Cassaday & CO Wealth Management LLC Portfolio Holdings
Cassaday & CO Wealth Management LLC
- $2.82 Billion
- Q1 2024
Cassaday & CO Wealth Management LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.82 Billion distributed in 296 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 $1B, Ishares Russell Mid Cap Growth with a value of $235M, Ishares Russell 2000 Gwt ETF with a value of $228M, Schwab Strategic Tr Us Dividen with a value of $136M, and Vanguard Long Term Treasury Et with a value of $116M.
Examining the 13F form we can see an increase of $169M in the current position value, from $2.65B to 2.82B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 296
- Current Value $2.82 Billion
- Prior Value $2.65 Billion
- Filing
- Period Q1 2024
- Filing Date May 08, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 36 stocks
- Additional Purchases 148 stocks
- Sold out of 0 stocks
- Reduced holdings in 60 stocks