Cassaday & Co Wealth Management 13F annual report
Cassaday & Co Wealth Management is an investment fund managing more than $3.16 trillion ran by Andy Armstrong. There are currently 208 companies in Mr. Armstrong’s portfolio. The largest investments include Vanguard World Fd and World Gold Tr, together worth $1.36 trillion.
$3.16 trillion Assets Under Management (AUM)
As of 23rd July 2024, Cassaday & Co Wealth Management’s top holding is 3,526,962 shares of Vanguard World Fd currently worth over $1.11 trillion and making up 34.9% of the portfolio value.
In addition, the fund holds 5,455,177 shares of World Gold Tr worth $251 billion.
The third-largest holding is Ishares Tr worth $976 billion and the next is Schwab Strategic Tr worth $140 billion, with 1,802,507 shares owned.
Currently, Cassaday & Co Wealth Management's portfolio is worth at least $3.16 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Cassaday & Co Wealth Management
The Cassaday & Co Wealth Management office and employees reside in Mclean, Virginia. According to the last 13-F report filed with the SEC, Andy Armstrong serves as the CCO at Cassaday & Co Wealth Management.
Recent trades
In the most recent 13F filing, Cassaday & Co Wealth Management revealed that it had opened a new position in
World Gold Tr and bought 5,455,177 shares worth $251 billion.
The investment fund also strengthened its position in Ishares Tr by buying
28,273 additional shares.
This makes their stake in Ishares Tr total 9,094,044 shares worth $976 billion.
On the other hand, there are companies that Cassaday & Co Wealth Management is getting rid of from its portfolio.
Cassaday & Co Wealth Management closed its position in World Gold Tr on 30th July 2024.
It sold the previously owned 5,428,242 shares for $239 billion.
Andy Armstrong also disclosed a decreased stake in Vanguard World Fd by approximately 0.1%.
This leaves the value of the investment at $1.11 trillion and 3,526,962 shares.
One of the largest hedge funds
The two most similar investment funds to Cassaday & Co Wealth Management are Stonegate Investment and Associated Banc-corp. They manage $3.17 trillion and $3.15 trillion respectively.
Andy Armstrong investment strategy
Cassaday & Co Wealth Management’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 2.3% of
the total portfolio value.
The fund focuses on investments in the United States as
48.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
43% of the total holdings value.
On the other hand, small-cap stocks make up only 1.9% of the portfolio.
The average market cap of the portfolio companies is close to $158 billion.
The complete list of Cassaday & Co Wealth Management trades based on 13F SEC filings
These positions were updated on July 30th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard World Fd |
0.00%
3,526,962
|
$1,105,092,120,000 | 34.95% |
| World Gold Tr |
Opened
5,455,177
|
$251,429,108,000 | 7.95% |
| World Gold Tr |
Closed
5,428,242
|
$239,114,061,000 | |
| Ishares Tr |
0.31%
9,094,044
|
$976,039,813,000 | 30.87% |
| Schwab Strategic Tr |
2.79%
1,802,507
|
$140,121,532,000 | 4.43% |
| Vanguard Scottsdale Fds |
2.19%
2,026,976
|
$117,532,914,000 | 3.72% |
| Select Sector Spdr Tr |
3.09%
2,995,769
|
$119,124,357,000 | 3.77% |
| Proshares Tr |
0.28%
916,194
|
$78,468,665,000 | 2.48% |
| Apple Inc |
4.30%
195,771
|
$41,233,284,000 | 1.30% |
| Microsoft Corporation |
1.50%
61,300
|
$27,398,078,000 | 0.87% |
| Vanguard Index Fds |
5.49%
168,068
|
$37,157,846,000 | 1.18% |
| NVIDIA Corp |
959.18%
151,166
|
$18,675,037,000 | 0.59% |
| Marriott Intl Inc New |
0.10%
75,098
|
$18,156,444,000 | 0.57% |
| Amazon.com Inc. |
3.54%
66,669
|
$12,883,785,000 | 0.41% |
| Pepsico Inc |
0.17%
74,634
|
$12,309,315,000 | 0.39% |
| Visa Inc |
0.20%
36,508
|
$9,582,255,000 | 0.30% |
| Mcdonalds Corp |
3.45%
27,747
|
$7,070,978,000 | 0.22% |
| Costco Whsl Corp New |
0.41%
8,091
|
$6,876,961,000 | 0.22% |
| Berkshire Hathaway Inc. |
No change
10
|
$6,122,410,000 | 0.19% |
| Exxon Mobil Corp. |
0.35%
49,823
|
$5,735,587,000 | 0.18% |
| Spdr Sp 500 Etf Tr |
6.53%
10,005
|
$5,444,922,000 | 0.17% |
| Eli Lilly Co |
0.22%
5,457
|
$4,940,691,000 | 0.16% |
| Johnson Johnson |
0.27%
33,440
|
$4,887,627,000 | 0.15% |
| Alphabet Inc |
3.08%
47,343
|
$8,656,180,000 | 0.27% |
| Jpmorgan Chase Co. |
1.00%
20,006
|
$4,046,499,000 | 0.13% |
| Abbott Labs |
0.59%
35,395
|
$3,677,919,000 | 0.12% |
| Abbvie Inc |
0.47%
20,975
|
$3,597,658,000 | 0.11% |
| Meta Platforms Inc |
12.24%
6,419
|
$3,236,589,000 | 0.10% |
| Unitedhealth Group Inc |
9.74%
6,094
|
$3,103,431,000 | 0.10% |
| Procter And Gamble Co |
3.13%
17,669
|
$2,913,968,000 | 0.09% |
| Tesla Inc |
0.78%
13,673
|
$2,705,614,000 | 0.09% |
| Lockheed Martin Corp. |
87.21%
5,253
|
$2,453,469,000 | 0.08% |
| Yum Brands Inc. |
4.69%
18,207
|
$2,411,700,000 | 0.08% |
| Chevron Corp. |
3.98%
14,822
|
$2,318,460,000 | 0.07% |
| Leidos Holdings Inc |
No change
15,850
|
$2,312,198,000 | 0.07% |
| International Business Machs |
2.28%
12,852
|
$2,222,761,000 | 0.07% |
| Oracle Corp. |
6.66%
15,638
|
$2,208,142,000 | 0.07% |
| Home Depot, Inc. |
2.30%
6,240
|
$2,147,976,000 | 0.07% |
| Goldman Sachs Etf Tr |
No change
19,760
|
$2,113,332,000 | 0.07% |
| Toronto Dominion Bk Ont |
1.55%
38,206
|
$2,099,802,000 | 0.07% |
| General Dynamics Corp. |
1.46%
7,100
|
$2,059,994,000 | 0.07% |
| Vanguard Intl Equity Index F |
4.50%
83,684
|
$5,157,190,000 | 0.16% |
| Netflix Inc. |
0.48%
2,908
|
$1,962,552,000 | 0.06% |
| Eaton Corp Plc |
0.53%
5,875
|
$1,842,107,000 | 0.06% |
| Union Pac Corp |
0.41%
7,860
|
$1,778,466,000 | 0.06% |
| Invesco Exch Traded Fd Tr Ii |
No change
8,958
|
$1,765,712,000 | 0.06% |
| Vanguard Specialized Funds |
0.63%
9,492
|
$1,732,734,000 | 0.05% |
| Walmart Inc |
9.65%
24,752
|
$1,675,938,000 | 0.05% |
| Dimensional Etf Trust |
13.79%
56,504
|
$1,972,649,000 | 0.06% |
| Oneok Inc. |
0.08%
19,472
|
$1,587,942,000 | 0.05% |
| Sherwin-Williams Co. |
0.60%
5,189
|
$1,548,554,000 | 0.05% |
| Dominion Energy Inc |
1.76%
29,960
|
$1,468,039,000 | 0.05% |
| Capital One Finl Corp |
20.71%
10,441
|
$1,445,610,000 | 0.05% |
| Cisco Sys Inc |
2.70%
26,660
|
$1,266,610,000 | 0.04% |
| Oxford Inds Inc |
72.76%
12,573
|
$1,259,186,000 | 0.04% |
| Adobe Inc |
0.18%
2,249
|
$1,249,549,000 | 0.04% |
| Thermo Fisher Scientific Inc. |
1.45%
2,178
|
$1,204,434,000 | 0.04% |
| AMGEN Inc. |
1.44%
3,734
|
$1,166,689,000 | 0.04% |
| Pimco Etf Tr |
No change
15,225
|
$1,143,246,000 | 0.04% |
| Danaher Corp. |
0.18%
4,384
|
$1,095,343,000 | 0.03% |
| Honeywell International Inc |
0.31%
5,124
|
$1,094,187,000 | 0.03% |
| Spdr Gold Tr |
No change
4,847
|
$1,042,154,000 | 0.03% |
| RTX Corp |
0.41%
10,134
|
$1,017,353,000 | 0.03% |
| Accenture Plc Ireland |
13.41%
3,325
|
$1,008,839,000 | 0.03% |
| Pfizer Inc. |
9.77%
35,918
|
$1,004,977,000 | 0.03% |
| Spdr Sp Midcap 400 Etf Tr |
No change
1,871
|
$1,001,135,000 | 0.03% |
| NextEra Energy Inc |
0.28%
14,044
|
$994,456,000 | 0.03% |
| Northrop Grumman Corp. |
4.46%
2,272
|
$990,479,000 | 0.03% |
| Verizon Communications Inc |
0.38%
23,785
|
$980,875,000 | 0.03% |
| Qualcomm, Inc. |
0.80%
4,822
|
$960,446,000 | 0.03% |
| Science Applications Intl Co |
No change
8,038
|
$944,867,000 | 0.03% |
| Hilton Worldwide Holdings Inc |
3.01%
4,246
|
$926,478,000 | 0.03% |
| KraneShares Trust |
No change
33,558
|
$906,738,000 | 0.03% |
| Chipotle Mexican Grill |
4,954.20%
14,455
|
$905,606,000 | 0.03% |
| Merck Co Inc |
15.36%
7,206
|
$892,104,000 | 0.03% |
| The Southern Co. |
1.84%
11,496
|
$891,745,000 | 0.03% |
| Bank America Corp |
3.14%
22,114
|
$879,488,000 | 0.03% |
| Philip Morris International Inc |
2.93%
8,649
|
$876,404,000 | 0.03% |
| Proshares Tr Ii |
No change
11,284
|
$869,320,000 | 0.03% |
| Texas Instrs Inc |
4.50%
4,438
|
$863,325,000 | 0.03% |
| Disney Walt Co |
3.86%
8,239
|
$818,007,000 | 0.03% |
| Lam Research Corp. |
0.78%
768
|
$817,805,000 | 0.03% |
| Duke Energy Corp. |
13.13%
7,998
|
$801,674,000 | 0.03% |
| GE Aerospace |
1.90%
4,876
|
$775,138,000 | 0.02% |
| Spdr Index Shs Fds |
5.29%
44,669
|
$1,790,196,000 | 0.06% |
| Advanced Micro Devices Inc. |
0.93%
4,553
|
$738,543,000 | 0.02% |
| Att Inc |
15.63%
38,154
|
$729,124,000 | 0.02% |
| Spdr Ser Tr |
9.16%
25,537
|
$1,684,515,000 | 0.05% |
| Marriott Vacations Worldwide Corp |
No change
8,188
|
$714,977,000 | 0.02% |
| Coca-Cola Co |
2.28%
10,830
|
$689,340,000 | 0.02% |
| Goldman Sachs Group, Inc. |
0.74%
1,500
|
$678,480,000 | 0.02% |
| Hershey Company |
0.44%
3,622
|
$665,866,000 | 0.02% |
| General Mtrs Co |
29.82%
14,304
|
$664,564,000 | 0.02% |
| Lowes Cos Inc |
6.58%
2,952
|
$650,798,000 | 0.02% |
| Vanguard Bd Index Fds |
115.21%
8,916
|
$642,398,000 | 0.02% |
| Deere Co |
3.43%
1,691
|
$631,779,000 | 0.02% |
| Palo Alto Networks Inc |
10.34%
1,708
|
$579,030,000 | 0.02% |
| Intel Corp. |
4.45%
18,675
|
$578,373,000 | 0.02% |
| Broadcom Inc |
26.43%
354
|
$568,358,000 | 0.02% |
| Caterpillar Inc. |
10.76%
1,675
|
$558,003,000 | 0.02% |
| Altria Group Inc. |
0.63%
12,244
|
$557,715,000 | 0.02% |
| Pnc Finl Svcs Group Inc |
0.47%
3,571
|
$555,164,000 | 0.02% |
| Comcast Corp New |
0.14%
14,059
|
$550,556,000 | 0.02% |
| Yum China Holdings Inc |
4.52%
17,106
|
$527,550,000 | 0.02% |
| Spdr Dow Jones Indl Average |
Opened
1,330
|
$520,203,000 | 0.02% |
| Public Svc Enterprise Grp In |
1.14%
7,035
|
$518,480,000 | 0.02% |
| Mastercard Incorporated |
6.82%
1,175
|
$518,363,000 | 0.02% |
| 3M Co. |
1.97%
4,979
|
$508,843,000 | 0.02% |
| Boeing Co. |
1.59%
2,781
|
$506,209,000 | 0.02% |
| Vanguard Star Fds |
Opened
8,202
|
$494,581,000 | 0.02% |
| Waste Mgmt Inc Del |
18.26%
2,315
|
$493,883,000 | 0.02% |
| Vanguard Admiral Fds Inc |
No change
3,067
|
$772,415,000 | 0.02% |
| Blackstone Inc |
5.22%
3,889
|
$481,438,000 | 0.02% |
| Blackstone Secd Lending Fd |
Opened
15,630
|
$478,591,000 | 0.02% |
| Hess Corporation |
0.13%
3,188
|
$470,357,000 | 0.01% |
| Starbucks Corp. |
3.97%
6,027
|
$469,202,000 | 0.01% |
| Conocophillips |
0.47%
4,073
|
$465,870,000 | 0.01% |
| Mondelez International Inc. |
1.70%
7,110
|
$465,279,000 | 0.01% |
| Tjx Cos Inc New |
No change
4,199
|
$462,310,000 | 0.01% |
| Marsh Mclennan Cos Inc |
3.28%
2,175
|
$458,316,000 | 0.01% |
| Bristol-Myers Squibb Co. |
19.88%
10,822
|
$449,418,000 | 0.01% |
| L3Harris Technologies Inc |
1.48%
1,990
|
$446,915,000 | 0.01% |
| Constellation Energy Corp |
11.52%
2,204
|
$441,396,000 | 0.01% |
| American Elec Pwr Co Inc |
0.38%
4,971
|
$436,157,000 | 0.01% |
| T-Mobile US Inc |
4.75%
2,448
|
$431,289,000 | 0.01% |
| Truist Finl Corp |
0.30%
10,913
|
$423,971,000 | 0.01% |
| Arista Networks Inc |
1.40%
1,196
|
$419,175,000 | 0.01% |
| Nike, Inc. |
0.60%
5,491
|
$413,853,000 | 0.01% |
| Citigroup Inc |
17.78%
6,391
|
$405,603,000 | 0.01% |
| Manulife Finl Corp |
26.94%
15,123
|
$402,570,000 | 0.01% |
| Wells Fargo Co New |
49.38%
6,699
|
$397,854,000 | 0.01% |
| American Express Co. |
0.83%
1,681
|
$389,236,000 | 0.01% |
| Aflac Inc. |
2.46%
4,337
|
$387,338,000 | 0.01% |
| Colgate-Palmolive Co. |
0.48%
3,972
|
$385,443,000 | 0.01% |
| Linde Plc. |
2.21%
878
|
$385,276,000 | 0.01% |
| Lancaster Colony Corp. |
No change
2,002
|
$378,318,000 | 0.01% |
| Vanguard Whitehall Fds |
No change
3,133
|
$371,574,000 | 0.01% |
| Booz Allen Hamilton Hldg Cor |
18.91%
2,358
|
$362,897,000 | 0.01% |
| Automatic Data Processing In |
1.23%
1,520
|
$362,809,000 | 0.01% |
| Arch Cap Group Ltd |
0.25%
3,579
|
$361,086,000 | 0.01% |
| EA Series Trust |
No change
17,415
|
$354,784,000 | 0.01% |
| Victory Portfolios II |
No change
7,124
|
$354,776,000 | 0.01% |
| VSE Corp. |
No change
4,000
|
$353,120,000 | 0.01% |
| Host Hotels Resorts Inc |
0.16%
19,592
|
$352,266,000 | 0.01% |
| Crowdstrike Holdings Inc |
Opened
885
|
$339,124,000 | 0.01% |
| CVS Health Corp |
1.99%
5,488
|
$324,140,000 | 0.01% |
| Morgan Stanley |
Closed
3,437
|
$323,628,000 | |
| Stryker Corp. |
Closed
903
|
$323,049,000 | |
| Fedex Corp |
2.24%
1,046
|
$313,633,000 | 0.01% |
| Palantir Technologies Inc. |
14.21%
12,346
|
$312,725,000 | 0.01% |
| Invesco Exchange Traded Fd T |
3.95%
8,480
|
$310,877,000 | 0.01% |
| Telos Corp Md |
1.77%
75,956
|
$305,344,000 | 0.01% |
| Royal Caribbean Group |
7.15%
1,869
|
$297,975,000 | 0.01% |
| Ford Mtr Co Del |
5.86%
23,696
|
$297,148,000 | 0.01% |
| Emcor Group, Inc. |
No change
800
|
$292,064,000 | 0.01% |
| Schwab Charles Corp |
5.86%
3,919
|
$288,792,000 | 0.01% |
| Mccormick Co Inc |
0.20%
4,033
|
$286,102,000 | 0.01% |
| Schwab Strategic Tr |
Opened
7,388
|
$283,847,000 | 0.01% |
| Globe Life Inc. |
Closed
2,399
|
$279,172,000 | |
| Phillips 66 |
No change
1,958
|
$276,356,000 | 0.01% |
| Fiserv, Inc. |
12.71%
1,834
|
$273,340,000 | 0.01% |
| FTI Consulting Inc. |
No change
1,266
|
$272,861,000 | 0.01% |
| Weyerhaeuser Co Mtn Be |
0.57%
9,585
|
$272,119,000 | 0.01% |
| Enterprise Prods Partners L |
Closed
9,272
|
$270,572,000 | |
| Berkley W R Corp |
0.15%
3,422
|
$268,901,000 | 0.01% |
| Houlihan Lokey Inc |
3.90%
1,970
|
$265,675,000 | 0.01% |
| Oge Energy Corp. |
No change
7,422
|
$264,966,000 | 0.01% |
| Skyworks Solutions, Inc. |
0.96%
2,479
|
$264,212,000 | 0.01% |
| FVCBankcorp Inc |
No change
24,088
|
$263,041,000 | 0.01% |
| Everbridge Inc |
No change
7,500
|
$262,425,000 | 0.01% |
| Trade Desk Inc |
Opened
2,678
|
$261,561,000 | 0.01% |
| India Fd Inc |
Opened
14,635
|
$261,380,000 | 0.01% |
| Brookfield Corp |
No change
6,216
|
$258,508,000 | 0.01% |
| Transdigm Group Incorporated |
0.50%
201
|
$256,800,000 | 0.01% |
| Carrier Global Corporation |
3.43%
4,060
|
$256,105,000 | 0.01% |
| Edwards Lifesciences Corp |
2.30%
2,679
|
$247,460,000 | 0.01% |
| Autozone Inc. |
No change
83
|
$246,021,000 | 0.01% |
| Ishares Silver Tr |
0.55%
9,188
|
$244,126,000 | 0.01% |
| Ishares Tr |
Closed
4,378
|
$243,697,000 | |
| General Mls Inc |
13.88%
3,852
|
$243,660,000 | 0.01% |
| Willis Towers Watson Plc Ltd |
0.11%
924
|
$242,218,000 | 0.01% |
| Ishares Inc |
No change
1,628
|
$240,170,000 | 0.01% |
| Ishares Tr |
Opened
2,001
|
$237,679,000 | 0.01% |
| Illumina Inc |
Closed
1,720
|
$236,191,000 | |
| Exelon Corp. |
12.16%
6,815
|
$235,868,000 | 0.01% |
| Shopify Inc |
3.66%
3,567
|
$235,601,000 | 0.01% |
| Caci International Inc. |
0.93%
543
|
$233,561,000 | 0.01% |
| Fortinet Inc |
Closed
3,401
|
$232,323,000 | |
| Coca Cola Cons Inc |
Opened
214
|
$232,190,000 | 0.01% |
| Salesforce Inc |
Closed
753
|
$226,789,000 | |
| Fs Kkr Cap Corp |
Closed
11,827
|
$225,541,000 | |
| Shell Plc |
Opened
3,078
|
$222,144,000 | 0.01% |
| Hormel Foods Corp. |
Closed
6,343
|
$221,314,000 | |
| Burke Herbert Finl Svcs Corp |
No change
4,320
|
$220,234,000 | 0.01% |
| Motorola Solutions Inc |
Closed
607
|
$215,423,000 | |
| Medtronic Plc |
Closed
2,471
|
$215,348,000 | |
| LKQ Corp |
Closed
4,026
|
$215,029,000 | |
| Nxp Semiconductors N V |
Opened
792
|
$213,120,000 | 0.01% |
| United Bankshares Inc West V |
Closed
5,946
|
$212,808,000 | |
| XPO Inc |
No change
2,000
|
$212,300,000 | 0.01% |
| Roper Technologies Inc |
0.27%
376
|
$211,937,000 | 0.01% |
| Nucor Corp. |
Closed
1,068
|
$211,358,000 | |
| American Tower Corp. |
Closed
1,069
|
$211,224,000 | |
| Mettler-Toledo International, Inc. |
No change
151
|
$211,037,000 | 0.01% |
| First Tr Exchange-traded Fd |
Opened
3,648
|
$208,907,000 | 0.01% |
| Textron Inc. |
Closed
2,176
|
$208,744,000 | |
| Gartner, Inc. |
8.55%
460
|
$206,568,000 | 0.01% |
| Ge Vernova Inc |
Opened
1,203
|
$206,327,000 | 0.01% |
| Abrdn Platinum Etf Trust |
Opened
2,253
|
$206,082,000 | 0.01% |
| MetLife, Inc. |
Closed
2,779
|
$205,952,000 | |
| Oreilly Automotive Inc |
1.04%
195
|
$205,932,000 | 0.01% |
| Norfolk Southn Corp |
1.64%
958
|
$205,674,000 | 0.01% |
| Ppg Inds Inc |
0.06%
1,622
|
$204,250,000 | 0.01% |
| Clorox Co. |
Closed
1,326
|
$203,024,000 | |
| Vanguard Scottsdale Fds |
Closed
2,584
|
$202,147,000 | |
| Fortinet Inc |
Opened
3,343
|
$201,483,000 | 0.01% |
| Hologic, Inc. |
Closed
2,579
|
$201,059,000 | |
| Factset Resh Sys Inc |
Closed
442
|
$200,841,000 | |
| Vanguard Intl Equity Index F |
Opened
1,776
|
$200,031,000 | 0.01% |
| Park Hotels Resorts Inc |
Opened
12,983
|
$194,486,000 | 0.01% |
| Pge Corp |
0.14%
11,066
|
$193,213,000 | 0.01% |
| Ecofin Sustainable And Socia |
Opened
13,438
|
$154,672,000 | 0.00% |
| KeyCorp |
0.40%
10,669
|
$151,607,000 | 0.00% |
| Eaton Vance Tax-managed Glob |
Closed
17,068
|
$139,958,000 | |
| Eaton Vance Tax-managed Dive |
Closed
10,365
|
$138,477,000 | |
| Intellicheck Inc |
33.33%
34,530
|
$118,093,000 | 0.00% |
| Empire St Rlty Tr Inc |
Opened
12,000
|
$112,560,000 | 0.00% |
| Liberty All Star Equity Fd |
Closed
13,255
|
$94,774,000 | |
| Terran Orbital Corporation |
Opened
112,099
|
$91,922,000 | 0.00% |
| Gabelli Equity Tr Inc |
Closed
15,268
|
$84,280,000 | |
| Abrdn Australia Equity Fd In |
Closed
16,805
|
$71,590,000 | |
| SoFi Technologies, Inc. |
4.50%
10,450
|
$69,075,000 | 0.00% |
| Service Pptys Tr |
Opened
12,662
|
$65,083,000 | 0.00% |
| Sirius XM Holdings Inc |
No change
20,460
|
$57,902,000 | 0.00% |
| Fortress Biotech Inc |
Opened
20,584
|
$35,199,000 | 0.00% |
| Esperion Therapeutics Inc Ne |
No change
11,615
|
$25,786,000 | 0.00% |
| Inspire Veterinary Partner |
Closed
142,736
|
$6,495,000 | |
| No transactions found | |||
| Showing first 500 out of 237 holdings | |||
Hedge funds similar to Cassaday & Co Wealth Management
- Valeo Advisors
- Sound Shore Management Inc ct/
- Focused Investors Fund L P
- Principal Securities, Inc
- Pure Advisors
- Jasper Ridge Partners, L.P.
- Stonegate Investment
- Associated Banc-corp
- Cannell & Co
- Snowden Capital Advisors
- Boothbay Fund Management
- Boston Financial Mangement
- Global Retirement Partners
- Sculptor Capital L.P.