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
TELOS CORP
Shares:
0
Value:
$327.1M(-30.4%)
BROOKFIELD Corp /ON/
Shares:
0
Value:
$325.3M(-8.9%)
GE Vernova Inc.
Shares:
0
Value:
$324.8M(-6.9%)
46434V738
Shares:
0
Value:
$324.4M(+12.4%)
Salesforce, Inc.
Shares:
0
Value:
$318.4M(-20.9%)
464287846
Shares:
0
Value:
$317.3M(-4.9%)
GLOBE LIFE INC.
Shares:
0
Value:
$316.1M(+18.1%)
INTEL CORP
Shares:
0
Value:
$312.0M(+1.0%)
WILLIS TOWERS WATSON PLC
Shares:
0
Value:
$311.6M(+7.9%)
PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:
0
Value:
$311.6M(-30.2%)
INTUITIVE SURGICAL INC
Shares:
0
Value:
$311.5M
46432F842
Shares:
0
Value:
$311.5M(+24.2%)
464287796
Shares:
0
Value:
$310.5M(+15.7%)
464285204
Shares:
0
Value:
$306.3M(+19.1%)
46138E115
Shares:
0
Value:
$300.6M
HOULIHAN LOKEY, INC.
Shares:
0
Value:
$300.4M(-12.6%)
74347R842
Shares:
0
Value:
$299.0M(-22.2%)
EMCOR Group, Inc.
Shares:
0
Value:
$297.8M(-18.6%)
921932703
Shares:
0
Value:
$292.1M(-0.2%)
46137V282
Shares:
0
Value:
$290.0M(-8.6%)