CASSADAY & CO WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AXP | 2K | $620.67K |
 | HLI | 2K | $370.81K |
 | NUE | 2K | $239.71K |
 | DE | 2K | $778.71K |
 | FI | 2K | $215.06K |
 | A | 2K | $213.57K |
 | CHKP | 2K | $337.47K |
 | ADP | 2K | $459.52K |
 | EMR | 2K | $203.37K |
 | GS | 1K | $1.18M |
 | MS | 1K | $220.16K |
 | CRM | 1K | $326.82K |
 | SPGI | 1K | $648.91K |
 | FCN | 1K | $204.65K |
 | GEV | 1K | $732.35K |
 | MA | 1K | $665.51K |
 | CRWD | 1K | $571.78K |
 | TSM | 1K | $320.35K |
 | FNV | 1K | $231.10K |
 | GWRE | 987 | $226.87K |
American Express Company
AXP
Shares Held
2K
Value
$620.67K
Houlihan Lokey, Inc.
HLI
Shares Held
2K
Value
$370.81K
Nucor Corporation
NUE
Shares Held
2K
Value
$239.71K
Deere & Company
DE
Shares Held
2K
Value
$778.71K
Fiserv, Inc.
FI
Shares Held
2K
Value
$215.06K
Agilent Technologies, Inc.
A
Shares Held
2K
Value
$213.57K
Check Point Software Technologies Ltd.
CHKP
Shares Held
2K
Value
$337.47K
Automatic Data Processing, Inc.
ADP
Shares Held
2K
Value
$459.52K
Emerson Electric Co.
EMR
Shares Held
2K
Value
$203.37K
The Goldman Sachs Group, Inc.
GS
Shares Held
1K
Value
$1.18M
Morgan Stanley
MS
Shares Held
1K
Value
$220.16K
Salesforce, Inc.
CRM
Shares Held
1K
Value
$326.82K
S&P Global Inc.
SPGI
Shares Held
1K
Value
$648.91K
FTI Consulting, Inc.
FCN
Shares Held
1K
Value
$204.65K
GE Vernova Inc.
GEV
Shares Held
1K
Value
$732.35K
Mastercard Incorporated
MA
Shares Held
1K
Value
$665.51K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
1K
Value
$571.78K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1K
Value
$320.35K
Franco-Nevada Corporation
FNV
Shares Held
1K
Value
$231.10K
Guidewire Software, Inc.
GWRE
Shares Held
987
Value
$226.87K