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 201–250 of 351
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SLV | ISHARES SILVER TR | 9K | $500K+ | SH |
| FTNT | FORTINET INC | 7K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| MFC | MANULIFE FINL CORP | 15K | $500K+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 2K | $500K+ | SH |
| KKR | KKR & CO INC | 4K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW | 18K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 6K | $500K+ | SH |
| EFV | ISHARES TR | 7K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 2K | $500K+ | SH |
| UDOW | PROSHARES TR | 9K | $500K+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 4K | $500K+ | SH |
| TMUS | T-MOBILE US INC | 3K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 3K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 10K | $500K+ | SH |
| GIB | CGI INC | 5K | $500K+ | SH |
| USB | US BANCORP DEL | 9K | $500K+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 2K | $500K+ | SH |
| NEM | NEWMONT CORP | 5K | $500K+ | SH |
| AFL | AFLAC INC | 5K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 800 | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| SGOL | ETFS GOLD TR | 12K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 6K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 5K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 9K | $100K–$500K | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| EVUS | ISHARES TR | 15K | $100K–$500K | SH |
| NKE | NIKE INC | 7K | $100K–$500K | SH |
| INTC | INTEL CORP | 12K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| UWM | PROSHARES TR | 9K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 6K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 9K | $100K–$500K | SH |
| TLS | TELOS CORP MD | 84K | $100K–$500K | SH |
| PSCT | INVESCO EXCH TRADED FD TR II | 8K | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 2K | $100K–$500K | SH |
| WRB | BERKLEY W R CORP | 6K | $100K–$500K | SH |
| CACI | CACI INTL INC | 766 | $100K–$500K | SH |
| BSVO | EA SERIES TRUST | 17K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 8K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| IEUR | ISHARES TR | 6K | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 7K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 685 | $100K–$500K | SH |
| IYY | ISHARES TR | 2K | $100K–$500K | SH |