|
|
Paypal Holdings (PYPL) | 0.0 | $16k | 231.00 | 66.99 |
|
|
Roku Com Cl A (ROKU) | 0.0 | $15k | 235.00 | 65.17 |
|
|
MetLife (MET) | 0.0 | $15k | 198.00 | 74.11 |
|
|
Ameren Corporation (AEE) | 0.0 | $14k | 194.00 | 73.96 |
|
|
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $14k | NEW | 62.00 | 224.98 |
|
Digital World Acquisition Co Class A (DJT) | 0.0 | $14k | 225.00 | 61.96 |
|
|
Block Cl A (SQ) | 0.0 | $14k | +31% | 164.00 | 84.58 |
|
Northrop Grumman Corporation (NOC) | 0.0 | $13k | +12% | 28.00 | 478.64 |
|
Pioneer Natural Resources (PXD) | 0.0 | $13k | 51.00 | 262.51 |
|
|
Dollar Tree (DLTR) | 0.0 | $13k | 100.00 | 133.15 |
|
|
Allstate Corporation (ALL) | 0.0 | $13k | 75.00 | 173.01 |
|
|
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $13k | +500% | 150.00 | 86.23 |
|
American Intl Group Com New (AIG) | 0.0 | $13k | 164.00 | 78.17 |
|
|
Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $13k | 800.00 | 15.94 |
|
|
Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.0 | $13k | 225.00 | 55.80 |
|
|
Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $12k | 150.00 | 80.16 |
|
|
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $12k | NEW | 236.00 | 49.05 |
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $11k | 42.00 | 270.48 |
|
|
Smucker J M Com New (SJM) | 0.0 | $11k | -82% | 90.00 | 125.36 |
|
Freeport-mcmoran CL B (FCX) | 0.0 | $11k | 235.00 | 47.02 |
|
|
Altria (MO) | 0.0 | $11k | NEW | 250.00 | 43.62 |
|
Workday Cl A (WDAY) | 0.0 | $11k | NEW | 39.00 | 272.74 |
|
Dolby Laboratories Com Cl A (DLB) | 0.0 | $11k | 125.00 | 83.77 |
|
|
Tripadvisor (TRIP) | 0.0 | $10k | 375.00 | 27.79 |
|
|
BlackRock (BLK) | 0.0 | $10k | 12.00 | 833.67 |
|
|
EQT Corporation (EQT) | 0.0 | $9.8k | 265.00 | 37.07 |
|
|
Ishares Silver Tr Ishares (SLV) | 0.0 | $9.7k | 428.00 | 22.75 |
|
|
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $9.3k | NEW | 259.00 | 35.80 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $9.3k | 45.00 | 205.71 |
|
|
Dover Corporation (DOV) | 0.0 | $9.2k | 52.00 | 177.19 |
|
|
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $9.1k | -69% | 180.00 | 50.29 |
|
L3harris Technologies (LHX) | 0.0 | $8.5k | +29% | 40.00 | 213.10 |
|
WesBan (WSBC) | 0.0 | $8.5k | 285.00 | 29.81 |
|
|
Roper Industries (ROP) | 0.0 | $8.4k | 15.00 | 560.87 |
|
|
Nutrien (NTR) | 0.0 | $8.1k | 150.00 | 54.31 |
|
|
BP Sponsored Adr (BP) | 0.0 | $8.1k | 216.00 | 37.68 |
|
|
United Sts Oil Units (USO) | 0.0 | $7.9k | 100.00 | 78.73 |
|
|
Wolfspeed (WOLF) | 0.0 | $7.8k | 265.00 | 29.50 |
|
|
Autodesk (ADSK) | 0.0 | $7.8k | 30.00 | 260.43 |
|
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $7.5k | +200% | 33.00 | 226.15 |
|
General Mills (GIS) | 0.0 | $7.4k | +6% | 106.00 | 69.97 |
|
Ishares Gold Tr Ishares New (IAU) | 0.0 | $7.4k | NEW | 175.00 | 42.01 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $7.1k | NEW | 48.00 | 147.73 |
|
Marathon Oil Corporation (MRO) | 0.0 | $7.1k | 250.00 | 28.34 |
|
|
Vanguard World Energy Etf (VDE) | 0.0 | $7.0k | 53.00 | 131.70 |
|
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $6.8k | NEW | 37.00 | 183.89 |
|
Boeing Company (BA) | 0.0 | $6.8k | 35.00 | 193.00 |
|
|
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $6.7k | NEW | 329.00 | 20.30 |
|
Adobe Systems Incorporated (ADBE) | 0.0 | $6.6k | 13.00 | 504.62 |
|
|
Wabtec Corporation (WAB) | 0.0 | $6.4k | 44.00 | 145.68 |
|
|
Select Sector Spdr Tr Communication (XLC) | 0.0 | $6.4k | NEW | 78.00 | 81.65 |
|
Dbx Etf Tr Xtrack Intl Real (HAUZ) | 0.0 | $6.2k | NEW | 287.00 | 21.65 |
|
Archer Daniels Midland Company (ADM) | 0.0 | $5.9k | +933% | 93.00 | 62.96 |
|
Zimmer Holdings (ZBH) | 0.0 | $5.7k | +7% | 43.00 | 131.98 |
|
Ishares Tr Mbs Etf (MBB) | 0.0 | $5.6k | NEW | 61.00 | 92.43 |
|
Hawaiian Electric Industries (HE) | 0.0 | $5.6k | 500.00 | 11.27 |
|
|
Spdr Ser Tr Bloomberg Emergi (EBND) | 0.0 | $5.5k | NEW | 266.00 | 20.50 |
|
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $5.4k | 67.00 | 79.91 |
|
|
Prologis (PLD) | 0.0 | $5.3k | 41.00 | 130.22 |
|
|
Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $5.1k | 74.00 | 68.38 |
|
|
Waste Connections (WCN) | 0.0 | $5.0k | 29.00 | 172.00 |
|
|
Regions Financial Corporation (RF) | 0.0 | $5.0k | 236.00 | 21.04 |
|
|
Brown Forman Corp CL B (BF.B) | 0.0 | $5.0k | 96.00 | 51.62 |
|
|
Spdr Ser Tr Hlth Cr Equip (XHE) | 0.0 | $4.9k | 56.00 | 87.95 |
|
|
Vaneck Etf Trust Rare Earth/strtg (REMX) | 0.0 | $4.7k | 92.00 | 51.59 |
|
|
Consolidated Edison (ED) | 0.0 | $4.7k | -73% | 52.00 | 90.81 |
|
Ishares Tr Core Msci Euro (IEUR) | 0.0 | $4.7k | NEW | 81.00 | 57.85 |
|
Wells Fargo & Company (WFC) | 0.0 | $4.6k | 79.00 | 57.96 |
|
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $4.5k | NEW | 48.00 | 94.62 |
|
Harley-Davidson (HOG) | 0.0 | $4.4k | 100.00 | 43.74 |
|
|
Mgp Ingredients Inc Common Sto (MGPI) | 0.0 | $4.3k | 50.00 | 86.14 |
|
|
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.0 | $4.3k | 72.00 | 59.29 |
|
|
Entegris (ENTG) | 0.0 | $4.2k | NEW | 30.00 | 140.53 |
|
Kla Corp Com New (KLAC) | 0.0 | $4.2k | NEW | 6.00 | 698.50 |
|
Viking Therapeutics (VKTX) | 0.0 | $4.1k | NEW | 50.00 | 82.00 |
|
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $4.1k | NEW | 70.00 | 58.56 |
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $4.0k | 65.00 | 61.52 |
|
|
Kenvue (KVUE) | 0.0 | $3.9k | 184.00 | 21.46 |
|
|
Hormel Foods Corporation (HRL) | 0.0 | $3.9k | 111.00 | 34.89 |
|
|
Morgan Stanley Com New (MS) | 0.0 | $3.6k | 38.00 | 94.16 |
|
|
Proto Labs (PRLB) | 0.0 | $3.6k | 100.00 | 35.75 |
|
|
Nucor Corporation (NUE) | 0.0 | $3.6k | NEW | 18.00 | 197.89 |
|
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $3.4k | -45% | 385.00 | 8.73 |
|
Adapthealth Corp Common Stock (AHCO) | 0.0 | $3.3k | 290.00 | 11.51 |
|
|
Constellation Brands Cl A (STZ) | 0.0 | $3.3k | -90% | 12.00 | 271.75 |
|
Piper Jaffray Companies (PIPR) | 0.0 | $3.2k | 16.00 | 198.50 |
|
|
Quantumscape Corp Com Cl A (QS) | 0.0 | $3.1k | 500.00 | 6.29 |
|
|
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $3.1k | NEW | 65.00 | 48.22 |
|
Nice Sponsored Adr (NICE) | 0.0 | $3.1k | NEW | 12.00 | 260.58 |
|
Mattel (MAT) | 0.0 | $3.1k | 157.00 | 19.81 |
|
|
Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $3.1k | +400% | 50.00 | 61.90 |
|
Reliance Steel & Aluminum (RS) | 0.0 | $3.0k | NEW | 9.00 | 334.22 |
|
Totalenergies Se Sponsored Ads (TTE) | 0.0 | $3.0k | NEW | 43.00 | 68.84 |
|
Citigroup Com New (C) | 0.0 | $2.9k | 46.00 | 63.24 |
|
|
Chipotle Mexican Grill (CMG) | 0.0 | $2.9k | 1.00 | 2907.00 |
|
|
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $2.9k | -81% | 46.00 | 63.17 |
|
Global X Fds Lithium Btry Etf (LIT) | 0.0 | $2.9k | 64.00 | 45.30 |
|
|
Vanguard World Consum Stp Etf (VDC) | 0.0 | $2.9k | NEW | 14.00 | 204.14 |
|
Shell Spon Ads (SHEL) | 0.0 | $2.8k | NEW | 42.00 | 67.05 |
|
Beam Therapeutics (BEAM) | 0.0 | $2.8k | 84.00 | 33.04 |
|
|
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $2.8k | 53.00 | 52.15 |
|
|
Key (KEY) | 0.0 | $2.7k | 173.00 | 15.81 |
|
|
Amplify Etf Tr Amplify Lithium (BATT) | 0.0 | $2.7k | 286.00 | 9.45 |
|
|
Public Service Enterprise (PEG) | 0.0 | $2.6k | -93% | 39.00 | 66.77 |
|
Lennar Corp Cl A (LEN) | 0.0 | $2.6k | NEW | 15.00 | 172.00 |
|
American Water Works (AWK) | 0.0 | $2.6k | NEW | 21.00 | 122.19 |
|
Monogram Orthopaedics (MGRM) | 0.0 | $2.4k | NEW | 1.0k | 2.44 |
|
American Tower Reit (AMT) | 0.0 | $2.4k | NEW | 12.00 | 197.58 |
|
Atlassian Corporation Cl A (TEAM) | 0.0 | $2.3k | NEW | 12.00 | 195.08 |
|
Draftkings Com Cl A (DKNG) | 0.0 | $2.3k | NEW | 50.00 | 45.42 |
|
Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $2.2k | 53.00 | 42.45 |
|
|
Stryker Corporation (SYK) | 0.0 | $2.1k | NEW | 6.00 | 357.83 |
|
Chemours (CC) | 0.0 | $2.1k | 80.00 | 26.26 |
|
|
Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $2.1k | 100.00 | 20.93 |
|
|
Macy's (M) | 0.0 | $2.0k | 100.00 | 19.99 |
|
|
eBay (EBAY) | 0.0 | $1.9k | 36.00 | 52.78 |
|
|
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $1.8k | 15.00 | 116.87 |
|
|
Kyndryl Hldgs Common Stock (KD) | 0.0 | $1.7k | NEW | 80.00 | 21.76 |
|
Bhp Group Sponsored Ads (BHP) | 0.0 | $1.7k | NEW | 30.00 | 57.70 |
|
Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.6k | NEW | 12.00 | 137.25 |
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $1.6k | 9.00 | 182.67 |
|
|
Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.6k | 100.00 | 16.34 |
|
|
Newell Rubbermaid (NWL) | 0.0 | $1.6k | 200.00 | 8.03 |
|
|
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $1.6k | 35.00 | 45.37 |
|
|
Snap Cl A (SNAP) | 0.0 | $1.5k | +31% | 131.00 | 11.48 |
|
Centene Corporation (CNC) | 0.0 | $1.4k | NEW | 18.00 | 78.50 |
|
Tricon Residential Com Npv (TCN) | 0.0 | $1.4k | 125.00 | 11.15 |
|
|
Veeva Sys Cl A Com (VEEV) | 0.0 | $1.4k | NEW | 6.00 | 231.67 |
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $1.4k | NEW | 28.00 | 49.18 |
|
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $1.4k | NEW | 27.00 | 50.07 |
|
Colgate-Palmolive Company (CL) | 0.0 | $1.4k | NEW | 15.00 | 90.07 |
|
Peak (DOC) | 0.0 | $1.3k | 71.00 | 18.75 |
|
|
Viatris (VTRS) | 0.0 | $1.3k | -76% | 111.00 | 11.94 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $1.3k | NEW | 10.00 | 128.40 |
|
Generac Holdings (GNRC) | 0.0 | $1.3k | 10.00 | 126.10 |
|
|
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $1.2k | 34.00 | 34.68 |
|
|
NET Lease Office Properties (NLOP) | 0.0 | $1.2k | 49.00 | 23.80 |
|
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Xylem (XYL) | 0.0 | $1.2k | -94% | 9.00 | 129.22 |
|
Verisign (VRSN) | 0.0 | $1.1k | NEW | 6.00 | 189.50 |
|
Uipath Cl A (PATH) | 0.0 | $1.1k | NEW | 50.00 | 22.68 |
|
Constellation Energy (CEG) | 0.0 | $1.1k | NEW | 6.00 | 184.83 |
|
Rivian Automotive Com Cl A (RIVN) | 0.0 | $1.1k | NEW | 100.00 | 10.95 |
|
Godaddy Cl A (GDDY) | 0.0 | $1.1k | NEW | 9.00 | 118.67 |
|
Motorola Solutions Com New (MSI) | 0.0 | $1.1k | NEW | 3.00 | 355.00 |
|
Applied Materials (AMAT) | 0.0 | $1.0k | 5.00 | 206.20 |
|
|
Fortinet (FTNT) | 0.0 | $1.0k | NEW | 15.00 | 68.33 |
|
Zto Express Cayman Sponsored Ads A (ZTO) | 0.0 | $941.998500 | NEW | 45.00 | 20.93 |
|
Radware Ord (RDWR) | 0.0 | $936.000000 | 50.00 | 18.72 |
|
|
Clorox Company (CLX) | 0.0 | $919.000200 | NEW | 6.00 | 153.17 |
|
Exelon Corporation (EXC) | 0.0 | $901.999200 | NEW | 24.00 | 37.58 |
|
Nokia Corp Sponsored Adr (NOK) | 0.0 | $877.994400 | 248.00 | 3.54 |
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First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $860.000400 | NEW | 9.00 | 95.56 |
|
Yum! Brands (YUM) | 0.0 | $832.000200 | NEW | 6.00 | 138.67 |
|
Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $804.000000 | 6.00 | 134.00 |
|
|
Dell Technologies CL C (DELL) | 0.0 | $799.000300 | 7.00 | 114.14 |
|
|
Teradyne (TER) | 0.0 | $789.999700 | NEW | 7.00 | 112.86 |
|
Global X Fds Millennial Consu (MILN) | 0.0 | $782.000000 | 20.00 | 39.10 |
|
|
IDEX Corporation (IEX) | 0.0 | $732.000000 | NEW | 3.00 | 244.00 |
|
Organon & Co Common Stock (OGN) | 0.0 | $658.000000 | 35.00 | 18.80 |
|
|
Invesco India Exchange-trade India Etf (PIN) | 0.0 | $642.000000 | NEW | 24.00 | 26.75 |
|
Jones Lang LaSalle Incorporated (JLL) | 0.0 | $585.000000 | NEW | 3.00 | 195.00 |
|
Sirius Xm Holdings (SIRI) | 0.0 | $582.000000 | 150.00 | 3.88 |
|
|
Workhorse Group Com New (WKHS) | 0.0 | $575.015000 | -28% | 2.5k | 0.23 |
|
MasTec (MTZ) | 0.0 | $559.999800 | NEW | 6.00 | 93.33 |
|
Telefonica S A Sponsored Adr (TEF) | 0.0 | $533.997200 | 121.00 | 4.41 |
|
|
Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $521.999700 | NEW | 37.00 | 14.11 |
|
Pentair SHS (PNR) | 0.0 | $513.000000 | NEW | 6.00 | 85.50 |
|
First Solar (FSLR) | 0.0 | $506.000100 | NEW | 3.00 | 168.67 |
|
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $499.002000 | NEW | 42.00 | 11.88 |
|
Cloudflare Cl A Com (NET) | 0.0 | $484.000000 | NEW | 5.00 | 96.80 |
|
Globus Med Cl A (GMED) | 0.0 | $483.000300 | NEW | 9.00 | 53.67 |
|
Hologic (HOLX) | 0.0 | $468.000000 | NEW | 6.00 | 78.00 |
|
Amarin Corp Spons Adr New (AMRN) | 0.0 | $436.002000 | 490.00 | 0.89 |
|
|
Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $392.999600 | NEW | 14.00 | 28.07 |
|
Select Sector Spdr Tr Indl (XLI) | 0.0 | $378.000000 | NEW | 3.00 | 126.00 |
|
Arm Holdings Sponsored Adr (ARM) | 0.0 | $375.000000 | NEW | 3.00 | 125.00 |
|
Sonoco Products Company (SON) | 0.0 | $346.999800 | NEW | 6.00 | 57.83 |
|
Bunge Global Sa Com Shs (BG) | 0.0 | $308.000100 | NEW | 3.00 | 102.67 |
|
Tenable Hldgs (TENB) | 0.0 | $297.000000 | NEW | 6.00 | 49.50 |
|
Digitalocean Hldgs (DOCN) | 0.0 | $153.000000 | 4.00 | 38.25 |
|
|
Standard Lithium Corp equities (SLI) | 0.0 | $118.000000 | 100.00 | 1.18 |
|
|
Hartford Financial Services (HIG) | 0.0 | $103.000000 | NEW | 1.00 | 103.00 |
|
Stratasys SHS (SSYS) | 0.0 | $93.000000 | NEW | 8.00 | 11.62 |
|
Nasdaq Omx (NDAQ) | 0.0 | $63.000000 | NEW | 1.00 | 63.00 |
|
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.0 | $39.000000 | NEW | 2.00 | 19.50 |
|
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.0 | $33.000000 | NEW | 1.00 | 33.00 |
|
Past Filings by Cassady Schiller Wealth Management
SEC 13F filings are viewable for Cassady Schiller Wealth Management going back to 2021
- Cassady Schiller Wealth Management 2024 Q1 filed May 13, 2024
- Cassady Schiller Wealth Management 2023 Q4 filed Feb. 9, 2024
- Cassady Schiller Wealth Management 2023 Q3 filed Nov. 9, 2023
- Cassady Schiller Wealth Management 2023 Q2 filed Aug. 10, 2023
- Cassady Schiller Wealth Management 2022 Q4 restated filed May 16, 2023
- Cassady Schiller Wealth Management 2023 Q1 filed May 12, 2023
- Cassady Schiller Wealth Management 2022 Q4 filed Feb. 13, 2023
- Cassady Schiller Wealth Management 2022 Q3 filed Nov. 9, 2022
- Cassady Schiller Wealth Management 2022 Q2 filed Aug. 11, 2022
- Cassady Schiller Wealth Management 2022 Q1 filed May 12, 2022
- Cassady Schiller Wealth Management 2021 Q4 filed Feb. 9, 2022