Cassaday & Co Wealth Management LLC

Position in DVA — Davita Inc.

CIK 1963612 MCLEAN, VA

Position in DVA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$113,909

+$35,220 QoQ

Shares Held

512

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#483

of 625 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $152,132 across 5 Medical Care Facilities names. DVA ranks #1 (74.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVA	Davita Inc. This page	512	$113,909
2	HCA	HCA Healthcare, Inc.	54	$21,054
3	UHS	Universal Health Services Inc	115	$17,099
4	FMS	Fresenius Medical Care AG	3	$67
5	CYH	Community Health Systems Inc	1	$3

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$113,909	512	0.0%	Shares	Sole	2026-08-10
2026-03-31	$78,689	512	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.