Cassaday & Co Wealth Management LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$3.18B
Signature - Title
Andy Armstrong - CCO
Location
8180 Greensboro, Suite 1180, Mclean, VA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 290 $3.18B +$308M -$259M +$49.2M MGK, IWP, IWO, SCHD, VGLT 13F-HR 7/30/2024, 04:02 PM
Q1 2024 296 $3.08B +$289M -$292M -$2.79M MGK, IWP, IWO, SCHD, VGLT 13F-HR 5/8/2024, 10:43 AM
Q4 2023 267 $2.88B +$312M -$120M +$193M MGK, IWP, IWO, SCHD, VGLT Restatement 2/14/2024, 09:36 AM
Q3 2023 260 $2.39B +$233M -$256M -$23.6M MGK, IWO, IWP, SCHD, IWS 13F-HR 11/6/2023, 01:53 PM
Q2 2023 256 $2.52B +$32M -$26.1M +$5.87M MGK, GLDM, IWO, IWP, SCHD 13F-HR 8/7/2023, 03:57 PM
Q1 2023 252 $2.34B +$338M -$340M -$1.71M MGK, GLDM, IWO, IWP, SCHD 13F-HR 5/3/2023, 04:05 PM
Q4 2022 253 $2.16B $0 $0 MGK, GLDMXXXX, IWO, IWP, SCHD 13F-HR 2/7/2023, 03:38 PM