Cassaday & CO Wealth Management LLC Incresed Positions in Q2 2025

Cassaday & CO Wealth Management LLC

  • $3.98 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GM
General Motors CO

Consumer Cyclical
152
+ 1.28%
$42.48 - $50.46 $6.46K - $7.67K
12.1K $593K
EXC
Exelon Corp

Utilities
974
+ 16.38%
$42.2 - $47.37 $41.1K - $46.1K
6.92K $300K
SAIC
Science Applications International Corp

Technology
211
+ 2.06%
$100.22 - $123.41 $21.1K - $26K
10.5K $1.18M
ACN
Accenture PLC

Technology
213
+ 7.49%
$279.23 - $323.21 $59.5K - $68.8K
3.06K $913K
SBUX
Starbucks Corp

Consumer Cyclical
682
+ 11.66%
$79.69 - $99.41 $54.3K - $67.8K
6.53K $598K
AMT
American Tower Corp

Real Estate
93
+ 9.18%
$203.96 - $228.19 $19K - $21.2K
1.11K $244K
TFC
Truist Financial Corp

Financial Services
118
+ 1.18%
$34.79 - $42.99 $4.11K - $5.07K
10.1K $434K
MET
Metlife Inc

Financial Services
287
+ 10.33%
$68.42 - $82.49 $19.6K - $23.7K
3.07K $246K
KEY
Keycorp

Financial Services
445
+ 4.19%
$13.23 - $17.42 $5.89K - $7.75K
11.1K $192K
IFN
India Fund Inc

Financial Services
418
+ 2.57%
$13.8 - $16.82 $5.77K - $7.03K
16.7K $276K
ADP
Automatic Data Processing Inc

Industrials
31
+ 2.03%
$276.76 - $326.81 $8.58K - $10.1K
1.56K $481K
MFC
Manulife Financial Corp

Financial Services
20
+ 0.13%
$26.93 - $32.44 $539 - $649
15.2K $485K
WRB
Berkley W R Corp

Financial Services
6
+ 0.1%
$64.28 - $75.17 $386 - $451
5.84K $428K
CMCSA
Comcast Corp

Communication Services
735
+ 5.16%
$32.84 - $36.72 $24.1K - $27K
15K $534K
INTC
Intel Corp

Technology
520
+ 3.79%
$18.13 - $22.69 $9.43K - $11.8K
14.3K $319K
WM
Waste Management Inc

Industrials
59
+ 2.57%
$216.47 - $242.1 $12.8K - $14.3K
2.35K $538K
PSX
Phillips 66

Energy
115
+ 5.1%
$92.87 - $125.73 $10.7K - $14.5K
2.37K $282K
MSI
Motorola Solutions, Inc.

Technology
27
+ 5.09%
$394.72 - $440.39 $10.7K - $11.9K
557 $234K
Ishares Tr
1.52K
+ 11.74%
N/A
14.4K $0
Empire St Rlty Op L P
152
+ 0.42%
N/A
36K $0
Linde PLC
26
+ 3.02%
N/A
888 $0
Ishares Bitcoin Trust ETF
100
+ 1.1%
N/A
9.18K $0
SENS
Senseonics Holdings, Inc.

Healthcare
10K
+ 33.33%
$0.48 - $0.77 $4.8K - $7.7K
40K $19K
Arista Networks Inc
40
+ 0.8%
N/A
5.06K $0
Siriusxm Holdings Inc
3.3K
+ 17.62%
N/A
22K $0
Ge Vernova Inc
102
+ 9.59%
N/A
1.17K $0
AZO
Autozone Inc

Consumer Cyclical
2
+ 2.2%
$3478.38 - $3880.15 $6.96K - $7.76K
93 $345K
FDX
Fedex Corp

Industrials
59
+ 6.18%
$198.07 - $245.17 $11.7K - $14.5K
1.01K $230K
KO
Coca Cola CO

Consumer Defensive
115
+ 1.03%
$68.37 - $73.9 $7.86K - $8.5K
11.2K $795K
PFE
Pfizer Inc

Healthcare
1.01K
+ 3.62%
$21.59 - $24.84 $21.8K - $25.1K
28.9K $700K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.78K
+ 1441.45%
$87.84 - $1441.89 $244K - $4.01M
2.98K $268K
LEN
Lennar Corp

Consumer Cyclical
3
+ 0.1%
$102.76 - $115.66 $308 - $347
3K $332K
ACGL
Arch Capital Group Ltd.

Financial Services
44
+ 1.14%
$84.99 - $96.82 $3.74K - $4.26K
3.9K $355K
HSY
Hershey CO

Consumer Defensive
28
+ 0.72%
$151.29 - $173.13 $4.24K - $4.85K
3.94K $653K
YUM
Yum Brands Inc

Consumer Cyclical
1.01K
+ 5.56%
$138.36 - $161.45 $140K - $164K
19.2K $2.85M
MRK
Merck & Co., Inc.

Healthcare
773
+ 10.52%
$73.47 - $87.12 $56.8K - $67.3K
8.12K $642K
WTW
Willis Towers Watson PLC

Financial Services
28
+ 3.04%
$295.96 - $337.43 $8.29K - $9.45K
950 $291K
SHW
Sherwin Williams CO

Basic Materials
15
+ 0.29%
$313.51 - $363.51 $4.7K - $5.45K
5.17K $1.78M
PCG
Pg&E Corp

Utilities
728
+ 6.59%
$13.55 - $17.87 $9.86K - $13K
11.8K $164K
DHR
Danaher Corp

Healthcare
15
+ 0.32%
$174.64 - $205.16 $2.62K - $3.08K
4.73K $934K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
45
+ 2.14%
$212.1 - $244.27 $9.54K - $11K
2.14K $468K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.93K
+ 900.0%
$105.72 - $1416.0 $204K - $2.73M
2.14K $238K
COP
Conocophillips

Energy
268
+ 5.26%
$82.66 - $106.1 $22.2K - $28.4K
5.36K $481K
HES
Hess Corp

Energy
52
+ 1.64%
$126.32 - $161.29 $6.57K - $8.39K
3.23K $447K
TMUS
T Mobile Us, Inc.

Communication Services
30
+ 1.24%
$220.99 - $268.54 $6.63K - $8.06K
2.45K $584K
LLY
Eli Lilly & CO

Healthcare
195
+ 3.51%
$713.71 - $898.95 $139K - $175K
5.74K $4.48M
PG
Procter & Gamble CO

Consumer Defensive
208
+ 1.13%
$157.66 - $172.39 $32.8K - $35.9K
18.7K $2.97M
UGL
Pro Shares Trust Ii

ETFs
24.7K
+ 218.47%
$33.88 - $151.78 $835K - $3.74M
35.9K $1.25M
OKE
Oneok Inc

Energy
670
+ 3.44%
$78.71 - $100.37 $52.7K - $67.2K
20.1K $1.64M
Activity Summary
Buys All Purchases 183 New Holdings 26 Increased Positions 157 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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