Fund HoldingsCassaday & Co Wealth Management LLC

Total Portfolio Value
$3.56B
Total Bought
$124.78M
Total Sold
$312.11M
Net Transaction
-$187.34M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
WORLD GOLD TR(GLDM)5,744,4265,727,352-17,074298,653354,4669.97%+55,813
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
03,781,477+3,781,4770217,8516.13%+217,851
INVESCO QQQ TR35,57561,890+26,31518,18729,0220.82%+10,834
SCHWAB STRATEGIC TR5,755,9125,917,303+161,391157,252165,4484.65%+8,196
ISHARES TR1,020,5571,079,289+58,73261,99968,5671.93%+6,568
SELECT SECTOR SPDR TR
ST STR REAL ETF
03,093,241+3,093,2410129,4523.64%+129,452
ISHARES TR01,907,814+1,907,814083,3712.34%+83,371
ISHARES TR084,966+84,966010,5780.30%+10,578
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
9,78419,249+9,4652,0593,7150.10%+1,656
VISA INC(V)36,21136,382+17111,44412,7500.36%+1,306
BERKSHIRE HATHAWAY INC DEL010+1007,9840.22%+7,984
ARK ETF TR
INNOVATION ETF
020,166+20,16609590.03%+959
VANGUARD STAR FDS012,817+12,81707960.02%+796
PIMCO ETF TR
25YR+ ZERO U S
23,96233,962+10,0001,6442,4330.07%+788
VANGUARD INDEX FDS011,071+11,07103,0430.09%+3,043
VANGUARD INDEX FDS3,1834,704+1,5211,7152,4170.07%+702
THERMO FISHER SCIENTIFIC INC(TMO)03,763+3,76301,8720.05%+1,872
ABBOTT LABS035,237+35,23704,6740.13%+4,674
ABBVIE INC(ABBV)020,590+20,59004,3140.12%+4,314
VANGUARD WORLD FD015,866+15,86601,1280.03%+1,128
JOHNSON & JOHNSON(JNJ)033,746+33,74605,5960.16%+5,596
MCDONALDS CORP(MCD)027,956+27,95608,7320.25%+8,732
AMERICAN ELEC PWR CO INC05,288+5,28805780.02%+578
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
011,540+11,54005630.02%+563
NORTHERN LTS FD TR IV
MAIN THEMATC IN
029,493+29,49305210.01%+521
KRATOS DEFENSE & SEC SOLUTIO(KTOS)10,00025,000+15,0002647420.02%+478
COSTCO WHSL CORP NEW(COST)9,0049,210+2068,2508,7110.24%+461
ISHARES BITCOIN TRUST ETF(IBIT)09,082+9,08204250.01%+425
INTERNATIONAL BUSINESS MACHS(IBM)14,29614,346+503,1433,5670.10%+425
YUM BRANDS INC(YUM)018,213+18,21302,8660.08%+2,866
PROSHARES TR II(AGQ)011,284+11,28401,4520.04%+1,452
VANGUARD INDEX FDS04,131+4,13101,0400.03%+1,040
CHEVRON CORP NEW(CVX)014,248+14,24802,3840.07%+2,384
INTUITIVE SURGICAL INC0629+62903120.01%+312
JPMORGAN CHASE & CO.(JPM)21,00621,762+7565,0355,3380.15%+303
INVESCO EXCH TRADED FD TR II07,500+7,50003010.01%+301
PHILIP MORRIS INTL INC(PM)08,523+8,52301,3530.04%+1,353
SPDR SER TR
ST LON TREAS ETF
010,225+10,22502790.01%+279
PROSHARES TR
ULT FTSE EUROPE
024,060+24,06001,5860.04%+1,586
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
03,401+3,40102580.01%+258
INDIA FD INC016,288+16,28802570.01%+257
TORONTO DOMINION BK ONT(TD)038,206+38,20602,2900.06%+2,290
ELI LILLY & CO(LLY)05,549+5,54904,5830.13%+4,583
PROSHARES TR
ULTRPRO DOW30
07,501+7,50106590.02%+659
NEWMONT CORP(NEM)05,023+5,02302420.01%+242
PROSHARES TR
S&P 500 DV ARIST
0615,660+615,660062,9081.77%+62,908
AMERICAN TOWER CORP NEW(AMT)01,013+1,01302200.01%+220
PROSHARES TR
PSHS ULT S&P 500
07,157+7,15705920.02%+592
VANGUARD INDEX FDS01,128+1,12802100.01%+210
SPDR GOLD TR(GLD)04,893+4,89301,4100.04%+1,410
EXCHANGE TRADED CONCEPTS TRU012,000+12,00002070.01%+207
ABRDN PLATINUM ETF TRUST02,253+2,25302060.01%+206
VERIZON COMMUNICATIONS INC(VZ)34,23434,642+4081,3691,5710.04%+202
KRANESHARES TRUST033,558+33,55801,1720.03%+1,172
OXFORD INDS INC020,095+20,09501,1790.03%+1,179
ISHARES TR15,20619,380+4,1749471,1310.03%+183
SIRIUSXM HOLDINGS INC(SIRI)10,54618,744+8,1982404230.01%+182
VANGUARD INTL EQUITY INDEX F024,537+24,53701,7230.05%+1,723
SCHWAB CHARLES CORP(SCHW)06,300+6,30004930.01%+493
GE AEROSPACE(GE)04,619+4,61909250.03%+925
AT&T INC(T)35,91134,222-1,6898189680.03%+150
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,278+6,27809170.03%+917
UNION PAC CORP(UNP)08,157+8,15701,9270.05%+1,927
LENNAR CORP(LEN)1,5003,000+1,5002053440.01%+140
BLACKROCK FLOATING RATE INC010,941+10,94101360.00%+136
ISHARES TR403,598397,810-5,78874,71874,8522.11%+134
AMGEN INC(AMGN)03,720+3,72001,1590.03%+1,159
PALANTIR TECHNOLOGIES INC(PLTR)12,28712,485+1989291,0540.03%+124
NETFLIX INC(NFLX)3,0593,049-102,7272,8430.08%+117
SOUTHERN CO(SO)011,949+11,94901,0990.03%+1,099
T-MOBILE US INC(TMUS)02,424+2,42406470.02%+647
DUKE ENERGY CORP NEW(DUK)07,984+7,98409740.03%+974
PROSHARES TR
MSCI EMRG ETF
033,520+33,52001,7980.05%+1,798
PROSHARES TR
ULTRA FNCLS NEW
027,801+27,80102,4790.07%+2,479
VSE CORP(VSEC)04,000+4,00004800.01%+480
RTX CORPORATION(RTX)07,093+7,09309400.03%+940
NORTHROP GRUMMAN CORP(NOC)02,270+2,27001,1620.03%+1,162
VANGUARD INDEX FDS02,726+2,72606050.02%+605
VANGUARD SPECIALIZED FUNDS09,940+9,94001,9280.05%+1,928
FALCONS BEYOND GLOBAL INC010,313+10,3130900.00%+90
ISHARES TR024,094+24,09401,3360.04%+1,336
VANGUARD INDEX FDS04,577+4,57707910.02%+791
CONOCOPHILLIPS(COP)05,093+5,09305350.02%+535
DEERE & CO(DE)01,660+1,66007790.02%+779
MONDELEZ INTL INC(MDLZ)06,929+6,92904700.01%+470
GLADSTONE INVT CORP108,000112,500+4,5001,4311,5030.04%+72
BERKLEY W R CORP05,833+5,83304150.01%+415
WASTE MGMT INC DEL(WM)02,294+2,29405310.01%+531
PROCTER AND GAMBLE CO(PG)018,452+18,45203,1450.09%+3,145
YUM CHINA HLDGS INC(YUMC)017,106+17,10608910.03%+891
MARSH & MCLENNAN COS INC(MRSH)02,098+2,09805120.01%+512
NEXTERA ENERGY INC(NEE)016,008+16,00801,1350.03%+1,135
3M CO(MMM)04,816+4,81607070.02%+707
ISHARES TR
CORE MSCI EAFE
04,117+4,11703110.01%+311
JOBY AVIATION INC(JOBY)010,000+10,0000600.00%+60
GENERAL DYNAMICS CORP(GD)06,962+6,96201,8980.05%+1,898
HESS CORP03,177+3,17705080.01%+508
INTERCONTINENTAL EXCHANGE IN(ICE)2,2072,228+213293840.01%+55
SHELL PLC(SHEL)3,5603,781+2212232770.01%+54
DOMINION ENERGY INC(D)026,489+26,48901,4850.04%+1,485
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