Cassaday & CO Wealth Management LLC Purchases in Q1 2025

Cassaday & CO Wealth Management LLC

  • $3.55 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
216
+ 0.42%
$32.42 - $36.13 $7K - $7.8K
51K $1.68M
LDOS
Leidos Holdings, Inc.

Technology
318
+ 2.04%
$126.82 - $161.11 $40.3K - $51.2K
15.9K $2.14M
DHR
Danaher Corp

Healthcare
56
+ 1.2%
$201.62 - $250.59 $11.3K - $14K
4.72K $966K
ADBE
Adobe Inc.

Technology
41
+ 1.77%
$377.84 - $464.11 $15.5K - $19K
2.36K $905K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.28K
+ 6.25%
$24.91 - $29.02 $181K - $211K
124K $3.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
53
+ 0.35%
$47.79 - $59.89 $2.53K - $3.17K
15.4K $771K
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.06K
+ 8.7%
$96.3 - $112.23 $487K - $568K
63.2K $6.16M
IJK
Ishares S&P Midcap 400 Growth

ETFs
14.4K
+ 7.93%
$81.62 - $96.63 $1.17M - $1.39M
196K $16.3M
QLD
Proshares Ultra Qqq

ETFs
100
+ 0.88%
$88.88 - $119.12 $8.89K - $11.9K
11.5K $1.02M
VUG
Vanguard Growth ETF

ETFs
123
+ 1.65%
$369.1 - $427.61 $45.4K - $52.6K
7.56K $2.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 0.17%
$551.42 - $612.93 $10.5K - $11.6K
11.4K $6.4M
ETN
Eaton Corp PLC

Industrials
15
+ 0.26%
$271.83 - $371.23 $4.08K - $5.57K
5.88K $1.6M
AVGO
Broadcom Inc.

Technology
23
+ 0.4%
$167.43 - $244.7 $3.85K - $5.63K
5.78K $967K
URTY
Proshares Trust Proshrs Ultrap

ETFs
10.4K
+ 20.86%
$33.92 - $54.8 $351K - $567K
60K $2.06M
ORCL
Oracle Corp

Technology
140
+ 0.9%
$139.81 - $186.47 $19.6K - $26.1K
15.7K $2.2M
GOOGL
Alphabet Inc.

Communication Services
331
+ 1.4%
$154.33 - $206.19 $51.1K - $68.2K
23.9K $3.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
800
+ 0.73%
$237.72 - $276.98 $190K - $222K
110K $26.9M
AMZN
Amazon Com Inc

Consumer Cyclical
998
+ 1.37%
$190.26 - $242.06 $190K - $242K
74K $14.1M
IWS
Ishares Russell Midcap Value E

ETFs
5.65K
+ 0.58%
$122.59 - $135.24 $693K - $765K
972K $122M
MSFT
Microsoft Corp

Technology
939
+ 1.45%
$375.39 - $447.2 $352K - $420K
65.5K $24.6M
AAPL
Apple Inc.

Technology
2.49K
+ 1.31%
$209.68 - $247.1 $523K - $616K
192K $42.7M
IWN
Ishares Russell2000 Val ETF

ETFs
4.76K
+ 0.79%
$149.27 - $169.4 $710K - $806K
608K $91.8M
Activity Summary
Buys All Purchases 123 New Holdings 19 Increased Positions 104 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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