Cassaday & Co Wealth Management LLC
Position in EW — Edwards Lifesciences Corp
CIK 1963612
MCLEAN, VA
Position in EW
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$233,192
+$12,565 QoQ
Shares Held
2,912
+12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Cassaday & Co Wealth Management LLC holds $5,613,322 across 15 Medical Devices names. EW ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
34,850 | $3,578,049 | |
| 2 | SYK |
Stryker Corp
|
2,728 | $896,393 | |
| 3 | MASS |
908 Devices Inc.
|
71,629 | $438,369 | |
| 4 | EW |
Edwards Lifesciences Corp
This page
|
2,912 | $233,192 | |
| 5 | MDT |
Medtronic plc
|
2,097 | $181,705 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
1,912 | $136,096 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
486 | $43,944 | |
| 8 | DXCM |
Dexcom Inc
|
695 | $43,646 |
All Filings in EW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,192 | 2,912 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $220,627 | 2,588 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $201,268 | 2,588 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $202,407 | 2,588 | Shares | Sole | 2025-08-05 | |
| 2023-06-30 | $243,937 | 2,586 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $213,939 | 2,586 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||