Cassaday & Co Wealth Management LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$4.7B

Holdings

351

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (351 positions)

#StockSharesValue% PortfolioType
101
SHWSHERWIN WILLIAMS CO
5,173$1.7M0.04%
102
BACVERIZON COMMUNICATIONS INC
40,679$1.7M0.03%
103
DDOMINION ENERGY INC
27,841$1.6M0.03%
104
ACWXISHARES TR
24,094$1.6M0.03%
105
BACBANK AMERICA CORP
28,582$1.6M0.03%
106
GEGE AEROSPACE
5,035$1.6M0.03%
107
VGTVANGUARD WORLD FD
2,028$1.5M0.03%
108
OKEONEOK INC NEW
20,142$1.5M0.03%
109
TLNTALEN ENERGY CORP
3,900$1.5M0.03%
110
QLDPROSHARES TR
20,522$1.4M0.03%
111
MGCVANGUARD WORLD FD
5,501$1.4M0.03%
112
SCHVSCHWAB STRATEGIC TR
46,434$1.4M0.03%
113
GSGOLDMAN SACHS GROUP INC
1,528$1.3M0.03%
114
4I1PHILIP MORRIS INTL INC
8,250$1.3M0.03%
115
NEENEXTERA ENERGY INC
16,374$1.3M0.03%
116
CATCATERPILLAR INC
2,219$1.3M0.03%
117
QCOMQUALCOMM INC
7,409$1.3M0.03%
118
IVWISHARES TR
10,143$1.3M0.03%
119
PANWPALO ALTO NETWORKS INC
6,576$1.2M0.03%
120
IJHISHARES TR
18,232$1.2M0.03%
121
IYWISHARES TR
5,992$1.2M0.03%
122
SOXXISHARES TR
3,909$1.2M0.02%
123
AMGNAMGEN INC
3,592$1.2M0.02%
124
HLTHILTON WORLDWIDE HLDGS INC
4,085$1.2M0.02%
125
TJXTJX COS INC NEW
7,588$1.2M0.02%
126
SCHXSCHWAB STRATEGIC TR
43,160$1.2M0.02%
127
VBVANGUARD INDEX FDS
4,483$1.2M0.02%
128
KWEBKRANESHARES TRUST
33,727$1.1M0.02%
129
TXNTEXAS INSTRS INC
6,534$1.1M0.02%
130
MDYSPDR S&P MIDCAP 400 ETF TR
1,879$1.1M0.02%
131
DHRDANAHER CORPORATION
4,783$1.1M0.02%
132
IWRISHARES TR
11,329$1.1M0.02%
133
IJRISHARES TR
9,020$1.1M0.02%
134
SOSOUTHERN CO
12,418$1.1M0.02%
135
MAMASTERCARD INCORPORATED
1,875$1.1M0.02%
136
AMDADVANCED MICRO DEVICES INC
4,912$1.1M0.02%
137
MGVVANGUARD WORLD FD
7,342$1.0M0.02%
138
HONHONEYWELL INTL INC
5,251$1.0M0.02%
139
BKNGBOOKING HOLDINGS INC
188$1.0M0.02%
140
DUKDUKE ENERGY CORP NEW
8,563$1.0M0.02%
141
SPYVSPDR SERIES TRUST
17,437$990K0.02%
142
SYKSTRYKER CORPORATION
2,795$982K0.02%
143
GWXSPDR INDEX SHS FDS
23,168$946K0.02%
144
IBBISHARES TR
5,536$934K0.02%
145
XLFSELECT SECTOR SPDR TR
16,915$926K0.02%
146
IWMISHARES TR
3,632$894K0.02%
147
XLVSELECT SECTOR SPDR TR
5,721$885K0.02%
148
MRKMERCK & CO INC
8,337$877K0.02%
149
CEGCONSTELLATION ENERGY CORP
2,481$876K0.02%
150
BXBLACKSTONE INC
5,677$874K0.02%
151
SAICSCIENCE APPLICATIONS INTL CO
8,477$853K0.02%
152
ADBEADOBE INC
2,418$846K0.02%
153
SIRISIRIUSXM HOLDINGS INC
42,046$840K0.02%
154
EWXSPDR INDEX SHS FDS
12,695$833K0.02%
155
ACNACCENTURE PLC IRELAND
3,088$828K0.02%
156
YUMCYUM CHINA HLDGS INC
17,281$824K0.02%
157
VBKVANGUARD INDEX FDS
2,708$818K0.02%
158
TAT&T INC
32,589$809K0.02%
159
IXJISHARES TR
8,313$809K0.02%
160
DEDEERE & CO
1,727$804K0.02%
161
XLYSELECT SECTOR SPDR TR
6,662$795K0.02%
162
DONSPDR DOW JONES INDL AVERAGE
1,653$794K0.02%
163
QQMGINVESCO EXCH TRADED FD TR II
18,627$789K0.02%
164
GMGENERAL MTRS CO
9,667$786K0.02%
165
PNCPNC FINL SVCS GROUP INC
3,758$784K0.02%
166
RCLROYAL CARIBBEAN GROUP
2,802$781K0.02%
167
KOCOCA COLA CO
11,184$781K0.02%
168
MMM3M CO
4,849$776K0.02%
169
AQLTISHARES TR
5,448$768K0.02%
170
DISDISNEY WALT CO
6,748$767K0.02%
171
GEVGE VERNOVA INC
1,169$764K0.02%
172
USMVISHARES TR
7,866$740K0.02%
173
NOWSERVICENOW INC
4,825$739K0.02%
174
BABOEING CO
3,361$729K0.02%
175
WFCWELLS FARGO CO NEW
7,830$729K0.02%
176
VOOGVANGUARD ADMIRAL FDS INC
1,639$728K0.02%
177
PFEPFIZER INC
29,043$723K0.02%
178
TRVCCITIGROUP INC
6,168$719K0.02%
179
AXPAMERICAN EXPRESS CO
1,930$714K0.02%
180
BINCBLACKROCK ETF TRUST II
13,475$711K0.01%
181
HSYHERSHEY CO
3,887$707K0.01%
182
MOALTRIA GROUP INC
12,219$704K0.01%
183
AQLTISHARES TR
7,858$702K0.01%
184
SPGIS&P GLOBAL INC
1,339$699K0.01%
185
ADPAUTOMATIC DATA PROCESSING IN
2,704$695K0.01%
186
VSECVSE CORP
4,000$691K0.01%
187
OXMOXFORD INDS INC
20,095$687K0.01%
188
LOWLOWES COS INC
2,831$682K0.01%
189
SCHWSCHWAB CHARLES CORP
6,703$669K0.01%
190
ANETARISTA NETWORKS INC
5,016$657K0.01%
191
SSOPROSHARES TR
11,314$655K0.01%
192
AEPAMERICAN ELEC PWR CO INC
5,634$649K0.01%
193
SDYSPDR SERIES TRUST
4,637$645K0.01%
194
MUMICRON TECHNOLOGY INC
2,244$640K0.01%
195
SHOPSHOPIFY INC
3,951$635K0.01%
196
CMGCHIPOTLE MEXICAN GRILL INC
17,013$629K0.01%
197
VOEVANGUARD INDEX FDS
3,514$623K0.01%
198
CRWDCROWDSTRIKE HLDGS INC
1,330$623K0.01%
199
PSCCINVESCO EXCH TRADED FD TR II
20,000$621K0.01%
200
SLVISHARES SILVER TR
9,138$588K0.01%
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