Cassaday & Co Wealth Management LLC

Position in GS — Goldman Sachs Group Inc

CIK 1963612 MCLEAN, VA

Position in GS

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

Position Value

$1,506,941

+$248,108 QoQ

Shares Held

1,490

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,496

of 3,125 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $3,514,940 across 11 Capital Markets names. GS ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,490	$1,506,941
2	SCHW	Schwab Charles Corp	14,046	$1,296,024
3	MS	Morgan Stanley	1,338	$279,695
4	HLI	Houlihan Lokey, Inc.	1,678	$225,070
5	PJT	PJT Partners Inc.	357	$53,885
6	SNEX	StoneX Group Inc.	633	$50,007
7	HOOD	Robinhood Markets, Inc.	404	$40,513
8	WULF	Terawulf Inc.	1,409	$34,802

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,506,941	1,490	+0.1%	Shares	Sole	2026-08-10
2026-03-31	$1,258,833	1,488	-2.6%	Shares	Sole	2026-05-07
2025-12-31	$1,343,112	1,528	+2.7%	Shares	Sole	2026-02-03
2025-09-30	$1,184,968	1,488	+0.9%	Shares	Sole	2025-11-07
2025-06-30	$1,043,931	1,475	-0.6%	Shares	Sole	2025-08-05
2025-03-31	$810,694	1,484	-1.1%	Shares	Sole	2025-05-05
2024-12-31	$858,930	1,500	+0.3%	Shares	Sole	2025-02-03
2024-09-30	$740,189	1,495	-0.3%	Shares	Sole	2024-11-07
2024-06-30	$678,480	1,500	+0.7%	Shares	Sole	2024-07-30
2024-03-31	$621,940	1,489	+1.2%	Shares	Sole	2024-05-08
2023-12-31	$567,467	1,471	+11.5%	Shares	Sole	2024-02-14
2023-09-30	$426,788	1,319	-34.9%	Shares	Sole	2023-11-06
2023-06-30	$653,143	2,025	-2.3%	Shares	Sole	2023-08-07
2023-03-31	$677,771	2,072	+2.8%	Shares	Sole	2023-05-03
2022-12-31	$692,254	2,016	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.