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Burke & Herbert Financial Serv shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Burke & Herbert Financial Serv by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $272k 4.3k 62.90
2023-09-30 $281k 6.0k 46.47

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 Burke & Herbert Financial Serv

Vanguard Group
Hutchinson Capital Management
Burke & Herbert Bank & Trust
Bank of New York Mellon
Moors & Cabot
Wells Fargo & Company
Charles Schwab Investment Management
Sandy Spring Bank
Mariner Wealth Advisors
Franklin Resources
Bank of America Corporation
Barclays
Goldman Sachs Group
Rhumbline Advisers
Baird Financial

View all funds holding Burke & Herbert Financial Serv