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 6 of 16
AMGEN INC
Shares:
0
Value:
$1.2B(+13.0%)
Science Applications International Corp
Shares:
0
Value:
$1.2B(-15.6%)
74347R305
Shares:
0
Value:
$1.1B(-4.0%)
NEXTERA ENERGY INC
Shares:
0
Value:
$1.1B(+6.0%)
464287507
Shares:
0
Value:
$1.1B(+19.3%)
921910709
Shares:
0
Value:
$1.1B(+114.5%)
SOUTHERN CO
Shares:
0
Value:
$1.1B(+11.7%)
92204A702
Shares:
0
Value:
$1.1B(-17.5%)
Palantir Technologies Inc.
Shares:
0
Value:
$1.1B(+13.4%)
921910873
Shares:
0
Value:
$1.1B(-5.3%)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:
0
Value:
$1.0B(-3.9%)
464287804
Shares:
0
Value:
$1.0B(+1.2%)
HONEYWELL INTERNATIONAL INC
Shares:
0
Value:
$1.0B(-6.2%)
922908595
Shares:
0
Value:
$1.0B(+45.5%)
74347R206
Shares:
0
Value:
$1.0B(-17.2%)
STRYKER CORP
Shares:
0
Value:
$1.0B(+3.4%)
Duke Energy CORP
Shares:
0
Value:
$973.9M(+12.3%)
AT&T INC.
Shares:
0
Value:
$967.8M(+18.4%)
Broadcom Inc.
Shares:
0
Value:
$967.8M(-27.5%)
DANAHER CORP /DE/
Shares:
0
Value:
$967.0M(-9.6%)