Cassaday & Co Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Gartner 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 Gartner by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
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)
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 Gartner

Vanguard Group
BlackRock
BlackRock
Bamco
State Street Corporation
Massachusetts Financial Services
Morgan Stanley
Geode Capital Management
Principal Financial Group
Polen Capital Management
Generation Investment Management
Jpmorgan Chase & Co
Brown Advisory Holdings Incorporated
Invesco
Alliancebernstein

View all funds holding Gartner