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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 29 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ADI ANALOG DEVICES INC Technology 174.0 $69K 0.00% NEW $397.17 -5.2%
562 JCI JOHNSON CONTROLS INTERNATION Industrials 470.0 $69K 0.00% NEW $146.11 +2.4%
563 TTD THE TRADE DESK INC Technology 3,788.0 $68K 0.00% NEW $18.08 -25.8%
564 DYNF BLACKROCK ETF TRUST 1,005.0 $68K 0.00% NEW $68.01 +2.4%
565 HPQ HP INC Technology 3,111.0 $68K 0.00% NEW $21.94 +36.5%
566 RSP INVESCO EXCHANGE TRADED FD T 320.0 $68K 0.00% NEW $212.77 +3.3%
567 CNP CENTERPOINT ENERGY INC Utilities 1,540.0 $68K 0.00% NEW $44.04 -7.9%
568 XLB SELECT SECTOR SPDR TR 1,331.0 $68K 0.00% NEW $50.83 +1.9%
569 SPOT SPOTIFY TECHNOLOGY S A Communication Services 147.0 $67K 0.00% NEW $459.14 +12.4%
570 MNSB MAINSTREET BANCSHARES INC Financial Services 2,730.0 $67K 0.00% NEW $24.69 +2.7%
571 FEDEX FGHT HLDG CO INC 444.0 $67K 0.00% NEW $151.00
572 SCHA SCHWAB STRATEGIC TR 1,839.0 $66K 0.00% NEW $36.13 -3.1%
573 TT TRANE TECHNOLOGIES PLC Industrials 135.0 $66K 0.00% NEW $491.16 -5.7%
574 L LOEWS CORP Financial Services 585.0 $66K 0.00% NEW $113.21 -0.7%
575 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 608.0 $66K 0.00% NEW $107.76 +5.0%
576 BR BROADRIDGE FINL SOLUTIONS IN Technology 478.0 $65K 0.00% NEW $136.95 +24.0%
577 VRTX VERTEX PHARMACEUTICALS INC Healthcare 130.0 $65K 0.00% NEW $496.73 +6.3%
578 VFH VANGUARD WORLD FD 490.0 $64K 0.00% NEW $131.60 +7.6%
579 XT ISHARES TR 776.0 $64K 0.00% NEW $82.63 -0.5%
580 ARGT GLOBAL X FDS 695.0 $63K 0.00% NEW $91.30 -2.4%
Page 29 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%