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Shell Adr Each Rep 2 Ord Wi shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Shell Adr Each Rep 2 Ord Wi

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All positions including Shell Adr Each Rep 2 Ord Wi 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 Shell Adr Each Rep 2 Ord Wi by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 3.8k 71.53
2025-06-30 $257k 3.6k 70.41
2025-03-31 $277k 3.8k 73.27
2024-12-31 $223k 3.6k 62.66
2024-06-30 $222k 3.1k 72.17

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 Shell Adr Each Rep 2 Ord Wi

FMR
Fisher Investments
Dimensional Fund Advisors
Eagle Capital Management
Morgan Stanley
BlackRock
Wellington Management Company
Franklin Resources
Hotchkis and Wiley Capital Management
D. E. Shaw & Co
Goldman Sachs Group
Citadel Advisors
Mawer Investment Management
40 North Industries
Royal Bank of Canada

View all funds holding Shell Adr Each Rep 2 Ord Wi