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:
Search and click to pin securities to the top
Page 6 of 16
74347R305
Shares:
0
Value:
$1.1B(-4.0%)
921910709
Shares:
0
Value:
$1.1B(+114.5%)
74347R206
Shares:
0
Value:
$1.0B(-17.2%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | All Managers (Combined) | $1.2M | |||
| — | All Managers (Combined) | $1.2M | |||
(cusip74347R305)✕ | — | All Managers (Combined) | $1.1M | ||
| — | All Managers (Combined) | $1.1M | |||
| — | All Managers (Combined) | $1.1M | |||
(cusip921910709)✕ | — | All Managers (Combined) | $1.1M | ||
Southern Co(SOcusip842587107) | — | All Managers (Combined) | $1.1M | ||
| — | All Managers (Combined) | $1.1M | |||
| — | All Managers (Combined) | $1.1M | |||
| — | All Managers (Combined) | $1.1M | |||
| — | All Managers (Combined) | $1.0M | |||
| — | All Managers (Combined) | $1.0M | |||
| — | All Managers (Combined) | $1.0M | |||
| — | All Managers (Combined) | $1.0M | |||
(cusip74347R206)✕ | — | All Managers (Combined) | $1.0M | ||
Stryker Corp(SYKcusip863667101) | — | All Managers (Combined) | $1.0M | ||
Duke Energy Corp(DUKcusip26441C204) | — | All Managers (Combined) | $973.9K | ||
| — | All Managers (Combined) | $967.8K | |||
Broadcom Inc.(AVGOcusip11135F101) | — | All Managers (Combined) | $967.8K | ||
| — | All Managers (Combined) | $967.0K |