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 2 of 16
NVIDIA CORP
Shares:
0
Value:
$17.3B(-19.7%)
464287606
Shares:
0
Value:
$16.3B(-1.1%)
AMAZON COM INC
Shares:
0
Value:
$14.1B(-12.1%)
VISA INC.
Shares:
0
Value:
$12.8B(+11.4%)
PEPSICO INC
Shares:
0
Value:
$11.2B(-2.1%)
464287705
Shares:
0
Value:
$10.8B(-0.4%)
464287887
Shares:
0
Value:
$10.6B(+23.6%)
MCDONALDS CORP
Shares:
0
Value:
$8.7B(+7.3%)
COSTCO WHOLESALE CORP /NEW
Shares:
0
Value:
$8.7B(+5.6%)
BERKSHIRE HATHAWAY INC
Shares:
0
Value:
$8.0B(+17.3%)
EXXON MOBIL CORP
Shares:
0
Value:
$7.4B(+0.6%)
SPDR S&P 500 ETF TRUST
Shares:
0
Value:
$6.4B(-4.4%)
464287879
Shares:
0
Value:
$6.2B(-2.4%)
78463X509
Shares:
0
Value:
$5.7B(-10.7%)
JOHNSON & JOHNSON
Shares:
0
Value:
$5.6B(+12.0%)
JPMORGAN CHASE & CO
Shares:
0
Value:
$5.3B(+6.0%)
Alphabet Inc.
Shares:
0
Value:
$5.1B(-5.0%)
ABBOTT LABORATORIES
Shares:
0
Value:
$4.7B(+15.4%)
464287200
Shares:
0
Value:
$4.6B(-5.3%)
ELI LILLY & Co
Shares:
0
Value:
$4.6B(+5.7%)