Cassaday & CO Wealth Management LLC Options Holdings

Cassaday & CO Wealth Management LLC

  • $3.98 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $3.98 Billion
  • Prior Value $3.55 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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