Cassaday & CO Wealth Management LLC Incresed Positions in Q4 2024

Cassaday & CO Wealth Management LLC

  • $3.66 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.13%
$189.5 - $206.17 $948 - $1.03K
3.75K $716K
SWKS
Skyworks Solutions, Inc.

Technology
33
+ 1.34%
$83.18 - $99.15 $2.74K - $3.27K
2.49K $220K
PSX
Phillips 66

Energy
72
+ 3.68%
$110.35 - $138.93 $7.95K - $10K
2.03K $231K
TDG
Trans Digm Group Inc

Industrials
2
+ 1.0%
$1239.0 - $1442.53 $2.48K - $2.89K
202 $255K
INTC
Intel Corp

Technology
669
+ 4.54%
$19.07 - $26.23 $12.8K - $17.5K
15.4K $308K
CARR
Carrier Global Corp

Industrials
188
+ 4.53%
$66.69 - $82.65 $12.5K - $15.5K
4.34K $296K
PG
Procter & Gamble CO

Consumer Defensive
322
+ 1.79%
$161.05 - $179.7 $51.9K - $57.9K
18.3K $3.08M
ACGL
Arch Capital Group Ltd.

Financial Services
251
+ 7.03%
$88.71 - $114.86 $22.3K - $28.8K
3.82K $352K
NKE
Nike, Inc.

Consumer Cyclical
242
+ 4.25%
$73.36 - $89.13 $17.8K - $21.6K
5.94K $449K
CMCSA
Comcast Corp

Communication Services
105
+ 0.77%
$37.39 - $45.14 $3.93K - $4.74K
13.8K $516K
KO
Coca Cola CO

Consumer Defensive
632
+ 5.43%
$61.74 - $71.71 $39K - $45.3K
12.3K $764K
BAH
Booz Allen Hamilton Holding Corp

Industrials
24
+ 1.02%
$128.36 - $186.0 $3.08K - $4.46K
2.38K $306K
HSY
Hershey CO

Consumer Defensive
27
+ 0.7%
$168.67 - $193.65 $4.55K - $5.23K
3.88K $657K
MRK
Merck & Co., Inc.

Healthcare
182
+ 2.46%
$96.31 - $114.76 $17.5K - $20.9K
7.58K $753K
YUM
Yum Brands Inc

Consumer Cyclical
71
+ 0.39%
$130.36 - $139.54 $9.26K - $9.91K
18.3K $2.46M
NEE
Nextera Energy Inc

Utilities
1.04K
+ 7.49%
$69.77 - $85.43 $72.6K - $88.9K
14.9K $1.07M
VHT
Vanguard Health Care ETF

ETFs
463
+ 5.2%
$250.81 - $283.3 $116K - $131K
9.36K $2.37M
UNP
Union Pacific Corp

Industrials
27
+ 0.35%
$223.15 - $249.32 $6.03K - $6.73K
7.8K $1.78M
ADBE
Adobe Inc.

Technology
9
+ 0.39%
$437.39 - $552.96 $3.94K - $4.98K
2.32K $1.03M
UNH
Unitedhealth Group Inc

Healthcare
569
+ 9.44%
$485.52 - $625.25 $276K - $356K
6.6K $3.34M
DHR
Danaher Corp

Healthcare
107
+ 2.35%
$226.16 - $274.52 $24.2K - $29.4K
4.66K $1.07M
AMGN
Amgen Inc

Healthcare
104
+ 2.71%
$258.78 - $328.31 $26.9K - $34.1K
3.94K $1.03M
TMO
Thermo Fisher Scientific Inc.

Healthcare
20
+ 0.88%
$501.29 - $612.85 $10K - $12.3K
2.29K $1.19M
EET
Proshares Tr Ultra Msci Emergi

ETFs
1K
+ 3.08%
$50.48 - $64.73 $50.5K - $64.7K
33.5K $1.69M
MCD
Mcdonalds Corp

Consumer Cyclical
123
+ 0.44%
$288.47 - $316.54 $35.5K - $38.9K
28.1K $8.14M
ABBV
Abb Vie Inc.

Healthcare
75
+ 0.36%
$164.99 - $203.87 $12.4K - $15.3K
20.8K $3.7M
MSFT
Microsoft Corp

Technology
331
+ 0.52%
$406.35 - $454.46 $135K - $150K
64.6K $27.2M
JNJ
Johnson & Johnson

Healthcare
777
+ 2.3%
$143.34 - $165.86 $111K - $129K
34.6K $5M
LLY
Eli Lilly & CO

Healthcare
45
+ 0.81%
$727.2 - $932.06 $32.7K - $41.9K
5.62K $4.33M
IWS
Ishares Russell Midcap Value E

ETFs
14.9K
+ 1.57%
$128.08 - $140.32 $1.91M - $2.1M
967K $125M
PEP
Pepsico Inc

Consumer Defensive
354
+ 0.47%
$151.29 - $176.1 $53.6K - $62.3K
75.5K $11.5M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
6.05K
+ 0.97%
$99.2 - $108.47 $600K - $656K
630K $62.7M
EEM
Ishares Msci Emerging Markets

ETFs
27.8K
+ 1.46%
$41.82 - $47.36 $1.16M - $1.32M
1.94M $81M
XLRE
Select Sector Spdr Tr Real Est

ETFs
62.3K
+ 2.08%
$40.06 - $45.21 $2.5M - $2.82M
3.05M $124M
Activity Summary
Buys All Purchases 168 New Holdings 33 Increased Positions 135 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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