Cassaday & CO Wealth Management LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.91 Billion distributed in 290 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 $1.1B, Ishares Russell Mid Cap Growth with a value of $230M, Ishares Russell 2000 Gwt ETF with a value of $225M, Schwab Strategic Tr Us Dividen with a value of $135M, and Vanguard Long Term Treasury Et with a value of $115M.
Examining the 13F form we can see an increase of $89.9M in the current position value, from $2.82B to 2.91B.
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
$2.91 Billion
ETFs: $2.6 Billion
Technology: $107 Million
Consumer Cyclical: $53.4 Million
Financial Services: $32.1 Million
Consumer Defensive: $28.6 Million
Healthcare: $26.6 Million
Communication Services: $17.4 Million
Industrials: $17.3 Million
Other: $20.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
