Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASSADAY & CO WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 296 | 3,075,955,703 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DANAHER CORPORATION | COM | 101 | $1,092,775 | 4,376 | 0.00 | 0.00 | 56 | 1.30 | 03-31-2024 |
| PROSHARES TR | PSHS ULTRA DOW30 | 102 | $1,084,059 | 12,449 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 103 | $1,062,610 | 4,089 | 0.00 | 0.00 | -403 | -8.97 | 03-31-2024 |
| DISNEY WALT CO | COM | 104 | $1,048,572 | 8,570 | 0.00 | 0.00 | 859 | 11.14 | 03-31-2024 |
