Cassaday & Co Wealth Management LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$4.3B

Holdings

344

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (344 positions)

StockValue
KKRKKR & CO INC
$557K
VACMARRIOTT VACATIONS WORLDWIDE
$544K
VBVANGUARD INDEX FDS
$539K
SBUXSTARBUCKS CORP
$534K
IXJISHARES TR
$531K
VYMVANGUARD WHITEHALL FDS
$522K
EMEEMCOR GROUP INC
$519K
WMWASTE MGMT INC DEL
$519K
XLISELECT SECTOR SPDR TR
$509K
EFVISHARES TR
$506K
XLESELECT SECTOR SPDR TR
$506K
AFLAFLAC INC
$504K
FTECFIDELITY COVINGTON TRUST
$497K
BNDVANGUARD BD INDEX FDS
$497K
COPCONOCOPHILLIPS
$495K
GIB/ACGI INC
$488K
UDOWPROSHARES TR
$481K
CMCSACOMCAST CORP NEW
$476K
MFCMANULIFE FINL CORP
$474K
MDLZMONDELEZ INTL INC
$469K
TFCTRUIST FINL CORP
$462K
NKENIKE INC
$460K
ADPAUTOMATIC DATA PROCESSING IN
$459K
USBUS BANCORP DEL
$456K
EVUSISHARES TR
$453K
SLVISHARES SILVER TR
$450K
WRBBERKLEY W R CORP
$447K
ITOTISHARES TR
$444K
MRSHMARSH & MCLENNAN COS INC
$433K
INTCINTEL CORP
$432K
UWMPROSHARES TR
$430K
BNBROOKFIELD CORP
$426K
LINLINDE PLC
$425K
NEMNEWMONT CORP
$424K
BMYBRISTOL-MYERS SQUIBB CO
$416K
DFUSDIMENSIONAL ETF TRUST
$410K
SCHESCHWAB STRATEGIC TR
$407K
PSCTINVESCO EXCH TRADED FD TR II
$398K
AZOAUTOZONE INC
$398K
CTEFEA SERIES TRUST
$394K
BXSLBLACKSTONE SECD LENDING FD
$393K
SLYGSPDR SERIES TRUST
$384K
IYY*ISHARES TR
$378K
RSPTINVESCO EXCHANGE TRADED FD T
$378K
LENLENNAR CORP
$378K
IAU*ISHARES GOLD TR
$376K
ICEINTERCONTINENTAL EXCHANGE IN
$371K
HLIHOULIHAN LOKEY INC
$370K
DOCUDOCUSIGN INC
$370K
IEURISHARES TR
$364K
USTBVICTORY PORTFOLIOS II
$363K
FNDFSCHWAB STRATEGIC TR
$359K
BKBANK NEW YORK MELLON CORP
$353K
ACGLARCH CAP GROUP LTD
$349K
XLGINVESCO EXCHANGE TRADED FD T
$346K
MZTIMARZETTI COMPANY
$345K
OGEOGE ENERGY CORP
$343K
GLGLOBE LIFE INC
$343K
CHKPCHECK POINT SOFTWARE TECH LT
$337K
CGCARLYLE GROUP INC
$336K
VTVANGUARD INTL EQUITY INDEX F
$333K
HSTHOST HOTELS & RESORTS INC
$333K
AXONAXON ENTERPRISE INC
$329K
WTWWILLIS TOWERS WATSON PLC LTD
$328K
VXFVANGUARD INDEX FDS
$328K
SPDWSPDR INDEX SHS FDS
$328K
CRMSALESFORCE INC
$326K
MUMICRON TECHNOLOGY INC
$326K
CLCOLGATE PALMOLIVE CO
$324K
PPLTABRDN PLATINUM ETF TRUST
$321K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$320K
ORLYOREILLY AUTOMOTIVE INC
$317K
VOOVVANGUARD ADMIRAL FDS INC
$316K
PEGPUBLIC SVC ENTERPRISE GRP IN
$315K
PSXPHILLIPS 66
$312K
FVCBFVCBANKCORP INC
$312K
SPTLSPDR SERIES TRUST
$308K
URTHISHARES INC
$308K
CA8ACACI INTL INC
$306K
PEOEXELON CORP
$300K
HCAHCA HEALTHCARE INC
$300K
DFSEDIMENSIONAL ETF TRUST
$295K
SPMDSPDR SERIES TRUST
$290K
AQLTISHARES TR
$290K
ISRGINTUITIVE SURGICAL INC
$287K
SHVISHARES TR
$283K
NSCNORFOLK SOUTHN CORP
$283K
IYEISHARES TR
$279K
BKNGBOOKING HOLDINGS INC
$275K
VBRVANGUARD INDEX FDS
$275K
APOAPOLLO GLOBAL MGMT INC
$275K
T7DTRANSDIGM GROUP INC
$274K
PPLPPL CORP
$270K
MCXMCCORMICK & CO INC
$269K
ESBAEMPIRE ST RLTY OP L P
$269K
SHELSHELL PLC
$268K
COALEXCHANGE TRADED CONCEPTS TRU
$267K
BHRBBURKE HERBERT FINL SVCS CORP
$266K
JEPIJ P MORGAN EXCHANGE TRADED F
$261K
CARRCARRIER GLOBAL CORPORATION
$259K
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