Cassaday & CO Wealth Management LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.55 Billion distributed in 317 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 $1.09B, World Gold Trust with a value of $354M, Ishares Russell Mid Cap Growth with a value of $249M, Ishares Russell 2000 Gwt ETF with a value of $227M, and Vanguard Long Term Treasury Et with a value of $218M.
Examining the 13F form we can see an decrease of $108M in the current position value, from $3.66B to 3.55B.
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
$3.55 Billion
ETFs: $3.22 Billion
Technology: $106 Million
Consumer Cyclical: $57.6 Million
Financial Services: $43.7 Million
Consumer Defensive: $30.9 Million
Healthcare: $29.7 Million
Industrials: $19.6 Million
Communication Services: $19.6 Million
Other: $23.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
