Cassaday & CO Wealth Management LLC New Holdings in Q4 2024

Cassaday & CO Wealth Management LLC

  • $3.66 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
784K
New
$87.1 - $98.49 $68.3M - $77.2M
784K $68.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
167K
New
$38.37 - $42.82 $6.4M - $7.15M
167K $6.4M
GAIN
Gladstone Investment Corporation\De

Financial Services
108K
New
$12.92 - $14.81 $1.4M - $1.6M
108K $1.43M
USB
Us Bancorp \De\

Financial Services
21.2K
New
$43.98 - $53.66 $930K - $1.13M
21.2K $1.01M
SYK
Stryker Corp

Healthcare
2.73K
New
$345.14 - $392.15 $942K - $1.07M
2.73K $982K
DOCU
Docusign, Inc.

Technology
5.18K
New
$61.42 - $106.99 $318K - $555K
5.18K $466K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15.4K
New
$26.63 - $30.23 $409K - $465K
15.4K $409K
CHKP
Check Point Software Technologies LTD

Technology
1.98K
New
$170.18 - $209.01 $336K - $413K
1.98K $368K
MU
Micron Technology Inc

Technology
4.24K
New
$84.16 - $113.41 $357K - $481K
4.24K $356K
EOG
Eog Resources Inc

Energy
2.64K
New
$118.22 - $136.54 $312K - $360K
2.64K $322K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
10K
New
$22.72 - $28.29 $227K - $283K
10K $263K
INDA
Ishares Msci India Index Fund

ETFs
4.65K
New
$52.64 - $58.16 $245K - $270K
4.65K $244K
AXON
Axon Enterprise, Inc.

Industrials
407
New
$399.22 - $689.78 $162K - $281K
407 $241K
CROX
Crocs, Inc.

Consumer Cyclical
2.16K
New
$96.51 - $141.93 $208K - $306K
2.16K $236K
BKNG
Booking Holdings Inc.

Consumer Cyclical
47
New
$4100.99 - $5300.34 $193K - $249K
47 $233K
SHEL
Shell PLC

Energy
3.56K
New
$60.63 - $70.23 $216K - $250K
3.56K $223K
FCX
Freeport Mcmoran Inc

Basic Materials
5.74K
New
$38.08 - $50.82 $218K - $292K
5.74K $218K
RPG
Invesco Exchange Traded Fd Tr

ETFs
5.09K
New
$38.88 - $44.07 $198K - $224K
5.09K $210K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.06K
New
$172.07 - $207.36 $182K - $219K
1.06K $208K
FOUR
Shift4 Payments, Inc.

Technology
2K
New
$88.26 - $114.95 $177K - $230K
2K $207K
CCJ
Cameco Corp

Energy
4K
New
$48.64 - $61.14 $195K - $245K
4K $205K
LEN
Lennar Corp

Consumer Cyclical
1.5K
New
$136.2 - $188.96 $204K - $283K
1.5K $204K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
10.5K
New
$11.91 - $14.14 $125K - $148K
10.5K $128K
PLUG
Plug Power Inc

Industrials
25K
New
$1.87 - $2.67 $46.8K - $66.8K
25K $53K
SENS
Senseonics Holdings, Inc.

Healthcare
30K
New
$0.25 - $0.59 $7.5K - $17.7K
30K $15K
Siriusxm Holdings Inc
10.5K
New
N/A
10.5K $0
Blackrock ETF Trust Ii
13.5K
New
N/A
13.5K $0
Arista Networks Inc
5.02K
New
N/A
5.02K $0
Lam Research Corp
7.66K
New
N/A
7.66K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
11K
New
N/A
11K $0
Ishares Tr
12.9K
New
N/A
12.9K $0
American Elec Pwr CO Inc
5.33K
New
N/A
5.33K $0
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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