Holdings
Cassady Wealth & Retirement Planning, LLC
As of Jun 30, 2026, Cassady Wealth & Retirement Planning, LLC reported 10 positions worth US$3.57M. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 2,900 | US$839K | +330 | Jun 30, 2026 |
| Microsoft Corp. | 1,576 | US$588K | −31 | Jun 30, 2026 |
| Nvidia Corporation | 1,972 | US$395K | +270 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,426 | US$340K | +25 | Jun 30, 2026 |
| Nextera Energy, Inc. | 3,569 | US$313K | no change | Jun 30, 2026 |
| Broadcom Inc. | 794 | US$300K | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 540 | US$270K | +55 | Jun 30, 2026 |
| International Business Machines Corporation | 866 | US$244K | new | Jun 30, 2026 |
| United Parcel Service, Inc. | 1,873 | US$201K | no change | Jun 30, 2026 |
| Adma Biologics Inc | 10,026 | US$83,918 | +26 | Jun 30, 2026 |