Cassaday & Co Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Mclean, VA
CIK
0001963612
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 311 3,536,934 MGK, GLDM, IWP, IWO 13F-HR 11/7/2024 000176538024000408
Q2 2024 290 3,179,744 MGK, WORLD GOLD TR, IWP, IWO 13F-HR 7/30/2024 000176538024000247
Q1 2024 296 3,075,955 MGK, WORLD GOLD TR, IWP, IWO 13F-HR 5/8/2024 000176538024000198
Q4 2023 267 2,884,853 MGK, WORLD GOLD TR, IWP, IWO RESTATEMENT 2/14/2024 000176538024000140
Q3 2023 260 2,392,826 MGK, WORLD GOLD TR, IWO, IWP 13F-HR 11/6/2023 000176538023000203
Q2 2023 256 2,523,293 MGK, GLDM, IWO, IWP 13F-HR 8/7/2023 000176538023000132
Q1 2023 252 2,344,477 MGK, GLDM, IWO, IWP 13F-HR 5/3/2023 000176538023000083
Q4 2022 253 2,164,831 MGK, GLDM, IWO, IWP 13F-HR 2/7/2023 000176538023000025
Additional filings from Cassaday & Co Wealth Management LLC that have since been restated