Cassaday & Co Wealth Management »

Emcor shares owned by Cassaday & Co Wealth Management

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

Historical chart of Cassaday & Co Wealth Management investment in Emcor

Tip: Access up to 7 years of quarterly data

All positions including Emcor 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 Emcor by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $357k 830 430.29
2024-06-30 $292k 800 365.08
2024-03-31 $280k 800 350.20

More positions owned by Cassaday & Co Wealth Management

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

View all positions for Cassaday & Co Wealth Management

Top funds holding Emcor

BlackRock
BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
State Street Corporation
Select Equity
Invesco
Geode Capital Management
Hanna Zanoni
Lord, Abbett & Co
Morgan Stanley
Wells Fargo & Company
Burgundy Asset Management
Dimensional Fund Advisors
Northern Trust

View all funds holding Emcor