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Portfolio (Quarterly) Guide ↗

Cassaday & Co Wealth Management LLC

· CIK 0001963612
13F Portfolio $5.3B AUM 1,319 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1313 New
Page 15 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BXSL BLACKSTONE SECD LENDING FD Financial Services 14,613.0 $346K 0.01% NEW $23.71 +2.1%
282 GLAD GLADSTONE CAP CORP Financial Services 17,507.0 $340K 0.01% NEW $19.42 +0.3%
283 IYE ISHARES TR 5,888.0 $333K 0.01% NEW $56.59 +17.1%
284 CI THE CIGNA GROUP Healthcare 1,190.0 $328K 0.01% NEW $275.68 -0.1%
285 RPG INVESCO EXCHANGE TRADED FD T 5,090.0 $325K 0.01% NEW $63.85 -4.6%
286 VBR VANGUARD INDEX FDS 1,319.0 $321K 0.01% NEW $242.99 +2.8%
287 ACN ACCENTURE PLC IRELAND Technology 2,573.0 $320K 0.01% NEW $124.44 +36.6%
288 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 4,320.0 $310K 0.01% NEW $71.86 +0.7%
289 CARR CARRIER GLOBAL CORPORATION Industrials 4,228.0 $310K 0.01% NEW $73.36 -14.7%
290 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,786.0 $307K 0.01% NEW $81.16 -6.8%
291 WYY WIDEPOINT CORP Technology 17,500.0 $306K 0.01% NEW $17.50 -48.3%
292 NKE NIKE INC Consumer Cyclical 7,379.0 $303K 0.01% NEW $41.05 -4.8%
293 IWC ISHARES TR 1,513.0 $303K 0.01% NEW $200.04 -0.3%
294 IUSV ISHARES TR 2,740.0 $302K 0.01% NEW $110.15 +4.1%
295 TMAT NORTHERN LTS FD TR IV 9,504.0 $299K 0.01% NEW $31.43 -2.7%
296 NSC NORFOLK SOUTHN CORP Industrials 943.0 $297K 0.01% NEW $314.59 +8.4%
297 SHV ISHARES TR 2,672.0 $295K 0.01% NEW $110.35 -0.1%
298 ILMN ILLUMINA INC Healthcare 1,662.0 $292K 0.01% NEW $175.83 +9.8%
299 EXC EXELON CORP Utilities 6,167.0 $288K 0.01% NEW $46.62 -2.3%
300 KEYS KEYSIGHT TECHNOLOGIES INC Technology 818.0 $286K 0.01% NEW $350.07 +3.2%
Page 15 of 66  ·  1,313 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 50.2%
Technology 19.8%
Consumer Cyclical 8.8%
Communication Services 4.6%
Healthcare 4.6%
Industrials 4.1%
Consumer Defensive 3.7%
Energy 1.9%
Utilities 1.5%
Basic Materials 0.5%