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 3 of 16
46138G649
Shares:
0
Value:
$3.7B(+80.4%)
74347R404
Shares:
0
Value:
$3.6B(-14.0%)
74347X633
Shares:
0
Value:
$2.5B(+4.3%)
72201R882
Shares:
0
Value:
$2.4B(+47.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
— | All Managers (Combined) | $4.5M | |||
Abbvie Inc.(ABBVcusip00287Y109) | — | All Managers (Combined) | $4.3M | ||
(cusip46138G649)✕ | — | All Managers (Combined) | $3.7M | ||
Alphabet Inc.(GOOGLcusip02079K305) | — | All Managers (Combined) | $3.7M | ||
— | All Managers (Combined) | $3.7M | |||
(cusip74347R404)✕ | — | All Managers (Combined) | $3.6M | ||
— | All Managers (Combined) | $3.6M | |||
— | All Managers (Combined) | $3.2M | |||
— | All Managers (Combined) | $3.1M | |||
— | All Managers (Combined) | $3.1M | |||
— | All Managers (Combined) | $3.1M | |||
Tesla, Inc.(TSLAcusip88160R101) | — | All Managers (Combined) | $3.1M | ||
— | All Managers (Combined) | $3.0M | |||
Yum Brands Inc(YUMcusip988498101) | — | All Managers (Combined) | $2.9M | ||
Netflix Inc(NFLXcusip64110L106) | — | All Managers (Combined) | $2.8M | ||
— | All Managers (Combined) | $2.8M | |||
— | All Managers (Combined) | $2.5M | |||
(cusip74347X633)✕ | — | All Managers (Combined) | $2.5M | ||
(cusip72201R882)✕ | — | All Managers (Combined) | $2.4M | ||
— | All Managers (Combined) | $2.4M |