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 3 of 16
464287614
Shares:
0
Value:
$4.5B(-12.4%)
AbbVie Inc.
Shares:
0
Value:
$4.3B(+16.5%)
46138G649
Shares:
0
Value:
$3.7B(+80.4%)
Alphabet Inc.
Shares:
0
Value:
$3.7B(-17.2%)
Meta Platforms, Inc.
Shares:
0
Value:
$3.7B(-1.8%)
74347R404
Shares:
0
Value:
$3.6B(-14.0%)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:
0
Value:
$3.6B(+13.5%)
UNITEDHEALTH GROUP INC
Shares:
0
Value:
$3.2B(-3.6%)
PROCTER & GAMBLE Co
Shares:
0
Value:
$3.1B(+2.2%)
922908553
Shares:
0
Value:
$3.1B(-8.6%)
808524300
Shares:
0
Value:
$3.1B(-4.5%)
Tesla, Inc.
Shares:
0
Value:
$3.1B(-41.0%)
922908769
Shares:
0
Value:
$3.0B(+34.9%)
YUM BRANDS INC
Shares:
0
Value:
$2.9B(+16.5%)
NETFLIX INC
Shares:
0
Value:
$2.8B(+4.3%)
922908736
Shares:
0
Value:
$2.8B(-8.2%)
81369Y803
Shares:
0
Value:
$2.5B(-11.3%)
74347X633
Shares:
0
Value:
$2.5B(+4.3%)
72201R882
Shares:
0
Value:
$2.4B(+47.9%)
922908363
Shares:
0
Value:
$2.4B(+41.0%)