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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Cassaday & Co Wealth Management LLC

Quarter ended Q4 2023 · Filed November 6, 2023 · Accession 0001765380-23-000203

Total Value
$2.39B
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WORLD FD9219108163,778,515$857.3M35.83%
2WORLD GOLD TRGLDW5,289,140$193.9M8.10%
3ISHARES TR464287648818,245$183.4M7.66%
4ISHARES TR4642874812,007,601$183.4M7.66%
5SCHWAB STRATEGIC TR8085247971,602,631$113.4M4.74%
6ISHARES TR464287473882,912$92.1M3.85%
7ISHARES TR4642872342,251,295$85.4M3.57%
8ISHARES TR4642875641,578,334$79.2M3.31%
9ISHARES TR464287630524,608$71.1M2.97%
10ISHARES TR464287598376,232$57.1M2.39%
11PROSHARES TR74348A467621,689$55.1M2.30%
12APPLE INCAAPL194,070$33.2M1.39%
13ISHARES TR464288885259,763$22.4M0.94%
14VANGUARD INDEX FDS922908538114,267$22.3M0.93%
15MICROSOFT CORPMSFT56,634$17.9M0.75%
16MARRIOTT INTL INC NEW57190320276,645$15.1M0.63%
17ISHARES TR464287606173,899$12.6M0.53%
18PEPSICO INCPEP73,442$12.4M0.52%
19INVESCO QQQ TRIVZ33,515$12.0M0.50%
20SELECT SECTOR SPDR TR81369Y860313,485$10.7M0.45%
21ISHARES TR464288273188,064$10.6M0.44%
22ISHARES TR464288877213,574$10.5M0.44%
23AMAZON COM INCAMZN64,293$8.2M0.34%
24VISA INCV35,204$8.1M0.34%
25MCDONALDS CORPMCD28,087$7.4M0.31%
26ISHARES TR46428770569,398$7.0M0.29%
27NVIDIA CORPORATIONNVDA13,642$5.9M0.25%
28EXXON MOBIL CORPXOM48,577$5.7M0.24%
29JOHNSON & JOHNSONJNJ34,776$5.4M0.23%
30BERKSHIRE HATHAWAY INC DELBRK-A10$5.3M0.22%
31COSTCO WHSL CORP NEW22160K1058,055$4.6M0.19%
32ISHARES TR46428787948,403$4.3M0.18%
33SPDR S&P 500 ETF TRSPY9,788$4.2M0.17%
34TESLA INCTSLA14,253$3.6M0.15%
35ABBOTT LABSABLZF35,055$3.4M0.14%
36ISHARES TR46428761412,311$3.3M0.14%
37OXFORD INDS INC69149730933,512$3.2M0.13%
38ALPHABET INCGOOG23,765$3.1M0.13%
39ABBVIE INCABBV20,876$3.1M0.13%
40ISHARES TR46428788727,647$3.0M0.13%
41ISHARES TR4642872006,915$3.0M0.12%
42JPMORGAN CHASE & COVYLD20,449$3.0M0.12%
43ALPHABET INCGOOG22,413$2.9M0.12%
44PROCTER AND GAMBLE CO74271810917,672$2.6M0.11%
45UNITEDHEALTH GROUP INCUNH5,099$2.6M0.11%
46CHEVRON CORP NEWCVX15,101$2.5M0.11%
47ELI LILLY & COLLY4,618$2.5M0.10%
48YUM BRANDS INCYUM19,080$2.4M0.10%
49TORONTO DOMINION BK ONTTORO38,566$2.3M0.10%
50VANGUARD WORLD FDS92204A5048,998$2.1M0.09%
51VANGUARD INDEX FDS9229087367,611$2.1M0.09%
52PROSHARES TR74347R84267,888$2.1M0.09%
53SELECT SECTOR SPDR TR81369Y80312,302$2.0M0.08%
54HOME DEPOT INCHD5,783$1.7M0.07%
55PROSHARES TR74347R40435,699$1.7M0.07%
56GOLDMAN SACHS ETF TRNVGLF19,760$1.7M0.07%
57PROSHARES TR74347X83146,375$1.7M0.07%
58INTERNATIONAL BUSINESS MACHSINTR11,772$1.7M0.07%
59UNION PAC CORPUNP8,065$1.6M0.07%
60PROSHARES TR74347R21433,914$1.6M0.07%
61ORACLE CORPORCL-PD15,190$1.6M0.07%
62LEIDOS HOLDINGS INCLDOS17,179$1.6M0.07%
63CISCO SYS INCCSCO29,316$1.6M0.07%
64GENERAL DYNAMICS CORPGD7,078$1.6M0.07%
65PROSHARES TR74347X52632,486$1.6M0.07%
66META PLATFORMS INCMETA5,080$1.5M0.06%
67PFIZER INCPFE44,689$1.5M0.06%
68WALMART INCWMT9,137$1.5M0.06%
69DOMINION ENERGY INCD32,582$1.5M0.06%
70VANGUARD SPECIALIZED FUNDS9219088449,127$1.4M0.06%
71VANGUARD WORLD FD92191070920,113$1.4M0.06%
72PROSHARES TR74347X63330,801$1.3M0.06%
73INVESCO EXCH TRADED FD TR IIIVZ8,958$1.3M0.06%
74SHERWIN WILLIAMS COSHW5,130$1.3M0.05%
75PROSHARES TR74347R20621,288$1.3M0.05%
76ONEOK INC NEWOKE19,102$1.2M0.05%
77EATON CORP PLCETN5,513$1.2M0.05%
78ADOBE INCADBE2,287$1.2M0.05%
79SCHWAB STRATEGIC TR80852440917,939$1.2M0.05%
80DIMENSIONAL ETF TRUST25434V70843,545$1.1M0.05%
81LOCKHEED MARTIN CORPLMT2,747$1.1M0.05%
82NETFLIX INCNFLX2,882$1.1M0.05%
83DANAHER CORPORATION2358511024,351$1.1M0.05%
84YUM CHINA HLDGS INCYUMC18,810$1.0M0.04%
85VANGUARD INTL EQUITY INDEX F92204285826,709$1.0M0.04%
86THERMO FISHER SCIENTIFIC INCTMO1,990$1.0M0.04%
87SERVICENOW INCNOW1,773$991,0370.04%
88NORTHROP GRUMMAN CORPNOC2,174$956,9740.04%
89ISHARES TR46428824020,057$942,8800.04%
90HONEYWELL INTL INC4385161065,069$936,5280.04%
91AMGEN INCAMGN3,429$921,5790.04%
92ACCENTURE PLC IRELANDACN2,936$901,6750.04%
93AT&T INCT-PC58,589$880,0130.04%
94SCIENCE APPLICATIONS INTL CO8086251078,191$864,4790.04%
95PROSHARES TR74347X30218,909$850,9450.04%
96MERCK & CO INCMRK8,213$845,4900.04%
97VANGUARD INDEX FDS9229087693,882$824,4920.03%
98MARRIOTT VACATIONS WORLDWIDEVAC8,188$823,9590.03%
99SPDR GOLD TRGLD4,751$814,5590.03%
100SPDR INDEX SHS FDS78463X75615,039$804,2620.03%
101CAPITAL ONE FINL CORP14040H1058,212$796,9520.03%
102PHILIP MORRIS INTL INC7181721098,551$791,6520.03%
103PROSHARES TR74347R30512,449$789,7650.03%
104BRISTOL-MYERS SQUIBB COCELG-RI13,399$777,6740.03%
105ISHARES TR46428749911,225$777,3320.03%
106VERIZON COMMUNICATIONS INCVZ23,721$768,7900.03%
107RTX CORPORATIONRTX10,643$765,9770.03%
108SOUTHERN COSOMN11,831$765,7030.03%
109NEXTERA ENERGY INCNEE-PW12,564$719,7920.03%
110VANGUARD INDEX FDS9229083631,821$715,1070.03%
111HERSHEY COHSY3,548$709,9400.03%
112SPDR S&P MIDCAP 400 ETF TRMDY1,546$705,9660.03%
113BOEING COBA-PA3,671$703,7350.03%
114TEXAS INSTRS INC8825081044,383$696,9410.03%
115INTEL CORPINTC19,484$692,6660.03%
116ISHARES TR4642875072,737$682,4710.03%
117SPDR INDEX SHS FDS78463X87123,168$675,1160.03%
118ISHARES TR4642873099,858$674,4850.03%
119GENERAL MTRS CO37045V10020,361$671,3030.03%
120DUKE ENERGY CORP NEWDUKB7,540$665,5110.03%
121DEERE & CODE1,762$664,9140.03%
122COMCAST CORP NEWCCZ14,866$659,1670.03%
123VANGUARD INDEX FDS9229086293,165$659,0050.03%
124VANGUARD SCOTTSDALE FDS92206C84711,705$649,7450.03%
125LOWES COS INC5486611073,102$644,7200.03%
126SELECT SECTOR SPDR TR81369Y2095,004$644,2150.03%
127SPDR SER TR78464A7635,556$638,9960.03%
128DISNEY WALT CO2546871067,825$634,1880.03%
129QUALCOMM INCQCOM5,679$630,7100.03%
130ISHARES TR4642876553,512$620,7110.03%
131HILTON WORLDWIDE HLDGS INCHLT4,040$606,7280.03%
132BANK AMERICA CORP06050510421,938$600,6650.03%
133SELECT SECTOR SPDR TR81369Y4073,701$595,7870.02%
134NIKE INCNKE6,189$591,8300.02%
135COCA COLA COKO10,489$587,1830.02%
136ISHARES TR46429B6977,866$569,3420.02%
137LAM RESEARCH CORPLRCX890$557,8260.02%
138ISHARES TR4642877215,100$535,0920.02%
139VANGUARD WORLD FDS92204A7021,289$534,8070.02%
140SELECT SECTOR SPDR TR81369Y60516,065$532,8770.02%
141VANGUARD INDEX FDS9229085952,477$530,5240.02%
1423M COMMM5,571$521,5250.02%
143CHIPOTLE MEXICAN GRILL INCCMG284$520,2400.02%
144VANGUARD INDEX FDS9229086372,654$519,3620.02%
145GENERAL ELECTRIC CO3696043014,599$508,4200.02%
146STARBUCKS CORPSBUX5,522$503,9930.02%
147ISHARES TR46428868716,600$500,4900.02%
148KRANESHARES TR50076730618,269$500,0230.02%
149ALTRIA GROUP INCMO11,867$499,0080.02%
150SPDR SER TR78464A50812,086$498,6690.02%
151CATERPILLAR INCCAT1,823$497,7290.02%
152MONDELEZ INTL INC6092071057,164$497,1820.02%
153ISHARES TR4642874083,131$481,6740.02%
154ISHARES TR4642871684,426$476,4150.02%
155ISHARES TR4642878044,959$467,7830.02%
156VANGUARD SCOTTSDALE FDS92206C6646,515$465,4320.02%
157PNC FINL SVCS GROUP INC6934751053,769$462,7010.02%
158SCHWAB STRATEGIC TR8085242019,119$461,4220.02%
159PROSHARES TR II74347W6018,525$448,4150.02%
160ADVANCED MICRO DEVICES INCAMD4,327$444,9030.02%
161ISHARES TR464287523912$431,9690.02%
162CVS HEALTH CORPCVS6,174$431,0870.02%
163GOLDMAN SACHS GROUP INCGSCE1,319$426,7890.02%
164FORTINET INCFTNT6,804$399,2590.02%
165CONOCOPHILLIPSCOP3,315$397,1370.02%
166VANGUARD INDEX FDS9229087442,850$393,1010.02%
167MARSH & MCLENNAN COS INC5717481022,055$391,0670.02%
168PUBLIC SVC ENTERPRISE GRP IN7445731066,783$386,0210.02%
169SCHWAB STRATEGIC TR80852475511,926$377,6970.02%
170MANULIFE FINL CORP56501R10620,653$377,5440.02%
171WASTE MGMT INC DEL94106L1092,448$373,1740.02%
172VANGUARD INDEX FDS9229087511,879$355,2810.01%
173FORD MTR CO DEL34537086028,206$350,3210.01%
174VICTORY PORTFOLIOS II92647N5357,124$348,5070.01%
175T-MOBILE US INCTMUSZ2,455$343,8230.01%
176COHEN & STEERS INFRASTRUCTUR19248A10917,207$336,9140.01%
177SELECT SECTOR SPDR TR81369Y7043,305$335,0610.01%
178EATON VANCE TAX ADVT DIV INCETN15,625$330,9380.01%
179LANCASTER COLONY CORPMZTI2,002$330,3910.01%
180VANGUARD INDEX FDS9229085122,508$328,4480.01%
181MASTERCARD INCORPORATEDMA824$326,2300.01%
182MCCORMICK & CO INCMKC-V4,287$324,2690.01%
183BLACKSTONE INCBX3,016$323,0960.01%
184VANGUARD WORLD FD9219108403,181$322,5540.01%
185TRUIST FINL CORP89832Q10911,164$319,4030.01%
186FEDEX CORPFDX1,192$315,7850.01%
187HOST HOTELS & RESORTS INCHST19,582$314,6830.01%
188TJX COS INC NEW8725401093,540$314,6360.01%
189FVCBANKCORP INCFVCB24,088$308,5680.01%
190VANGUARD ADMIRAL FDS INC9219325051,213$299,2970.01%
191PALO ALTO NETWORKS INCPANW1,269$297,5050.01%
192AMERICAN EXPRESS COAXP1,971$294,0540.01%
193WEYERHAEUSER CO MTN BEWY9,576$293,6010.01%
194LINDE PLCLIN786$292,6680.01%
195AMERICAN ELEC PWR CO INC0255371013,874$291,4040.01%
196AFLAC INCAFL3,758$288,4270.01%
197EXELON CORPEXC7,610$287,5820.01%
198ARCH CAP GROUP LTDG0450A1053,570$284,5650.01%
199L3HARRIS TECHNOLOGIES INCLHX1,622$282,4230.01%
200COLGATE PALMOLIVE COCL3,960$281,5960.01%
201EMPIRE ST RLTY OP L P29210210035,118$280,9450.01%
202BURKE HERBERT FINL SVCS CORP12135Y1086,040$280,6490.01%
203ISHARES TR4642877965,888$279,2680.01%
204SPDR DOW JONES INDL AVERAGE78467X109824$275,9990.01%
205BOOZ ALLEN HAMILTON HLDG CORBAH2,483$271,3180.01%
206CONSTELLATION ENERGY CORPCEG2,464$268,7740.01%
207SELECT SECTOR SPDR TR81369Y5062,971$268,5490.01%
208DIMENSIONAL ETF TRUST25434V4015,673$264,0790.01%
209GLOBE LIFE INCGL-PD2,399$260,8440.01%
210VANGUARD WORLD FD9219108731,716$260,6090.01%
211SPDR INDEX SHS FDS78463X8898,255$255,9880.01%
212CARRIER GLOBAL CORPORATIONCARR4,582$252,9270.01%
213ISHARES TR4642886792,247$248,2270.01%
214OGE ENERGY CORPOGE7,422$247,3760.01%
215ISHARES TR4642878462,331$243,5430.01%
216CITIGROUP INCC-PR5,910$243,0710.01%
217SKYWORKS SOLUTIONS INCSWKS2,452$241,7430.01%
218GENERAL MLS INC3703341043,772$241,3530.01%
219STRYKER CORPORATIONSYK883$241,3070.01%
220HORMEL FOODS CORPHRL6,343$241,2310.01%
221AIRBNB INCABNB1,757$241,0780.01%
222INVESCO EXCHANGE TRADED FD TIVZ8,480$238,7120.01%
223QUEST DIAGNOSTICS INCDGX1,948$237,3840.01%
224PROSHARES TR74347X8234,401$236,6860.01%
225VANGUARD ADMIRAL FDS INC9219327031,586$235,7800.01%
226ILLUMINA INCILMN1,715$235,4360.01%
227PHILLIPS 66PSX1,958$235,1970.01%
228ISHARES TR46432F8423,626$233,3340.01%
229FTI CONSULTING INCFCN1,266$225,8680.01%
230VANGUARD INDEX FDS9229086521,568$224,7420.01%
231BROADSTONE NET LEASE INCBNL15,628$223,4810.01%
232WELLS FARGO CO NEW9497461015,421$221,5030.01%
233FIRST TR EXCHANGE-TRADED FD33738R6055,000$221,5000.01%
234AMERICAN TOWER CORP NEW03027X1001,341$220,5280.01%
235HOULIHAN LOKEY INCHLI2,050$219,5960.01%
236ARISTA NETWORKS INCANET1,193$219,4290.01%
237AUTOMATIC DATA PROCESSING INADP909$218,6880.01%
238BERKLEY W R CORPWRB-PH3,417$216,9460.01%
239PROSHARES TR74347R1074,057$216,5630.01%
240VANGUARD INTL EQUITY INDEX F9220427182,026$215,1620.01%
241ISHARES TR4642898674,296$212,2710.01%
242PPG INDS INC6935061071,619$210,2050.01%
243AUTOZONE INCAZO82$208,2800.01%
244SCHWAB STRATEGIC TR8085243002,862$208,1250.01%
245BROADCOM INCAVGO246$204,3230.01%
246REAVES UTIL INCOME FD7561581018,200$202,1300.01%
247VSE CORPVSECU4,000$201,7600.01%
248PG&E CORPPCG-PX11,050$178,2370.01%
249BLACKROCK ENHANCED EQUITY DIBLK23,333$177,5650.01%
250THORNE HEALTHTECH INC88526010917,162$174,8810.01%
251PALANTIR TECHNOLOGIES INCPLTR10,010$160,1600.01%
252HANCOCK JOHN PREM DIVID FD41013T10512,820$123,3250.01%
253NIO INCNIOIF13,110$118,5150.00%
254INTELLICHECK INCIDN51,795$116,5390.00%
255KEYCORP49326710810,652$114,6160.00%
256EMPIRE ST RLTY TR INC29210410612,000$96,4800.00%
257SIRIUS XM HOLDINGS INCSIRI20,460$92,4800.00%
258SOFI TECHNOLOGIES INCSOFI10,000$79,9000.00%
259FS CREDIT OPPORTUNITIES CORPFSCO13,614$73,7880.00%
260TELOS CORP MDTLS22,731$54,3280.00%