Cassaday & CO Wealth Management LLC Incresed Positions in Q1 2025

Cassaday & CO Wealth Management LLC

  • $3.55 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
30
+ 3.06%
$308.86 - $455.36 $9.27K - $13.7K
1.01K $355K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.07%
$286.85 - $318.64 $287 - $319
1.53K $467K
ACGL
Arch Capital Group Ltd.

Financial Services
39
+ 1.02%
$88.13 - $96.94 $3.44K - $3.78K
3.86K $371K
WY
Weyerhaeuser CO

Real Estate
107
+ 1.12%
$27.29 - $31.39 $2.92K - $3.36K
9.68K $283K
LHX
L3 Harris Technologies, Inc.

Industrials
79
+ 4.13%
$194.65 - $222.86 $15.4K - $17.6K
1.99K $416K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
277
+ 1.78%
$49.78 - $53.19 $13.8K - $14.7K
15.9K $809K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.03K
+ 11.47%
$102.49 - $119.96 $105K - $123K
9.97K $1.04M
HSY
Hershey CO

Consumer Defensive
29
+ 0.75%
$144.74 - $186.36 $4.2K - $5.4K
3.91K $669K
VOE
Vanguard Mid Cap Value Index F

ETFs
92
+ 2.62%
$156.61 - $168.02 $14.4K - $15.5K
3.6K $577K
CMCSA
Comcast Corp

Communication Services
468
+ 3.4%
$33.19 - $38.23 $15.5K - $17.9K
14.2K $525K
C
Citigroup Inc

Financial Services
75
+ 1.4%
$67.23 - $84.63 $5.04K - $6.35K
5.44K $385K
MFC
Manulife Financial Corp

Financial Services
20
+ 0.13%
$28.41 - $31.82 $568 - $636
15.2K $472K
Lam Research Corp
163
+ 2.13%
N/A
7.82K $0
Siriusxm Holdings Inc
8.2K
+ 77.74%
N/A
18.7K $0
BA
Boeing CO

Industrials
121
+ 3.68%
$148.15 - $186.25 $17.9K - $22.5K
3.41K $581K
Empire St Rlty Op L P
163
+ 0.46%
N/A
35.9K $0
Ge Vernova Inc
3
+ 0.28%
N/A
1.06K $0
VO
Vanguard Mid Cap ETF

ETFs
45
+ 1.37%
$251.87 - $277.95 $11.3K - $12.5K
3.34K $863K
ITOT
Ishares Core S&P Total U.S. St

ETFs
44
+ 2.2%
$120.29 - $134.6 $5.29K - $5.92K
2.05K $249K
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.19%
$411.73 - $482.1 $412 - $482
530 $232K
AXON
Axon Enterprise, Inc.

Industrials
20
+ 4.91%
$496.65 - $710.01 $9.93K - $14.2K
427 $224K
CLX
Clorox CO

Consumer Defensive
19
+ 1.29%
$141.76 - $162.89 $2.69K - $3.09K
1.49K $219K
SHOP
Shopify Inc.

Technology
100
+ 2.92%
$90.59 - $129.31 $9.06K - $12.9K
3.53K $336K
XPO
Xpo Logistics, Inc.

Industrials
78
+ 3.9%
$106.12 - $148.16 $8.28K - $11.6K
2.08K $223K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
50
+ 2.62%
$522.96 - $601.18 $26.1K - $30.1K
1.96K $1.04M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.4K
+ 3.93%
$117.4 - $131.02 $400K - $446K
90.1K $10.8M
BAC
Bank Of America Corp

Financial Services
146
+ 0.53%
$39.61 - $47.74 $5.78K - $6.97K
27.8K $1.16M
WMT
Walmart Inc.

Consumer Defensive
76
+ 0.3%
$84.5 - $105.05 $6.42K - $7.98K
25.7K $2.26M
HST
Host Hotels & Resorts, Inc.

Real Estate
4
+ 0.02%
$14.21 - $17.45 $56.8 - $69.8
19.6K $278K
HON
Honeywell International Inc

Industrials
2
+ 0.04%
$202.75 - $226.52 $406 - $453
4.92K $1.04M
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
GOOG
Alphabet Inc.

Communication Services
4.41K
+ 15.73%
$156.06 - $207.71 $688K - $916K
32.5K $5.07M
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
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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