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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 23 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AIG AMERICAN INTL GROUP INC Financial Services 1,587.0 $118K 0.00% NEW $74.54 +2.1%
442 SCHR SCHWAB STRATEGIC TR 4,778.0 $118K 0.00% NEW $24.66 -0.9%
443 FUTY FIDELITY COVINGTON TRUST 2,000.0 $117K 0.00% NEW $58.42 -2.8%
444 CHAT TIDAL TRUST II 1,178.0 $116K 0.00% NEW $98.68 -9.8%
445 APH AMPHENOL CORP Technology 659.0 $116K 0.00% NEW $176.32 -9.5%
446 PCT PURECYCLE TECHNOLOGIES INC Industrials 14,235.0 $115K 0.00% NEW $8.11 -15.2%
447 MAIN MAIN STR CAP CORP Financial Services 2,225.0 $115K 0.00% NEW $51.88 +11.4%
448 NULG NUSHARES ETF TR 983.0 $115K 0.00% NEW $117.06 -1.3%
449 DVA DAVITA INC Healthcare 512.0 $114K 0.00% NEW $222.48 -20.0%
450 VLYPN VALLEY NATL BANCORP Financial Services 7,775.0 $114K 0.00% NEW $14.65 +75.2%
451 FAST FASTENAL CO Industrials 2,358.0 $113K 0.00% NEW $48.02 +6.8%
452 ITA ISHARES TR 466.0 $113K 0.00% NEW $242.42 +4.0%
453 CRSP CRISPR THERAPEUTICS AG Healthcare 2,052.0 $112K 0.00% NEW $54.54 -2.9%
454 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 381.0 $112K 0.00% NEW $293.52 +3.3%
455 RWR SPDR SERIES TRUST 985.0 $111K 0.00% NEW $112.97 +0.4%
456 WBD WARNER BROS DISCOVERY INC Communication Services 4,134.0 $110K 0.00% NEW $26.66 +6.8%
457 FLSP FRANKLIN TEMPLETON ETF TR 3,977.0 $110K 0.00% NEW $27.69 +3.1%
458 HUM HUMANA INC Healthcare 276.0 $110K 0.00% NEW $397.22 -3.8%
459 RQI COHEN & STEERS QUALITY INCOM Financial Services 8,858.0 $109K 0.00% NEW $12.31 -0.0%
460 GLPI GAMING & LEISURE P Real Estate 2,442.0 $109K 0.00% NEW $44.53 -5.5%
Page 23 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%