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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Portfolio 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 |
|
| 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 |
|
| Procter & Gamble Company (PG) | 5.9 | $13M | -3% | 82k | 162.25 |
|
| 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 |
|
| Cintas Corporation (CTAS) | 1.9 | $4.2M | +2% | 6.1k | 687.02 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.2 | $2.8M | 68k | 40.90 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.2 | $2.7M | +26% | 111k | 24.72 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 1.2 | $2.7M | +16% | 53k | 50.67 |
|
| 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 |
|
| 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 |
|
| 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 |
|
|
| Cummins (CMI) | 0.0 | $53k | +13% | 181.00 | 294.87 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $53k | 650.00 | 81.53 |
|
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $53k | 2.1k | 25.78 |
|
|
| 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 |
|
|
| 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 |
|
|
| 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