Cassaday & Co Wealth Management LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1963612
MCLEAN, VA
Position in BR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$65,462
-$12,528 QoQ
Shares Held
478
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#815
of 1,003 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $8,131,769 across 17 Information Technology Services names. BR ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
14,720 | $4,139,411 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
16,252 | $1,673,468 | |
| 3 | SAIC |
Science Applications International Corp
|
8,477 | $935,945 | |
| 4 | CACI |
Caci International Inc /De/
|
766 | $354,857 | |
| 5 | ACN |
Accenture plc
|
2,573 | $320,184 | |
| 6 | WYY |
Widepoint Corp
|
17,500 | $306,250 | |
| 7 | GIB |
Cgi Inc
|
4,212 | $271,968 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
This page
|
478 | $65,462 |
All Filings in BR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,462 | 478 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $77,990 | 480 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||