Cassaday & Co Wealth Management LLC holdings history

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307 is the total number of securities Cassaday & Co Wealth Management LLC has owned. The longest Cassaday & Co Wealth Management LLC has owned a single stock is 4 quarters.

Cassaday & Co Wealth Management LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MGK VANGUARD WORLD FD4428.82%33.43%35.83%Q4 2022Q3 20234
IWO ISHARES TR447.39%7.63%7.78%Q4 2022Q3 20234
IWP ISHARES TR446.93%7.45%7.66%Q4 2022Q3 20234
SCHD SCHWAB STRATEGIC TR444.54%4.75%4.94%Q4 2022Q3 20234
IWS ISHARES TR443.78%3.89%4.04%Q4 2022Q3 20234
EEM ISHARES TR443.56%3.80%4.20%Q4 2022Q3 20234
ICF ISHARES TR442.34%3.17%3.58%Q4 2022Q3 20234
IWN ISHARES TR442.89%2.97%3.06%Q4 2022Q3 20234
NOBL PROSHARES TR442.30%2.52%2.96%Q4 2022Q3 20234
IWD ISHARES TR442.37%2.50%2.73%Q4 2022Q3 20234
AAPL APPLE INC441.25%1.41%1.54%Q4 2022Q3 20234
EFG ISHARES TR440.94%1.03%1.09%Q4 2022Q3 20234
VOT VANGUARD INDEX FDS440.93%0.95%0.97%Q4 2022Q3 20234
XLRE SELECT SECTOR SPDR TR440.45%0.78%1.76%Q4 2022Q3 20234
IJK ISHARES TR440.52%0.68%1.10%Q4 2022Q3 20234
MSFT MICROSOFT CORP440.48%0.64%0.75%Q4 2022Q3 20234
SCZ ISHARES TR440.44%0.64%1.13%Q4 2022Q3 20234
PEP PEPSICO INC440.52%0.56%0.62%Q4 2022Q3 20234
EFV ISHARES TR440.42%0.55%0.86%Q4 2022Q3 20234
MAR MARRIOTT INTL INC NEW440.47%0.53%0.63%Q4 2022Q3 20234
V VISA INC440.33%0.34%0.35%Q4 2022Q3 20234
IJJ ISHARES TR440.29%0.34%0.44%Q4 2022Q3 20234
MCD MCDONALDS CORP440.31%0.33%0.35%Q4 2022Q3 20234
AMZN AMAZON COM INC440.18%0.28%0.34%Q4 2022Q3 20234
JNJ JOHNSON & JOHNSON440.23%0.24%0.29%Q4 2022Q3 20234
XOM EXXON MOBIL CORP440.21%0.24%0.26%Q4 2022Q3 20234
IJS ISHARES TR440.18%0.23%0.36%Q4 2022Q3 20234
IJT ISHARES TR440.13%0.21%0.44%Q4 2022Q3 20234
NVDA NVIDIA CORPORATION440.09%0.18%0.25%Q4 2022Q3 20234
COST COSTCO WHSL CORP NEW440.16%0.17%0.19%Q4 2022Q3 20234
SPY SPDR S&P 500 ETF TR440.15%0.16%0.18%Q4 2022Q3 20234
ABT ABBOTT LABS440.14%0.16%0.18%Q4 2022Q3 20234
OXM OXFORD INDS INC440.13%0.14%0.15%Q4 2022Q3 20234
ABBV ABBVIE INC440.11%0.14%0.16%Q4 2022Q3 20234
IWF ISHARES TR440.12%0.13%0.14%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO440.12%0.13%0.14%Q4 2022Q3 20234
IVV ISHARES TR440.12%0.12%0.13%Q4 2022Q3 20234
TSLA TESLA INC440.07%0.12%0.15%Q4 2022Q3 20234
PG PROCTER AND GAMBLE CO440.10%0.11%0.12%Q4 2022Q3 20234
UNH UNITEDHEALTH GROUP INC440.10%0.11%0.12%Q4 2022Q3 20234
YUM YUM BRANDS INC440.10%0.11%0.12%Q4 2022Q3 20234
CVX CHEVRON CORP NEW440.09%0.11%0.12%Q4 2022Q3 20234
TD TORONTO DOMINION BK ONT440.10%0.10%0.12%Q4 2022Q3 20234
GOOGL ALPHABET INC440.09%0.10%0.12%Q4 2022Q3 20234
VHT VANGUARD WORLD FDS440.09%0.09%0.10%Q4 2022Q3 20234
GOOG ALPHABET INC440.07%0.09%0.13%Q4 2022Q3 20234
XLK SELECT SECTOR SPDR TR440.08%0.09%0.10%Q4 2022Q3 20234
LLY LILLY ELI & CO440.07%0.08%0.10%Q4 2022Q3 20234
D DOMINION ENERGY INC440.06%0.08%0.10%Q4 2022Q3 20234
PFE PFIZER INC440.06%0.08%0.11%Q4 2022Q3 20234
BIB PROSHARES TR440.07%0.08%0.09%Q4 2022Q3 20234
VUG VANGUARD INDEX FDS440.07%0.08%0.09%Q4 2022Q3 20234
GD GENERAL DYNAMICS CORP440.06%0.08%0.09%Q4 2022Q3 20234
HD HOME DEPOT INC440.07%0.07%0.08%Q4 2022Q3 20234
UWM PROSHARES TR440.04%0.07%0.09%Q4 2022Q3 20234
VOO VANGUARD INDEX FDS440.03%0.07%0.09%Q4 2022Q3 20234
BRKA BERKSHIRE HATHAWAY INC...440.02%0.07%0.22%Q4 2022Q3 20234
UNP UNION PAC CORP440.06%0.07%0.08%Q4 2022Q3 20234
GSLC GOLDMAN SACHS ETF TR440.07%0.07%0.07%Q4 2022Q3 20234
LDOS LEIDOS HOLDINGS INC440.06%0.07%0.08%Q4 2022Q3 20234
ORCL ORACLE CORP440.06%0.07%0.08%Q4 2022Q3 20234
IBM INTERNATIONAL BUSINESS...440.06%0.07%0.08%Q4 2022Q3 20234
VIG VANGUARD SPECIALIZED F...440.05%0.06%0.09%Q4 2022Q3 20234
CSCO CISCO SYS INC440.06%0.06%0.07%Q4 2022Q3 20234
EDV VANGUARD WORLD FD440.04%0.06%0.08%Q4 2022Q3 20234
WMT WALMART INC440.06%0.06%0.06%Q4 2022Q3 20234
UPV PROSHARES TR440.03%0.06%0.07%Q4 2022Q3 20234
MVV PROSHARES TR440.04%0.06%0.08%Q4 2022Q3 20234
LMT LOCKHEED MARTIN CORP440.05%0.05%0.06%Q4 2022Q3 20234
EWX SPDR INDEX SHS FDS440.03%0.05%0.11%Q4 2022Q3 20234
SHW SHERWIN WILLIAMS CO440.05%0.05%0.06%Q4 2022Q3 20234
SCHV SCHWAB STRATEGIC TR440.05%0.05%0.06%Q4 2022Q3 20234
OKE ONEOK INC NEW440.05%0.05%0.06%Q4 2022Q3 20234
VWO VANGUARD INTL EQUITY I...440.04%0.05%0.07%Q4 2022Q3 20234
FB META PLATFORMS INC440.03%0.05%0.06%Q4 2022Q3 20234
DHR DANAHER CORPORATION440.04%0.05%0.06%Q4 2022Q3 20234
DFAC DIMENSIONAL ETF TRUST440.05%0.05%0.05%Q4 2022Q3 20234
TMO THERMO FISHER SCIENTIF...440.04%0.05%0.05%Q4 2022Q3 20234
IVW ISHARES TR440.03%0.05%0.07%Q4 2022Q3 20234
UYG PROSHARES TR440.03%0.05%0.06%Q4 2022Q3 20234
NOC NORTHROP GRUMMAN CORP440.04%0.05%0.06%Q4 2022Q3 20234
QLD PROSHARES TR440.03%0.05%0.05%Q4 2022Q3 20234
YUMC YUM CHINA HLDGS INC440.04%0.05%0.05%Q4 2022Q3 20234
HON HONEYWELL INTL INC440.04%0.04%0.05%Q4 2022Q3 20234
ETN EATON CORP PLC440.04%0.04%0.05%Q4 2022Q3 20234
EET PROSHARES TR440.04%0.04%0.06%Q4 2022Q3 20234
VTI VANGUARD INDEX FDS440.03%0.04%0.05%Q4 2022Q3 20234
T AT&T INC440.04%0.04%0.05%Q4 2022Q3 20234
ACWX ISHARES TR440.04%0.04%0.04%Q4 2022Q3 20234
NFLX NETFLIX INC440.02%0.04%0.05%Q4 2022Q3 20234
VAC MARRIOTT VACATIONS WOR...440.03%0.04%0.04%Q4 2022Q3 20234
NEE NEXTERA ENERGY INC440.03%0.04%0.05%Q4 2022Q3 20234
BMY BRISTOL-MYERS SQUIBB CO440.03%0.04%0.04%Q4 2022Q3 20234
MRK MERCK & CO INC440.04%0.04%0.04%Q4 2022Q3 20234
ADBE ADOBE SYSTEMS INCORPOR...440.02%0.04%0.05%Q4 2022Q3 20234
AMGN AMGEN INC440.03%0.04%0.04%Q4 2022Q3 20234
SAIC SCIENCE APPLICATIONS I...440.04%0.04%0.04%Q4 2022Q3 20234
NOW SERVICENOW INC440.03%0.04%0.04%Q4 2022Q3 20234
VZ VERIZON COMMUNICATIONS...440.03%0.04%0.04%Q4 2022Q3 20234
PM PHILIP MORRIS INTL INC440.03%0.04%0.04%Q4 2022Q3 20234
ACN ACCENTURE PLC IRELAND440.04%0.04%0.04%Q4 2022Q3 20234
IJH ISHARES TR440.03%0.04%0.05%Q4 2022Q3 20234
GLD SPDR GOLD TR440.03%0.04%0.04%Q4 2022Q3 20234
NKE NIKE INC440.02%0.04%0.04%Q4 2022Q3 20234
HSY HERSHEY CO440.03%0.03%0.04%Q4 2022Q3 20234
SO SOUTHERN CO440.03%0.03%0.04%Q4 2022Q3 20234
IWR ISHARES TR440.03%0.03%0.04%Q4 2022Q3 20234
INTC INTEL CORP440.03%0.03%0.04%Q4 2022Q3 20234
DDM PROSHARES TR440.03%0.03%0.04%Q4 2022Q3 20234
COF CAPITAL ONE FINL CORP440.03%0.03%0.04%Q4 2022Q3 20234
VO VANGUARD INDEX FDS440.03%0.03%0.04%Q4 2022Q3 20234
BAC BANK AMERICA CORP440.02%0.03%0.04%Q4 2022Q3 20234
TXN TEXAS INSTRS INC440.03%0.03%0.03%Q4 2022Q3 20234
IVE ISHARES TR440.02%0.03%0.05%Q4 2022Q3 20234
BA BOEING CO440.03%0.03%0.03%Q4 2022Q3 20234
DIS DISNEY WALT CO440.03%0.03%0.04%Q4 2022Q3 20234
GM GENERAL MTRS CO440.03%0.03%0.03%Q4 2022Q3 20234
GWX SPDR INDEX SHS FDS440.03%0.03%0.03%Q4 2022Q3 20234
MDY SPDR S&P MIDCAP 400 ET...440.03%0.03%0.03%Q4 2022Q3 20234
SDY SPDR SER TR440.03%0.03%0.04%Q4 2022Q3 20234
DE DEERE & CO440.02%0.03%0.04%Q4 2022Q3 20234
SHV ISHARES TR440.01%0.03%0.07%Q4 2022Q3 20234
DUK DUKE ENERGY CORP NEW440.02%0.03%0.03%Q4 2022Q3 20234
QCOM QUALCOMM INC440.03%0.03%0.03%Q4 2022Q3 20234
IWM ISHARES TR440.02%0.03%0.03%Q4 2022Q3 20234
LOW LOWES COS INC440.02%0.03%0.03%Q4 2022Q3 20234
XLV SELECT SECTOR SPDR TR440.02%0.03%0.03%Q4 2022Q3 20234
DVY ISHARES TR440.02%0.03%0.04%Q4 2022Q3 20234
GS GOLDMAN SACHS GROUP INC440.02%0.03%0.03%Q4 2022Q3 20234
KO COCA COLA CO440.02%0.03%0.03%Q4 2022Q3 20234
UGL PROSHARES TR II440.02%0.03%0.03%Q4 2022Q3 20234
VTWO VANGUARD SCOTTSDALE FDS440.02%0.03%0.04%Q4 2022Q3 20234
KWEB KRANESHARES TR440.02%0.03%0.03%Q4 2022Q3 20234
USMV ISHARES TR440.02%0.02%0.03%Q4 2022Q3 20234
SBUX STARBUCKS CORP440.02%0.02%0.03%Q4 2022Q3 20234
HLT HILTON WORLDWIDE HLDGS...440.02%0.02%0.02%Q4 2022Q3 20234
MMM 3M CO440.02%0.02%0.03%Q4 2022Q3 20234
IJR ISHARES TR440.02%0.02%0.02%Q4 2022Q3 20234
VGT VANGUARD WORLD FDS440.02%0.02%0.03%Q4 2022Q3 20234
MO ALTRIA GROUP INC440.02%0.02%0.02%Q4 2022Q3 20234
XLY SELECT SECTOR SPDR TR440.02%0.02%0.02%Q4 2022Q3 20234
CMCSA COMCAST CORP NEW440.02%0.02%0.03%Q4 2022Q3 20234
VV VANGUARD INDEX FDS440.02%0.02%0.02%Q4 2022Q3 20234
MDLZ MONDELEZ INTL INC440.02%0.02%0.02%Q4 2022Q3 20234
XLF SELECT SECTOR SPDR TR440.01%0.02%0.02%Q4 2022Q3 20234
SPYV SPDR SER TR440.02%0.02%0.02%Q4 2022Q3 20234
PNC PNC FINL SVCS GROUP INC440.02%0.02%0.03%Q4 2022Q3 20234
LRCX LAM RESEARCH CORP440.02%0.02%0.02%Q4 2022Q3 20234
IYW ISHARES TR440.02%0.02%0.02%Q4 2022Q3 20234
VBK VANGUARD INDEX FDS440.02%0.02%0.02%Q4 2022Q3 20234
CVS CVS HEALTH CORP440.02%0.02%0.03%Q4 2022Q3 20234
SCHX SCHWAB STRATEGIC TR440.02%0.02%0.02%Q4 2022Q3 20234
CAT CATERPILLAR INC440.02%0.02%0.02%Q4 2022Q3 20234
WM WASTE MGMT INC DEL440.02%0.02%0.02%Q4 2022Q3 20234
GENERAL ELECTRIC CO440.02%0.02%0.02%Q4 2022Q3 20234
VTV VANGUARD INDEX FDS440.02%0.02%0.02%Q4 2022Q3 20234
PEG PUBLIC SVC ENTERPRISE ...440.02%0.02%0.02%Q4 2022Q3 20234
SOXX ISHARES TR440.02%0.02%0.02%Q4 2022Q3 20234
PPG PPG INDS INC440.01%0.02%0.02%Q4 2022Q3 20234
LANC LANCASTER COLONY CORP440.01%0.02%0.02%Q4 2022Q3 20234
COP CONOCOPHILLIPS440.01%0.02%0.02%Q4 2022Q3 20234
VB VANGUARD INDEX FDS440.02%0.02%0.02%Q4 2022Q3 20234
MFC MANULIFE FINL CORP440.02%0.02%0.02%Q4 2022Q3 20234
FNDF SCHWAB STRATEGIC TR440.02%0.02%0.02%Q4 2022Q3 20234
F FORD MTR CO DEL440.02%0.02%0.02%Q4 2022Q3 20234
UTF COHEN & STEERS INFRAST...440.01%0.02%0.02%Q4 2022Q3 20234
MKC MCCORMICK & CO INC440.01%0.02%0.02%Q4 2022Q3 20234
MMC MARSH & MCLENNAN COS INC440.01%0.02%0.02%Q4 2022Q3 20234
AMD ADVANCED MICRO DEVICES...440.01%0.02%0.02%Q4 2022Q3 20234
SYK STRYKER CORPORATION440.01%0.01%0.02%Q4 2022Q3 20234
VOE VANGUARD INDEX FDS440.01%0.01%0.02%Q4 2022Q3 20234
EVT EATON VANCE TAX ADVT D...440.01%0.01%0.02%Q4 2022Q3 20234
TMUS T-MOBILE US INC440.01%0.01%0.02%Q4 2022Q3 20234
WFC WELLS FARGO CO NEW440.01%0.01%0.02%Q4 2022Q3 20234
FVCB FVCBANKCORP INC440.01%0.01%0.02%Q4 2022Q3 20234
ILMN ILLUMINA INC440.01%0.01%0.02%Q4 2022Q3 20234
AEP AMERICAN ELEC PWR CO INC440.01%0.01%0.02%Q4 2022Q3 20234
HST HOST HOTELS & RESORTS INC440.01%0.01%0.02%Q4 2022Q3 20234
LHX L3HARRIS TECHNOLOGIES INC440.01%0.01%0.02%Q4 2022Q3 20234
MA MASTERCARD INCORPORATED440.01%0.01%0.02%Q4 2022Q3 20234
TFC TRUIST FINL CORP440.01%0.01%0.02%Q4 2022Q3 20234
AXP AMERICAN EXPRESS CO440.01%0.01%0.02%Q4 2022Q3 20234
WY WEYERHAEUSER CO MTN BE440.01%0.01%0.01%Q4 2022Q3 20234
GIS GENERAL MLS INC440.01%0.01%0.02%Q4 2022Q3 20234
TJX TJX COS INC NEW440.01%0.01%0.01%Q4 2022Q3 20234
CL COLGATE PALMOLIVE CO440.01%0.01%0.01%Q4 2022Q3 20234
EXC EXELON CORP440.01%0.01%0.01%Q4 2022Q3 20234
VOOG VANGUARD ADMIRAL FDS INC440.01%0.01%0.01%Q4 2022Q3 20234
FDX FEDEX CORP440.01%0.01%0.01%Q4 2022Q3 20234
XLE SELECT SECTOR SPDR TR440.01%0.01%0.02%Q4 2022Q3 20234
OGE OGE ENERGY CORP440.01%0.01%0.01%Q4 2022Q3 20234
BX BLACKSTONE INC440.01%0.01%0.01%Q4 2022Q3 20234
C CITIGROUP INC440.01%0.01%0.01%Q4 2022Q3 20234
DFUS DIMENSIONAL ETF TRUST440.01%0.01%0.01%Q4 2022Q3 20234
AMT AMERICAN TOWER CORP NEW440.01%0.01%0.01%Q4 2022Q3 20234
SPDW SPDR INDEX SHS FDS440.01%0.01%0.01%Q4 2022Q3 20234
ACGL ARCH CAP GROUP LTD440.01%0.01%0.01%Q4 2022Q3 20234
SWKS SKYWORKS SOLUTIONS INC440.01%0.01%0.01%Q4 2022Q3 20234
HRL HORMEL FOODS CORP440.01%0.01%0.01%Q4 2022Q3 20234
IEFA ISHARES TR440.01%0.01%0.01%Q4 2022Q3 20234
BAH BOOZ ALLEN HAMILTON HL...440.01%0.01%0.01%Q4 2022Q3 20234
ESBA EMPIRE ST RLTY OP L P440.01%0.01%0.01%Q4 2022Q3 20234
VOOV VANGUARD ADMIRAL FDS INC440.01%0.01%0.01%Q4 2022Q3 20234
FCN FTI CONSULTING INC440.01%0.01%0.01%Q4 2022Q3 20234
FV FIRST TR EXCHANGE-TRAD...440.01%0.01%0.01%Q4 2022Q3 20234
VSS VANGUARD INTL EQUITY I...440.01%0.01%0.01%Q4 2022Q3 20234
CONSTELLATION ENERGY CORP440.01%0.01%0.01%Q4 2022Q3 20234
WRB BERKLEY W R CORP440.01%0.01%0.01%Q4 2022Q3 20234
AOR ISHARES TR440.01%0.01%0.01%Q4 2022Q3 20234
BDJ BLACKROCK ENHANCED EQU...440.01%0.01%0.01%Q4 2022Q3 20234
QQQ INVESCO QQQ TR330.50%0.87%1.58%Q4 2022Q2 20233
FOCS FOCUS FINL PARTNERS INC330.52%0.60%0.67%Q4 2022Q2 20233
TQQQ PROSHARES TR330.06%0.07%0.08%Q1 2023Q3 20233
QQQM INVESCO EXCH TRADED FD...330.05%0.05%0.06%Q1 2023Q3 20233
RTX RAYTHEON TECHNOLOGIES ...330.04%0.05%0.05%Q4 2022Q2 20233
PKW INVESCO EXCHANGE TRADE...330.02%0.03%0.03%Q4 2022Q2 20233
CMG CHIPOTLE MEXICAN GRILL...330.02%0.02%0.02%Q1 2023Q3 20233
CASY CASEYS GEN STORES INC330.02%0.02%0.02%Q4 2022Q2 20233
GLW CORNING INC330.02%0.02%0.02%Q4 2022Q2 20233
ECL ECOLAB INC330.02%0.02%0.02%Q4 2022Q2 20233
USTB VICTORY PORTFOLIOS II210.02%0.02%0.02%Q4 2022Q3 20233
XLI SELECT SECTOR SPDR TR210.01%0.01%0.02%Q4 2022Q3 20233
EVBG EVERBRIDGE INC330.01%0.01%0.02%Q4 2022Q2 20233
LINDE PLC330.01%0.01%0.01%Q1 2023Q3 20233
DGX QUEST DIAGNOSTICS INC210.01%0.01%0.01%Q4 2022Q3 20233
IYE ISHARES TR210.01%0.01%0.01%Q4 2022Q3 20233
AFL AFLAC INC210.01%0.01%0.01%Q4 2022Q3 20233
DIA SPDR DOW JONES INDL AV...210.01%0.01%0.01%Q4 2022Q3 20233
BNL BROADSTONE NET LEASE INC330.01%0.01%0.01%Q4 2022Q2 20233
VLO VALERO ENERGY CORP330.01%0.01%0.01%Q4 2022Q2 20233
IYY ISHARES TR330.01%0.01%0.01%Q1 2023Q3 20233
UDOW PROSHARES TR330.01%0.01%0.01%Q1 2023Q3 20233
CARR CARRIER GLOBAL CORPORA...330.01%0.01%0.01%Q1 2023Q3 20233
VXF VANGUARD INDEX FDS330.01%0.01%0.01%Q1 2023Q3 20233
PDT HANCOCK JOHN PREM DIVI...210.01%0.01%0.01%Q4 2022Q3 20233
KEY KEYCORP210.00%0.01%0.01%Q4 2022Q3 20233
IDN INTELLICHECK INC210.01%0.01%0.01%Q4 2022Q3 20233
SIRI SIRIUS XM HOLDINGS INC210.00%0.00%0.01%Q4 2022Q3 20233
ESRT EMPIRE ST RLTY TR INC210.00%0.00%0.00%Q4 2022Q3 20233
TLS TELOS CORP MD210.00%0.00%0.01%Q4 2022Q3 20233
SOFI SOFI TECHNOLOGIES INC210.00%0.00%0.00%Q4 2022Q3 20233
WORLD GOLD TR227.93%8.33%8.73%Q1 2023Q2 20232
SHY ISHARES TR220.01%0.57%1.12%Q4 2022Q1 20232
FTNT FORTINET INC220.02%0.02%0.02%Q1 2023Q2 20232
MGV VANGUARD WORLD FD220.01%0.01%0.01%Q2 2023Q3 20232
PANW PALO ALTO NETWORKS INC220.01%0.01%0.01%Q2 2023Q3 20232
GL GLOBE LIFE INC220.01%0.01%0.01%Q4 2022Q1 20232
UBSI UNITED BANKSHARES INC ...220.01%0.01%0.01%Q4 2022Q1 20232
RYT INVESCO EXCHANGE TRADE...220.01%0.01%0.01%Q2 2023Q3 20232
IAU ISHARES GOLD TR220.01%0.01%0.01%Q1 2023Q2 20232
MTD METTLER TOLEDO INTERNA...220.01%0.01%0.01%Q4 2022Q1 20232
LKQ LKQ CORP220.01%0.01%0.01%Q4 2022Q1 20232
PSX PHILLIPS 66110.01%0.01%0.01%Q4 2022Q3 20232
HOLX HOLOGIC INC220.01%0.01%0.01%Q4 2022Q1 20232
ABNB AIRBNB INC220.01%0.01%0.01%Q2 2023Q3 20232
EW EDWARDS LIFESCIENCES CORP220.01%0.01%0.01%Q1 2023Q2 20232
NSC NORFOLK SOUTHN CORP110.01%0.01%0.01%Q4 2022Q2 20232
BROOKFIELD CORP220.01%0.01%0.01%Q1 2023Q2 20232
ANET ARISTA NETWORKS INC110.01%0.01%0.01%Q1 2023Q3 20232
SSO PROSHARES TR220.01%0.01%0.01%Q2 2023Q3 20232
SCHG SCHWAB STRATEGIC TR220.01%0.01%0.01%Q2 2023Q3 20232
AVGO BROADCOM INC220.01%0.01%0.01%Q2 2023Q3 20232
HLI HOULIHAN LOKEY INC220.01%0.01%0.01%Q2 2023Q3 20232
GLDM WORLD GOLD TR118.70%8.70%8.70%Q4 2022Q4 20221
WORLD GOLD TR118.10%8.10%8.10%Q3 2023Q3 20231
INVESCO QQQ TR110.50%0.50%0.50%Q3 2023Q3 20231
URTH ISHARES INC110.06%0.06%0.06%Q4 2022Q4 20221
RTX CORPORATION110.03%0.03%0.03%Q3 2023Q3 20231
VGLT VANGUARD SCOTTSDALE FDS110.03%0.03%0.03%Q3 2023Q3 20231
VFH VANGUARD WORLD FDS110.03%0.03%0.03%Q1 2023Q1 20231
BIL SPDR SER TR110.03%0.03%0.03%Q2 2023Q2 20231
URTY PROSHARES TR110.02%0.02%0.02%Q1 2023Q1 20231
PFF ISHARES TR110.02%0.02%0.02%Q3 2023Q3 20231
UMDD PROSHARES TR110.02%0.02%0.02%Q1 2023Q1 20231
IVOO VANGUARD ADMIRAL FDS INC110.02%0.02%0.02%Q1 2023Q1 20231
FORTINET INC110.02%0.02%0.02%Q3 2023Q3 20231
VYM VANGUARD WHITEHALL FDS110.02%0.02%0.02%Q4 2022Q4 20221
LIN LINDE PLC110.01%0.01%0.01%Q4 2022Q4 20221
BURKE HERBERT FINL SVC...110.01%0.01%0.01%Q3 2023Q3 20231
MGC VANGUARD WORLD FD110.01%0.01%0.01%Q3 2023Q3 20231
GLOBE LIFE INC110.01%0.01%0.01%Q3 2023Q3 20231
VVNT VIVINT SMART HOME INC110.01%0.01%0.01%Q4 2022Q4 20221
NEA NUVEEN AMT FREE QLTY M...110.01%0.01%0.01%Q4 2022Q4 20221
UPS UNITED PARCEL SERVICE INC110.01%0.01%0.01%Q1 2023Q1 20231
EDWARDS LIFESCIENCES CORP110.01%0.01%0.01%Q4 2022Q4 20221
PKI PERKINELMER INC110.01%0.01%0.01%Q4 2022Q4 20221
GLOBE LIFE INC110.01%0.01%0.01%Q2 2023Q2 20231
AZO AUTOZONE INC110.01%0.01%0.01%Q3 2023Q3 20231
FIXD FIRST TR EXCHNG TRADED...110.01%0.01%0.01%Q2 2023Q2 20231
VANECK ETF TRUST110.01%0.01%0.01%Q2 2023Q2 20231
SPMD SPDR SER TR110.01%0.01%0.01%Q4 2022Q4 20221
BROADSTONE NET LEASE INC110.01%0.01%0.01%Q3 2023Q3 20231
AUTOMATIC DATA PROCESS...110.01%0.01%0.01%Q3 2023Q3 20231
WLTW WILLIS TOWERS WATSON P...110.01%0.01%0.01%Q2 2023Q2 20231
VEA VANGUARD TAX-MANAGED FDS110.01%0.01%0.01%Q1 2023Q1 20231
SCHW SCHWAB CHARLES CORP110.01%0.01%0.01%Q2 2023Q2 20231
OTIS OTIS WORLDWIDE CORP110.01%0.01%0.01%Q2 2023Q2 20231
UTG REAVES UTIL INCOME FD110.01%0.01%0.01%Q3 2023Q3 20231
VSEC VSE CORP110.01%0.01%0.01%Q3 2023Q3 20231
RSX VANECK ETF TRUST110.01%0.01%0.01%Q4 2022Q4 20221
HBAN HUNTINGTON BANCSHARES INC110.01%0.01%0.01%Q4 2022Q4 20221
PCG PG&E CORP110.01%0.01%0.01%Q3 2023Q3 20231
THORNE HEALTHTECH INC110.01%0.01%0.01%Q3 2023Q3 20231
PLTR PALANTIR TECHNOLOGIES INC110.01%0.01%0.01%Q3 2023Q3 20231
NIO NIO INC110.01%0.01%0.01%Q3 2023Q3 20231
FS CREDIT OPPORTUNITIE...110.00%0.00%0.00%Q3 2023Q3 20231
PGEN PRECIGEN INC110.00%0.00%0.00%Q4 2022Q4 20221
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The securities at the top of the list , including VANGUARD WORLD FD, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Cassaday & Co Wealth Management LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Cassaday & Co Wealth Management LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Cassaday & Co Wealth Management LLC owns currently or has owned in the past.