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Andy Armstrong

@Cassaday & Co Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$3.537BTotal holdings311
Assets growth rate11.24%Assets growth rate (2-Q avg)7.31%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cassaday & Co Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 311 positions.

Assets under management

The assets under management (AUM) of Cassaday & Co Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.537B in assets, with a quarterly growth rate of 11.24% and a 2-quarter average growth rate of 7.31%. The portfolio is managed by Andy Armstrong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EEMIshares Tr
Recent Activity
Decreased -17.87%
2.48%
$87.533M
1.909M shares@ $45.86 avg price
IWDIshares Tr
Recent Activity
Decreased -0.74%
1.99%
$70.039M
369,017 shares@ $189.8 avg price
NOBLProshares Tr
Recent Activity
Decreased -1.46%
1.89%
$66.576M
623,602 shares@ $106.77 avg price
SCZIshares Tr
Recent Activity
Decreased -0.41%
1.7%
$60.086M
887,531 shares@ $67.7 avg price
AAPLApple Inc
Recent Activity
Decreased -2.92%
1.26%
$44.278M
190,035 shares@ $233.01 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -0.43%
0.77%
$27.141M
111,475 shares@ $243.48 avg price
EFGIshares Tr
Recent Activity
Decreased -17.96%
0.68%
$23.883M
221,855 shares@ $107.65 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased 0%
0.53%
$18.669M
75,096 shares@ $248.61 avg price
IJKIshares Tr
Recent Activity
Decreased -0.87%
0.47%
$16.458M
179,027 shares@ $91.94 avg price
IJJIshares Tr
Recent Activity
Decreased -1.15%
0.31%
$10.669M
86,303 shares@ $123.63 avg price