IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cassady Schiller Wealth Management, LLC

Q4 2024 Holdings

Filed 2025-02-10 | 1148 holdings | $272.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Purple Innovation Inc(PRPL)COM74640Y106$9110.0%
Organigram Hldgs Inc(OGIEUR)COM68620P705$1170.0%
Tilray Brands Inc(TLRYEUR)COM88688T100$16120.0%
Workhorse Group IncCOM SHS98138J305$17250.0%
Ishares TR(DMXF)ESG EAFE ETF46436E759$1700.0%
Sentinelone Inc(S)CL A81730H109$2210.0%
Roivant Sciences LTD(ROIV)SHSG76279101$2420.0%
Axalta Coating SYS LTD(AXTA)COMG0750C108$3410.0%
Old REP Intl Corp(ORI)COM680223104$3610.0%
DUN & Bradstreet Hldgs Inc(DNB)COM26484T106$3730.0%
Flex LTD(FLEX)ORDY2573F102$3810.0%
Samsara Inc(IOT)COM CL A79589L106$4410.0%
Irobot Corp(IRBTQ)COM462726100$4760.0%
Vanda Pharmaceuticals Inc(VNDA)COM921659108$48100.0%
Immunovant Inc(IMVT)COM45258J102$5020.0%
AES Corp(AES)COM00130H105$5140.0%
Championx Corporation(APY1EUR)COM15872M104$5420.0%
WP Carey Inc(WPC)COM92936U109$5410.0%
Exact Sciences Corp(EXAS)COM30063P105$5610.0%
Molson Coors Beverage Co(TAP)CL B60871R209$5710.0%
Home Bancshares Inc(HOMB)COM436893200$5720.0%
Gentex Corp(GNTX)COM371901109$5720.0%
Technipfmc PLC(FTI)COMG87110105$5820.0%
Endeavor Group Hldgs Inc(0C3)CL A COM29260Y109$6320.0%
Avantor Inc(AVTR)COM05352A100$6330.0%
Uipath Inc(PATH)CL A90364P105$6450.0%
Anglogold Ashanti PLC(AU)COM SHSG0378L100$6930.0%
MGM Resorts International(MGM)COM552953101$6920.0%
Antero Resources Corp(AR)COM03674X106$7020.0%
Ionis Pharmaceuticals Inc(IONS)COM462222100$7020.0%
Stratasys LTD(SSYS)SHSM85548101$7180.0%
Range RES Corp(RRC)COM75281A109$7220.0%
API Group Corp(APG)COM STK00187Y100$7220.0%
Liberty Broadband Corp(LBRDK)COM SER C530307305$7510.0%
Bellring Brands Inc(BRBR)COMMON STOCK07831C103$7510.0%
Graphic Packaging Hldg Co(GPK)COM388689101$8130.0%
News Corp New(NWSA)CL A65249B109$8330.0%
Seagate Technology Hldngs PL(STX)ORD SHSG7997R103$8610.0%
News Corp New(NWS)CL B65249B208$9130.0%
FOX Corp(FOX)CL B COM35137L204$9120.0%
Kimco Rlty Corp(KIM)COM49446R109$9440.0%
Autoliv Inc(ALV)COM052800109$9410.0%
C H Robinson Worldwide Inc(CHRW)COM NEW12541W209$10310.0%
Amentum Holdings Inc(AMTM)COM023939101$10550.0%
Aramark(ARMK)COM03852U106$11230.0%
Fidelity National Financial(FNF)FNF GROUP COM31620R303$11220.0%
Starwood Ppty TR Inc(STWD)COM85571B105$11460.0%
Westlake Corporation(WLK)COM960413102$11510.0%
Mohawk Inds Inc(MHK)COM608190104$11910.0%
Firstenergy Corp(FE)COM337932107$11930.0%
Page 1 of 23Next