Cassaday & CO Wealth Management LLC Reduced Holdings in Q4 2024

Cassaday & CO Wealth Management LLC

  • $3.66 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EME
Emcor Group, Inc.

Industrials
-24
- 2.89%
$427.96 - $526.95 $10.3K - $12.6K
806 $365K
TTD
Trade Desk, Inc.

Technology
-64
- 2.76%
$108.7 - $139.51 $6.96K - $8.93K
2.25K $264K
ADP
Automatic Data Processing Inc

Industrials
-33
- 2.11%
$280.08 - $307.97 $9.24K - $10.2K
1.53K $447K
UYG
Proshares Ultra Financials

ETFs
-3K
- 9.74%
$75.09 - $96.7 $225K - $290K
27.8K $2.38M
MA
Mastercard Inc

Financial Services
-14
- 1.27%
$491.3 - $536.15 $6.88K - $7.51K
1.09K $571K
CRWD
Crowd Strike Holdings, Inc.

Technology
-115
- 10.51%
$275.15 - $388.2 $31.6K - $44.6K
979 $334K
C
Citigroup Inc

Financial Services
-194
- 3.49%
$61.31 - $72.5 $11.9K - $14.1K
5.36K $377K
TMUS
T Mobile Us, Inc.

Communication Services
-7
- 0.29%
$206.1 - $246.94 $1.44K - $1.73K
2.42K $535K
TQQQ
Proshares Ultrapro Qqq

ETFs
-2.58K
- 6.98%
$69.42 - $93.29 $179K - $240K
34.3K $2.72M
XLK
Technology Sector Spdr

ETFs
-142
- 1.16%
$220.26 - $241.44 $31.3K - $34.3K
12.1K $2.81M
HON
Honeywell International Inc

Industrials
-95
- 1.9%
$202.84 - $236.0 $19.3K - $22.4K
4.92K $1.11M
GM
General Motors CO

Consumer Cyclical
-574
- 4.0%
$44.82 - $60.2 $25.7K - $34.6K
13.8K $733K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-32
- 0.39%
$72.67 - $99.25 $2.33K - $3.18K
8.19K $735K
OKE
Oneok Inc

Energy
-83
- 0.42%
$92.28 - $117.05 $7.66K - $9.72K
19.5K $1.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1K
- 2.74%
$481.22 - $538.17 $483K - $540K
35.6K $18.2M
PLTR
Palantir Technologies Inc.

Technology
-95
- 0.77%
$36.46 - $82.38 $3.46K - $7.83K
12.3K $929K
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.19K
- 1.96%
$241.48 - $274.89 $529K - $602K
109K $27.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-876
- 6.37%
$213.65 - $479.86 $187K - $420K
12.9K $5.2M
MAR
Marriott International Inc

Consumer Cyclical
-561
- 0.75%
$246.06 - $292.59 $138K - $164K
74.5K $20.8M
AAPL
Apple Inc.

Technology
-424
- 0.22%
$221.69 - $259.02 $94K - $110K
190K $47.5M
Activity Summary
Buys All Purchases 168 New Holdings 33 Increased Positions 135 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email