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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 Q1 2025 · Filed May 5, 2025 · Accession 0001765380-25-000163

Total Value
$3.56B
Positions
317
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (317)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WORLD FD9219108163,525,434$1.09B30.62%
2WORLD GOLD TRGLDW5,727,352$354.5M9.97%
3ISHARES TR4642874812,115,641$248.6M6.99%
4ISHARES TR464287648888,250$227.0M6.38%
5VANGUARD SCOTTSDALE FDS92206C8473,781,477$217.9M6.13%
6SCHWAB STRATEGIC TR8085247975,917,303$165.4M4.65%
7SELECT SECTOR SPDR TR81369Y8603,093,241$129.5M3.64%
8ISHARES TR464287473972,214$122.5M3.44%
9ISHARES TR464287630608,076$91.8M2.58%
10ISHARES TR4642872341,907,814$83.4M2.34%
11ISHARES TR464287598397,810$74.9M2.11%
12ISHARES TR4642882731,079,289$68.6M1.93%
13PROSHARES TR74348A467615,660$62.9M1.77%
14APPLE INCAAPL192,103$42.7M1.20%
15ISHARES TR464287432404,630$36.8M1.04%
16INVESCO QQQ TRIVZ61,890$29.0M0.82%
17VANGUARD INDEX FDS922908538110,086$26.9M0.76%
18MICROSOFT CORPMSFT65,506$24.6M0.69%
19ISHARES TR464288885207,842$20.8M0.58%
20MARRIOTT INTL INC NEW57190320274,531$17.8M0.50%
21NVIDIA CORPORATIONNVDA159,902$17.3M0.49%
22ISHARES TR464287606195,533$16.3M0.46%
23AMAZON COM INCAMZN74,035$14.1M0.40%
24VISA INCV36,382$12.8M0.36%
25PEPSICO INCPEP74,926$11.2M0.32%
26ISHARES TR46428770590,088$10.8M0.30%
27ISHARES TR46428788784,966$10.6M0.30%
28MCDONALDS CORPMCD27,956$8.7M0.25%
29COSTCO WHSL CORP NEW22160K1059,210$8.7M0.24%
30BERKSHIRE HATHAWAY INC DELBRK-A10$8.0M0.22%
31EXXON MOBIL CORPXOM62,308$7.4M0.21%
32SPDR S&P 500 ETF TRSPY11,445$6.4M0.18%
33ISHARES TR46428787963,205$6.2M0.17%
34SPDR INDEX SHS FDS78463X509145,209$5.7M0.16%
35JOHNSON & JOHNSONJNJ33,746$5.6M0.16%
36JPMORGAN CHASE & CO.VYLD21,762$5.3M0.15%
37ALPHABET INCGOOG32,455$5.1M0.14%
38ABBOTT LABSABLZF35,237$4.7M0.13%
39ISHARES TR4642872008,241$4.6M0.13%
40ELI LILLY & COLLY5,549$4.6M0.13%
41ISHARES TR46428761412,403$4.5M0.13%
42ABBVIE INCABBV20,590$4.3M0.12%
43INVESCO EXCH TRADED FD TR IIIVZ19,249$3.7M0.10%
44ALPHABET INCGOOG23,904$3.7M0.10%
45META PLATFORMS INCMETA6,368$3.7M0.10%
46PROSHARES TR74347R40462,366$3.6M0.10%
47INTERNATIONAL BUSINESS MACHSINTR14,346$3.6M0.10%
48UNITEDHEALTH GROUP INCUNH6,142$3.2M0.09%
49PROCTER AND GAMBLE CO74271810918,452$3.1M0.09%
50VANGUARD INDEX FDS92290855334,290$3.1M0.09%
51SCHWAB STRATEGIC TR808524300123,683$3.1M0.09%
52TESLA INCTSLA11,832$3.1M0.09%
53VANGUARD INDEX FDS92290876911,071$3.0M0.09%
54YUM BRANDS INCYUM18,213$2.9M0.08%
55NETFLIX INCNFLX3,049$2.8M0.08%
56VANGUARD INDEX FDS9229087367,558$2.8M0.08%
57SELECT SECTOR SPDR TR81369Y80312,050$2.5M0.07%
58PROSHARES TR74347X63327,801$2.5M0.07%
59PIMCO ETF TR72201R88233,962$2.4M0.07%
60VANGUARD INDEX FDS9229083634,704$2.4M0.07%
61VANGUARD WORLD FD92204A5049,044$2.4M0.07%
62CHEVRON CORP NEWCVX14,248$2.4M0.07%
63HOME DEPOT INCHD6,339$2.3M0.07%
64ISHARES TR46428756437,468$2.3M0.06%
65TORONTO DOMINION BK ONTTORO38,206$2.3M0.06%
66VANGUARD INTL EQUITY INDEX F92204271819,674$2.3M0.06%
67WALMART INCWMT25,699$2.3M0.06%
68ORACLE CORPORCL-PD15,711$2.2M0.06%
69GOLDMAN SACHS ETF TRNVGLF19,760$2.2M0.06%
70LEIDOS HOLDINGS INCLDOS15,879$2.1M0.06%
71VANGUARD SCOTTSDALE FDS92206C66425,549$2.1M0.06%
72PROSHARES TR74347X79959,955$2.1M0.06%
73LOCKHEED MARTIN CORPLMT4,517$2.0M0.06%
74PROSHARES TR74347X83134,349$2.0M0.06%
75VANGUARD INTL EQUITY INDEX F92204285843,450$2.0M0.06%
76ONEOK INC NEWOKE19,472$1.9M0.05%
77VANGUARD SPECIALIZED FUNDS9219088449,940$1.9M0.05%
78UNION PAC CORPUNP8,157$1.9M0.05%
79GENERAL DYNAMICS CORPGD6,962$1.9M0.05%
80THERMO FISHER SCIENTIFIC INCTMO3,763$1.9M0.05%
81SHERWIN WILLIAMS COSHW5,158$1.8M0.05%
82PROSHARES TR74347X30233,520$1.8M0.05%
83VANGUARD INTL EQUITY INDEX F92204287424,537$1.7M0.05%
84DIMENSIONAL ETF TRUST25434V70851,047$1.7M0.05%
85EATON CORP PLCETN5,883$1.6M0.04%
86PROSHARES TR74347X52624,060$1.6M0.04%
87VERIZON COMMUNICATIONS INCVZ34,642$1.6M0.04%
88CISCO SYS INCCSCO24,499$1.5M0.04%
89GLADSTONE INVT CORP376546107112,500$1.5M0.04%
90DOMINION ENERGY INCD26,489$1.5M0.04%
91PROSHARES TR II74347W60111,284$1.5M0.04%
92SPDR GOLD TRGLD4,893$1.4M0.04%
93PHILIP MORRIS INTL INC7181721098,523$1.4M0.04%
94ISHARES TR46428824024,094$1.3M0.04%
95SCHWAB STRATEGIC TR80852440947,607$1.3M0.04%
96CAPITAL ONE FINL CORP14040H1056,680$1.2M0.03%
97OXFORD INDS INC69149730920,095$1.2M0.03%
98KRANESHARES TRUST50076730633,558$1.2M0.03%
99NORTHROP GRUMMAN CORPNOC2,270$1.2M0.03%
100BANK AMERICA CORP06050510427,790$1.2M0.03%
101AMGEN INCAMGN3,720$1.2M0.03%
102SCIENCE APPLICATIONS INTL CO80862510710,256$1.2M0.03%
103PROSHARES TR74347R30512,449$1.1M0.03%
104NEXTERA ENERGY INCNEE-PW16,008$1.1M0.03%
105ISHARES TR46428750719,380$1.1M0.03%
106VANGUARD WORLD FD92191070915,866$1.1M0.03%
107SOUTHERN COSOMN11,949$1.1M0.03%
108VANGUARD WORLD FD92204A7022,025$1.1M0.03%
109PALANTIR TECHNOLOGIES INCPLTR12,485$1.1M0.03%
110VANGUARD WORLD FD9219108735,226$1.1M0.03%
111SPDR S&P MIDCAP 400 ETF TRMDY1,956$1.0M0.03%
112ISHARES TR4642878049,969$1.0M0.03%
113HONEYWELL INTL INC4385161064,918$1.0M0.03%
114VANGUARD INDEX FDS9229085954,131$1.0M0.03%
115PROSHARES TR74347R20611,469$1.0M0.03%
116STRYKER CORPORATIONSYK2,728$1.0M0.03%
117DUKE ENERGY CORP NEWDUKB7,984$973,8500.03%
118AT&T INCT-PC34,222$967,7940.03%
119BROADCOM INCAVGO5,780$967,7660.03%
120DANAHER CORPORATION2358511024,717$966,9850.03%
121HILTON WORLDWIDE HLDGS INCHLT4,239$964,5850.03%
122ISHARES TR46428749911,329$963,7590.03%
123ARK ETF TR00214Q10420,166$959,4990.03%
124PALO ALTO NETWORKS INCPANW5,600$955,5840.03%
125ISHARES TR46428730910,143$941,5750.03%
126RTX CORPORATIONRTX7,093$939,5440.03%
127GE AEROSPACE3696043014,619$924,5450.03%
128SELECT SECTOR SPDR TR81369Y2096,278$916,6510.03%
129ADOBE INCADBE2,361$905,5720.03%
130YUM CHINA HLDGS INCYUMC17,106$890,5390.03%
131SCHWAB STRATEGIC TR80852420140,332$890,5310.03%
132ACCENTURE PLC IRELANDACN2,843$887,1300.02%
133US BANCORP DELUSB-PS20,996$886,4520.02%
134VANGUARD INDEX FDS9229086293,337$862,9220.02%
135VANGUARD WORLD FD9219108406,667$858,9770.02%
136SELECT SECTOR SPDR TR81369Y60517,052$849,3610.02%
137GOLDMAN SACHS GROUP INCGSCE1,484$810,6950.02%
138SPDR SER TR78464A50815,860$809,9710.02%
139TEXAS INSTRS INC8825081044,459$801,2830.02%
140QUALCOMM INCQCOM5,200$798,7720.02%
141COCA COLA COKO11,132$797,2710.02%
142VANGUARD STAR FDS92190976812,817$795,9600.02%
143VANGUARD INDEX FDS9229087444,577$790,6310.02%
144DEERE & CODE1,660$779,1210.02%
145ISHARES TR4642877215,500$772,4200.02%
146CHIPOTLE MEXICAN GRILL INCCMG15,357$771,0750.02%
147SELECT SECTOR SPDR TR81369Y4073,845$759,2340.02%
148ISHARES TR4642874083,956$753,9350.02%
149KRATOS DEFENSE & SEC SOLUTIO50077B20725,000$742,2500.02%
150SPDR INDEX SHS FDS78463X87123,168$740,4500.02%
151SPDR INDEX SHS FDS78463X75613,028$737,7520.02%
152ISHARES TR46429B6977,866$736,7300.02%
153ISHARES TR4642871685,448$731,6120.02%
154ISHARES TR4642876553,632$724,5480.02%
155VANGUARD INDEX FDS9229086372,773$712,7450.02%
1563M COMMM4,816$707,2380.02%
157PFIZER INCPFE27,882$706,5290.02%
158BLACKROCK ETF TRUST IIBLK13,475$705,8210.02%
159ISHARES TR4642875565,506$704,2180.02%
160FORTINET INCFTNT7,265$699,3290.02%
161TALEN ENERGY CORPTLN3,500$698,8450.02%
162ALTRIA GROUP INCMO11,548$693,1110.02%
163CATERPILLAR INCCAT2,098$691,8880.02%
164HERSHEY COHSY3,912$669,0380.02%
165MERCK & CO INCMRK7,345$659,2450.02%
166PROSHARES TR74347X8237,501$658,7380.02%
167BLACKSTONE INCBX4,654$650,5760.02%
168T-MOBILE US INCTMUSZ2,424$646,5060.02%
169ISHARES TR4642875233,413$642,2250.02%
170PNC FINL SVCS GROUP INC6934751053,582$629,6790.02%
171SPDR SER TR78464A7634,637$629,1490.02%
172TJX COS INC NEW8725401094,975$605,9010.02%
173VANGUARD INDEX FDS9229087512,726$604,5130.02%
174PROSHARES TR74347R1077,157$592,4570.02%
175DISNEY WALT CO2546871065,988$591,0400.02%
176MASTERCARD INCORPORATEDMA1,075$589,2290.02%
177BOEING COBA-PA3,407$581,1010.02%
178ROYAL CARIBBEAN GROUPV7780T1032,828$581,0780.02%
179VANGUARD INDEX FDS9229085123,600$577,9440.02%
180AMERICAN ELEC PWR CO INC0255371015,288$577,8220.02%
181STARBUCKS CORPSBUX5,847$573,4900.02%
182LAM RESEARCH CORPLRCX7,823$568,7330.02%
183INVESCO EXCH TRADED FD TR IIIVZ17,776$564,9220.02%
184VANGUARD CHARLOTTE FDS92203J40711,540$563,3830.02%
185GENERAL MTRS CO37045V10011,917$560,4570.02%
186BRISTOL-MYERS SQUIBB COCELG-RI9,169$559,2100.02%
187SPDR DOW JONES INDL AVERAGE78467X1091,306$548,3640.02%
188LOWES COS INC5486611072,351$548,3540.02%
189CGI INCGIB5,478$546,8960.02%
190CONOCOPHILLIPSCOP5,093$534,8670.02%
191SELECT SECTOR SPDR TR81369Y5065,689$531,6380.01%
192WASTE MGMT INC DEL94106L1092,294$531,0840.01%
193MARRIOTT VACATIONS WORLDWIDEVAC8,188$525,9980.01%
194COMCAST CORP NEWCCZ14,239$525,4110.01%
195NORTHERN LTS FD TR IVNTRSO29,493$521,4570.01%
196WELLS FARGO CO NEW9497461017,132$512,0080.01%
197MARSH & MCLENNAN COS INC5717481022,098$511,9750.01%
198HESS CORPHESM3,177$507,5310.01%
199VANGUARD WHITEHALL FDS9219464063,904$503,4600.01%
200VANGUARD ADMIRAL FDS INC9219325051,481$495,2030.01%
201SCHWAB CHARLES CORPSCHW-PJ6,300$493,1640.01%
202AMERICAN EXPRESS COAXP1,822$490,3010.01%
203VSE CORPVSECU4,000$479,9600.01%
204ISHARES TR4642888778,130$479,1850.01%
205BLACKSTONE SECD LENDING FDBX14,613$472,8770.01%
206MANULIFE FINL CORP56501R10615,180$472,8570.01%
207MONDELEZ INTL INC6092071056,929$470,1330.01%
208AUTOMATIC DATA PROCESSING INADP1,529$467,0560.01%
209AFLAC INCAFL4,200$466,9980.01%
210CONSTELLATION ENERGY CORPCEG2,285$460,7720.01%
211ADVANCED MICRO DEVICES INCAMD4,436$455,7550.01%
212SELECT SECTOR SPDR TR81369Y7043,310$433,8420.01%
213SCHWAB STRATEGIC TR80852470615,643$431,2890.01%
214ISHARES BITCOIN TRUST ETFIBIT9,082$425,1290.01%
215SIRIUSXM HOLDINGS INC82993310018,744$422,5840.01%
216DOCUSIGN INCDOCU5,133$418,0830.01%
217L3HARRIS TECHNOLOGIES INCLHX1,992$416,9460.01%
218BERKLEY W R CORPWRB-PH5,833$415,0990.01%
219TRUIST FINL CORP89832Q1099,995$411,2950.01%
220LINDE PLCLIN862$401,3820.01%
221ARISTA NETWORKS INCANET5,016$388,6400.01%
222CITIGROUP INCC-PR5,436$385,9020.01%
223INTERCONTINENTAL EXCHANGE IN45866F1042,228$384,3300.01%
224ISHARES TR46436E22112,910$378,0050.01%
225NIKE INCNKE5,874$372,8580.01%
226CHECK POINT SOFTWARE TECH LTM224651041,631$371,7380.01%
227ARCH CAP GROUP LTDG0450A1053,860$371,2610.01%
228COLGATE PALMOLIVE COCL3,960$371,0520.01%
229FISERV INCFISV1,668$368,3450.01%
230VICTORY PORTFOLIOS II92647N5357,124$360,8310.01%
231CROWDSTRIKE HLDGS INCCRWD1,009$355,7540.01%
232LANCASTER COLONY CORPMZTI2,002$350,3500.01%
233AUTOZONE INCAZO91$346,9630.01%
234LENNAR CORPLEN-B3,000$344,3400.01%
235DIMENSIONAL ETF TRUST25434V4015,673$343,1040.01%
236OGE ENERGY CORPOGE7,422$341,1160.01%
237EA SERIES TRUST02072L53217,415$338,5480.01%
238SPDR SER TR78464A2014,076$338,3080.01%
239SHOPIFY INCSHOP3,525$336,5670.01%
240MCCORMICK & CO INCMKC-V4,025$331,2980.01%
241TELOS CORP MDTLS137,449$327,1290.01%
242BROOKFIELD CORP11271J1076,216$325,2910.01%
243GE VERNOVA INCGEV1,064$324,8190.01%
244ISHARES TR46434V7385,394$324,4500.01%
245SALESFORCE INCCRM1,186$318,3830.01%
246ISHARES TR4642878462,331$317,2500.01%
247GLOBE LIFE INCGL-PD2,400$316,1280.01%
248INTEL CORPINTC13,737$311,9640.01%
249WILLIS TOWERS WATSON PLC LTDWTW922$311,5900.01%
250PUBLIC SVC ENTERPRISE GRP IN7445731063,786$311,5880.01%
251INTUITIVE SURGICAL INCISRG629$311,5250.01%
252ISHARES TR46432F8424,117$311,4520.01%
253ISHARES TR4642877966,298$310,4920.01%
254ISHARES GOLD TRIAU5,195$306,2980.01%
255INVESCO EXCH TRADED FD TR IIIVZ7,500$300,6000.01%
256HOULIHAN LOKEY INCHLI1,860$300,3900.01%
257PROSHARES TR74347R8428,941$298,9880.01%
258EMCOR GROUP INCEME806$297,7520.01%
259VANGUARD ADMIRAL FDS INC9219327031,586$292,0730.01%
260INVESCO EXCHANGE TRADED FD TIVZ8,480$290,0160.01%
261COCA COLA CONS INCCOKE214$288,9000.01%
262VANGUARD BD INDEX FDS9219378353,924$288,2180.01%
263WEYERHAEUSER CO MTN BEWY9,683$283,5190.01%
264ISHARES SILVER TRSLV9,138$283,1870.01%
265VANGUARD INTL EQUITY INDEX F9220427422,418$280,3680.01%
266SCHWAB STRATEGIC TR8085247557,734$279,5070.01%
267SPDR INDEX SHS FDS78463X8897,667$279,1560.01%
268SPDR SER TR78464A66410,225$278,7340.01%
269PHILLIPS 66PSX2,256$278,5370.01%
270HOST HOTELS & RESORTS INCHST19,601$278,5250.01%
271EMPIRE ST RLTY OP L P29210210035,890$278,5060.01%
272SHELL PLCRYDAF3,781$277,0460.01%
273TRANSDIGM GROUP INCTDG200$276,6580.01%
274OREILLY AUTOMOTIVE INC67103H107193$276,4880.01%
275ISHARES INC4642863921,790$274,2510.01%
276EXELON CORPEXC5,945$273,9450.01%
277VANGUARD INDEX FDS9229086521,568$270,1040.01%
278CARRIER GLOBAL CORPORATIONCARR4,228$268,0760.01%
279SPDR SER TR78464A8475,055$258,7200.01%
280VANGUARD SCOTTSDALE FDS92206C8133,401$258,1700.01%
281INDIA FD INC45408910316,288$256,8600.01%
282FVCBANKCORP INCFVCB24,088$254,6110.01%
283ISHARES TR4642871502,045$249,5110.01%
284ROPER TECHNOLOGIES INCROP421$248,2140.01%
285BOOZ ALLEN HAMILTON HLDG CORBAH2,358$246,6000.01%
286DIMENSIONAL ETF TRUST25434V6827,205$242,6650.01%
287NEWMONT CORPNEMCL5,023$242,4960.01%
288BURKE HERBERT FINL SVCS CORP12135Y1084,320$242,3960.01%
289ISHARES TR4642886792,150$237,4890.01%
290NORFOLK SOUTHN CORP655844108987$233,7710.01%
291FEDEX CORPFDX955$232,8100.01%
292MOTOROLA SOLUTIONS INCMSI530$231,8540.01%
293AXON ENTERPRISE INCAXON427$224,5810.01%
294XPO INCXPO2,078$223,5520.01%
295METLIFE INCMET-PF2,779$223,1260.01%
296AMERICAN TOWER CORP NEW03027X1001,013$220,4290.01%
297CLOROX CO DELCLX1,489$219,2960.01%
298BOOKING HOLDINGS INCBKNG47$216,6450.01%
299VANGUARD INDEX FDS9229086111,128$210,1360.01%
300FTI CONSULTING INCFCN1,266$207,7260.01%
301EXCHANGE TRADED CONCEPTS TRU30150546712,000$207,4970.01%
302UNITED BANKSHARES INC WEST VUNTCW5,946$206,1480.01%
303ABRDN PLATINUM ETF TRUSTPPLT2,253$205,8570.01%
304FACTSET RESH SYS INC303075105442$200,9510.01%
305FIRST TR EXCHANGE TRADED FD33738R6053,648$200,1300.01%
306EMERSON ELEC COEMR1,824$200,0160.01%
307PG&E CORPPCG-PX11,050$189,8390.01%
308KEYCORP49326710810,626$169,9100.00%
309SOFI TECHNOLOGIES INCSOFI14,400$167,4720.00%
310BLACKROCK FLOATING RATE INCBLK10,941$135,8880.00%
311INTELLICHECK INCIDN34,530$104,6260.00%
312EMPIRE ST RLTY TR INC29210410612,000$93,8400.00%
313FALCONS BEYOND GLOBAL INC30612110410,313$89,9300.00%
314JOBY AVIATION INCJOBY-WT10,000$60,2000.00%
315PLUG POWER INCPLUG25,000$33,7500.00%
316SENSEONICS HLDGS INCSENS30,000$19,6830.00%
317ESPERION THERAPEUTICS INC NEESPR11,615$16,7260.00%