0001844897-22-000004.txt : 20221114 0001844897-22-000004.hdr.sgml : 20221114 20221114090833 ACCESSION NUMBER: 0001844897-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221380958 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 09-30-2022 09-30-2022 Cassia Capital Partners, LLC

1144 WEST FOURTH STREET, SUITE 200 WINSTON SALEM NC 27101

13F HOLDINGS REPORT 028-20768 N CHARLES BARHAM (336) 723-4585 CHARLES BARHAM WINSTON SALEM NC 11-14-2022 0 47 109150 false INFORMATION TABLE 2 13F_Cassia_2022Q3.xml ISHARES TR ETF 46429B697 20978 317368 SH SOLE 317368 0 0 ISHARES TR ETF 46436E882 16553 668282 SH SOLE 668282 0 0 GOLDMAN SACHS ETF TR ETF 381430230 14409 289928 SH SOLE 289928 0 0 ISHARES TR ETF 46432F396 9335 71165 SH SOLE 71165 0 0 VANGUARD WELLINGTON FD ETF 921935805 7611 87641 SH SOLE 87641 0 0 ISHARES TR ETF 464288257 5700 73240 SH SOLE 73240 0 0 ISHARES TR ETF 46429B747 5593 58193 SH SOLE 58193 0 0 FIRST TR EXCHANGE TRAD FD VI ETF 33739H101 5158 203558 SH SOLE 203558 0 0 ISHARES TR ETF 464288612 4311 42398 SH SOLE 42398 0 0 SPDR GOLD TR ETF 78463V107 4091 26452 SH SOLE 26452 0 0 FIRST TR EXCHANGE TRADED FD ETF 336920103 4009 49472 SH SOLE 49472 0 0 APPLE INC EQUITY 037833100 557 4030 SH SOLE 4030 0 0 TRUIST FINL CORP ETF 89832Q109 493 11319 SH SOLE 11319 0 0 LILLY ELI & CO EQUITY 532457108 453 1400 SH SOLE 1400 0 0 FIRST TR EXCHANGE-TRADED FD ETF 33739Q408 434 7316 SH SOLE 7316 0 0 MICROSOFT CORP EQUITY 594918104 424 1821 SH SOLE 1821 0 0 REPUBLIC SVCS INC EQUITY 760759100 423 3113 SH SOLE 3113 0 0 HERSHEY CO EQUITY 427866108 415 1881 SH SOLE 1881 0 0 MERCK & CO INC EQUITY 58933Y105 374 4342 SH SOLE 4342 0 0 WASTE MGMT INC DEL EQUITY 94106L109 371 2315 SH SOLE 2315 0 0 PEPSICO INC EQUITY 713448108 360 2208 SH SOLE 2208 0 0 ISHARES TR ETF 464287614 355 1689 SH SOLE 1689 0 0 UNITEDHEALTH GROUP INC EQUITY 91324P102 353 699 SH SOLE 699 0 0 BERKSHIRE HATHAWAY INC DEL EQUITY 084670702 344 1289 SH SOLE 1289 0 0 JOHNSON & JOHNSON EQUITY 478160104 339 2077 SH SOLE 2077 0 0 NEXTERA ENERGY INC EQUITY 65339F101 335 4276 SH SOLE 4276 0 0 WASTE CONNECTIONS INC EQUITY 94106B101 326 2403 SH SOLE 2403 0 0 ISHARES TR ETF 46434VBG4 322 13225 SH SOLE 13225 0 0 PROCTER AND GAMBLE CO EQUITY 742718109 322 2550 SH SOLE 2550 0 0 MCDONALDS CORP EQUITY 580135101 314 1363 SH SOLE 1363 0 0 PFIZER INC EQUITY 717081103 299 6841 SH SOLE 6841 0 0 ISHARES TR ETF 464287499 284 4564 SH SOLE 4564 0 0 ISHARES TR ETF 46434VBD1 279 11582 SH SOLE 11582 0 0 PAYCHEX INC EQUITY 704326107 276 2460 SH SOLE 2460 0 0 BK OF AMERICA CORP EQUITY 060505104 267 8843 SH SOLE 8843 0 0 REGENERON PHARMACEUTICALS EQUITY 75886F107 261 379 SH SOLE 379 0 0 ILLINOIS TOOL WKS INC EQUITY 452308109 253 1402 SH SOLE 1402 0 0 DANAHER CORPORATION EQUITY 235851102 252 976 SH SOLE 976 0 0 VISA INC EQUITY 92826C839 247 1388 SH SOLE 1388 0 0 HOME DEPOT INC EQUITY 437076102 240 868 SH SOLE 868 0 0 ALPHABET INC EQUITY 02079K305 225 2357 SH SOLE 2357 0 0 ACCENTURE PLC IRELAND ETF G1151C101 218 847 SH SOLE 847 0 0 MASTERCARD INCORPORATED EQUITY 57636Q104 218 767 SH SOLE 767 0 0 JPMORGAN CHASE & CO EQUITY 46625H100 213 2041 SH SOLE 2041 0 0 VANGUARD WELLINGTON FD ETF 921935607 213 2431 SH SOLE 2431 0 0 AMAZON COM INC EQUITY 023135106 209 1853 SH SOLE 1853 0 0 COMPUTER TASK GROUP INC EQUITY 205477102 134 20000 SH SOLE 20000 0 0