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 5 of 16
74347X302
Shares:
0
Value:
$1.8B(+6.3%)
74347X526
Shares:
0
Value:
$1.6B(+20.8%)
74347W601
Shares:
0
Value:
$1.5B(+37.7%)
464288240
Shares:
0
Value:
$1.3B(+6.3%)
808524409
Shares:
0
Value:
$1.3B(+2.0%)
500767306
Shares:
0
Value:
$1.2B(+19.4%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | All Managers (Combined) | $1.8M | |||
(cusip74347X302)✕ | — | All Managers (Combined) | $1.8M | ||
| — | All Managers (Combined) | $1.7M | |||
| — | All Managers (Combined) | $1.7M | |||
Eaton Corp Plc(ETNcusipG29183103) | — | All Managers (Combined) | $1.6M | ||
(cusip74347X526)✕ | — | All Managers (Combined) | $1.6M | ||
| — | All Managers (Combined) | $1.6M | |||
| — | All Managers (Combined) | $1.5M | |||
| — | QoQ - YoY NEW | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) | |
| — | All Managers (Combined) | $1.5M | |||
(cusip74347W601)✕ | — | All Managers (Combined) | $1.5M | ||
Spdr Gold Trust(GLDcusip78463V107) | — | All Managers (Combined) | $1.4M | ||
| — | All Managers (Combined) | $1.4M | |||
(cusip464288240)✕ | — | All Managers (Combined) | $1.3M | ||
(cusip808524409)✕ | — | All Managers (Combined) | $1.3M | ||
| — | All Managers (Combined) | $1.2M | |||
| — | All Managers (Combined) | $1.2M | |||
(cusip500767306)✕ | — | All Managers (Combined) | $1.2M | ||
| — | All Managers (Combined) | $1.2M | |||
| — | All Managers (Combined) | $1.2M |