Cassaday & Co Wealth Management LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1963612 MCLEAN, VA

Position in STWD

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

Position Value

$19,197

-$451 QoQ

Shares Held

1,172

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#430

of 515 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $67,090 across 4 REIT - Mortgage names. STWD ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRSP	BrightSpire Capital, Inc.	5,770	$31,446
2	STWD	Starwood Property Trust, Inc. This page	1,172	$19,197
3	BXMT	Blackstone Mortgage Trust, Inc.	944	$16,000
4	NLY	Annaly Capital Management Inc	20	$447

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,197	1,172	+2.7%	Shares	Sole	2026-08-10
2026-03-31	$19,648	1,141	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.