Cassaday & Co Wealth Management »

Amazon shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Amazon

Tip: Access up to 7 years of quarterly data

All positions including Amazon held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Amazon by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.8M 64k 151.95
2023-09-30 $8.2M 64k 127.12
2023-06-30 $8.5M 65k 130.36
2023-03-31 $6.6M 64k 103.29
2022-12-31 $3.8M 46k 84.00

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Amazon

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Jennison Associates
Royal Bank of Canada
Charles Schwab Investment Management
Alliancebernstein
Ubs Global Asset Management Americas

View all funds holding Amazon