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.
Portfolio value
$3.66 Billion
ETFs: $3.31 Billion
Technology: $121 Million
Consumer Cyclical: $64.6 Million
Financial Services: $41.1 Million
Consumer Defensive: $30.2 Million
Healthcare: $27.8 Million
Communication Services: $20.3 Million
Industrials: $19.3 Million
Other: $22 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
