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Willis Towers Watson shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Willis Towers Watson (WTW) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Willis Towers Watson

Tip: Access up to 7 years of quarterly data

All positions including Willis Towers Watson 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 Willis Towers Watson by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $272k 922 294.53
2024-06-30 $242k 924 262.14
2024-03-31 $254k 925 275.00
2023-12-31 $226k 937 241.20
2023-06-30 $217k 922 235.50

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
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 Willis Towers Watson

Vanguard Group
BlackRock
Mizuho Securities USA
Massachusetts Financial Services
First Eagle Investment Management
State Street Corporation
Harris Associates L.P
Artisan Partners Limited Partnership
Geode Capital Management
FMR
Victory Capital Management
Invesco
Baupost Group
T. Rowe Price Investment Management
Bank of New York Mellon

View all funds holding Willis Towers Watson