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

View all positions for Cassaday & Co Wealth Management

Top funds holding Gartner

Vanguard Group
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Brown Advisory Holdings Incorporated
Franklin Resources
Norges Bank Investment Management
Jpmorgan Chase & Co
Alliancebernstein
Legal & General Group
Axiom International Investors
Bank of America Corporation
Findlay Park Partners

View all funds holding Gartner