Cassaday & CO Wealth Management LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.98 Billion distributed in 332 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 $1.37B, Ishares Russell Mid Cap Growth with a value of $293M, Ishares Russell 2000 Gwt ETF with a value of $258M, Vanguard Long Term Treasury Et with a value of $244M, and World Gold Trust with a value of $223M.
Examining the 13F form we can see an increase of $435M in the current position value, from $3.55B to 3.98B.
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
$3.98 Billion
ETFs: $3.6 Billion
Technology: $132 Million
Consumer Cyclical: $63.8 Million
Financial Services: $48 Million
Communication Services: $31 Million
Consumer Defensive: $30 Million
Healthcare: $28.1 Million
Industrials: $24 Million
Other: $30.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
