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Shopify Inc cl a shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Shopify Inc cl a

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All positions including Shopify Inc cl a 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 Shopify Inc cl a by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $275k 3.4k 80.14
2024-06-30 $236k 3.6k 66.05
2024-03-31 $266k 3.4k 77.17

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World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
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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 Shopify Inc cl a

Baillie Gifford & Co
Capital World Investors
T. Rowe Price Associates
Vanguard Group
FMR
Capital Research and Management Company - Division 3
Capital Research Global Investors
CIBC World Markets
Royal Bank of Canada
Polen Capital Management
Jpmorgan Chase & Co
Sands Capital Management
Loomis, Sayles and
Fil
Franklin Resources

View all funds holding Shopify Inc cl a