Cassaday & Co Wealth Management LLC

Position in WSO — Watsco Inc

CIK 1963612 MCLEAN, VA

Position in WSO

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

Position Value

$5,417

+$688 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#717

of 780 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $257,290 across 6 Industrial Distribution names. WSO ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	2,358	$113,254
2	GWW	W.W. Grainger, Inc.	63	$85,705
3	DNOW	DNOW Inc.	3,783	$49,065
4	WSO	Watsco Inc This page	13	$5,417
5	REZI	Resideo Technologies, Inc.	158	$3,420
6	POOL	Pool Corp	2	$429

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,417	13	0.0%	Shares	Sole	2026-08-10
2026-03-31	$4,729	13	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.