Position in EXEL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$26,806
New position
Shares Held
625
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Biotechnology
Healthcare · as of Mar 31, 2026Cassaday & Co Wealth Management LLC holds $459,789 across 27 Biotechnology names. EXEL ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRSP |
CRISPR Therapeutics AG
|
2,260 | $107,508 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
100 | $77,264 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
162 | $72,339 | |
| 4 | VKTX |
Viking Therapeutics, Inc.
|
1,539 | $50,079 | |
| 5 | TECH |
BIO-TECHNE Corp
|
700 | $36,582 | |
| 6 | IONS |
Ionis Pharmaceuticals Inc
|
400 | $30,036 | |
| 7 | EXEL |
Exelixis, Inc.
This page
|
625 | $26,806 | |
| 8 | ACAD |
Acadia Pharmaceuticals Inc
|
840 | $18,698 |
All Filings in EXEL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,806 | 625 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||