CIK 1963612
Cassaday & Co Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
351
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 351
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO | 5K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 41K | $1M+ | SH |
| D | DOMINION ENERGY INC | 28K | $1M+ | SH |
| ACWX | ISHARES TR | 24K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 29K | $1M+ | SH |
| GE | GE AEROSPACE | 5K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| OKE | ONEOK INC NEW | 20K | $1M+ | SH |
| TLN | TALEN ENERGY CORP | 4K | $1M+ | SH |
| QLD | PROSHARES TR | 21K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 6K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 46K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 8K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 16K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| QCOM | QUALCOMM INC | 7K | $1M+ | SH |
| IVW | ISHARES TR | 10K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 7K | $1M+ | SH |
| IJH | ISHARES TR | 18K | $1M+ | SH |
| IYW | ISHARES TR | 6K | $1M+ | SH |
| SOXX | ISHARES TR | 4K | $1M+ | SH |
| AMGN | AMGEN INC | 4K | $1M+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 4K | $1M+ | SH |
| TJX | TJX COS INC NEW | 8K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 43K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| KWEB | KRANESHARES TRUST | 34K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 7K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 5K | $1M+ | SH |
| IWR | ISHARES TR | 11K | $1M+ | SH |
| IJR | ISHARES TR | 9K | $1M+ | SH |
| SO | SOUTHERN CO | 12K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 5K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 7K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 5K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 188 | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 9K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 17K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 3K | $500K+ | SH |
| GWX | SPDR INDEX SHS FDS | 23K | $500K+ | SH |
| IBB | ISHARES TR | 6K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 17K | $500K+ | SH |
| IWM | ISHARES TR | 4K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| MRK | MERCK & CO INC | 8K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| BX | BLACKSTONE INC | 6K | $500K+ | SH |