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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 30 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FULT FULTON FINL CORP PA Financial Services 2,611.0 $63K 0.00% NEW $24.19 +0.5%
582 IYJ ISHARES TR 378.0 $63K 0.00% NEW $166.65 +0.1%
583 GDV GABELLI DIVID & INCOME TR Financial Services 2,139.0 $63K 0.00% NEW $29.40 +3.6%
584 CME CME GROUP INC Financial Services 280.0 $62K 0.00% NEW $220.83 +23.0%
585 REGN REGENERON PHARMACEUTICALS Healthcare 99.0 $62K 0.00% NEW $623.55 +29.9%
586 BHP BHP BILLITON LIMITED Basic Materials 738.0 $61K 0.00% NEW $83.31 +6.9%
587 XLC SELECT SECTOR SPDR TR 572.0 $61K 0.00% NEW $107.13 +3.1%
588 VCR VANGUARD WORLD FD 154.0 $61K 0.00% NEW $396.61 -1.4%
589 TMFC RBB FD INC 800.0 $61K 0.00% NEW $76.16 +3.9%
590 SUB ISHARES TR 570.0 $61K 0.00% NEW $106.47 -0.2%
591 VPU VANGUARD WORLD FD 310.0 $61K 0.00% NEW $195.73 -2.8%
592 XES SPDR SERIES TRUST 538.0 $60K 0.00% NEW $112.08 +10.2%
593 KR KROGER CO Consumer Defensive 1,081.0 $60K 0.00% NEW $55.53 +1.5%
594 XLE SELECT SECTOR SPDR TR 1,129.0 $60K 0.00% NEW $53.11 +19.9%
595 BGT BLACKROCK FLOATING RATE INC Financial Services 5,602.0 $60K 0.00% NEW $10.66 +2.6%
596 AON AON PLC Financial Services 177.0 $59K 0.00% NEW $331.69 +3.5%
597 TEX TEREX CORP NEW Industrials 802.0 $58K 0.00% NEW $72.39 -11.0%
598 CLSE TRUST FOR PROFESSIONAL MANAG 1,697.0 $58K 0.00% NEW $34.14 -1.0%
599 ARM ARM HOLDINGS PLC Technology 163.0 $58K 0.00% NEW $354.57 -28.6%
600 PH PARKER-HANNIFIN CORP Industrials 58.0 $57K 0.00% NEW $978.12 +6.5%
Page 30 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%