Cassaday & CO Wealth Management LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.91 Billion distributed in 290 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $1.1B, Ishares Russell Mid Cap Growth with a value of $230M, Ishares Russell 2000 Gwt ETF with a value of $225M, Schwab Strategic Tr Us Dividen with a value of $135M, and Vanguard Long Term Treasury Et with a value of $115M.

Examining the 13F form we can see an increase of $89.9M in the current position value, from $2.82B to 2.91B.

Cassaday & CO Wealth Management LLC is based out at Mclean, VA

Below you can find more details about Cassaday & CO Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.91 Billion
ETFs: $2.6 Billion
Technology: $107 Million
Consumer Cyclical: $53.4 Million
Financial Services: $32.1 Million
Consumer Defensive: $28.6 Million
Healthcare: $26.6 Million
Communication Services: $17.4 Million
Industrials: $17.3 Million
Other: $20.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 290
  • Current Value $2.91 Billion
  • Prior Value $2.82 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 23 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 105 stocks
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