Cassaday & Co Wealth Management LLC
Position in EW — Edwards Lifesciences Corp
CIK 1963612
MCLEAN, VA
Position in EW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$230,853
-$2,339 QoQ
Shares Held
2,552
-12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#969
of 1,315 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW 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. EW ranks #3 (4.9% 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
This page
|
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 EW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,853 | 2,552 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||