Cassaday & Co Wealth Management LLC Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$3.6M
Holdings
317
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (317 positions)
| Stock | Value |
|---|---|
MGKVANGUARD WORLD FD | $1.1M |
GLDMWORLD GOLD TR | $354K |
IWPISHARES TR | $249K |
IWOISHARES TR | $227K |
VGLTVANGUARD SCOTTSDALE FDS | $218K |
SCHDSCHWAB STRATEGIC TR | $165K |
XLRESELECT SECTOR SPDR TR | $129K |
IWSISHARES TR | $122K |
IWNISHARES TR | $92K |
EEMISHARES TR | $83K |
IWDISHARES TR | $75K |
SCZISHARES TR | $69K |
NOBLPROSHARES TR | $63K |
AAPLAPPLE INC | $43K |
TLTISHARES TR | $37K |
NDQINVESCO QQQ TR | $29K |
VOTVANGUARD INDEX FDS | $27K |
MSFTMICROSOFT CORP | $25K |
EFGISHARES TR | $21K |
MARMARRIOTT INTL INC NEW | $18K |
NVDANVIDIA CORPORATION | $17K |
IJKISHARES TR | $16K |
AMZNAMAZON COM INC | $14K |
VVISA INC | $13K |
PEPPEPSICO INC | $11K |
IJJISHARES TR | $11K |
IJTISHARES TR | $11K |
MCDMCDONALDS CORP | $9K |
COSTCOSTCO WHSL CORP NEW | $9K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $8K |
XOMEXXON MOBIL CORP | $7K |
SPYSPDR S&P 500 ETF TR | $6K |
IJSISHARES TR | $6K |
SPEMSPDR INDEX SHS FDS | $6K |
JNJJOHNSON & JOHNSON | $6K |
JPMJPMORGAN CHASE & CO. | $5K |
GOOGALPHABET INC | $5K |
ABTABBOTT LABS | $5K |
IVVISHARES TR | $5K |
LLYELI LILLY & CO | $5K |
IWFISHARES TR | $4K |
ABBVABBVIE INC | $4K |
QQQMINVESCO EXCH TRADED FD TR II | $4K |
GOOGLALPHABET INC | $4K |
METAMETA PLATFORMS INC | $4K |
MVVPROSHARES TR | $4K |
IBMINTERNATIONAL BUSINESS MACHS | $4K |
UNHUNITEDHEALTH GROUP INC | $3K |
PGPROCTER AND GAMBLE CO | $3K |
VNQVANGUARD INDEX FDS | $3K |
SCHGSCHWAB STRATEGIC TR | $3K |
TSLATESLA INC | $3K |
VTIVANGUARD INDEX FDS | $3K |
YUMYUM BRANDS INC | $3K |
NFLXNETFLIX INC | $3K |
VUGVANGUARD INDEX FDS | $3K |
XLKSELECT SECTOR SPDR TR | $2K |
UYGPROSHARES TR | $2K |
ZROZPIMCO ETF TR | $2K |
VOOVANGUARD INDEX FDS | $2K |
VHTVANGUARD WORLD FD | $2K |
CVXCHEVRON CORP NEW | $2K |
HDHOME DEPOT INC | $2K |
ICFISHARES TR | $2K |
TDTORONTO DOMINION BK ONT | $2K |
VSSVANGUARD INTL EQUITY INDEX F | $2K |
WMTWALMART INC | $2K |
ORCLORACLE CORP | $2K |
GSLCGOLDMAN SACHS ETF TR | $2K |
LDOSLEIDOS HOLDINGS INC | $2K |
VTWOVANGUARD SCOTTSDALE FDS | $2K |
URTYPROSHARES TR | $2K |
LMTLOCKHEED MARTIN CORP | $2K |
TQQQPROSHARES TR | $2K |
VWOVANGUARD INTL EQUITY INDEX F | $2K |
OKEONEOK INC NEW | $2K |
VIGVANGUARD SPECIALIZED FUNDS | $2K |
UNPUNION PAC CORP | $2K |
GDGENERAL DYNAMICS CORP | $2K |
TMOTHERMO FISHER SCIENTIFIC INC | $2K |
SHWSHERWIN WILLIAMS CO | $2K |
EETPROSHARES TR | $2K |
VGKVANGUARD INTL EQUITY INDEX F | $2K |
DFACDIMENSIONAL ETF TRUST | $2K |
ETNEATON CORP PLC | $2K |
UPVPROSHARES TR | $2K |
BACVERIZON COMMUNICATIONS INC | $2K |
CSCOCISCO SYS INC | $2K |
GAINGLADSTONE INVT CORP | $2K |
DDOMINION ENERGY INC | $1K |
UGLPROSHARES TR II | $1K |
GQ9SPDR GOLD TR | $1K |
4I1PHILIP MORRIS INTL INC | $1K |
ACWXISHARES TR | $1K |
SCHVSCHWAB STRATEGIC TR | $1K |
COFCAPITAL ONE FINL CORP | $1K |
OXMOXFORD INDS INC | $1K |
KWEBKRANESHARES TRUST | $1K |
NOCNORTHROP GRUMMAN CORP | $1K |
BACBANK AMERICA CORP | $1K |
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