Cassaday & CO Wealth Management LLC Portfolio Holdings
Cassaday & CO Wealth Management LLC
- $3.53 Billion
- Q3 2024
Cassaday & CO Wealth Management LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.53 Billion distributed in 311 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 $1.15B, World Gold Trust with a value of $294M, Ishares Russell Mid Cap Growth with a value of $250M, Ishares Russell 2000 Gwt ETF with a value of $249M, and Vanguard Long Term Treasury Et with a value of $236M.
Examining the 13F form we can see an increase of $627M in the current position value, from $2.91B to 3.53B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 311
- Current Value $3.53 Billion
- Prior Value $2.91 Billion
- Filing
- Period Q3 2024
- Filing Date November 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 35 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks