Cassaday & Co Wealth Management LLC
Position in ATEC — Alphatec Holdings, Inc.
CIK 1963612
MCLEAN, VA
Position in ATEC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,816
-$10,195 QoQ
Shares Held
210
-81.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 265 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATEC Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $4,670,567 across 14 Medical Devices names. ATEC ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
34,821 | $3,159,657 | |
| 2 | SYK |
Stryker Corp
|
2,729 | $859,198 | |
| 3 | EW |
Edwards Lifesciences Corp
|
2,552 | $230,853 | |
| 4 | MDT |
Medtronic plc
|
2,252 | $176,173 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
1,896 | $121,362 | |
| 6 | DXCM |
Dexcom Inc
|
689 | $46,404 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
486 | $41,839 | |
| 8 | BSX |
Boston Scientific Corp
|
438 | $18,693 |
All Filings in ATEC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,816 | 210 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,011 | 1,104 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||