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Globe Life shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Globe Life (GL) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Globe Life

Tip: Access up to 7 years of quarterly data

All positions including Globe Life 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 Globe Life by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $343k 2.4k 142.97
2025-06-30 $298k 2.4k 124.29
2025-03-31 $316k 2.4k 131.72
2024-12-31 $268k 2.4k 111.52
2024-09-30 $254k 2.4k 105.91
2023-03-31 $264k 2.4k 110.02
2022-12-31 $289k 2.4k 120.55

More positions owned by Cassaday & Co Wealth Management

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

View all positions for Cassaday & Co Wealth Management

Top funds holding Globe Life

Vanguard Group
BlackRock
Invesco
State Street Corporation
Wellington Management Company
Geode Capital Management
Dimensional Fund Advisors
Morgan Stanley
AQR Capital Management
Nuveen
Arrowstreet Capital, Limited Partnership
Pzena Investment Management
Jacobs Levy Equity Management
Swedbank AB
Equity Investment Corp Acquisition

View all funds holding Globe Life