Cassaday & Co Wealth Management LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001963612
- Manager Name
- Cassaday & Co Wealth Management LLC
Data Enrichment
80% identified254 identified63 unidentified
Holdings
317 positions
Manager:
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Page 2 of 16
464287879
Shares:
0
Value:
$6.2B(-2.4%)
78463X509
Shares:
0
Value:
$5.7B(-10.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Nvidia Corp(NVDAcusip67066G104) | — | All Managers (Combined) | $17.3M | ||
— | All Managers (Combined) | $16.3M | |||
Amazon Com Inc(AMZNcusip023135106) | — | All Managers (Combined) | $14.1M | ||
— | All Managers (Combined) | $12.8M | |||
Pepsico Inc(PEPcusip713448108) | — | All Managers (Combined) | $11.2M | ||
— | All Managers (Combined) | $10.8M | |||
— | All Managers (Combined) | $10.6M | |||
Mcdonalds Corp(MCDcusip580135101) | — | All Managers (Combined) | $8.7M | ||
— | All Managers (Combined) | $8.7M | |||
— | All Managers (Combined) | $8.0M | |||
Exxon Mobil Corp(XOMcusip30231G102) | — | All Managers (Combined) | $7.4M | ||
— | All Managers (Combined) | $6.4M | |||
(cusip464287879)✕ | — | All Managers (Combined) | $6.2M | ||
(cusip78463X509)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $5.7M | YoY NEW(+$5.7M) |
— | All Managers (Combined) | $5.6M | |||
— | All Managers (Combined) | $5.3M | |||
Alphabet Inc.(GOOGcusip02079K107) | — | All Managers (Combined) | $5.1M | ||
— | All Managers (Combined) | $4.7M | |||
— | All Managers (Combined) | $4.6M | |||
Eli Lilly & Co(LLYcusip532457108) | — | All Managers (Combined) | $4.6M |