Cassaday & CO Wealth Management LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.66 Billion distributed in 320 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 $1.23B, World Gold Trust with a value of $299M, Ishares Russell Mid Cap Growth with a value of $271M, Ishares Russell 2000 Gwt ETF with a value of $257M, and Vanguard Long Term Treasury Et with a value of $170M.
Examining the 13F form we can see an increase of $123M in the current position value, from $3.53B to 3.66B.
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.