Cassaday & CO Wealth Management LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.32 Billion distributed in 344 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 $1.5B, Ishares Russell Mid Cap Growth with a value of $302M, Ishares Russell 2000 Gwt ETF with a value of $292M, World Gold Trust with a value of $261M, and Vanguard Long Term Treasury Et with a value of $259M.
Examining the 13F form we can see an increase of $337M in the current position value, from $3.98B to 4.32B.
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
$4.32 Billion
ETFs: $3.9 Billion
Technology: $154 Million
Consumer Cyclical: $64.2 Million
Financial Services: $50.4 Million
Communication Services: $34.3 Million
Healthcare: $31.5 Million
Consumer Defensive: $30.1 Million
Industrials: $27.4 Million
Other: $29.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
