Cassady Schiller Wealth Management, LLC current holdings: Foreign Stocks
Cassady Schiller Wealth Management, LLC reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 15 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are SAP, ULXXXX, TSM.
- SAP: Country of operation —; Class SPON ADR; Shares 261; Value $64,261.
- ULXXXX: Country of operation —; Class SPON ADR NEW; Shares 1,063; Value $60,272.
- TSM: Country of operation —; Class SPONSORED ADS; Shares 293; Value $57,865.
- NVS: Country of operation —; Class SPONSORED ADR; Shares 444; Value $43,206.
Form 13F-HR as filed (SEC CIK 1904425): quarter ended 2024-12-31, filed 2025-02-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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