Cassaday & CO Wealth Management LLC Incresed Positions in Q3 2024

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
36
+ 0.29%
$24.09 - $37.95 $867 - $1.37K
12.4K $460K
KO
Coca Cola CO

Consumer Defensive
817
+ 7.54%
$62.69 - $73.01 $51.2K - $59.6K
11.6K $836K
AEP
American Electric Power CO Inc

Utilities
702
+ 14.12%
$87.11 - $104.95 $61.2K - $73.7K
5.67K $582K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
292
+ 2.32%
$112.99 - $126.45 $33K - $36.9K
12.9K $1.62M
GLD
Spdr Gold Trust

ETFs
25
+ 0.52%
$215.56 - $246.98 $5.39K - $6.17K
4.87K $1.18M
YUM
Yum Brands Inc

Consumer Cyclical
55
+ 0.3%
$125.95 - $139.96 $6.93K - $7.7K
18.3K $2.55M
DUK
Duke Energy Corp

Utilities
134
+ 1.68%
$99.35 - $117.71 $13.3K - $15.8K
8.13K $937K
VUG
Vanguard Growth ETF

ETFs
141
+ 1.94%
$341.08 - $391.94 $48.1K - $55.3K
7.42K $2.85M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.13K
+ 7.65%
$48.51 - $52.86 $54.6K - $59.5K
15.8K $836K
BMY
Bristol Myers Squibb CO

Healthcare
117
+ 1.08%
$39.66 - $51.75 $4.64K - $6.05K
10.9K $566K
MGV
Vanguard Mega Cap Value

ETFs
387
+ 6.16%
$118.0 - $128.28 $45.7K - $49.6K
6.67K $855K
PNC
Pnc Financial Services Group, Inc.

Financial Services
35
+ 0.98%
$156.14 - $187.2 $5.46K - $6.55K
3.61K $666K
AXP
American Express CO

Financial Services
152
+ 9.04%
$225.92 - $271.17 $34.3K - $41.2K
1.83K $497K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
166
+ 3.06%
$125.95 - $142.04 $20.9K - $23.6K
5.6K $794K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
774
+ 6.17%
$57.32 - $62.65 $44.4K - $48.5K
13.3K $829K
NKE
Nike, Inc.

Consumer Cyclical
206
+ 3.75%
$71.09 - $89.44 $14.6K - $18.4K
5.7K $503K
VT
Vanguard Total World Stk Index

ETFs
642
+ 36.15%
$107.72 - $119.96 $69.2K - $77K
2.42K $289K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
35
+ 1.87%
$523.84 - $572.02 $18.3K - $20K
1.91K $1.09M
TJX
Tjx Companies Inc

Consumer Cyclical
429
+ 10.22%
$107.93 - $120.23 $46.3K - $51.6K
4.63K $543K
CARR
Carrier Global Corp

Industrials
93
+ 2.29%
$61.9 - $80.88 $5.76K - $7.52K
4.15K $334K
HSY
Hershey CO

Consumer Defensive
234
+ 6.46%
$182.45 - $203.25 $42.7K - $47.6K
3.86K $739K
ADP
Automatic Data Processing Inc

Industrials
41
+ 2.7%
$233.44 - $279.45 $9.57K - $11.5K
1.56K $431K
AMGN
Amgen Inc

Healthcare
98
+ 2.62%
$309.38 - $337.38 $30.3K - $33.1K
3.83K $1.23M
EME
Emcor Group, Inc.

Industrials
30
+ 3.75%
$340.22 - $435.6 $10.2K - $13.1K
830 $357K
WRB
Berkley W R Corp

Financial Services
2.46K
+ 71.83%
$51.54 - $79.62 $127K - $196K
5.88K $333K
XLI
Industrial Sector Spdr

ETFs
139
+ 4.16%
$120.56 - $135.44 $16.8K - $18.8K
3.48K $471K
EXC
Exelon Corp

Utilities
127
+ 1.86%
$34.24 - $40.55 $4.35K - $5.15K
6.94K $281K
AZO
Autozone Inc

Consumer Cyclical
10
+ 12.05%
$2815.0 - $3212.87 $28.2K - $32.1K
93 $292K
MFC
Manulife Financial Corp

Financial Services
19
+ 0.13%
$24.13 - $29.63 $458 - $563
15.1K $447K
ITOT
Ishares Core S&P Total U.S. St

ETFs
215
+ 10.74%
$113.41 - $125.62 $24.4K - $27K
2.22K $278K
XLE
Energy Sector Spdr

ETFs
628
+ 12.08%
$84.35 - $93.39 $53K - $58.6K
5.83K $511K
NSC
Norfolk Southern Corp

Industrials
4
+ 0.42%
$213.75 - $259.69 $855 - $1.04K
962 $238K
IFN
India Fund Inc

Financial Services
774
+ 5.29%
$17.61 - $19.23 $13.6K - $14.9K
15.4K $293K
XLK
Technology Sector Spdr

ETFs
142
+ 1.18%
$197.34 - $237.68 $28K - $33.8K
12.2K $2.76M
ROP
Roper Technologies Inc

Industrials
45
+ 11.97%
$515.25 - $576.55 $23.2K - $25.9K
421 $234K
PANW
Palo Alto Networks Inc

Technology
46
+ 2.69%
$294.18 - $368.01 $13.5K - $16.9K
1.75K $599K
SPMD
Spdr Portfolio

ETFs
23
+ 0.43%
$50.29 - $54.92 $1.16K - $1.26K
5.43K $296K
SHV
Ishares Tr

ETFs
146
+ 6.49%
$110.05 - $110.63 $16.1K - $16.2K
2.4K $265K
SCHW
Schwab Charles Corp

Financial Services
581
+ 14.83%
$61.74 - $76.08 $35.9K - $44.2K
4.5K $291K
Empire St Rlty Op L P
108
+ 0.3%
N/A
35.6K $0
ESPR
Esperion Therapeutics, Inc.

Healthcare
1.67K
+ 14.35%
$1.61 - $2.73 $2.68K - $4.55K
13.3K $21K
LLY
Eli Lilly & CO

Healthcare
113
+ 2.07%
$772.14 - $960.02 $87.3K - $108K
5.57K $4.93M
SOXX
Ishares Semiconductor ETF

ETFs
182
+ 6.02%
$199.29 - $265.49 $36.3K - $48.3K
3.21K $739K
HST
Host Hotels & Resorts, Inc.

Real Estate
3
+ 0.02%
$15.92 - $18.86 $47.8 - $56.6
19.6K $344K
COP
Conocophillips

Energy
255
+ 6.26%
$102.3 - $116.61 $26.1K - $29.7K
4.33K $455K
GM
General Motors CO

Consumer Cyclical
44
+ 0.31%
$39.95 - $49.9 $1.76K - $2.2K
14.3K $643K
HES
Hess Corp

Energy
78
+ 2.45%
$126.3 - $155.44 $9.85K - $12.1K
3.27K $443K
CRWD
Crowd Strike Holdings, Inc.

Technology
209
+ 23.62%
$217.89 - $392.15 $45.5K - $82K
1.09K $306K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
686
+ 4.75%
$49.83 - $62.75 $34.2K - $43K
15.1K $872K
Activity Summary
Buys All Purchases 139 New Holdings 35 Increased Positions 104 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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