• 13F History

Cassaday & Co Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$3.66B
Signature - Title
Andy Armstrong - CCO
Location
Mclean, VA
Summary
This page shows a list of all the recent 13F filings made by Cassaday & Co Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cassaday & Co Wealth Management LLC reported 320 stock holdings with total value $3.66B as of Q4 2024. Top holdings included MGK, GLDM, IWP, IWO, and VGLT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 320 $3.66B +$246M -$54.4M +$192M MGK, GLDM, IWP, IWO, VGLT 13F-HR 2/3/2025, 02:22 PM
Q3 2024 311 $3.54B +$497M -$315M +$183M MGK, GLDM, IWP, IWO, VGLT 13F-HR 11/7/2024, 01:50 PM
Q2 2024 290 $3.18B +$308M -$259M +$49.2M MGK, IWP, IWO, SCHD, VGLT 13F-HR 7/30/2024, 04:02 PM
Q1 2024 295 $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 283 $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 -$20.2M +$11.7M MGK, GLDM, IWO, IWP, SCHD 13F-HR 8/7/2023, 03:57 PM
Q1 2023 252 $2.34B +$338M -$147M +$191M MGK, GLDM, IWO, IWP, SCHD 13F-HR 5/3/2023, 04:05 PM
Q4 2022 253 $2.16B MGK, GLDMXXXX, IWO, IWP, SCHD 13F-HR 2/7/2023, 02:38 PM