Cassaday & Co Wealth Management LLC

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-05
Total Holdings
317
Total Value
3555806525
Accession Number
0001765380-25-000163
Form Type
13F-HR
Manager Name
Cassaday & Co Wealth Management LLC
Data Enrichment
80% identified
254 identified63 unidentified

Holdings

317 positions
Manager:
Search and click to pin securities to the top
Page 11 of 16
SCHWAB CHARLES CORP
Shares:
0
Value:
$493.2M(+48.1%)
AMERICAN EXPRESS CO
Shares:
0
Value:
$490.3M(-13.9%)
VSE CORP
Shares:
0
Value:
$480.0M(+26.2%)
464288877
Shares:
0
Value:
$479.2M(+8.4%)
Blackstone Secured Lending Fund
Shares:
0
Value:
$472.9M(-12.1%)
MANULIFE FINANCIAL CORP
Shares:
0
Value:
$472.9M(+1.6%)
Mondelez International, Inc.
Shares:
0
Value:
$470.1M(+19.1%)
AUTOMATIC DATA PROCESSING INC
Shares:
0
Value:
$467.1M(+4.4%)
AFLAC INC
Shares:
0
Value:
$467.0M(+6.6%)
Constellation Energy Corp
Shares:
0
Value:
$460.8M(-9.9%)
ADVANCED MICRO DEVICES INC
Shares:
0
Value:
$455.8M(-16.5%)
81369Y704
Shares:
0
Value:
$433.8M(-1.6%)
808524706
Shares:
0
Value:
$431.3M(+5.3%)
46438F101
Shares:
0
Value:
$425.1M
SIRIUS XM HOLDINGS INC.
Shares:
0
Value:
$422.6M(+75.7%)
DOCUSIGN, INC.
Shares:
0
Value:
$418.1M(-10.3%)
L3HARRIS TECHNOLOGIES, INC. /DE/
Shares:
0
Value:
$416.9M(+3.6%)
BERKLEY W R CORP
Shares:
0
Value:
$415.1M(+20.5%)
TRUIST FINANCIAL CORP
Shares:
0
Value:
$411.3M(-13.0%)
LINDE PLC
Shares:
0
Value:
$401.4M(+8.3%)