CASSADAY & CO WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | D | 29K | $1.75M |
 | BAC | 28K | $1.47M |
 | MCD | 28K | $8.49M |
 | WMT | 27K | $2.75M |
 | GOOGL | 26K | $6.30M |
 | CSCO | 25K | $1.73M |
 | PLUG | 25K | $58.25K |
 | KTOS | 25K | $2.28M |
 | FVCB | 24K | $312.42K |
 | JPM | 22K | $7.02M |
 | TLS | 21K | $144.51K |
 | ABBV | 21K | $4.85M |
 | OKE | 20K | $1.47M |
 | OXM | 20K | $814.65K |
 | HST | 20K | $333.58K |
 | PLTR | 19K | $3.51M |
 | YUM | 19K | $2.92M |
 | PG | 18K | $2.84M |
 | CVX | 18K | $2.74M |
 | YUMC | 17K | $734.19K |
Dominion Energy, Inc.
D
Shares Held
29K
Value
$1.75M
Bank of America Corporation
BAC
Shares Held
28K
Value
$1.47M
McDonald's Corporation
MCD
Shares Held
28K
Value
$8.49M
Walmart Inc.
WMT
Shares Held
27K
Value
$2.75M
Alphabet Inc.
GOOGL
Shares Held
26K
Value
$6.30M
Cisco Systems, Inc.
CSCO
Shares Held
25K
Value
$1.73M
Plug Power Inc.
PLUG
Shares Held
25K
Value
$58.25K
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
25K
Value
$2.28M
FVCBankcorp, Inc.
FVCB
Shares Held
24K
Value
$312.42K
JPMorgan Chase & Co.
JPM
Shares Held
22K
Value
$7.02M
Telos Corporation
TLS
Shares Held
21K
Value
$144.51K
AbbVie Inc.
ABBV
Shares Held
21K
Value
$4.85M
ONEOK, Inc.
OKE
Shares Held
20K
Value
$1.47M
Oxford Industries, Inc.
OXM
Shares Held
20K
Value
$814.65K
Host Hotels & Resorts, Inc.
HST
Shares Held
20K
Value
$333.58K
Palantir Technologies Inc.
PLTR
Shares Held
19K
Value
$3.51M
Yum! Brands, Inc.
YUM
Shares Held
19K
Value
$2.92M
The Procter & Gamble Company
PG
Shares Held
18K
Value
$2.84M
Chevron Corporation
CVX
Shares Held
18K
Value
$2.74M
Yum China Holdings, Inc.
YUMC
Shares Held
17K
Value
$734.19K