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United Bankshares shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of United Bankshares (UBSI) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in United Bankshares

Tip: Access up to 7 years of quarterly data

All positions including United Bankshares 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 United Bankshares by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $223k 5.9k 37.55
2023-03-31 $227k 6.5k 35.20
2022-12-31 $261k 6.5k 40.49

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 United Bankshares

Vanguard Group
Dimensional Fund Advisors
Earnest Partners
Victory Capital Management
Bank of New York Mellon
Charles Schwab Investment Management
Fisher Investments
Vaughan Nelson Investment Management
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
United Bank
New York State Common Retirement Fund
Jpmorgan Chase & Co
Goldman Sachs Group

View all funds holding United Bankshares