Cascade Financial Partners, LLC Reduced Holdings in Q3 2025

Cascade Financial Partners, LLC

  • $872 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-36.3K
- 24.74%
$48.5 - $50.19 $1.76M - $1.82M
110K $5.52B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-76.9K
- 37.8%
$11.15 - $11.87 $858K - $913K
127K $1.47B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-13.7K
- 9.5%
$45.07 - $47.56 $616K - $650K
130K $5.99B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.1K
- 18.72%
$617.65 - $666.84 $679K - $734K
4.78K $3.18B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.03K
- 2.84%
$211.65 - $238.24 $430K - $484K
69.5K $15.3B
IWM
Ishares Russell 2000 ETF

ETFs
-2.33K
- 45.05%
$214.92 - $244.84 $501K - $570K
2.84K $688M
MLPA
Global X Mlp ETF

ETFs
-3.9K
- 3.76%
$48.25 - $51.56 $188K - $201K
99.7K $4.83B
ACN
Accenture PLC

Technology
-720
- 23.45%
$232.56 - $304.78 $167K - $219K
2.35K $580M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.1K
- 10.03%
$91.44 - $91.77 $284K - $285K
27.8K $2.55B
DVYE
Ishares Emerging Markets Divid

ETFs
-9.19K
- 27.51%
$28.5 - $30.64 $262K - $281K
24.2K $719M
TXN
Texas Instruments Inc

Technology
-50
- 0.71%
N/A
6.98K $1.28B
EPI
Wisdomtree Tr India Earnings F

ETFs
-2.35K
- 14.73%
$43.79 - $47.63 $103K - $112K
13.6K $601M
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.39K
- 24.37%
$30.67 - $32.13 $165K - $173K
16.7K $529M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.33K
- 6.59%
$72.57 - $74.72 $169K - $174K
33K $2.45B
IBM
International Business Machines Corp

Technology
-93
- 1.42%
$234.77 - $292.47 $21.8K - $27.2K
6.48K $1.83B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.97K
- 4.79%
$50.82 - $51.09 $100K - $101K
39.2K $2B
UPS
United Parcel Service Inc

Industrials
-478
- 15.22%
$82.58 - $105.54 $39.5K - $50.4K
2.66K $222M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-2.72K
- 18.88%
$37.67 - $41.83 $102K - $114K
11.7K $486M
LMT
Lockheed Martin Corp

Industrials
-200
- 22.68%
$410.74 - $499.21 $82.1K - $99.8K
682 $340M
Crane Company
-225
- 7.1%
N/A
2.95K $542M
META
Meta Platforms, Inc.

Communication Services
-40
- 0.54%
$695.21 - $791.73 $27.8K - $31.7K
7.41K $5.44B
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-3K
- 17.19%
$21.64 - $23.57 $64.9K - $70.7K
14.5K $317M
VGT
Vanguard Information Technolog

ETFs
-120
- 21.94%
$656.44 - $753.15 $78.8K - $90.4K
427 $319M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-150
- 2.87%
$60.9 - $70.75 $9.14K - $10.6K
5.08K $317M
V
Visa Inc.

Financial Services
-35
- 2.1%
$332.09 - $358.86 $11.6K - $12.6K
1.63K $556M
SPGI
S&P Global Inc.

Financial Services
-22
- 4.16%
$484.94 - $564.15 $10.7K - $12.4K
507 $247M
KRE
Spdr S&P Regional Banking ETF

ETFs
-849
- 14.99%
$58.82 - $66.17 $49.9K - $56.2K
4.81K $305M
SYK
Stryker Corp

Healthcare
-30
- 4.27%
$368.57 - $403.53 $11.1K - $12.1K
672 $248M
DIS
Walt Disney CO

Communication Services
-6
- 0.27%
$112.25 - $124.0 $674 - $744
2.18K $250M
VCIT
Vanguard Intermediate Term Cor

ETFs
-731
- 2.11%
$81.75 - $84.54 $59.8K - $61.8K
34K $2.86B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.15K
- 6.6%
$82.42 - $87.03 $94.5K - $99.7K
16.2K $1.41B
NKE
Nike, Inc.

Consumer Cyclical
-100
- 2.7%
$69.24 - $79.24 $6.92K - $7.92K
3.61K $252M
AMD
Advanced Micro Devices Inc

Technology
-840
- 13.07%
$134.8 - $184.42 $113K - $155K
5.59K $904M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-73
- 0.79%
$55.61 - $57.37 $4.06K - $4.19K
9.19K $525M
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.52K
- 7.18%
$53.36 - $59.69 $135K - $151K
32.6K $1.9B
NVS
Novartis Ag

Healthcare
-272
- 5.23%
$113.5 - $129.73 $30.9K - $35.3K
4.93K $633M
BA
Boeing CO

Industrials
-25
- 1.27%
$209.79 - $237.38 $5.24K - $5.93K
1.95K $421M
VNQ
Vanguard Specialized Funds Van

ETFs
-868
- 2.37%
$88.47 - $93.24 $76.8K - $80.9K
35.8K $3.27B
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 1.19%
$291.67 - $316.99 $10.2K - $11.1K
2.9K $881M
VBR
Vanguard Small Cap Value ETF

ETFs
-40
- 1.61%
$195.41 - $212.37 $7.82K - $8.49K
2.44K $510M
VXF
Vanguard Extended Market ETF

ETFs
-388
- 5.77%
$193.58 - $213.07 $75.1K - $82.7K
6.33K $1.33B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-18
- 0.02%
$20.76 - $21.78 $374 - $392
93.2K $2.01B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-1.67K
- 3.12%
$81.61 - $86.58 $136K - $145K
51.9K $4.43B
ITW
Illinois Tool Works Inc

Industrials
-284
- 2.77%
$252.31 - $269.41 $71.7K - $76.5K
9.96K $2.6B
VB
Vanguard Small Cap ETF

ETFs
-14
- 0.24%
$237.58 - $259.17 $3.33K - $3.63K
5.88K $1.5B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.71K
- 1.93%
$50.02 - $53.28 $85.5K - $91.1K
87K $4.55B
HD
Home Depot, Inc.

Consumer Cyclical
-30
- 0.96%
$357.4 - $423.42 $10.7K - $12.7K
3.1K $1.25B
IDV
Ishares Tr

ETFs
-12
- 0.02%
$34.54 - $37.28 $414 - $447
61.9K $2.26B
AVDE
American Centy ETF Tr Avantis

ETFs
-700
- 1.88%
$73.24 - $79.04 $51.3K - $55.3K
36.6K $2.89B
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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