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Home > Institutional Investor > Cassaday & Co Wealth Management Llc > Profile

Instuitional Investor - Cassaday & Co Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Cassaday & Co Wealth Management Llc
Portfolio Value $4,337,795,938
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 3,719,216 $1,496,687,066 34.5%
2.
Ishares Trust
 IEF 2,118,203 $301,653,311 6.95%
3.
Ishares Trust
 IEF 911,147 $291,603,412 6.72%
4.
World Gold Tr
 3,407,765 $260,523,635 6.01%
5.
Vanguard Scottsdale Funds
 4,554,512 $258,969,569 5.97%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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