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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
MGKVanguard World Fd
Recent Activity
Increased 2.15%
32.54%
$1.151B
3.574M shares@ $321.95 avg price
GLDMWorld Gold Tr
Recent Activity
New Position
8.31%
$293.909M
5.638M shares@ $52.14 avg price
IWPIshares Tr
Recent Activity
Increased 2.27%
7.08%
$250.314M
2.134M shares@ $117.29 avg price
IWOIshares Tr
Recent Activity
Increased 2.27%
7.05%
$249.133M
877,228 shares@ $284.01 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 91.69%
6.68%
$236.11M
3.837M shares@ $61.54 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 6.61%
4.44%
$156.86M
1.856M shares@ $84.53 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Increased 1.4%
3.78%
$133.52M
2.989M shares@ $44.67 avg price
IWSIshares Tr
Recent Activity
Increased 2.3%
3.56%
$125.852M
951,622 shares@ $132.25 avg price
IWNIshares Tr
Recent Activity
Increased 2.3%
2.8%
$98.937M
593,076 shares@ $166.83 avg price
EEMIshares Tr
Recent Activity
Decreased -17.87%
2.48%
$87.533M
1.909M shares@ $45.86 avg price