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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 19 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FCN FTI CONSULTING INC Industrials 1,266.0 $189K 0.00% NEW $149.01 +2.7%
362 URI UNITED RENTALS INC Industrials 166.0 $188K 0.00% NEW $1132.89 +1.3%
363 PCG PG&E CORP Utilities 11,050.0 $186K 0.00% NEW $16.82 +6.8%
364 FBYD FALCONS BEYOND GLOBAL INC Industrials 10,313.0 $185K 0.00% NEW $17.92 -41.5%
365 ENTERGY CORP NEW 1,608.0 $185K 0.00% NEW $114.86
366 TRV TRAVELERS COMPANIES INC Financial Services 558.0 $184K 0.00% NEW $329.86 +12.3%
367 IUSG ISHARES TR 978.0 $184K 0.00% NEW $188.09 +1.5%
368 XLP SELECT SECTOR SPDR TR 2,192.0 $182K 0.00% NEW $83.07 +3.2%
369 AOR ISHARES TR 2,610.0 $181K 0.00% NEW $69.50 +0.4%
370 DLN WISDOMTREE TR 1,878.0 $181K 0.00% NEW $96.32 +5.0%
371 MRVL MARVELL TECHNOLOGY INC Technology 601.0 $179K 0.00% NEW $297.89 -27.3%
372 IWY ISHARES TR 615.0 $179K 0.00% NEW $290.62 -1.3%
373 VIOO VANGUARD ADMIRAL FDS INC 1,287.0 $177K 0.00% NEW $137.54 +0.3%
374 MDT MEDTRONIC PLC Healthcare 2,252.0 $176K 0.00% NEW $78.23 +18.4%
375 VONG VANGUARD SCOTTSDALE FDS 1,371.0 $175K 0.00% NEW $127.81 -0.9%
376 CSX CSX CORP Industrials 3,684.0 $175K 0.00% NEW $47.53 +6.2%
377 EPD ENTERPRISE PRODS PARTNERS L Energy 4,747.0 $174K 0.00% NEW $36.76 +5.4%
378 RY ROYAL BK CDA Financial Services 829.0 $172K 0.00% NEW $206.97 +3.4%
379 HWM HOWMET AEROSPACE INC Industrials 637.0 $171K 0.00% NEW $268.86 +5.7%
380 SDS PROSHARES TR 3,000.0 $171K 0.00% NEW $56.87 -4.7%
Page 19 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%