Cassaday & CO Wealth Management LLC New Holdings in Q3 2024

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
5.64M
New
$46.2 - $53.01 $260M - $299M
5.64M $294M
QQQ
Invesco Qqq Trust, Series 1

ETFs
36.6K
New
$434.77 - $502.96 $15.9M - $18.4M
36.6K $17.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
11.9K
New
$113.45 - $126.18 $1.35M - $1.51M
11.9K $1.51M
RTX
Raytheon Technologies Corp

Industrials
10.2K
New
$99.55 - $123.34 $1.02M - $1.26M
10.2K $1.24M
GIB
Cgi Inc

Technology
7.17K
New
$99.02 - $116.4 $709K - $834K
7.17K $823K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
16.3K
New
$29.89 - $34.82 $487K - $568K
16.3K $545K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.08K
New
$85.03 - $94.56 $347K - $385K
4.08K $379K
PSCT
Invesco S&P Smallcap Informati

ETFs
6K
New
$43.19 - $51.31 $259K - $308K
6K $287K
IAU
Ishares Gold Trust

ETFs
5.72K
New
$44.06 - $50.5 $252K - $289K
5.72K $284K
EVH
Evolent Health, Inc.

Healthcare
9.26K
New
$18.41 - $32.97 $170K - $305K
9.26K $261K
GL
Globe Life Inc.

Financial Services
2.4K
New
$80.92 - $109.6 $194K - $263K
2.4K $254K
A
Agilent Technologies, Inc.

Healthcare
1.7K
New
$125.42 - $148.48 $214K - $253K
1.7K $252K
MSI
Motorola Solutions, Inc.

Technology
529
New
$385.65 - $450.49 $204K - $238K
529 $237K
NVO
Novo Nordisk A S

Healthcare
1.98K
New
$119.07 - $145.42 $235K - $287K
1.98K $235K
AMT
American Tower Corp

Real Estate
1.01K
New
$192.27 - $242.73 $193K - $244K
1.01K $233K
CLX
Clorox CO

Consumer Defensive
1.42K
New
$131.73 - $166.97 $187K - $237K
1.42K $231K
MET
Metlife Inc

Financial Services
2.78K
New
$67.96 - $82.48 $189K - $229K
2.78K $229K
KKR
Kkr & Co. Inc.

Financial Services
1.72K
New
$104.51 - $133.23 $179K - $228K
1.72K $223K
ILMN
Illumina, Inc.

Healthcare
1.72K
New
$105.28 - $135.9 $181K - $233K
1.72K $223K
UBSI
United Bankshares Inc

Financial Services
5.95K
New
$31.56 - $39.32 $188K - $234K
5.95K $220K
MDT
Medtronic PLC

Healthcare
2.4K
New
$76.84 - $91.03 $185K - $219K
2.4K $216K
VBR
Vanguard Small Cap Value ETF

ETFs
1.08K
New
$179.99 - $201.6 $194K - $218K
1.08K $216K
IRM
Iron Mountain Inc

Real Estate
1.81K
New
$89.69 - $119.32 $163K - $216K
1.81K $215K
CRM
Salesforce, Inc.

Technology
778
New
$238.42 - $276.53 $185K - $215K
778 $212K
EMR
Emerson Electric CO

Industrials
1.92K
New
$98.19 - $118.87 $189K - $229K
1.92K $210K
HOLX
Hologic Inc

Healthcare
2.58K
New
$73.48 - $83.64 $190K - $216K
2.58K $210K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.58K
New
$74.85 - $82.2 $193K - $212K
2.58K $209K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.28K
New
$136.93 - $162.81 $176K - $209K
1.28K $206K
OTIS
Otis Worldwide Corp

Industrials
1.98K
New
$91.43 - $104.43 $181K - $206K
1.98K $205K
FDS
Factset Research Systems Inc

Financial Services
442
New
$397.04 - $469.48 $175K - $208K
442 $203K
HRL
Hormel Foods Corp

Consumer Defensive
6.35K
New
$30.04 - $33.14 $191K - $210K
6.35K $201K
XLP
Consumer Staples Sector Spdr

ETFs
2.42K
New
$76.04 - $76.04 $184K - $184K
2.42K $184K
Talen Energy Corp
3.5K
New
N/A
3.5K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
6.95K
New
N/A
6.95K $0
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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