Long-term investor
Cassaday & Co. Wealth Management LLC @cassadaycowealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963612).
Record
- Tracked since 2025-06-30 (485 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +0.5% · 1 year n/a · all +0.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921910816 · 29.0% · long · since 2025-09-30
- 464288273 · 7.7% · long · since 2025-09-30
- 808524797 · 5.9% · long · since 2025-09-30
- 464287648 · 5.9% · long · since 2025-09-30
- 464287481 · 5.6% · long · since 2025-09-30
- 464287408 · 5.4% · long · since 2025-09-30
- GLDM · 4.8% · long · since 2025-09-30
- 92206C847 · 4.1% · long · since 2025-09-30
- 464287473 · 3.0% · long · since 2025-09-30
- 81369Y860 · 2.6% · long · since 2025-09-30
- 464287630 · 2.4% · long · since 2025-09-30
- 464287234 · 2.0% · long · since 2025-09-30