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  Name: Cassia Capital Partners LLC
  City: WINSTON SALEM
  State: NC
  Zip: 27101
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $150,471,000
  Total Value Change : $30,013,000
  Securities Held Change : 2
   
All Securities Held : 62
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 42
  Unchanged Positions : 8
  Decreased Positions : 9

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 1 New $50.31 $25,312,000 503,313 16.82% 25,312,000 503,313 0.096    N/A
   (EMR)1 Year Chart         EMR Emerson Electric Co 61 New $113.42 $230,000 2,031 0.15% 230,000 2,031 0    Industrial Electrical...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 62 New $176.54 $207,000 1,156 0.14% 207,000 1,156 0    Closed - End Fund - E...

      3 Records Found
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