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Altria shares owned by Cassaday & Co Wealth Management

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

Historical chart of Cassaday & Co Wealth Management investment in Altria

Tip: Access up to 7 years of quarterly data

All positions including Altria 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 Altria by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $474k 12k 40.34
2023-09-30 $499k 12k 42.05
2023-06-30 $531k 12k 45.30
2023-03-31 $546k 12k 44.62
2022-12-31 $551k 12k 45.71

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 Altria

Vanguard Group
Charles Schwab Investment Management
Bank of New York Mellon
Bank of America Corporation
Legal & General Group
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
Harris Associates L.P
Pacer Advisors
Royal Bank of Canada
Barclays
Jpmorgan Chase & Co
Fayez Sarofim & Co
Swiss National Bank
AQR Capital Management

View all funds holding Altria