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Gartner shares owned by Cassaday & Co Wealth Management

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

Historical chart of Cassaday & Co Wealth Management investment in Gartner

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All positions including Gartner 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 Gartner by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $237k 585 404.22
2024-12-31 $223k 460 484.47
2024-09-30 $233k 460 506.76
2024-06-30 $207k 460 449.06
2024-03-31 $240k 503 476.67
2023-12-31 $223k 495 451.11

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

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