Fund HoldingsCassaday & Co Wealth Management LLC

Total Portfolio Value
$3.08B
Total Bought
$363.97M
Total Sold
$285.63M
Net Transaction
+$78.34M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
WORLD GOLD TR05,428,242+5,428,2420239,1147.77%+239,114
VANGUARD WORLD FD3,727,1353,504,773-222,362967,2291,004,50332.66%+37,274
ISHARES TR2,034,5982,054,900+20,302212,534234,5467.63%+22,012
ISHARES TR822,438840,206+17,768207,435227,5287.40%+20,092
SCHWAB STRATEGIC TR1,630,0761,688,288+58,212124,098136,1274.43%+12,029
ISHARES TR897,676914,088+16,412104,391114,5633.72%+10,172
SELECT SECTOR SPDR TR
ST STR REAL ETF
2,651,3542,860,116+208,762106,213113,0603.68%+6,847
NVIDIA CORPORATION(NVDA)12,79714,272+1,4756,33812,8950.42%+6,558
MICROSOFT CORP(MSFT)53,04960,392+7,34319,94925,4080.83%+5,459
ISHARES TR382,648378,680-3,96863,23367,8252.21%+4,593
ISHARES TR554,659567,513+12,85486,15590,1272.93%+3,971
PROSHARES TR
S&P 500 DV ARIST
642,611639,673-2,93861,17764,8692.11%+3,693
MARRIOTT INTL INC NEW(MAR)74,75075,172+42216,85718,9670.62%+2,110
ISHARES TR186,627184,240-2,38714,78516,8120.55%+2,027
AMAZON COM INC(AMZN)64,35464,388+349,77811,6140.38%+1,836
VANGUARD INDEX FDS113,599113,296-30324,94326,7140.87%+1,771
ISHARES TR2,363,5202,351,970-11,55095,03796,6193.14%+1,582
ISHARES TR278,736275,222-3,51426,99628,5650.93%+1,570
ELI LILLY & CO(LLY)4,6185,445+8272,6924,2360.14%+1,544
INVESCO QQQ TR35,34534,965-38014,47415,5250.50%+1,050
META PLATFORMS INC(META)4,9645,719+7551,7572,7770.09%+1,020
BERKSHIRE HATHAWAY INC DEL010+1006,3440.21%+6,344
EXXON MOBIL CORP049,651+49,65105,7710.19%+5,771
VISA INC(V)36,26336,435+1729,44110,1680.33%+727
ISHARES TR11,38512,370+9853,4524,1690.14%+718
SPDR S&P 500 ETF TR(SPY)09,392+9,39204,9130.16%+4,913
PROSHARES TR
PSHS ULT MCAP400
62,36662,36603,6104,2600.14%+650
ABBVIE INC(ABBV)021,073+21,07303,8370.12%+3,837
COSTCO WHSL CORP NEW(COST)7,9868,058+725,2735,9030.19%+630
ISHARES TR6,9157,436+5213,3033,9090.13%+607
OXFORD INDS INC46,16046,16004,6165,1880.17%+572
JPMORGAN CHASE & CO(JPM)20,52520,209-3163,4914,0480.13%+557
PEPSICO INC(PEP)074,764+74,764013,0840.43%+13,084
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
47,48859,869+12,3811,3881,9130.06%+525
WELLS FARGO CO NEW(WFC)013,234+13,23407670.02%+767
HOME DEPOT INC(HD)5,6716,387+7161,9652,4500.08%+485
EATON CORP PLC(ETN)5,5955,844+2491,3471,8270.06%+480
ISHARES TR909,805896,708-13,09756,31756,7881.85%+472
INTERNATIONAL BUSINESS MACHS(IBM)11,92012,566+6461,9502,4000.08%+450
PROSHARES TR
ULTRA FNCLS NEW
30,80130,80101,7002,1040.07%+404
ISHARES TR214,976213,256-1,72011,20011,6010.38%+401
VANGUARD WHITEHALL FDS03,133+3,13303790.01%+379
EA SERIES TRUST
BRID OMN SMA ETF
017,415+17,41503700.01%+370
NETFLIX INC(NFLX)2,8922,922+301,4081,7750.06%+367
DISNEY WALT CO(DIS)08,570+8,57001,0490.03%+1,049
LEIDOS HOLDINGS INC(LDOS)16,01415,850-1641,7332,0780.07%+344
FISERV INC(FISV)02,101+2,10103360.01%+336
ISHARES TR88,33187,983-34810,07310,4080.34%+334
MORGAN STANLEY(MS)03,437+3,43703240.01%+324
ISHARES TR07,766+7,76608580.03%+858
ISHARES TR
CORE MSCI EURO
05,348+5,34803090.01%+309
ALPHABET INC(GOOG)021,406+21,40603,2310.11%+3,231
VANGUARD INDEX FDS06,826+6,82602,3500.08%+2,350
SPDR GOLD TR(GLD)04,847+4,84709970.03%+997
SCHWAB STRATEGIC TR27,89828,017+1192,3142,5980.08%+283
EMCOR GROUP INC(EME)0800+80002800.01%+280
ISHARES TR62,28661,705-5817,7948,0670.26%+272
ENTERPRISE PRODS PARTNERS L(EPD)09,272+9,27202710.01%+271
SHOPIFY INC(SHOP)03,441+3,44102660.01%+266
AUTOZONE INC(AZO)083+8302620.01%+262
VANGUARD WORLD FD
HEALTH CAR ETF
09,305+9,30502,5170.08%+2,517
EVERBRIDGE INC07,500+7,50002610.01%+261
ALPHABET INC(GOOG)24,63624,523-1133,4733,7340.12%+261
GENERAL ELECTRIC CO(GE)04,785+4,78508400.03%+840
SPDR S&P MIDCAP 400 ETF TR(MDY)01,871+1,87101,0410.03%+1,041
TRANSDIGM GROUP INC(TDG)0200+20002460.01%+246
WALMART INC(WMT)027,396+27,39601,6480.05%+1,648
KRANESHARES TRUST033,558+33,55808810.03%+881
XPO INC(XPO)02,000+2,00002440.01%+244
FORTINET INC03,401+3,40102320.01%+232
ORACLE CORP(ORCL)014,661+14,66101,8420.06%+1,842
SALESFORCE INC(CRM)0753+75302270.01%+227
FS KKR CAP CORP(FSK)011,827+11,82702260.01%+226
ADVANCED MICRO DEVICES INC(AMD)4,0234,511+4885938140.03%+221
ONEOK INC NEW(OKE)019,488+19,48801,5620.05%+1,562
PROCTER AND GAMBLE CO(PG)017,132+17,13202,7800.09%+2,780
PROSHARES TR
ULTRAPRO QQQ
46,37541,775-4,6002,3512,5720.08%+220
OREILLY AUTOMOTIVE INC(ORLY)0193+19302180.01%+218
MOTOROLA SOLUTIONS INC(MSI)0607+60702150.01%+215
MEDTRONIC PLC(MDT)02,471+2,47102150.01%+215
LKQ CORP(LKQ)04,026+4,02602150.01%+215
CAPITAL ONE FINL CORP(COF)8,2088,650+4421,0761,2880.04%+212
NUCOR CORP(NUE)01,068+1,06802110.01%+211
TEXTRON INC(TXT)02,176+2,17602090.01%+209
ISHARES SILVER TR(SLV)09,138+9,13802080.01%+208
ABBOTT LABS34,89535,606+7113,8414,0470.13%+206
METLIFE INC(MET)02,779+2,77902060.01%+206
CACI INTL INC(CACI)0538+53802040.01%+204
CLOROX CO DEL(CLX)01,326+1,32602030.01%+203
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
02,584+2,58402020.01%+202
MERCK & CO INC(MRK)08,514+8,51401,1230.04%+1,123
HOLOGIC INC02,579+2,57902010.01%+201
METTLER TOLEDO INTERNATIONAL(MTD)0151+15102010.01%+201
SPDR SER TR
ST STR P500VAL
015,257+15,25707640.02%+764
CATERPILLAR INC(CAT)01,877+1,87706880.02%+688
VANGUARD WORLD FD
INF TECH ETF
1,6381,889+2517939900.03%+198
ISHARES TR
CORE MSCI EAFE
06,033+6,03304480.01%+448
PROSHARES TR
ULTR RUSSL2000
46,15546,15502,1402,3330.08%+193
GENERAL MTRS CO(GM)020,381+20,38109240.03%+924
SHERWIN WILLIAMS CO(SHW)5,1305,158+281,6001,7920.06%+191
Page 1 of 1