Cascade Financial Partners, LLC Sells in Q4 2024

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-974
- 0.68%
$151.29 - $176.1 $147K - $172K
143K $21.8B
VEA
Vanguard Ftse Developed Market

ETFs
-9.45K
- 1.47%
$47.57 - $52.44 $450K - $496K
635K $30.4B
PKI
Perkinelmer Inc

Healthcare
-7.59K
- 3.91%
N/A
187K $20.8B
BNL
Broadstone Net Lease, Inc.

Real Estate
-16.9K
- 4.49%
$15.86 - $18.7 $269K - $317K
360K $5.71B
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-3.02K
- 1.49%
$49.25 - $53.57 $148K - $162K
200K $9.89B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.46K
- 2.85%
$570.51 - $610.59 $834K - $893K
49.9K $29.4B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-3.66K
- 2.38%
$40.41 - $45.12 $148K - $165K
151K $6.09B
MUB
Ishares National Muni Bond ETF

ETFs
-4.95K
- 11.41%
$105.78 - $108.7 $524K - $538K
38.4K $4.09B
RC
Ready Capital Corp

Real Estate
-74K
- 64.7%
$6.71 - $7.57 $496K - $560K
40.4K $275M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-9.2K
- 16.24%
$50.73 - $51.08 $467K - $470K
47.4K $2.41B
INTC
Intel Corp

Technology
-17.7K
- 54.14%
$19.07 - $26.23 $337K - $463K
15K $300M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.92K
- 13.41%
$44.04 - $49.49 $261K - $293K
38.2K $1.68B
VNQ
Vanguard Specialized Funds Van

ETFs
-702
- 1.43%
$87.85 - $98.6 $61.7K - $69.2K
48.6K $4.33B
Fibrobiologics Inc
-20K
- 6.61%
N/A
283K $565M
IBM
International Business Machines Corp

Technology
-866
- 11.65%
$204.9 - $238.04 $177K - $206K
6.57K $1.44B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-842
- 1.26%
$126.68 - $134.74 $107K - $113K
65.8K $8.39B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.47K
- 11.96%
$96.64 - $101.23 $239K - $250K
18.2K $1.76B
IDV
Ishares Tr

ETFs
-5.37K
- 8.14%
$27.03 - $29.92 $145K - $161K
60.5K $1.66B
EPI
Wisdomtree Tr India Earnings F

ETFs
-3.95K
- 15.26%
$45.09 - $50.08 $178K - $198K
21.9K $993M
JNJ
Johnson & Johnson

Healthcare
-24
- 0.28%
$143.34 - $165.86 $3.44K - $3.98K
8.49K $1.23B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 0.29%
$442.29 - $483.08 $22.1K - $24.2K
17K $7.72B
IEFA
Ishares Tr

ETFs
-482
- 1.95%
$70.06 - $77.43 $33.8K - $37.3K
24.3K $1.71B
CSX
Csx Corp

Industrials
-3K
- 8.72%
$31.58 - $36.88 $94.7K - $111K
31.4K $1.01B
MRK
Merck & Co., Inc.

Healthcare
-400
- 2.6%
$96.31 - $114.76 $38.5K - $45.9K
15K $1.49B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-470
- 9.15%
$209.89 - $233.24 $98.6K - $110K
4.67K $991M
VO
Vanguard Mid Cap ETF

ETFs
-228
- 0.95%
$261.5 - $284.63 $59.6K - $64.9K
23.8K $6.3B
NVS
Novartis Ag

Healthcare
-50
- 0.84%
$96.78 - $117.18 $4.84K - $5.86K
5.88K $572M
PSCT
Invesco S&P Smallcap Informati

ETFs
-2.4K
- 11.05%
$45.45 - $51.38 $109K - $123K
19.3K $922M
IAU
Ishares Gold Trust

ETFs
-1.15K
- 6.36%
$48.37 - $52.65 $55.6K - $60.5K
16.9K $839M
EXK
Endeavour Silver Corp

Basic Materials
-8K
- 22.28%
$3.56 - $5.55 $28.5K - $44.4K
27.9K $102M
ACN
Accenture PLC

Technology
-50
- 1.53%
$343.9 - $376.86 $17.2K - $18.8K
3.22K $1.13B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-640
- 0.45%
$49.79 - $51.14 $31.9K - $32.7K
140K $7.02B
ITW
Illinois Tool Works Inc

Industrials
-150
- 1.43%
$253.56 - $278.5 $38K - $41.8K
10.4K $2.63B
UPS
United Parcel Service Inc

Industrials
-418
- 11.27%
$122.65 - $138.35 $51.3K - $57.8K
3.29K $415M
CL
Colgate Palmolive CO

Consumer Defensive
-250
- 5.14%
$90.22 - $102.31 $22.6K - $25.6K
4.62K $420M
ADBE
Adobe Inc.

Technology
-42
- 4.6%
$437.39 - $552.96 $18.4K - $23.2K
871 $387M
SPY
Spdr S&P 500 ETF Trust

ETFs
-138
- 2.09%
$567.81 - $607.81 $78.4K - $83.9K
6.47K $3.79B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-11
- 0.21%
$59.25 - $72.99 $652 - $803
5.21K $311M
ILMN
Illumina, Inc.

Healthcare
-236
- 8.63%
$128.99 - $155.15 $30.4K - $36.6K
2.5K $334M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-700
- 14.68%
$57.96 - $64.2 $40.6K - $44.9K
4.07K $237M
RTX
Raytheon Technologies Corp

Industrials
-40
- 0.8%
$114.45 - $127.21 $4.58K - $5.09K
4.96K $573M
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.28%
$385.02 - $431.37 $3.47K - $3.88K
3.16K $1.23B
META
Meta Platforms, Inc.

Communication Services
-105
- 1.42%
$554.08 - $632.68 $58.2K - $66.4K
7.31K $4.28B
VV
Vanguard Large Cap ETF

ETFs
-284
- 1.17%
$260.27 - $280.65 $73.9K - $79.7K
24K $6.46B
PGR
Progressive Corp

Financial Services
-72
- 4.88%
$239.6 - $268.88 $17.3K - $19.4K
1.4K $336M
SGOL
Abrdn Gold ETF Trust

ETFs
-250
- 2.38%
$24.46 - $26.62 $6.12K - $6.66K
10.3K $257M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-250
- 1.28%
$43.36 - $48.87 $10.8K - $12.2K
19.3K $855M
VGIT
Vanguard Intermediate Term Tre

ETFs
-55
- 1.29%
$57.78 - $60.4 $3.18K - $3.32K
4.22K $245M
BXSL
Blackstone Secured Lending Fund

Financial Services
-566
- 6.45%
$29.25 - $33.27 $16.6K - $18.8K
8.2K $265M
Activity Summary
Buys All Purchases 112 New Holdings 13 Increased Positions 99 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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