Cassaday & CO Wealth Management LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.53 Billion distributed in 311 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 $1.15B, World Gold Trust with a value of $294M, Ishares Russell Mid Cap Growth with a value of $250M, Ishares Russell 2000 Gwt ETF with a value of $249M, and Vanguard Long Term Treasury Et with a value of $236M.
Examining the 13F form we can see an increase of $627M in the current position value, from $2.91B to 3.53B.
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
$3.53 Billion
ETFs: $3.2 Billion
Technology: $115 Million
Consumer Cyclical: $57.8 Million
Financial Services: $36.1 Million
Consumer Defensive: $31.1 Million
Healthcare: $30.3 Million
Industrials: $20.6 Million
Communication Services: $17.2 Million
Other: $22.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
