Cascade Financial Partners, LLC Purchases in Q3 2025

Cascade Financial Partners, LLC

  • $872 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
165
+ 0.56%
$32.05 - $36.52 $5.29K - $6.03K
29.8K $1.06B
AFL
Aflac Inc

Financial Services
50
+ 0.38%
$98.09 - $111.7 $4.9K - $5.59K
13.2K $1.47B
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.02%
$57.75 - $67.68 $116 - $135
11.5K $761M
MRK
Merck & Co., Inc.

Healthcare
96
+ 0.62%
$77.6 - $87.37 $7.45K - $8.39K
15.7K $1.31B
SHYD
Vaneck Short High Yield Muni E

ETFs
2.44K
+ 5.74%
$22.31 - $23.01 $54.4K - $56.1K
45K $1.03B
BAC
Bank Of America Corp

Financial Services
400
+ 3.72%
$44.92 - $52.42 $18K - $21K
11.1K $575M
SCHX
Schwab Strategic Tr Us Large C

ETFs
27
+ 0.08%
$24.46 - $26.5 $660 - $716
33.6K $886M
Fidelity Wise Origin Bitcoin
342
+ 7.21%
N/A
5.09K $508M
EPD
Enterprise Products Partners L.P.

Energy
1.44K
+ 3.83%
$30.74 - $32.14 $44.1K - $46.1K
38.9K $1.22B
Branchout Food Inc
25K
New
N/A
25K $51.3M
ETN
Eaton Corp PLC

Industrials
100
+ 16.78%
$342.99 - $392.76 $34.3K - $39.3K
696 $260M
Ishares Bitcoin Trust ETF
200
+ 2.57%
N/A
7.97K $518M
Blackrock Inc
3
+ 0.91%
N/A
331 $386M
PG
Procter & Gamble CO

Consumer Defensive
506
+ 7.82%
$150.47 - $161.22 $76.1K - $81.6K
6.97K $1.07B
XOM
Exxon Mobil Corp

Energy
201
+ 5.51%
$105.83 - $117.22 $21.3K - $23.6K
3.85K $434M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.03%
$108.46 - $120.63 $108 - $121
3.85K $458M
PFE
Pfizer Inc

Healthcare
100
+ 0.37%
$23.29 - $25.88 $2.33K - $2.59K
26.8K $682M
STAG
Stag Industrial, Inc.

Real Estate
1.72K
+ 6.16%
$34.28 - $36.97 $58.8K - $63.4K
29.6K $1.04B
SCHA
Schwab Strategic Tr Us Small C

ETFs
181
+ 1.72%
$25.29 - $28.33 $4.58K - $5.13K
10.7K $299M
WFC
Wells Fargo & Company

Financial Services
100
+ 1.74%
$77.05 - $85.16 $7.71K - $8.52K
5.85K $490M
MPLX
Mplx LP

Energy
770
+ 7.18%
$49.42 - $52.71 $38.1K - $40.6K
11.5K $574M
VZ
Verizon Communications Inc

Communication Services
250
+ 3.54%
$40.84 - $45.06 $10.2K - $11.3K
7.32K $322M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7
+ 0.05%
$97.75 - $100.75 $684 - $705
13.8K $1.38B
XLRE
Select Sector Spdr Tr Real Est

ETFs
49
+ 0.27%
$40.94 - $42.85 $2.01K - $2.1K
18.2K $765M
PAA
Plains All American Pipeline LP

Energy
1.43K
+ 13.93%
$16.88 - $18.93 $24.1K - $27.1K
11.7K $200M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.03%
$75.26 - $80.19 $75.3 - $80.2
3.85K $307M
EMR
Emerson Electric CO

Industrials
120
+ 3.56%
$128.6 - $149.63 $15.4K - $18K
3.49K $458M
CSCO
Cisco Systems, Inc.

Technology
215
+ 2.75%
$66.2 - $71.79 $14.2K - $15.4K
8.02K $549M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
70
+ 0.91%
$47.76 - $48.46 $3.34K - $3.39K
7.78K $375M
AMGN
Amgen Inc

Healthcare
2
+ 0.21%
$271.18 - $309.22 $542 - $618
969 $273M
PANW
Palo Alto Networks Inc

Technology
10
+ 0.88%
$167.06 - $208.19 $1.67K - $2.08K
1.15K $233M
EQR
Equity Residential

Real Estate
508
+ 3.97%
$62.3 - $68.34 $31.6K - $34.7K
13.3K $860M
T
At&T Inc.

Communication Services
200
+ 0.84%
$26.94 - $29.62 $5.39K - $5.92K
24K $677M
CARR
Carrier Global Corp

Industrials
480
+ 16.29%
$58.75 - $80.73 $28.2K - $38.8K
3.43K $205M
ET
Energy Transfer LP

Energy
1.58K
+ 3.4%
$17.11 - $18.16 $27K - $28.7K
48.1K $825M
Fibrobiologics Inc
7.5K
+ 2.58%
N/A
298K $163M
KO
Coca Cola CO

Consumer Defensive
36
+ 0.55%
$65.67 - $71.67 $2.36K - $2.58K
6.62K $439M
CL
Colgate Palmolive CO

Consumer Defensive
20
+ 0.43%
$79.36 - $93.33 $1.59K - $1.87K
4.64K $371M
CRWD
Crowd Strike Holdings, Inc.

Technology
205
+ 1.73%
$412.46 - $514.1 $84.6K - $105K
12.1K $5.93B
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.1%
$915.95 - $994.57 $1.83K - $1.99K
2.02K $1.87B
LLY
Eli Lilly & CO

Healthcare
651
+ 0.28%
$625.65 - $812.69 $407K - $529K
237K $181B
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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