Cassaday & CO Wealth Management LLC Portfolio Holdings
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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