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, SCTXX, and represent 44.38% of Cassady Schiller Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$6.0M), SCTXX, CTAS, PG, DFAE, PECO, VOO, AMZN, VOE, VEA.
- Started 18 new stock positions in MRTN, QTEC, CGGR, Sirius XM Holdings, VIOG, DE, GLW, CGDV, CGUS, SCHZ. JHMM, SCHM, SCYB, Grayscale Bitcoin Mini Trust BTC, PECO, SCHX, VBND, SCHD.
- Reduced shares in these 10 stocks: VTV, NEAR, VCSH, CMF, DFAT, SPY, CAT, VTI, ABBV, JPM.
- Sold out of its positions in BATT, AMAT, EPR, LIT, HOG, AGG, CMF, VLUE, REET, KEY. KD, NLOP, NVO, MINT, SPYV, SIRI, SLI, PATH, BIV, WPC, RDWR.
- Cassady Schiller Wealth Management was a net buyer of stock by $14M.
- Cassady Schiller Wealth Management has $273M in assets under management (AUM), dropping by 11.05%.
- Central Index Key (CIK): 0001904425
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Portfolio Holdings for Cassady Schiller Wealth Management
Cassady Schiller Wealth Management holds 465 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 15.9 | $44M | -3% | 249k | 174.57 |
|
| Vanguard Index Fds Growth Etf (VUG) | 9.7 | $27M | +29% | 69k | 383.93 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.3 | $23M | +2% | 43k | 527.67 |
|
| Procter & Gamble Company (PG) | 5.5 | $15M | +5% | 87k | 173.20 |
|
| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 5.0 | $14M | +39% | 14M | 1.00 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.6 | $7.1M | +4% | 42k | 167.67 |
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| Apple (AAPL) | 1.9 | $5.2M | 23k | 233.00 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.9 | $5.2M | 151k | 34.29 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.8 | $5.1M | +14% | 185k | 27.41 |
|
| Cintas Corporation (CTAS) | 1.8 | $5.0M | +299% | 25k | 205.88 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.8 | $5.0M | 76k | 66.52 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.6 | $4.3M | +4% | 18k | 243.47 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.6 | $4.2M | 13k | 326.73 |
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| Paylocity Holding Corporation (PCTY) | 1.5 | $4.2M | 25k | 164.97 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 1.5 | $4.1M | -16% | 80k | 51.24 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $3.8M | 6.5k | 576.83 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 1.3 | $3.6M | +2% | 64k | 55.29 |
|
| Us Bancorp Del Com New (USB) | 1.2 | $3.4M | 74k | 45.73 |
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| Microsoft Corporation (MSFT) | 1.1 | $3.1M | 7.3k | 430.29 |
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| Illinois Tool Works (ITW) | 1.1 | $3.0M | 12k | 262.07 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.0 | $2.8M | 67k | 41.69 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $2.8M | +11% | 52k | 52.81 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $2.4M | 7.6k | 314.40 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $2.1M | +2% | 20k | 104.18 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.7 | $2.0M | 32k | 62.20 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.7 | $1.9M | 24k | 80.37 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.7 | $1.9M | -6% | 35k | 55.63 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $1.9M | 9.4k | 200.78 |
|
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.7 | $1.8M | +2% | 39k | 46.74 |
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| Ishares Tr Core Msci Total (IXUS) | 0.6 | $1.8M | +2% | 24k | 72.63 |
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| Automatic Data Processing (ADP) | 0.6 | $1.7M | 6.2k | 276.74 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.7M | -6% | 2.9k | 573.83 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $1.6M | -3% | 15k | 107.66 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $1.6M | +6% | 6.7k | 237.23 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $1.5M | 38k | 41.12 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.5M | 18k | 83.63 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $1.5M | 23k | 64.74 |
|
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $1.4M | 11k | 125.62 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.3M | 8.0k | 162.07 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.5 | $1.3M | 20k | 64.86 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.2M | +14% | 10k | 117.22 |
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| Amazon (AMZN) | 0.4 | $1.1M | +45% | 6.0k | 186.33 |
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| SYSCO Corporation (SYY) | 0.4 | $1.1M | 14k | 78.06 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.0M | 2.1k | 488.13 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $969k | -6% | 3.4k | 283.16 |
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| Fifth Third Ban (FITB) | 0.3 | $948k | -2% | 22k | 42.84 |
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| Cincinnati Financial Corporation (CINF) | 0.3 | $943k | -3% | 6.9k | 136.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $878k | -3% | 5.3k | 165.86 |
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| Hubbell (HUBB) | 0.3 | $857k | 2.0k | 428.35 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $845k | 7.2k | 117.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $798k | -2% | 6.8k | 116.96 |
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| Chevron Corporation (CVX) | 0.3 | $778k | 5.3k | 147.28 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $744k | 1.5k | 491.27 |
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| Pepsi (PEP) | 0.3 | $714k | 4.2k | 170.05 |
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| NVIDIA Corporation (NVDA) | 0.3 | $694k | 5.7k | 121.43 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.3 | $689k | 7.9k | 86.82 |
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| W.W. Grainger (GWW) | 0.2 | $652k | 627.00 | 1039.07 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $634k | -28% | 8.0k | 79.42 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $619k | 8.2k | 75.11 |
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| Home Depot (HD) | 0.2 | $607k | +9% | 1.5k | 405.25 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $606k | -8% | 2.9k | 210.86 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $605k | 3.2k | 190.00 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $577k | -3% | 4.5k | 128.20 |
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| Visa Com Cl A (V) | 0.2 | $555k | 2.0k | 274.95 |
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| Phillips Edison & Co Common Stock (PECO) | 0.2 | $546k | NEW | 15k | 37.71 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $538k | 4.2k | 128.28 |
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| American Express Company (AXP) | 0.2 | $536k | 2.0k | 271.20 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $520k | 8.3k | 62.32 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $516k | 1.6k | 321.95 |
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| Abbvie (ABBV) | 0.2 | $515k | -11% | 2.6k | 197.51 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $495k | 10k | 47.85 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $441k | 2.2k | 197.17 |
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| Abbott Laboratories (ABT) | 0.1 | $405k | 3.6k | 114.01 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $401k | 1.8k | 223.09 |
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| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.1 | $399k | 15k | 26.09 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $387k | +6% | 10k | 38.08 |
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| Republic Services (RSG) | 0.1 | $383k | 1.9k | 200.84 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $379k | 824.00 | 460.26 |
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| Eli Lilly & Co. (LLY) | 0.1 | $369k | 416.00 | 885.94 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $368k | 628.00 | 586.52 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $354k | -2% | 2.1k | 166.84 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $344k | +13% | 1.3k | 263.93 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $342k | 2.3k | 151.65 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $334k | 3.4k | 97.42 |
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| Coca-Cola Company (KO) | 0.1 | $321k | 4.5k | 71.86 |
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| Nextera Energy (NEE) | 0.1 | $320k | 3.8k | 84.53 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $320k | 561.00 | 569.66 |
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| Anthem (ELV) | 0.1 | $316k | 607.00 | 520.00 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $305k | 3.2k | 95.76 |
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| McDonald's Corporation (MCD) | 0.1 | $302k | 991.00 | 304.37 |
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| Oracle Corporation (ORCL) | 0.1 | $301k | 1.8k | 170.38 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $301k | 3.4k | 87.80 |
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| Lowe's Companies (LOW) | 0.1 | $300k | 1.1k | 270.96 |
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| Danaher Corporation (DHR) | 0.1 | $293k | 1.1k | 278.02 |
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| Kroger (KR) | 0.1 | $284k | -10% | 5.0k | 57.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $268k | 1.6k | 167.24 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $267k | 1.3k | 202.76 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $267k | 2.5k | 106.76 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $265k | 626.00 | 423.00 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $265k | 4.2k | 63.00 |
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| Truist Financial Corp equities (TFC) | 0.1 | $264k | 6.2k | 42.77 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $263k | 949.00 | 276.76 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $260k | 3.1k | 83.74 |
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| Spdr S&p Natural Resources Etf Etf (GNR) | 0.1 | $259k | 4.5k | 57.67 |
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| Hillenbrand (HI) | 0.1 | $257k | 9.2k | 27.80 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $254k | 1.4k | 179.29 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $252k | -3% | 1.1k | 220.96 |
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| Paycom Software (PAYC) | 0.1 | $250k | 1.5k | 166.57 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $247k | 6.2k | 39.69 |
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| PNC Financial Services (PNC) | 0.1 | $244k | 1.3k | 184.85 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $237k | 1.1k | 206.57 |
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| Cisco Systems (CSCO) | 0.1 | $234k | 4.4k | 53.22 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $229k | 1.0k | 225.76 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $213k | +10% | 567.00 | 375.10 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $209k | 3.3k | 62.68 |
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| Upstart Hldgs (UPST) | 0.1 | $208k | +24% | 5.2k | 40.01 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $204k | -3% | 2.3k | 88.13 |
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| Park-Ohio Holdings (PKOH) | 0.1 | $200k | 6.5k | 30.70 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $199k | -14% | 2.5k | 78.06 |
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| Advanced Micro Devices (AMD) | 0.1 | $196k | 1.2k | 164.08 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $195k | 2.9k | 67.71 |
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| American Financial (AFG) | 0.1 | $194k | 1.4k | 134.60 |
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| Ishares Msci Equal Weite (EUSA) | 0.1 | $193k | 2.0k | 95.74 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $189k | 535.00 | 353.48 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $182k | 4.0k | 45.32 |
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| Costco Wholesale Corporation (COST) | 0.1 | $182k | 205.00 | 886.52 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $179k | 1.5k | 121.18 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $169k | 6.2k | 27.01 |
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| Meta Platforms Cl A (META) | 0.1 | $166k | 289.00 | 572.72 |
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| Bristol Myers Squibb (BMY) | 0.1 | $165k | 3.2k | 51.74 |
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| CSX Corporation (CSX) | 0.1 | $161k | 4.6k | 34.53 |
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| Broadcom (AVGO) | 0.1 | $160k | +900% | 930.00 | 172.50 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $160k | 5.0k | 31.78 |
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| Tesla Motors (TSLA) | 0.1 | $158k | +12% | 602.00 | 261.63 |
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| Walt Disney Company (DIS) | 0.1 | $157k | 1.6k | 96.21 |
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| Adams Express Company (ADX) | 0.1 | $151k | 7.0k | 21.56 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $150k | -2% | 3.3k | 45.86 |
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| Norfolk Southern (NSC) | 0.1 | $147k | 591.00 | 248.50 |
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| International Business Machines (IBM) | 0.1 | $139k | -15% | 627.00 | 221.08 |
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| American Electric Power Company (AEP) | 0.1 | $138k | 1.3k | 102.60 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $138k | 2.4k | 57.53 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $131k | 266.00 | 493.80 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $130k | -5% | 486.00 | 267.50 |
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| Hess (HES) | 0.0 | $130k | 955.00 | 135.80 |
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| Broadridge Financial Solutions (BR) | 0.0 | $129k | 600.00 | 215.03 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.0 | $128k | NEW | 2.1k | 60.20 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $127k | 450.00 | 282.20 |
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| UnitedHealth (UNH) | 0.0 | $122k | 209.00 | 584.68 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $121k | 1.5k | 82.94 |
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| Merck & Co (MRK) | 0.0 | $118k | 1.0k | 113.56 |
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| Pfizer (PFE) | 0.0 | $113k | 3.9k | 28.94 |
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| Carrier Global Corporation (CARR) | 0.0 | $113k | -4% | 1.4k | 80.47 |
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| Insight Enterprises (NSIT) | 0.0 | $108k | 500.00 | 215.39 |
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| Biogen Idec (BIIB) | 0.0 | $106k | 546.00 | 193.84 |
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| salesforce (CRM) | 0.0 | $102k | 371.00 | 273.71 |
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| General Motors Company (GM) | 0.0 | $101k | 2.3k | 44.83 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $101k | 160.00 | 631.82 |
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| Ishares Tr Russell 2000 Etf | 0.0 | $99k | 8.5k | 11.66 |
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| Caterpillar (CAT) | 0.0 | $97k | -54% | 248.00 | 391.63 |
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| Aon Shs Cl A (AON) | 0.0 | $95k | 275.00 | 345.99 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $90k | 1.7k | 52.66 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $88k | 151.00 | 584.56 |
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| Sherwin-Williams Company (SHW) | 0.0 | $87k | 228.00 | 381.67 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $86k | -5% | 941.00 | 91.31 |
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| Targa Res Corp (TRGP) | 0.0 | $86k | 580.00 | 148.01 |
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| Lam Research Corporation (LRCX) | 0.0 | $85k | 105.00 | 812.33 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $85k | 740.00 | 115.26 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $85k | 478.00 | 177.36 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $84k | 1.7k | 50.79 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $83k | NEW | 2.3k | 36.44 |
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| Wal-Mart Stores (WMT) | 0.0 | $83k | 1.0k | 80.74 |
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| Ea Series Trust Strive 500 Etf (STRV) | 0.0 | $83k | +61% | 2.2k | 36.84 |
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| Phillips 66 (PSX) | 0.0 | $82k | 621.00 | 131.45 |
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| Williams Companies (WMB) | 0.0 | $81k | 1.8k | 45.65 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $79k | +66% | 399.00 | 198.06 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $73k | -4% | 699.00 | 103.99 |
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| Nike CL B (NKE) | 0.0 | $72k | 816.00 | 88.40 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $72k | -11% | 1.6k | 46.34 |
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| Qualcomm (QCOM) | 0.0 | $70k | 412.00 | 170.05 |
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| Philip Morris International (PM) | 0.0 | $70k | 575.00 | 121.40 |
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| Unilever Spon Adr New (UL) | 0.0 | $69k | 1.1k | 64.96 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $68k | 477.00 | 142.04 |
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| Amgen (AMGN) | 0.0 | $66k | 205.00 | 322.21 |
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| LCNB (LCNB) | 0.0 | $66k | -5% | 4.4k | 15.07 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $64k | 354.00 | 181.98 |
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| Ge Aerospace Com New (GE) | 0.0 | $64k | -20% | 340.00 | 188.58 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $64k | 900.00 | 70.61 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $63k | 573.00 | 110.47 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $63k | 592.00 | 106.19 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $63k | -2% | 4.3k | 14.70 |
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| MercadoLibre (MELI) | 0.0 | $62k | 30.00 | 2051.97 |
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| SYNNEX Corporation (SNX) | 0.0 | $62k | 512.00 | 120.08 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $61k | 2.1k | 29.18 |
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| Sap Se Spon Adr (SAP) | 0.0 | $60k | 261.00 | 229.10 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $57k | 650.00 | 88.28 |
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| Apollo Global Mgmt (APO) | 0.0 | $57k | 456.00 | 124.91 |
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| Intel Corporation (INTC) | 0.0 | $56k | +72% | 2.4k | 23.46 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $55k | 2.1k | 26.97 |
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| Wec Energy Group (WEC) | 0.0 | $54k | -10% | 564.00 | 96.18 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $52k | 391.00 | 132.19 |
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| PPG Industries (PPG) | 0.0 | $52k | 390.00 | 132.46 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $51k | 444.00 | 115.02 |
|
|
| Southern Company (SO) | 0.0 | $50k | 556.00 | 90.18 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $48k | -39% | 440.00 | 108.63 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $47k | -27% | 824.00 | 57.41 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $46k | 134.00 | 345.96 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $46k | 258.00 | 179.16 |
|
|
| ConocoPhillips (COP) | 0.0 | $46k | -53% | 438.00 | 105.28 |
|
| Paycor Hcm (PYCR) | 0.0 | $45k | 3.2k | 14.19 |
|
|
| Dupont De Nemours (DD) | 0.0 | $45k | -18% | 502.00 | 89.11 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $44k | 253.00 | 173.67 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $44k | -3% | 447.00 | 97.49 |
|
| Ecolab (ECL) | 0.0 | $43k | 169.00 | 255.33 |
|
|
| Rockwell Automation (ROK) | 0.0 | $43k | 160.00 | 268.46 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $43k | 262.00 | 162.91 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $43k | 600.00 | 71.02 |
|
|
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.0 | $42k | 716.00 | 58.97 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $41k | 123.00 | 331.44 |
|
|
| Linde SHS (LIN) | 0.0 | $40k | 83.00 | 476.86 |
|
|
| Verizon Communications (VZ) | 0.0 | $40k | 880.00 | 44.92 |
|
|
| Waste Management (WM) | 0.0 | $39k | 190.00 | 207.60 |
|
|
| Corning Incorporated (GLW) | 0.0 | $39k | NEW | 870.00 | 45.15 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $39k | 350.00 | 111.86 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $39k | 131.00 | 297.74 |
|
|
| AmerisourceBergen (COR) | 0.0 | $38k | 169.00 | 225.08 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $38k | NEW | 450.00 | 84.53 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $37k | 915.00 | 40.63 |
|
|
| Arista Networks (ANET) | 0.0 | $35k | 92.00 | 383.82 |
|
|
| At&t (T) | 0.0 | $35k | 1.6k | 22.00 |
|
|
| Etf Ser Solutions Vident Us Bond (VBND) | 0.0 | $35k | NEW | 782.00 | 44.87 |
|
| Stanley Black & Decker (SWK) | 0.0 | $35k | 318.00 | 110.13 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $34k | 572.00 | 59.57 |
|
|
| Netflix (NFLX) | 0.0 | $34k | 48.00 | 709.27 |
|
|
| Cbiz (CBZ) | 0.0 | $34k | 500.00 | 67.29 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $34k | 285.00 | 117.62 |
|
|
| Enbridge (ENB) | 0.0 | $31k | 771.00 | 40.61 |
|
|
| Honeywell International (HON) | 0.0 | $31k | 151.00 | 206.71 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $31k | 775.00 | 39.68 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $31k | 596.00 | 51.48 |
|
|
| Discover Financial Services (DFS) | 0.0 | $31k | 218.00 | 140.29 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $30k | 987.00 | 30.80 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $30k | 26.00 | 1151.62 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $30k | 119.00 | 250.43 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $29k | -48% | 373.00 | 78.69 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $29k | 391.00 | 73.67 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $28k | 420.00 | 65.99 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $27k | 109.00 | 246.48 |
|
|
| Travelers Companies (TRV) | 0.0 | $27k | 114.00 | 234.12 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $27k | 377.00 | 70.54 |
|
|
| Cardinal Health (CAH) | 0.0 | $26k | 235.00 | 110.52 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $26k | 616.00 | 41.77 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $26k | +100% | 166.00 | 154.92 |
|
| Southwest Airlines (LUV) | 0.0 | $26k | 859.00 | 29.63 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $25k | NEW | 715.00 | 34.79 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $24k | 412.00 | 59.28 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $24k | 340.00 | 71.60 |
|
|
| Essential Utils (WTRG) | 0.0 | $24k | 625.00 | 38.57 |
|
|
| Emerson Electric (EMR) | 0.0 | $24k | 215.00 | 109.37 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $23k | 207.00 | 112.98 |
|
|
| Liquidia Corporation Com New (LQDA) | 0.0 | $23k | 2.3k | 10.00 |
|
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.0 | $23k | NEW | 675.00 | 34.28 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $23k | 37.00 | 618.57 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $22k | 200.00 | 111.95 |
|
|
| Servicenow (NOW) | 0.0 | $22k | 25.00 | 894.40 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $22k | 159.00 | 139.49 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $22k | 750.00 | 29.06 |
|
|
| Deere & Company (DE) | 0.0 | $22k | NEW | 52.00 | 417.33 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $22k | 26.00 | 833.27 |
|
|
| Alps Etf Tr Barrons 400 Etf (BFOR) | 0.0 | $22k | 300.00 | 71.72 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $21k | 366.00 | 58.53 |
|
|
| Ge Vernova (GEV) | 0.0 | $21k | -20% | 83.00 | 254.98 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $21k | 147.00 | 142.28 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $20k | 400.00 | 51.12 |
|
|
| Analog Devices (ADI) | 0.0 | $20k | 87.00 | 230.17 |
|
|
| Service Corporation International (SCI) | 0.0 | $20k | 250.00 | 78.93 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $19k | +76% | 159.00 | 120.82 |
|
| Ford Motor Company (F) | 0.0 | $19k | -29% | 1.8k | 10.56 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $19k | 145.00 | 131.91 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $19k | 63.00 | 302.21 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $19k | 40.00 | 469.80 |
|
|
| First Financial Ban (FFBC) | 0.0 | $18k | 711.00 | 25.23 |
|
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $18k | 243.00 | 72.29 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $17k | 128.00 | 136.27 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $17k | 343.00 | 49.70 |
|
|
| Ameren Corporation (AEE) | 0.0 | $17k | 194.00 | 87.46 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $17k | 259.00 | 64.81 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $17k | 119.00 | 140.34 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $17k | 790.00 | 20.94 |
|
|
| MetLife (MET) | 0.0 | $16k | 198.00 | 82.48 |
|
|
| Cigna Corp (CI) | 0.0 | $16k | 47.00 | 346.45 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $16k | 200.00 | 80.30 |
|
|
| Concentrix Corp (CNXC) | 0.0 | $16k | 312.00 | 51.25 |
|
|
| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $16k | 800.00 | 19.88 |
|
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $16k | 525.00 | 29.73 |
|
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $15k | NEW | 128.00 | 119.78 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $15k | -32% | 128.00 | 119.27 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $15k | 62.00 | 245.45 |
|
|
| Baxter International (BAX) | 0.0 | $15k | 396.00 | 37.93 |
|
|
| Marten Transport (MRTN) | 0.0 | $15k | NEW | 841.00 | 17.70 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $15k | 28.00 | 528.07 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $15k | 81.00 | 178.57 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $14k | 150.00 | 96.00 |
|
|
| Allstate Corporation (ALL) | 0.0 | $14k | 75.00 | 189.65 |
|
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.0 | $14k | 225.00 | 62.38 |
|
|
| Chubb (CB) | 0.0 | $14k | 47.00 | 288.38 |
|
|
| X4 Pharmaceuticals (XFOR) | 0.0 | $13k | 20k | 0.67 |
|
|
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $13k | 150.00 | 86.97 |
|
|
| Altria (MO) | 0.0 | $13k | 250.00 | 51.04 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $12k | 428.00 | 28.41 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $12k | 164.00 | 73.23 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $12k | 42.00 | 283.67 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $12k | 235.00 | 49.92 |
|
|
| BlackRock (BLK) | 0.0 | $11k | 12.00 | 949.50 |
|
|
| Block Cl A (SQ) | 0.0 | $11k | 164.00 | 67.13 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $11k | 45.00 | 243.07 |
|
|
| Principal Financial (PFG) | 0.0 | $11k | -44% | 125.00 | 85.90 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $10k | 180.00 | 56.60 |
|
|
| Moderna (MRNA) | 0.0 | $10k | -9% | 150.00 | 66.83 |
|
| Corteva (CTVA) | 0.0 | $10k | 170.00 | 58.79 |
|
|
| Dover Corporation (DOV) | 0.0 | $10k | 52.00 | 191.73 |
|
|
| EQT Corporation (EQT) | 0.0 | $9.7k | 265.00 | 36.64 |
|
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $9.6k | 125.00 | 76.53 |
|
|
| L3harris Technologies (LHX) | 0.0 | $9.5k | 40.00 | 237.88 |
|
|
| Dow (DOW) | 0.0 | $9.3k | -39% | 170.00 | 54.63 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $9.1k | -7% | 1.0k | 8.96 |
|
| WesBan (WSBC) | 0.0 | $8.5k | 285.00 | 29.78 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $8.4k | -23% | 90.00 | 93.86 |
|
| Roper Industries (ROP) | 0.0 | $8.3k | 15.00 | 556.47 |
|
|
| Autodesk (ADSK) | 0.0 | $8.3k | 30.00 | 275.47 |
|
|
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.0 | $7.8k | +15% | 120.00 | 64.87 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $7.6k | 33.00 | 230.82 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $7.4k | 37.00 | 200.38 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $7.4k | 48.00 | 154.02 |
|
|
| Nutrien (NTR) | 0.0 | $7.2k | 150.00 | 48.06 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $7.1k | 78.00 | 90.40 |
|
|
| Dollar Tree (DLTR) | 0.0 | $7.0k | 100.00 | 70.32 |
|
|
| United Sts Oil Units (USO) | 0.0 | $7.0k | 100.00 | 69.92 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $6.7k | 250.00 | 26.63 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $6.5k | 53.00 | 122.47 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $6.3k | 100.00 | 62.88 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $6.3k | 200.00 | 31.39 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $5.8k | 61.00 | 95.80 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $5.6k | 67.00 | 84.16 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $5.5k | 236.00 | 23.33 |
|
|
| Tripadvisor (TRIP) | 0.0 | $5.4k | 375.00 | 14.49 |
|
|
| Consolidated Edison (ED) | 0.0 | $5.4k | 52.00 | 104.13 |
|
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $5.4k | 74.00 | 72.30 |
|
|
| Medtronic SHS (MDT) | 0.0 | $5.0k | 55.00 | 90.04 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $4.9k | 81.00 | 60.93 |
|
|
| Hawaiian Electric Industries (HE) | 0.0 | $4.8k | 500.00 | 9.68 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $4.7k | 96.00 | 49.20 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $4.7k | 48.00 | 98.10 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $4.6k | 6.00 | 774.33 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $4.6k | 43.00 | 107.95 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $4.5k | 79.00 | 56.49 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $4.4k | 65.00 | 67.51 |
|
|
| Piper Jaffray Companies (PIPR) | 0.0 | $4.3k | 15.00 | 283.80 |
|
|
| Kenvue (KVUE) | 0.0 | $4.3k | 184.00 | 23.13 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $4.2k | 70.00 | 60.41 |
|
|
| Mgp Ingredients Inc Common Sto (MGPI) | 0.0 | $4.2k | 50.00 | 83.26 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $3.6k | 225.00 | 16.07 |
|
|
| Hormel Foods Corporation (HRL) | 0.0 | $3.5k | 111.00 | 31.70 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $3.5k | 39.00 | 89.21 |
|
|
| Entegris (ENTG) | 0.0 | $3.4k | 30.00 | 112.53 |
|
|
| Snap Cl A (SNAP) | 0.0 | $3.3k | +40% | 312.00 | 10.70 |
|
| Adapthealth Corp Common Stock (AHCO) | 0.0 | $3.3k | 290.00 | 11.23 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $3.3k | 50.00 | 65.00 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $3.2k | 65.00 | 48.98 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $3.2k | 385.00 | 8.25 |
|
|
| Viking Therapeutics (VKTX) | 0.0 | $3.2k | 50.00 | 63.32 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $3.1k | 12.00 | 257.67 |
|
|
| American Water Works (AWK) | 0.0 | $3.1k | 21.00 | 146.24 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $3.1k | 14.00 | 218.50 |
|
|
| Mattel (MAT) | 0.0 | $3.0k | 157.00 | 19.05 |
|
|
| Proto Labs (PRLB) | 0.0 | $2.9k | 100.00 | 29.37 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $2.9k | 50.00 | 57.62 |
|
|
| Citigroup Com New (C) | 0.0 | $2.9k | 46.00 | 62.61 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $2.8k | 53.00 | 53.62 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $2.8k | 15.00 | 187.47 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $2.8k | 36.00 | 78.03 |
|
|
| American Tower Reit (AMT) | 0.0 | $2.8k | 12.00 | 232.58 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $2.8k | 43.00 | 64.63 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $2.8k | 42.00 | 65.95 |
|
|
| Nucor Corporation (NUE) | 0.0 | $2.7k | 18.00 | 150.33 |
|
|
| Monogram Orthopaedics (MGRM) | 0.0 | $2.7k | 1.0k | 2.65 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $2.6k | 9.00 | 289.22 |
|
|
| Wolfspeed (WOLF) | 0.0 | $2.6k | 265.00 | 9.70 |
|
|
| eBay (EBAY) | 0.0 | $2.3k | 36.00 | 65.11 |
|
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $2.3k | 46.00 | 50.50 |
|
|
| Stryker Corporation (SYK) | 0.0 | $2.2k | 6.00 | 361.33 |
|
|
| Nice Sponsored Adr (NICE) | 0.0 | $2.1k | 12.00 | 173.67 |
|
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $2.1k | 100.00 | 20.51 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $2.0k | 50.00 | 39.20 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $1.9k | 12.00 | 158.83 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $1.9k | 15.00 | 125.93 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $1.9k | 30.00 | 62.10 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.8k | 100.00 | 18.48 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $1.8k | 9.00 | 201.11 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.7k | 12.00 | 145.58 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $1.6k | 9.00 | 181.78 |
|
|
| Chemours (CC) | 0.0 | $1.6k | 80.00 | 20.32 |
|
|
| Peak (DOC) | 0.0 | $1.6k | 71.00 | 22.87 |
|
|
| Generac Holdings (GNRC) | 0.0 | $1.6k | 10.00 | 158.90 |
|
|
| Constellation Energy (CEG) | 0.0 | $1.6k | 6.00 | 260.00 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.6k | 15.00 | 103.80 |
|
|
| Newell Rubbermaid (NWL) | 0.0 | $1.5k | 200.00 | 7.68 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $1.5k | 35.00 | 43.11 |
|
|
| Godaddy Cl A (GDDY) | 0.0 | $1.4k | 9.00 | 156.78 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $1.4k | 28.00 | 50.29 |
|
|
| Centene Corporation (CNC) | 0.0 | $1.4k | 18.00 | 75.28 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $1.3k | 3.00 | 449.67 |
|
|
| Viatris (VTRS) | 0.0 | $1.3k | 111.00 | 11.61 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $1.3k | 27.00 | 47.52 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $1.3k | 6.00 | 209.83 |
|
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $1.2k | 34.00 | 35.91 |
|
|
| Xylem (XYL) | 0.0 | $1.2k | 9.00 | 135.00 |
|
|
| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $1.2k | 25.00 | 46.88 |
|
|
| Fortinet (FTNT) | 0.0 | $1.2k | 15.00 | 77.53 |
|
|
| Verisign (VRSN) | 0.0 | $1.1k | 6.00 | 190.00 |
|
|
| Zto Express Cayman Sponsored Ads A (ZTO) | 0.0 | $1.1k | 45.00 | 24.78 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $1.1k | 248.00 | 4.37 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.0k | NEW | 15.00 | 68.07 |
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $984.000000 | 6.00 | 164.00 |
|
|
| Clorox Company (CLX) | 0.0 | $976.999800 | 6.00 | 162.83 |
|
|
| Exelon Corporation (EXC) | 0.0 | $973.000800 | 24.00 | 40.54 |
|
|
| Teradyne (TER) | 0.0 | $938.000000 | 7.00 | 134.00 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $919.999800 | 9.00 | 102.22 |
|
|
| Yum! Brands (YUM) | 0.0 | $838.000200 | 6.00 | 139.67 |
|
|
| Global X Fds Millennial Consu (MILN) | 0.0 | $838.000000 | 20.00 | 41.90 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $829.999800 | 7.00 | 118.57 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $809.000100 | 3.00 | 269.67 |
|
|
| Gilead Sciences (GILD) | 0.0 | $755.000100 | -96% | 9.00 | 83.89 |
|
| MasTec (MTZ) | 0.0 | $739.000200 | 6.00 | 123.17 |
|
|
| Invesco India Exchange-trade India Etf (PIN) | 0.0 | $736.999200 | 24.00 | 30.71 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $670.001500 | 35.00 | 19.14 |
|
|
| IDEX Corporation (IEX) | 0.0 | $644.000100 | 3.00 | 214.67 |
|
|
| Globus Med Cl A (GMED) | 0.0 | $644.000400 | 9.00 | 71.56 |
|
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $587.999500 | 121.00 | 4.86 |
|
|
| Pentair SHS (PNR) | 0.0 | $586.999800 | 6.00 | 97.83 |
|
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $573.999900 | NEW | 3.00 | 191.33 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $518.998200 | 42.00 | 12.36 |
|
|
| Hologic (HOLX) | 0.0 | $489.000000 | 6.00 | 81.50 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $482.000100 | 3.00 | 160.67 |
|
|
| General Mills (GIS) | 0.0 | $442.999800 | -94% | 6.00 | 73.83 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $429.000300 | NEW | 9.00 | 47.67 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $429.000000 | 3.00 | 143.00 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $423.000200 | 14.00 | 30.21 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $405.999900 | 3.00 | 135.33 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $404.000000 | 5.00 | 80.80 |
|
|
| Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.0 | $376.999700 | NEW | 7.00 | 53.86 |
|
| Siriusxm Holdings Common Stock | 0.0 | $355.000500 | NEW | 15.00 | 23.67 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $334.000000 | NEW | 4.00 | 83.50 |
|
| Sonoco Products Company (SON) | 0.0 | $328.000200 | 6.00 | 54.67 |
|
|
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $306.985000 | 490.00 | 0.63 |
|
|
| Boeing Company (BA) | 0.0 | $304.000000 | -94% | 2.00 | 152.00 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $290.000100 | 3.00 | 96.67 |
|
|
| Grayscale Bitcoin Mini Tr Bt SHS | 0.0 | $258.998400 | NEW | 46.00 | 5.63 |
|
| Tenable Hldgs (TENB) | 0.0 | $243.000000 | 6.00 | 40.50 |
|
|
| Digitalocean Hldgs (DOCN) | 0.0 | $162.000000 | 4.00 | 40.50 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $118.000000 | 1.00 | 118.00 |
|
|
| Workhorse Group Com Shs (WKHS) | 0.0 | $106.997700 | 123.00 | 0.87 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $73.000000 | 1.00 | 73.00 |
|
|
| Stratasys SHS (SSYS) | 0.0 | $66.000000 | 8.00 | 8.25 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $0 | 0 | 0.00 |
|
|
| Cummins (CMI) | 0.0 | $0 | 0 | 0.00 |
|
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 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