Cassaday & Co Wealth Management LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$4.7B

Holdings

351

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (351 positions)

StockValue
6RJ0ROCKET LAB CORP
$273K
COALEXCHANGE TRADED CONCEPTS TRU
$273K
AMTAMERICAN TOWER CORP NEW
$273K
XPOXPO INC
$272K
NSCNORFOLK SOUTHN CORP
$272K
UGLPROSHARES TR II
$272K
VACMARRIOTT VACATIONS WORLDWIDE
$271K
PSXPHILLIPS 66
$270K
BHRBBURKE HERBERT FINL SVCS CORP
$269K
ORLYOREILLY AUTOMOTIVE INC
$268K
FDXFEDEX CORP
$256K
NUENUCOR CORP
$256K
PPLPPL CORP
$255K
BKSYBLACKSKY TECHNOLOGY INC
$247K
SOFISOFI TECHNOLOGIES INC
$246K
AG8AGILENT TECHNOLOGIES INC
$242K
MKLMARKEL GROUP INC
$238K
IWCISHARES TR
$238K
RPGINVESCO EXCHANGE TRADED FD T
$237K
IYKISHARES TR
$237K
METMETLIFE INC
$234K
AMATAPPLIED MATLS INC
$231K
IDNINTELLICHECK INC
$230K
ESBAEMPIRE ST RLTY OP L P
$229K
FAIFIRST TR EXCHANGE TRADED FD
$229K
UBSIUNITED BANKSHARES INC WEST V
$228K
IFNINDIA FD INC
$227K
WYWEYERHAEUSER CO MTN BE
$226K
KEYKEYCORP
$226K
CARRCARRIER GLOBAL CORPORATION
$223K
EMREMERSON ELEC CO
$222K
IQLTISHARES TR
$222K
EWEDWARDS LIFESCIENCES CORP
$220K
GWREGUIDEWIRE SOFTWARE INC
$218K
FCNFTI CONSULTING INC
$216K
IWBISHARES TR
$215K
ILMNILLUMINA INC
$213K
PAYXPAYCHEX INC
$212K
FNVFRANCO NEV CORP
$212K
MSIMOTOROLA SOLUTIONS INC
$211K
TRVTRAVELERS COMPANIES INC
$210K
MTDMETTLER TOLEDO INTERNATIONAL
$210K
MDTMEDTRONIC PLC
$209K
SDSPROSHARES TR
$205K
BSCUINVESCO EXCH TRD SLF IDX FD
$205K
XMHQINVESCO EXCHANGE TRADED FD T
$204K
BSCWINVESCO EXCH TRD SLF IDX FD
$204K
PCGPG&E CORP
$189K
FBYDFALCONS BEYOND GLOBAL INC
$154K
PLUNPLUG POWER INC
$78K
ESPRESPERION THERAPEUTICS INC NE
$37K
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