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, VUG, VOO, PG, VOE, and represent 44.67% of Cassady Schiller Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$5.8M), SCHB, SCHK, SCHG, DFAE, SCHV, SCHF, VTV, VOO, VOE.
- Started 684 new stock positions in HPE, ONTO, AKAM, XEL, HLT, FNDE, TWLO, MDYG, FOX, SF.
- Reduced shares in these 10 stocks: SCTXX (-$10M), PG, AAPL, DFUV, NEAR, MDY, EFA, IVV, USB, DFAT.
- Sold out of its positions in AHCO, MUB, MRO, PRLB, Wolfspeed.
- Cassady Schiller Wealth Management was a net buyer of stock by $7.8M.
- Cassady Schiller Wealth Management has $273M in assets under management (AUM), dropping by -0.27%.
- Central Index Key (CIK): 0001904425
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Portfolio Holdings for Cassady Schiller Wealth Management
Cassady Schiller Wealth Management holds 1144 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Cassady Schiller Wealth Management has 1144 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Cassady Schiller Wealth Management Dec. 31, 2024 positions
- Download the Cassady Schiller Wealth Management December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 15.6 | $43M | 252k | 169.30 |
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| Vanguard Index Fds Growth Etf (VUG) | 12.6 | $34M | +20% | 83k | 410.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.6 | $24M | 44k | 538.82 |
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| Procter & Gamble Company (PG) | 5.2 | $14M | -2% | 84k | 167.65 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.6 | $7.2M | +5% | 45k | 161.77 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.3 | $6.2M | +32% | 244k | 25.37 |
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| Apple (AAPL) | 2.0 | $5.4M | -4% | 22k | 250.42 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.9 | $5.2M | +199% | 227k | 22.70 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.9 | $5.1M | -2% | 147k | 34.59 |
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| Paylocity Holding Corporation (PCTY) | 1.9 | $5.1M | 25k | 199.47 |
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| Cintas Corporation (CTAS) | 1.6 | $4.5M | 25k | 182.70 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.6 | $4.4M | 17k | 253.75 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.6 | $4.3M | 13k | 334.25 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 1.4 | $3.9M | +112% | 137k | 28.31 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 1.4 | $3.9M | -4% | 76k | 50.50 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $3.7M | -3% | 6.3k | 588.69 |
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| Us Bancorp Del Com New (USB) | 1.3 | $3.4M | -3% | 72k | 47.83 |
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| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 1.2 | $3.4M | -75% | 3.4M | 1.00 |
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| Microsoft Corporation (MSFT) | 1.1 | $2.9M | -3% | 7.0k | 421.49 |
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| Illinois Tool Works (ITW) | 1.1 | $2.9M | 11k | 253.56 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $2.6M | +3% | 54k | 47.82 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.9 | $2.5M | -8% | 62k | 40.92 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $2.4M | 7.6k | 322.19 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $2.3M | +300% | 82k | 27.87 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.8 | $2.0M | 32k | 63.75 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $1.9M | 9.5k | 198.19 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.7 | $1.9M | +193% | 71k | 26.07 |
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| Automatic Data Processing (ADP) | 0.7 | $1.8M | 6.2k | 292.72 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.7 | $1.8M | -6% | 32k | 55.66 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.7M | 3.0k | 586.09 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.6 | $1.7M | 39k | 44.87 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $1.6M | -2% | 15k | 108.61 |
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| Ishares Tr Core Msci Total (IXUS) | 0.6 | $1.6M | 24k | 66.14 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $1.5M | -5% | 6.4k | 240.27 |
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| Amazon (AMZN) | 0.5 | $1.5M | +12% | 6.8k | 219.39 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $1.4M | 11k | 128.62 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $1.4M | +100% | 75k | 18.50 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $1.3M | 23k | 58.93 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.5 | $1.3M | 20k | 65.08 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $1.2M | -9% | 16k | 75.61 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.2M | 8.2k | 144.63 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.1M | 11k | 107.57 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.1M | 2.2k | 511.29 |
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| SYSCO Corporation (SYY) | 0.4 | $1.1M | 14k | 76.46 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.0M | +5% | 3.6k | 289.83 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $968k | -3% | 5.1k | 189.29 |
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| Cincinnati Financial Corporation (CINF) | 0.3 | $941k | -5% | 6.5k | 143.71 |
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| NVIDIA Corporation (NVDA) | 0.3 | $927k | +20% | 6.9k | 134.28 |
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| Fifth Third Ban (FITB) | 0.3 | $867k | -7% | 21k | 42.28 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $851k | -6% | 6.7k | 126.74 |
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| Hubbell (HUBB) | 0.3 | $840k | 2.0k | 418.89 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $803k | 1.5k | 521.96 |
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| Chevron Corporation (CVX) | 0.3 | $774k | 5.3k | 144.84 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $746k | -5% | 6.5k | 115.22 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $735k | +6% | 3.1k | 239.71 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.3 | $693k | 7.9k | 87.25 |
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| W.W. Grainger (GWW) | 0.2 | $666k | 632.00 | 1054.44 |
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| Visa Com Cl A (V) | 0.2 | $664k | +4% | 2.1k | 316.04 |
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| Pepsi (PEP) | 0.2 | $648k | 4.3k | 152.06 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $610k | -2% | 7.8k | 78.01 |
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| Home Depot (HD) | 0.2 | $607k | +4% | 1.6k | 389.04 |
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| American Express Company (AXP) | 0.2 | $595k | 2.0k | 296.79 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $590k | 3.2k | 185.32 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $574k | 4.5k | 127.59 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $551k | 1.6k | 343.41 |
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| Phillips Edison & Co Common Stock (PECO) | 0.2 | $542k | 15k | 37.46 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $524k | 4.2k | 124.91 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $523k | -11% | 7.3k | 71.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $521k | 8.4k | 62.31 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $504k | +10% | 11k | 44.04 |
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| Abbvie (ABBV) | 0.2 | $478k | +3% | 2.7k | 177.70 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $440k | +22% | 12k | 35.48 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $427k | +14% | 942.00 | 453.28 |
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| Abbott Laboratories (ABT) | 0.2 | $413k | +2% | 3.7k | 113.11 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $391k | +2% | 1.8k | 212.41 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $391k | 628.00 | 621.80 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $381k | -10% | 2.0k | 190.88 |
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| Republic Services (RSG) | 0.1 | $378k | 1.9k | 201.18 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $360k | 2.3k | 159.55 |
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| Eli Lilly & Co. (LLY) | 0.1 | $354k | +10% | 458.00 | 772.00 |
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| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.1 | $352k | 15k | 23.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $349k | +14% | 1.8k | 190.43 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $348k | 2.1k | 164.19 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $342k | 1.3k | 264.03 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $324k | 3.2k | 101.54 |
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| Tesla Motors (TSLA) | 0.1 | $321k | +31% | 794.00 | 403.84 |
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| Oracle Corporation (ORCL) | 0.1 | $313k | +6% | 1.9k | 166.64 |
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| Paycom Software (PAYC) | 0.1 | $309k | 1.5k | 204.97 |
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| Upstart Hldgs (UPST) | 0.1 | $309k | -3% | 5.0k | 61.57 |
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| Kroger (KR) | 0.1 | $306k | 5.0k | 61.16 |
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| McDonald's Corporation (MCD) | 0.1 | $304k | +5% | 1.0k | 289.76 |
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| Coca-Cola Company (KO) | 0.1 | $294k | +5% | 4.7k | 62.26 |
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| Hillenbrand (HI) | 0.1 | $284k | 9.2k | 30.78 |
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| Nextera Energy (NEE) | 0.1 | $283k | +4% | 3.9k | 71.69 |
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| Lowe's Companies (LOW) | 0.1 | $276k | 1.1k | 246.90 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $275k | -9% | 3.1k | 89.07 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $274k | 949.00 | 288.85 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $273k | 1.3k | 206.92 |
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| Broadcom (AVGO) | 0.1 | $270k | +25% | 1.2k | 231.84 |
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| Truist Financial Corp equities (TFC) | 0.1 | $270k | 6.2k | 43.38 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $266k | 626.00 | 425.38 |
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| PNC Financial Services (PNC) | 0.1 | $259k | 1.3k | 192.85 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $252k | 1.1k | 221.03 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $252k | 6.2k | 40.49 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $249k | 3.1k | 80.28 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $249k | 2.5k | 99.55 |
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| Danaher Corporation (DHR) | 0.1 | $249k | +2% | 1.1k | 229.55 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $242k | +2% | 1.0k | 232.52 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $235k | -20% | 2.7k | 85.66 |
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| Anthem (ELV) | 0.1 | $230k | +2% | 622.00 | 368.90 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $228k | 567.00 | 401.28 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $224k | +4% | 1.2k | 187.51 |
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| Spdr S&p Natural Resources Etf Etf (GNR) | 0.1 | $224k | 4.5k | 49.76 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $224k | +4887% | 3.2k | 68.94 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $222k | -12% | 1.2k | 178.07 |
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| Costco Wholesale Corporation (COST) | 0.1 | $209k | +11% | 228.00 | 916.27 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $201k | -2% | 2.3k | 88.41 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $200k | +6% | 569.00 | 351.79 |
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| Walt Disney Company (DIS) | 0.1 | $198k | +9% | 1.8k | 111.38 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $196k | 4.1k | 48.32 |
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| Ishares Msci Equal Weite (EUSA) | 0.1 | $193k | 2.0k | 95.36 |
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| Bristol Myers Squibb (BMY) | 0.1 | $188k | +3% | 3.3k | 56.56 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $184k | +7% | 1.6k | 115.74 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $181k | -43% | 317.00 | 569.58 |
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| American Financial (AFG) | 0.1 | $178k | -9% | 1.3k | 136.93 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $175k | 2.9k | 60.76 |
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| Park-Ohio Holdings (PKOH) | 0.1 | $171k | 6.5k | 26.27 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $167k | -18% | 2.7k | 61.34 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $162k | +15% | 308.00 | 526.57 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $155k | 6.2k | 24.86 |
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| Cisco Systems (CSCO) | 0.1 | $155k | -40% | 2.6k | 59.19 |
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| CSX Corporation (CSX) | 0.1 | $152k | 4.7k | 32.27 |
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| salesforce (CRM) | 0.1 | $152k | +22% | 453.00 | 334.33 |
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| International Business Machines (IBM) | 0.1 | $148k | +7% | 674.00 | 219.83 |
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| Advanced Micro Devices (AMD) | 0.1 | $148k | +2% | 1.2k | 120.79 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $147k | 5.0k | 29.20 |
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| Adams Express Company (ADX) | 0.1 | $141k | 7.0k | 20.20 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $141k | -41% | 2.5k | 57.41 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $141k | -21% | 2.0k | 70.29 |
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| Norfolk Southern (NSC) | 0.1 | $140k | 595.00 | 234.70 |
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| Broadridge Financial Solutions (BR) | 0.1 | $138k | 610.00 | 226.09 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $137k | 3.3k | 41.82 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $136k | 486.00 | 280.27 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $131k | +49% | 2.5k | 51.70 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $129k | 1.5k | 87.90 |
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| Hess (HES) | 0.0 | $127k | 958.00 | 133.01 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.0 | $127k | 2.1k | 59.73 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $126k | 2.4k | 52.47 |
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| American Electric Power Company (AEP) | 0.0 | $124k | 1.3k | 92.23 |
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| Ea Series Trust Strive 500 Etf (STRV) | 0.0 | $124k | +46% | 3.3k | 37.80 |
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| General Motors Company (GM) | 0.0 | $123k | +2% | 2.3k | 53.26 |
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| UnitedHealth (UNH) | 0.0 | $117k | +11% | 232.00 | 505.86 |
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| Merck & Co (MRK) | 0.0 | $117k | +13% | 1.2k | 99.48 |
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| Meta Platforms Cl A (META) | 0.0 | $116k | -31% | 197.00 | 586.06 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $114k | 450.00 | 253.69 |
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| Targa Res Corp (TRGP) | 0.0 | $107k | +3% | 598.00 | 178.50 |
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| Williams Companies (WMB) | 0.0 | $102k | +6% | 1.9k | 54.12 |
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| Aon Shs Cl A (AON) | 0.0 | $102k | +2% | 283.00 | 359.16 |
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| Caterpillar (CAT) | 0.0 | $99k | +10% | 273.00 | 362.10 |
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| Carrier Global Corporation (CARR) | 0.0 | $98k | +2% | 1.4k | 68.24 |
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| Wal-Mart Stores (WMT) | 0.0 | $97k | +4% | 1.1k | 90.34 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $94k | +28% | 194.00 | 485.94 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $85k | +6% | 787.00 | 107.68 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $84k | +40911% | 3.7k | 22.70 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $83k | 935.00 | 88.79 |
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| Lam Research Corporation | 0.0 | $83k | +988% | 1.1k | 72.23 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $81k | +3% | 414.00 | 195.83 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $80k | 2.3k | 35.26 |
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| Biogen Idec (BIIB) | 0.0 | $80k | -4% | 522.00 | 152.92 |
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| Apollo Global Mgmt (APO) | 0.0 | $79k | +5% | 481.00 | 165.16 |
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| Sherwin-Williams Company (SHW) | 0.0 | $79k | +2% | 233.00 | 339.93 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $78k | -23% | 123.00 | 636.03 |
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| Insight Enterprises (NSIT) | 0.0 | $76k | 500.00 | 152.10 |
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| Philip Morris International (PM) | 0.0 | $75k | +8% | 622.00 | 120.35 |
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| Pfizer (PFE) | 0.0 | $74k | -28% | 2.8k | 26.53 |
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| Qualcomm (QCOM) | 0.0 | $73k | +15% | 477.00 | 153.62 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $73k | +5200% | 1.5k | 49.05 |
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| Ishares Tr Russell 2000 Etf Call Option | 0.0 | $72k | 8.5k | 8.44 |
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| Phillips 66 (PSX) | 0.0 | $71k | 624.00 | 113.93 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $71k | 1.6k | 45.57 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $70k | 4.3k | 16.27 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $68k | +5% | 736.00 | 92.65 |
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| Ge Aerospace Com New (GE) | 0.0 | $67k | +18% | 404.00 | 166.79 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $67k | 354.00 | 189.97 |
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| Nike CL B (NKE) | 0.0 | $67k | +7% | 879.00 | 75.67 |
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| Netflix (NFLX) | 0.0 | $66k | +54% | 74.00 | 891.32 |
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| LCNB (LCNB) | 0.0 | $66k | 4.4k | 15.13 |
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| Sap Se Spon Adr (SAP) | 0.0 | $64k | 261.00 | 246.21 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $63k | 477.00 | 132.10 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $62k | 592.00 | 105.48 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $61k | 573.00 | 106.55 |
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| Unilever Spon Adr New (UL) | 0.0 | $60k | 1.1k | 56.70 |
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| SYNNEX Corporation (SNX) | 0.0 | $60k | 512.00 | 117.28 |
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| Amgen (AMGN) | 0.0 | $59k | +11% | 228.00 | 260.64 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $59k | 900.00 | 65.72 |
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| Paycor Hcm (PYCR) | 0.0 | $59k | 3.2k | 18.57 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $58k | +15% | 293.00 | 197.49 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $55k | 2.1k | 26.63 |
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| Wec Energy Group (WEC) | 0.0 | $54k | +2% | 578.00 | 94.04 |
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| Southern Company (SO) | 0.0 | $52k | +14% | 637.00 | 82.32 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $52k | 650.00 | 79.99 |
|
|
| MercadoLibre (MELI) | 0.0 | $51k | 30.00 | 1700.43 |
|
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $51k | 2.1k | 24.67 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $51k | 391.00 | 129.28 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $49k | 134.00 | 366.77 |
|
|
| PPG Industries (PPG) | 0.0 | $49k | +5% | 410.00 | 119.45 |
|
| Bank of America Corporation (BAC) | 0.0 | $48k | +42% | 1.1k | 43.95 |
|
| Intel Corporation (INTC) | 0.0 | $48k | 2.4k | 20.05 |
|
|
| Rockwell Automation (ROK) | 0.0 | $48k | +4% | 167.00 | 285.79 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $47k | 600.00 | 77.81 |
|
|
| Arista Networks | 0.0 | $47k | +357% | 421.00 | 110.53 |
|
| Starbucks Corporation (SBUX) | 0.0 | $46k | +12% | 501.00 | 91.25 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $45k | 258.00 | 175.23 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $44k | +7% | 132.00 | 331.87 |
|
| Corning Incorporated (GLW) | 0.0 | $44k | +5% | 917.00 | 47.52 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $43k | 444.00 | 97.31 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $43k | 824.00 | 52.22 |
|
|
| Linde SHS (LIN) | 0.0 | $42k | +21% | 101.00 | 418.67 |
|
| Ecolab (ECL) | 0.0 | $42k | +6% | 180.00 | 234.32 |
|
| At&t (T) | 0.0 | $42k | +15% | 1.8k | 22.77 |
|
| Air Products & Chemicals (APD) | 0.0 | $41k | +8% | 142.00 | 290.04 |
|
| Cbiz (CBZ) | 0.0 | $41k | 500.00 | 81.83 |
|
|
| Discover Financial Services | 0.0 | $41k | +7% | 235.00 | 173.23 |
|
| AmerisourceBergen (COR) | 0.0 | $41k | +7% | 181.00 | 224.68 |
|
| Waste Management (WM) | 0.0 | $41k | +5% | 201.00 | 201.79 |
|
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.0 | $41k | 716.00 | 56.51 |
|
|
| Dupont De Nemours (DD) | 0.0 | $39k | +2% | 514.00 | 76.25 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $39k | +8% | 378.00 | 101.85 |
|
| Servicenow (NOW) | 0.0 | $38k | +44% | 36.00 | 1060.11 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $37k | 915.00 | 40.34 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $37k | +200% | 1.4k | 27.32 |
|
| Honeywell International (HON) | 0.0 | $37k | +7% | 163.00 | 225.89 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $37k | 262.00 | 139.50 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $36k | +89% | 70.00 | 520.23 |
|
| Kkr & Co (KKR) | 0.0 | $36k | NEW | 246.00 | 147.91 |
|
| Edwards Lifesciences (EW) | 0.0 | $34k | +10% | 465.00 | 74.03 |
|
| O'reilly Automotive (ORLY) | 0.0 | $34k | +11% | 29.00 | 1185.79 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $34k | +100% | 1.1k | 29.70 |
|
| Etf Ser Solutions Vident Us Bond (VBND) | 0.0 | $34k | 782.00 | 42.96 |
|
|
| Enbridge (ENB) | 0.0 | $33k | 771.00 | 42.43 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $33k | +6% | 127.00 | 257.23 |
|
| Ge Vernova (GEV) | 0.0 | $32k | +18% | 98.00 | 328.93 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $32k | 285.00 | 112.26 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $32k | +3% | 172.00 | 185.18 |
|
| Union Pacific Corporation (UNP) | 0.0 | $31k | +25% | 137.00 | 228.04 |
|
| Emerson Electric (EMR) | 0.0 | $31k | +15% | 249.00 | 123.93 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $30k | 987.00 | 30.78 |
|
|
| Southwest Airlines (LUV) | 0.0 | $30k | +5% | 902.00 | 33.62 |
|
| Analog Devices (ADI) | 0.0 | $30k | +63% | 142.00 | 212.46 |
|
| Cardinal Health (CAH) | 0.0 | $30k | +7% | 253.00 | 118.27 |
|
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 Q4 filed Feb. 10, 2025
- Cassady Schiller Wealth Management 2024 Q3 filed Nov. 6, 2024
- Cassady Schiller Wealth Management 2024 Q2 filed Aug. 12, 2024
- 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