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| Name: |
Cassia Capital Partners LLC |
| City: |
WINSTON SALEM |
| State: |
NC |
| Zip: |
27101 |
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data |
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| Holdings
Found :
8 |
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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 |
|
MAR |
Marriott International Inc |
48 |
- |
$236.59 |
$577,000 |
2,286 |
0.38% |
61,000 |
0 |
0.001 |
Lodging |
|
|
BBT |
Truist Financial Corp |
49 |
- |
$35.64 |
$568,000 |
14,582 |
0.38% |
30,000 |
0 |
0.001 |
Domestic Regional Banks |
|
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LOW |
Lowes Companies Inc |
53 |
- |
$215.21 |
$553,000 |
2,172 |
0.37% |
70,000 |
0 |
0 |
Home Improvement Stores |
|
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IWF |
iShares Russell 1000 Growth |
54 |
- |
$346.03 |
$515,000 |
1,529 |
0.34% |
51,000 |
0 |
0.001 |
Closed - End Fund - E... |
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IWR |
iShares Tr Rssll MidCap Indx |
55 |
- |
$82.45 |
$384,000 |
4,564 |
0.26% |
29,000 |
0 |
0.001 |
Closed - End Fund - E... |
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IBDQ |
Ishares Ibonds Dec 2025 Ter... |
58 |
- |
$24.80 |
$287,000 |
11,582 |
0.19% |
0 |
0 |
0.004 |
N/A |
|
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IBDP |
Ishares Ibonds Dec 2024 Ter... |
59 |
- |
$25.10 |
$284,000 |
11,347 |
0.19% |
1,000 |
0 |
0.003 |
N/A |
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ITW |
Illinois Tool Works Inc |
60 |
- |
$240.07 |
$265,000 |
988 |
0.18% |
6,000 |
0 |
0 |
Diversified Machinery |
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