0001844897-22-000001.txt : 20220214 0001844897-22-000001.hdr.sgml : 20220214 20220214120052 ACCESSION NUMBER: 0001844897-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cassia Capital Partners, LLC CENTRAL INDEX KEY: 0001844897 IRS NUMBER: 453820844 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20768 FILM NUMBER: 22627776 BUSINESS ADDRESS: STREET 1: 1144 WEST FOURTH STREET, SUITE 200 CITY: WINSTON SALEM STATE: NC ZIP: 27101 BUSINESS PHONE: (336) 723-4585 MAIL ADDRESS: STREET 1: 1144 WEST FOURTH STREET, SUITE 200 CITY: WINSTON SALEM STATE: NC ZIP: 27101 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001844897 XXXXXXXX 12-31-2021 12-31-2021 Cassia Capital Partners, LLC

1144 WEST FOURTH STREET, SUITE 200 WINSTON SALEM NC 27101

13F HOLDINGS REPORT 028-20768 N CHARLES D. BARHAM (336) 723-4585 CHARLES D. BARHAM WINSTON SALEM NC 02-14-2022 0 63 148871 false INFORMATION TABLE 2 13F_Cassia_2021Q4.xml AMAZON COM INC COM 023135106 277 83 SH SOLE 83 0 0 ALPHABET INC CAP STK CL A 02079K305 371 128 SH SOLE 128 0 0 REGENERON PHARMACEUTICALS COM 75886F107 220 348 SH SOLE 348 0 0 NETFLIX INC COM 64110L106 240 398 SH SOLE 398 0 0 COSTCO WHSL CORP NEW COM 22160K105 229 404 SH SOLE 404 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 271 478 SH SOLE 478 0 0 UNITEDHEALTH GROUP INC COM 91324P102 326 650 SH SOLE 650 0 0 MASTERCARD INCORPORATED CL A 57636Q104 250 696 SH SOLE 696 0 0 META PLATFORMS INC CL A 30303M102 252 748 SH SOLE 748 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 318 768 SH SOLE 768 0 0 HOME DEPOT INC COM 437076102 327 788 SH SOLE 788 0 0 SALESFORCE COM INC COM 79466L302 222 873 SH SOLE 873 0 0 DANAHER CORPORATION COM 235851102 292 889 SH SOLE 889 0 0 NVIDIA CORPORATION COM 67066G104 262 890 SH SOLE 890 0 0 TARGET CORP COM 87612E106 228 983 SH SOLE 983 0 0 UNITED PARCEL SERVICE INC CL B 911312106 215 1004 SH SOLE 1004 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 354 1183 SH SOLE 1183 0 0 MCDONALDS CORP COM 580135101 332 1240 SH SOLE 1240 0 0 LILLY ELI & CO COM 532457108 372 1348 SH SOLE 1348 0 0 VISA INC COM CL A 92826C839 297 1369 SH SOLE 1369 0 0 ILLINOIS TOOL WKS INC COM 452308109 346 1402 SH SOLE 1402 0 0 DISNEY WALT CO COM 254687106 227 1468 SH SOLE 1468 0 0 HERSHEY CO COM 427866108 335 1734 SH SOLE 1734 0 0 MICROSOFT CORP COM 594918104 586 1742 SH SOLE 1742 0 0 JPMORGAN CHASE & CO COM 46625H100 291 1840 SH SOLE 1840 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 608 1989 SH SOLE 1989 0 0 PEPSICO INC COM 713448108 352 2024 SH SOLE 2024 0 0 WASTE MGMT INC DEL COM 94106L109 360 2158 SH SOLE 2158 0 0 WASTE CONNECTIONS INC COM 94106B101 302 2213 SH SOLE 2213 0 0 PAYCHEX INC COM 704326107 309 2262 SH SOLE 2262 0 0 JOHNSON & JOHNSON COM 478160104 456 2665 SH SOLE 2665 0 0 WALMART INC COM 931142103 408 2821 SH SOLE 2821 0 0 REPUBLIC SVCS INC COM 760759100 402 2880 SH SOLE 2880 0 0 APPLE INC COM 037833100 594 3344 SH SOLE 3344 0 0 PROCTER AND GAMBLE CO COM 742718109 594 3633 SH SOLE 3633 0 0 NEXTERA ENERGY INC COM 65339F101 364 3902 SH SOLE 3902 0 0 ISHARES TR RUS MID CAP ETF 464287499 379 4564 SH SOLE 4564 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 275 4607 SH SOLE 4607 0 0 MERCK & CO INC COM 58933Y105 408 5323 SH SOLE 5323 0 0 COCA COLA CO COM 191216100 371 6273 SH SOLE 6273 0 0 BK OF AMERICA CORP COM 060505104 306 6880 SH SOLE 6880 0 0 PFIZER INC COM 717081103 409 6928 SH SOLE 6928 0 0 TRUIST FINL CORP COM 89832Q109 540 9218 SH SOLE 9218 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 716 9826 SH SOLE 9826 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 306 11582 SH SOLE 11582 0 0 ISHARES TR IBONDS DEC24 ETF 46434VBG4 343 13225 SH SOLE 13225 0 0 COMPUTER TASK GROUP INC COM 205477102 199 20000 SH SOLE 20000 0 0 ISHARES TR INTRM GOV CR ETF 464288612 2732 24014 SH SOLE 24014 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710409 198 25352 SH SOLE 25352 0 0 GOLDMAN SACHS ETF TR ACCESS INVT GR 381430479 1476 27296 SH SOLE 27296 0 0 SPDR GOLD TR GOLD SHS 78463V107 5181 30303 SH SOLE 30303 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 2558 33320 SH SOLE 33320 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST NAS100 33740U836 793 37953 SH SOLE 37953 0 0 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 6469 52803 SH SOLE 52803 0 0 VANGUARD WELLINGTON FD US VALUE FACTR 921935805 7713 73406 SH SOLE 73406 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 9235 87224 SH SOLE 87224 0 0 ISHARES TR MSCI USA MMENTM 46432F396 17361 95483 SH SOLE 95483 0 0 ISHARES TR MSCI ACWI ETF 464288257 13350 126201 SH SOLE 126201 0 0 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 33740U307 6644 184502 SH SOLE 184502 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 5974 259047 SH SOLE 259047 0 0 INVESCO ACTIVELY MANAGED ETF S&P500 DOWNSID 46090A705 10565 277516 SH SOLE 277516 0 0 GOLDMAN SACHS ETF TR ACES ULTRA SHR 381430230 15960 316226 SH SOLE 316226 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 26221 324120 SH SOLE 324120 0 0