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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 17 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,005.0 $247K 0.01% NEW $123.11 +25.3%
322 KEY KEYCORP Financial Services 10,626.0 $245K 0.01% NEW $23.05 -0.0%
323 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 925.0 $242K 0.01% NEW $261.34 +24.8%
324 CMCSA COMCAST CORP NEW Communication Services 9,786.0 $240K 0.01% NEW $24.55 +4.2%
325 ISRG INTUITIVE SURGICAL INC Healthcare 602.0 $239K 0.00% NEW $397.68 -1.8%
326 NUE NUCOR CORP Basic Materials 1,070.0 $238K 0.00% NEW $222.75 +22.4%
327 GLW CORNING INC Technology 932.0 $238K 0.00% NEW $255.43 -32.2%
328 ISHARES TR 4,796.0 $238K 0.00% NEW $49.55
329 IWB ISHARES TR 577.0 $236K 0.00% NEW $409.50 +3.4%
330 EW EDWARDS LIFESCIENCES CORP Healthcare 2,552.0 $231K 0.00% NEW $90.46 +0.4%
331 IEMG ISHARES INC 2,782.0 $230K 0.00% NEW $82.84 -1.1%
332 WY WEYERHAEUSER CO Real Estate 9,576.0 $229K 0.00% NEW $23.94 +0.6%
333 MZTI MARZETTI COMPANY Consumer Defensive 2,002.0 $229K 0.00% NEW $114.16 +0.5%
334 DFSE DIMENSIONAL ETF TRUST 4,648.0 $227K 0.00% NEW $48.88 +0.2%
335 CG CARLYLE GROUP INC Financial Services 5,363.0 $226K 0.00% NEW $42.11 +15.3%
336 XMHQ INVESCO EXCHANGE TRADED FD T 2,000.0 $226K 0.00% NEW $112.88 +6.0%
337 UBSI UNITED BANKSHARES INC WEST V Financial Services 4,924.0 $226K 0.00% NEW $45.83 +6.9%
338 HLI HOULIHAN LOKEY INC Financial Services 1,678.0 $225K 0.00% NEW $134.13 -6.6%
339 ASTS AST SPACEMOBILE INC Technology 2,506.0 $223K 0.00% NEW $88.86 -19.9%
340 DFAT DIMENSIONAL ETF TRUST 3,175.0 $222K 0.00% NEW $69.90 +3.5%
Page 17 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%