Cassaday & CO Wealth Management LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.82 Billion distributed in 296 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 $1B, Ishares Russell Mid Cap Growth with a value of $235M, Ishares Russell 2000 Gwt ETF with a value of $228M, Schwab Strategic Tr Us Dividen with a value of $136M, and Vanguard Long Term Treasury Et with a value of $116M.
Examining the 13F form we can see an increase of $169M in the current position value, from $2.65B to 2.82B.
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
$2.82 Billion
ETFs: $2.53 Billion
Technology: $89.6 Million
Consumer Cyclical: $59.2 Million
Financial Services: $34.1 Million
Consumer Defensive: $28.4 Million
Healthcare: $28.2 Million
Industrials: $16.7 Million
Communication Services: $15.2 Million
Other: $20.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions