Cassaday & Co Wealth Management LLC
Position in TMO — Thermo Fisher Scientific Inc.
CIK 1963612
MCLEAN, VA
Position in TMO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,333,029
-$360,123 QoQ
Shares Held
2,712
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Cassaday & Co Wealth Management LLC holds $2,910,307 across 16 Diagnostics & Research names. TMO ranks #1 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
2,712 | $1,333,029 | |
| 2 | DHR |
Danaher Corp /De/
|
4,316 | $818,313 | |
| 3 | ILMN |
Illumina, Inc.
|
1,662 | $204,858 | |
| 4 | MTD |
Mettler Toledo International Inc/
|
151 | $190,441 | |
| 5 | A |
Agilent Technologies, Inc.
|
1,664 | $189,662 | |
| 6 | RVTY |
Revvity, Inc.
|
964 | $84,456 | |
| 7 | DGX |
Quest Diagnostics Inc
|
116 | $22,733 | |
| 8 | WAT |
Waters Corp /De/
|
66 | $19,654 |
All Filings in TMO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,333,029 | 2,712 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,693,152 | 2,922 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,785,358 | 3,681 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,494,525 | 3,686 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,872,468 | 3,763 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,189,245 | 2,286 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,401,679 | 2,266 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,204,434 | 2,178 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,284,474 | 2,210 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,207,547 | 2,275 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,007,278 | 1,990 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,102,979 | 2,114 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,190,780 | 2,066 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,175,723 | 2,135 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||