Cassaday & CO Wealth Management LLC Purchases in Q2 2025

Cassaday & CO Wealth Management LLC

  • $3.98 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
102
+ 9.59%
N/A
1.17K $0
Invesco Exch Traded Fd Tr Ii
7.5K
New
N/A
7.5K $0
Arista Networks Inc
40
+ 0.8%
N/A
5.06K $0
AZO
Autozone Inc

Consumer Cyclical
2
+ 2.2%
$3478.38 - $3880.15 $6.96K - $7.76K
93 $345K
FDX
Fedex Corp

Industrials
59
+ 6.18%
$198.07 - $245.17 $11.7K - $14.5K
1.01K $230K
KO
Coca Cola CO

Consumer Defensive
115
+ 1.03%
$68.37 - $73.9 $7.86K - $8.5K
11.2K $795K
PFE
Pfizer Inc

Healthcare
1.01K
+ 3.62%
$21.59 - $24.84 $21.8K - $25.1K
28.9K $700K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.78K
+ 1441.45%
$87.84 - $1441.89 $244K - $4.01M
2.98K $268K
LEN
Lennar Corp

Consumer Cyclical
3
+ 0.1%
$102.76 - $115.66 $308 - $347
3K $332K
ACGL
Arch Capital Group Ltd.

Financial Services
44
+ 1.14%
$84.99 - $96.82 $3.74K - $4.26K
3.9K $355K
MRK
Merck & Co., Inc.

Healthcare
773
+ 10.52%
$73.47 - $87.12 $56.8K - $67.3K
8.12K $642K
YUM
Yum Brands Inc

Consumer Cyclical
1.01K
+ 5.56%
$138.36 - $161.45 $140K - $164K
19.2K $2.85M
WTW
Willis Towers Watson PLC

Financial Services
28
+ 3.04%
$295.96 - $337.43 $8.29K - $9.45K
950 $291K
PCG
Pg&E Corp

Utilities
728
+ 6.59%
$13.55 - $17.87 $9.86K - $13K
11.8K $164K
SHW
Sherwin Williams CO

Basic Materials
15
+ 0.29%
$313.51 - $363.51 $4.7K - $5.45K
5.17K $1.78M
DHR
Danaher Corp

Healthcare
15
+ 0.32%
$174.64 - $205.16 $2.62K - $3.08K
4.73K $934K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
45
+ 2.14%
$212.1 - $244.27 $9.54K - $11K
2.14K $468K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.93K
+ 900.0%
$105.72 - $1416.0 $204K - $2.73M
2.14K $238K
COP
Conocophillips

Energy
268
+ 5.26%
$82.66 - $106.1 $22.2K - $28.4K
5.36K $481K
HES
Hess Corp

Energy
52
+ 1.64%
$126.32 - $161.29 $6.57K - $8.39K
3.23K $447K
TMUS
T Mobile Us, Inc.

Communication Services
30
+ 1.24%
$220.99 - $268.54 $6.63K - $8.06K
2.45K $584K
LLY
Eli Lilly & CO

Healthcare
195
+ 3.51%
$713.71 - $898.95 $139K - $175K
5.74K $4.48M
PG
Procter & Gamble CO

Consumer Defensive
208
+ 1.13%
$157.66 - $172.39 $32.8K - $35.9K
18.7K $2.97M
UGL
Pro Shares Trust Ii

ETFs
24.7K
+ 218.47%
$33.88 - $151.78 $835K - $3.74M
35.9K $1.25M
OKE
Oneok Inc

Energy
670
+ 3.44%
$78.71 - $100.37 $52.7K - $67.2K
20.1K $1.64M
ABBV
Abb Vie Inc.

Healthcare
144
+ 0.7%
$170.16 - $206.27 $24.5K - $29.7K
20.7K $3.85M
UNH
Unitedhealth Group Inc

Healthcare
2.63K
+ 42.77%
$274.35 - $599.47 $721K - $1.57M
8.77K $2.74M
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.01%
$285.55 - $321.23 $1.14K - $1.28K
28K $8.17M
XOM
Exxon Mobil Corp

Energy
971
+ 1.56%
$99.93 - $119.04 $97K - $116K
63.3K $6.82M
AAPL
Apple Inc.

Technology
12.2K
+ 6.33%
$172.42 - $223.89 $2.1M - $2.72M
204K $41.9M
PEP
Pepsico Inc

Consumer Defensive
195
+ 0.26%
$128.02 - $151.37 $25K - $29.5K
75.1K $9.92M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.25K
+ 0.09%
$24.32 - $27.87 $128K - $146K
5.92M $157M
Activity Summary
Buys All Purchases 183 New Holdings 26 Increased Positions 157 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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