Cassaday & Co Wealth Management LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 713,762 shares of $VGLT (~$41,119,829). This was an increase of ~23% over their previous position.
- A decrease of -379,453 shares of $TLT (~$34,541,607). This was a decrease of ~48% from their previous position.
- A decrease of -51,862 shares of $MGK (~$16,019,135). This was a decrease of ~1% from their previous position.
- An addition of 26,315 shares of $QQQ (~$12,339,630). This was an increase of ~74% over their previous position.
- An addition of 161,391 shares of $SCHD (~$4,512,492). This was an increase of ~3% over their previous position.
- An addition of 58,732 shares of $SCZ (~$3,731,244). This was an increase of ~6% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Cassaday & Co Wealth Management LLC for more details.
