Position in TM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$32,336
-$33,818 QoQ
Shares Held
192
-40.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#486
of 639 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $3,510,221 across 12 Auto Manufacturers names. TM ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
6,406 | $2,694,363 | |
| 2 | GM |
General Motors Co
|
7,667 | $590,972 | |
| 3 | RACE |
Ferrari N.V.
|
276 | $102,752 | |
| 4 | F |
Ford Motor Co
|
5,603 | $77,881 | |
| 5 | TM |
Toyota Motor Corp/
This page
|
192 | $32,336 | |
| 6 | STLA |
Stellantis N.V.
|
1,025 | $5,883 | |
| 7 | LCID |
Lucid Group, Inc.
|
371 | $2,481 | |
| 8 | XPEV |
Xpeng Inc.
|
100 | $1,324 |
All Filings in TM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,336 | 192 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $66,154 | 321 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||