Cascade Wealth Advisors, Inc Portfolio Holdings

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024

Cascade Wealth Advisors, Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Fltg Rate Nt ETF with a value of $11.6B, Ishares 0 5 Year High Yield CO with a value of $10.2B, Vanguard with a value of $9.73B, Vanguard Dividend Appreciation with a value of $9.33B, and Dimensional ETF Tr U S Small C with a value of $9B.

Examining the 13F form we can see an increase of $4.73B in the current position value, from $135B to 140B.

Cascade Wealth Advisors, Inc is based out at Wenatchee, WA

Below you can find more details about Cascade Wealth Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
ETFs: $126 Billion
Financial Services: $4.86 Billion
Technology: $1.69 Billion
Consumer Defensive: $372 Million
Healthcare: $289 Million
Industrials: $264 Million
Energy: $224 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.1B
$4 Billion 2.86% of portfolio
136,605
Q3 2024 Added 4.6%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $140 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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