Fund HoldingsCassaday & Co Wealth Management LLC

Total Portfolio Value
$3.18B
Total Bought
$305.26M
Total Sold
$370.59M
Net Transaction
-$65.34M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
WORLD GOLD TR05,455,177+5,455,1770251,4297.91%+251,429
VANGUARD WORLD FD3,504,7733,499,383-5,3901,004,5031,099,54134.58%+95,038
APPLE INC(AAPL)0195,771+195,771041,2331.30%+41,233
NVIDIA CORPORATION(NVDA)14,272151,166+136,89412,89518,6750.59%+5,780
ISHARES TR2,351,9702,324,114-27,85696,61998,9843.11%+2,365
MICROSOFT CORP(MSFT)60,39261,300+90825,40827,3980.86%+1,990
INVESCO QQQ TR34,96536,076+1,11115,52517,2850.54%+1,760
AMAZON COM INC(AMZN)64,38866,669+2,28111,61412,8840.41%+1,269
LOCKHEED MARTIN CORP(LMT)05,253+5,25302,4530.08%+2,453
ALPHABET INC(GOOG)24,52325,710+1,1873,7344,7160.15%+982
VANGUARD INDEX FDS07,632+7,63202,0420.06%+2,042
COSTCO WHSL CORP NEW(COST)8,0588,091+335,9036,8770.22%+974
ALPHABET INC(GOOG)21,40621,633+2273,2313,9400.12%+710
ELI LILLY & CO(LLY)5,4455,457+124,2364,9410.16%+705
SPDR S&P 500 ETF TR(SPY)9,39210,005+6134,9135,4450.17%+532
SPDR DOW JONES INDL AVERAGE(DIA)01,330+1,33005200.02%+520
VANGUARD WORLD FD04,529+4,52908940.03%+894
VANGUARD STAR FDS08,202+8,20204950.02%+495
BLACKSTONE SECD LENDING FD(BXSL)015,630+15,63004790.02%+479
META PLATFORMS INC(META)5,7196,419+7002,7773,2370.10%+460
PROSHARES TR
ULTRAPRO QQQ
41,77540,825-9502,5723,0140.09%+442
SCHWAB STRATEGIC TR011,991+11,99104200.01%+420
ISHARES TR12,37012,546+1764,1694,5730.14%+404
VANGUARD INDEX FDS6,8267,283+4572,3502,7240.09%+374
ORACLE CORP(ORCL)14,66115,638+9771,8422,2080.07%+367
UNITEDHEALTH GROUP INC(UNH)06,094+6,09403,1030.10%+3,103
VANGUARD WORLD FD06,280+6,28007440.02%+744
VANGUARD BD INDEX FDS08,916+8,91606420.02%+642
CROWDSTRIKE HLDGS INC(CRWD)0885+88503390.01%+339
VANGUARD INDEX FDS04,863+4,86307800.02%+780
SCHWAB STRATEGIC TR07,388+7,38802840.01%+284
TESLA INC(TSLA)013,673+13,67302,7060.09%+2,706
PROSHARES TR
PSHS ULTRA QQQ
011,689+11,68901,1670.04%+1,167
THE TRADE DESK INC(TTD)02,678+2,67802620.01%+262
INDIA FD INC014,635+14,63502610.01%+261
ISHARES TR02,001+2,00102380.01%+238
LEIDOS HOLDINGS INC(LDOS)15,85015,85002,0782,3120.07%+234
ISHARES TR7,4367,572+1363,9094,1440.13%+234
COCA COLA CONS INC(COKE)0214+21402320.01%+232
SELECT SECTOR SPDR TR
ST STR TECHN ETF
012,065+12,06502,7290.09%+2,729
SHELL PLC(SHEL)03,078+3,07802220.01%+222
VANGUARD INTL EQUITY INDEX F046,476+46,47602,0340.06%+2,034
SCHWAB STRATEGIC TR28,01727,898-1192,5982,8130.09%+215
NXP SEMICONDUCTORS N V
COM
0792+79202130.01%+213
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
03,648+3,64802090.01%+209
GE VERNOVA INC(GEV)01,203+1,20302060.01%+206
ABRDN PLATINUM ETF TRUST02,253+2,25302060.01%+206
FORTINET INC03,343+3,34302010.01%+201
VANGUARD INDEX FDS017,886+17,88601,4980.05%+1,498
VANGUARD INTL EQUITY INDEX F01,776+1,77602000.01%+200
BROADCOM INC(AVGO)0354+35405680.02%+568
PARK HOTELS & RESORTS INC(PK)012,983+12,98301940.01%+194
NETFLIX INC(NFLX)2,9222,908-141,7751,9630.06%+188
PROSHARES TR
MSCI EMRG ETF
032,520+32,52001,7650.06%+1,765
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,198+5,19804740.01%+474
SELECT SECTOR SPDR TR
ST STR REAL ETF
2,860,1162,947,879+87,763113,060113,2283.56%+168
CAPITAL ONE FINL CORP(COF)8,65010,441+1,7911,2881,4460.05%+158
ECOFIN SUSTAINABLE AND SOCIA013,438+13,43801550.00%+155
AT&T INC(T)038,154+38,15407290.02%+729
PALO ALTO NETWORKS INC(PANW)01,708+1,70805790.02%+579
QUALCOMM INC(QCOM)04,822+4,82209600.03%+960
PROCTER AND GAMBLE CO(PG)17,13217,669+5372,7802,9140.09%+134
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
08,958+8,95801,7660.06%+1,766
ISHARES TR03,023+3,02307460.02%+746
ISHARES TR03,986+3,98607250.02%+725
AMGEN INC(AMGN)03,734+3,73401,1670.04%+1,167
DUKE ENERGY CORP NEW(DUK)07,998+7,99808020.03%+802
VANGUARD INDEX FDS02,322+2,32203920.01%+392
ADOBE INC(ADBE)02,249+2,24901,2500.04%+1,250
VANGUARD INTL EQUITY INDEX F012,599+12,59901,4800.05%+1,480
ISHARES TR05,448+5,44806590.02%+659
EMPIRE ST RLTY TR INC(ESRT)012,000+12,00001130.00%+113
ISHARES TR010,180+10,18009420.03%+942
PHILIP MORRIS INTL INC(PM)08,649+8,64908760.03%+876
NEXTERA ENERGY INC(NEE)014,044+14,04409940.03%+994
TERRAN ORBITAL CORPORATION0112,099+112,0990920.00%+92
ISHARES TR05,500+5,50008280.03%+828
GENERAL DYNAMICS CORP(GD)07,100+7,10002,0600.06%+2,060
CHIPOTLE MEXICAN GRILL INC(CMG)014,455+14,45509060.03%+906
BOOZ ALLEN HAMILTON HLDG COR02,358+2,35803630.01%+363
ARISTA NETWORKS INC01,196+1,19604190.01%+419
LAM RESEARCH CORP(LRCX)0768+76808180.03%+818
SERVICE PPTYS TR(SVC)012,662+12,6620650.00%+65
PALANTIR TECHNOLOGIES INC(PLTR)012,346+12,34603130.01%+313
CITIGROUP INC(C)06,391+6,39104060.01%+406
GOLDMAN SACHS ETF TR019,760+19,76002,1130.07%+2,113
GOLDMAN SACHS GROUP INC(GS)01,500+1,50006780.02%+678
ISHARES TR04,018+4,01808150.03%+815
VANGUARD WORLD FD
INF TECH ETF
1,8891,812-779901,0450.03%+54
PUBLIC SVC ENTERPRISE GRP IN(PEG)07,035+7,03505180.02%+518
PROSHARES TR II(AGQ)011,284+11,28408690.03%+869
TEXAS INSTRS INC(TXN)04,438+4,43808630.03%+863
SOUTHERN CO(SO)011,496+11,49608920.03%+892
T-MOBILE US INC(TMUS)02,448+2,44804310.01%+431
VANGUARD INDEX FDS03,598+3,59805410.02%+541
HILTON WORLDWIDE HLDGS INC(HLT)04,246+4,24609260.03%+926
HONEYWELL INTL INC(HON)05,124+5,12401,0940.03%+1,094
PROSHARES TR
PSHS ULT S&P 500
04,357+4,35703600.01%+360
SPDR GOLD TR(GLD)4,8474,84709971,0420.03%+45
VANGUARD ADMIRAL FDS INC01,481+1,48104940.02%+494
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