Cascade Wealth Advisors, Inc Purchases in Q2 2025

Cascade Wealth Advisors, Inc

  • $177 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Neos ETF Trust
200K
+ 674.07%
N/A
229K $12.3B
SPYI
Shp ETF Tr Neos S&P 500 High I
101K
+ 38.0%
N/A
367K $18.9B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
36.6K
+ 32.31%
$51.16 - $62.02 $1.87M - $2.27M
150K $9.37B
VIG
Vanguard Dividend Appreciation

ETFs
8.65K
+ 18.71%
N/A
54.9K $11.4B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
64.9K
New
$29.12 - $35.84 $1.89M - $2.32M
64.9K $2.39B
JEPI
J P Morgan Exchange Traded Fd

ETFs
33.8K
+ 15.37%
$51.14 - $57.0 $1.73M - $1.93M
254K $14.2B
MSFT
Microsoft Corp

Technology
2.72K
+ 69.39%
$354.56 - $497.45 $964K - $1.35M
6.64K $3.47B
DFAU
Dimensional ETF Tr

ETFs
43.4K
New
$34.04 - $42.36 $1.48M - $1.84M
43.4K $1.89B
Blackrock ETF Trust Ii
35.8K
+ 34.43%
N/A
140K $7.23B
DUHP
Dimensional ETF Tr Dimensional

ETFs
30K
New
$29.36 - $35.56 $879K - $1.07M
30K $1.09B
DFAE
Dimensional ETF Tr

ETFs
24.7K
New
$22.87 - $28.95 $565K - $716K
24.7K $735M
DFAX
Dimensional ETF Tr
24.3K
New
$23.37 - $29.39 $568K - $714K
24.3K $733M
DFAI
Dimensional ETF Tr

ETFs
18.2K
+ 118.42%
$28.02 - $34.71 $510K - $632K
33.6K $1.18B
DIHP
Dimensional ETF Tr Dimensional

ETFs
20.9K
New
$24.32 - $29.74 $509K - $623K
20.9K $616M
IWF
Ishares Russell 1000 Gr ETF

ETFs
132
+ 2.26%
$320.42 - $424.58 $42.3K - $56K
5.98K $2.67B
DFAT
Dimensional ETF Tr U S Target

ETFs
10.8K
New
$44.8 - $53.97 $485K - $584K
10.8K $591M
VTI
Vanguard Total Stock Market Et

ETFs
102
+ 1.29%
$243.75 - $303.93 $24.9K - $31K
8.03K $2.51B
NVDA
Nvidia Corp

Technology
1.96K
New
$94.31 - $157.99 $185K - $310K
1.96K $359M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.8K
New
$24.32 - $27.87 $287K - $329K
11.8K $317M
QQQ
Invesco Qqq Trust, Series 1

ETFs
521
New
$416.06 - $551.64 $217K - $287K
521 $299M
FLQH
Franklin Templeton Libertyq In

ETFs
7.72K
New
N/A
7.72K $280M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.96K
New
$22.27 - $29.21 $200K - $262K
8.96K $272M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.58K
New
$55.15 - $68.11 $197K - $244K
3.58K $245M
IWM
Ishares Russell 2000 ETF

ETFs
1.06K
New
$174.82 - $215.79 $185K - $228K
1.06K $233M
AMZN
Amazon Com Inc

Consumer Cyclical
1.05K
New
$167.32 - $223.3 $175K - $233K
1.05K $233M
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.94K
New
$26.18 - $26.93 $208K - $214K
7.94K $212M
DHR
Danaher Corp

Healthcare
1.04K
New
$174.64 - $205.16 $182K - $213K
1.04K $209M
COST
Costco Wholesale Corp

Consumer Defensive
204
+ 48.57%
$908.13 - $1056.85 $185K - $216K
624 $612M
IWD
Ishares Russell 1000 Val ETF

ETFs
368
+ 6.02%
$166.82 - $194.23 $61.4K - $71.5K
6.49K $1.27B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
864
+ 39.91%
$114.78 - $133.31 $99.2K - $115K
3.03K $410M
JPM
Jpmorgan Chase & CO

Financial Services
56
+ 3.81%
$210.28 - $289.91 $11.8K - $16.2K
1.52K $440M
VXRT
Vaxart, Inc.

Healthcare
25K
New
$0.31 - $0.7 $7.76K - $17.5K
25K $9.51M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31
+ 3.37%
$483.48 - $539.8 $15K - $16.7K
951 $443M
Activity Summary
Buys All Purchases 34 New Holdings 19 Increased Positions 15 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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