Cascade Financial Partners, LLC Purchases in Q2 2025

Cascade Financial Partners, LLC

  • $832 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FINX
Global X Fds Fintech ETF (De)

ETFs
7K
New
$24.27 - $34.22 $170K - $240K
7K $240M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.72K
+ 7.03%
$71.28 - $83.74 $123K - $144K
26.2K $2.19B
SOXX
Ishares Semiconductor ETF

ETFs
1K
New
$154.86 - $239.07 $155K - $239K
1K $239M
PG
Procter & Gamble CO

Consumer Defensive
1.81K
+ 38.9%
$157.66 - $172.39 $286K - $312K
6.47K $1.03B
IDV
Ishares Tr

ETFs
557
+ 0.91%
$27.79 - $34.84 $15.5K - $19.4K
61.9K $2.14B
BKNG
Booking Holdings Inc.

Consumer Cyclical
39
New
$4164.15 - $5789.24 $162K - $226K
39 $226M
NSC
Norfolk Southern Corp

Industrials
864
New
$206.34 - $257.46 $178K - $222K
864 $221M
EXEL
Exelixis, Inc.

Healthcare
5K
New
$34.13 - $46.26 $171K - $231K
5K $220M
AMAT
Applied Materials Inc

Technology
1.2K
New
$126.95 - $183.52 $152K - $220K
1.2K $220M
CARR
Carrier Global Corp

Industrials
2.95K
New
$55.55 - $75.83 $164K - $223K
2.95K $216M
ETN
Eaton Corp PLC

Industrials
596
New
$246.52 - $356.99 $147K - $213K
596 $213M
IETC
Ishares U S ETF Tr

ETFs
2.25K
New
$67.28 - $94.0 $151K - $212K
2.25K $212M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.27K
New
$50.08 - $63.14 $164K - $206K
3.27K $206M
Ishares Bitcoin Trust ETF
2K
+ 34.56%
N/A
7.77K $475M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
627
New
$224.32 - $326.09 $141K - $204K
627 $204M
EQR
Equity Residential

Real Estate
3.53K
+ 38.13%
$61.82 - $71.72 $218K - $253K
12.8K $863M
PAA
Plains All American Pipeline LP

Energy
10.3K
New
$16.03 - $20.28 $165K - $208K
10.3K $188M
MO
Altria Group, Inc.

Consumer Defensive
3.3K
+ 40.16%
$55.56 - $60.91 $183K - $201K
11.5K $676M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
292
+ 0.76%
$39.89 - $49.46 $11.6K - $14.4K
38.8K $1.92B
STAG
Stag Industrial, Inc.

Real Estate
4.74K
+ 20.51%
$30.08 - $37.02 $143K - $175K
27.8K $1.01B
Global X Fds
7
+ 0.06%
N/A
12.5K $751M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.5K
+ 33.12%
$29.0 - $30.68 $160K - $169K
22.1K $678M
SUB
Ishares Short Term National Mu

ETFs
1.31K
+ 4.78%
$104.77 - $106.34 $138K - $140K
28.8K $3.06B
VOE
Vanguard Mid Cap Value Index F

ETFs
455
+ 2.61%
$141.87 - $164.49 $64.6K - $74.8K
17.9K $2.94B
O
Realty Income Corp

Real Estate
2.43K
+ 17.7%
$52.27 - $58.52 $127K - $142K
16.2K $932M
VGT
Vanguard Information Technolog

ETFs
125
+ 29.62%
$470.37 - $663.28 $58.8K - $82.9K
547 $363M
VB
Vanguard Small Cap ETF

ETFs
193
+ 3.39%
$193.73 - $237.37 $37.4K - $45.8K
5.89K $1.4B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
602
+ 1.27%
$17.76 - $22.1 $10.7K - $13.3K
48.1K $1.06B
Super Micro Computer Inc
500
+ 8.33%
N/A
6.5K $319M
CSCO
Cisco Systems, Inc.

Technology
700
+ 9.85%
$53.19 - $69.38 $37.2K - $48.6K
7.81K $542M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.64K
+ 5.33%
$22.92 - $28.05 $37.6K - $46.1K
32.4K $909M
GLD
Spdr Gold Trust

ETFs
87
+ 2.07%
$273.71 - $316.29 $23.8K - $27.5K
4.29K $1.31B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
890
+ 15.2%
$41.45 - $54.46 $36.9K - $48.5K
6.74K $351M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
300
+ 1.76%
$70.7 - $82.14 $21.2K - $24.6K
17.4K $1.43B
RSP
Invesco S&P 500 Equal Weight E

ETFs
121
+ 2.35%
$152.93 - $181.74 $18.5K - $22K
5.28K $959M
NVS
Novartis Ag

Healthcare
125
+ 2.46%
$101.96 - $121.01 $12.7K - $15.1K
5.21K $630M
XOM
Exxon Mobil Corp

Energy
851
+ 30.39%
$99.93 - $119.04 $85K - $101K
3.65K $394M
CAT
Caterpillar Inc

Industrials
40
+ 5.55%
$273.94 - $388.21 $11K - $15.5K
761 $295M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
418
+ 12.18%
$62.73 - $78.42 $26.2K - $32.8K
3.85K $298M
DVYE
Ishares Emerging Markets Divid

ETFs
2
+ 0.01%
$23.95 - $29.03 $47.9 - $58.1
33.4K $957M
RC
Ready Capital Corp

Real Estate
15K
+ 36.91%
$4.13 - $5.15 $62K - $77.3K
55.6K $243M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
134
+ 3.61%
$90.56 - $109.49 $12.1K - $14.7K
3.85K $421M
ET
Energy Transfer LP

Energy
2.62K
+ 5.98%
$15.65 - $18.93 $41K - $49.7K
46.5K $843M
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
17K
New
$1.35 - $3.07 $23K - $52.2K
17K $25.2M
VZ
Verizon Communications Inc

Communication Services
865
+ 13.94%
$41.67 - $45.62 $36K - $39.5K
7.07K $306M
T
At&T Inc.

Communication Services
300
+ 1.28%
$26.33 - $28.94 $7.9K - $8.68K
23.8K $688M
KO
Coca Cola CO

Consumer Defensive
400
+ 6.47%
$68.37 - $73.9 $27.3K - $29.6K
6.58K $466M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2
+ 0.02%
$20.42 - $25.3 $40.8 - $50.6
10.5K $267M
MPLX
Mplx LP

Energy
695
+ 6.93%
$46.68 - $53.89 $32.4K - $37.5K
10.7K $552M
Activity Summary
Buys All Purchases 116 New Holdings 26 Increased Positions 90 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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