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Evolent Health shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Evolent Health (EVH) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Evolent Health

Tip: Access up to 7 years of quarterly data

All positions including Evolent Health 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 Evolent Health by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $262k 9.3k 28.28

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 Evolent Health

Wellington Management Company
Vanguard Group
BlackRock
RA Capital Management
William Blair Investment Management
FMR
Jpmorgan Chase & Co
Engaged Capital
Eventide Asset Management
Granahan Investment Management
State Street Corporation
Bellevue Group
Geode Capital Management
Dimensional Fund Advisors
Lazard Asset Management

View all funds holding Evolent Health