Cascades Capital Asset Management, LLC Incresed Positions in Q3 2025

Cascades Capital Asset Management, LLC

  • $227 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
11.8K
+ 13.4%
N/A
100K $21.6B
VTV
Vanguard Value ETF

ETFs
18K
+ 1960.04%
$175.51 - $186.57 $3.15M - $3.35M
18.9K $3.52B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.42K
+ 3.99%
$567.77 - $614.76 $808K - $875K
37.1K $22.7B
AAPL
Apple Inc.

Technology
83
+ 0.19%
$202.38 - $256.87 $16.8K - $21.3K
44.1K $11.2B
NVDA
Nvidia Corp

Technology
2.65K
+ 4.99%
$153.3 - $186.58 $406K - $494K
55.8K $10.4B
GOOGL
Alphabet Inc.

Communication Services
3.23K
+ 18.33%
$174.36 - $254.72 $562K - $822K
20.8K $5.06B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
13.6K
+ 47.23%
$86.07 - $90.74 $1.17M - $1.24M
42.5K $3.81B
VO
Vanguard Mid Cap ETF

ETFs
3.1K
+ 20.82%
$279.83 - $293.74 $866K - $909K
18K $5.28B
MSFT
Microsoft Corp

Technology
803
+ 3.1%
$491.09 - $535.64 $394K - $430K
26.7K $13.8B
VOOV
Vanguard S&P 500 Value ETF

ETFs
711
+ 1.08%
$187.97 - $199.47 $134K - $142K
66.4K $13.2B
Powershs Qqq Nasdaq ETF
971
+ 27.65%
N/A
4.48K $2.69B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.05K
+ 15.07%
$117.65 - $120.08 $476K - $486K
30.9K $3.69B
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
3.93K
+ 81.89%
$96.83 - $101.71 $380K - $399K
8.72K $886M
FNDX
Schwab Fundamental U S Large C

ETFs
6.68K
+ 7.36%
$24.38 - $26.34 $163K - $176K
97.6K $2.57B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.8K
+ 30.87%
$50.82 - $51.09 $295K - $296K
24.6K $1.26B
HD
Home Depot, Inc.

Consumer Cyclical
269
+ 6.14%
$357.4 - $423.42 $96.1K - $114K
4.65K $1.88B
ABBV
Abb Vie Inc.

Healthcare
17
+ 0.3%
$184.85 - $231.54 $3.14K - $3.94K
5.74K $1.33B
AVGO
Broadcom Inc.

Technology
572
+ 42.65%
$264.74 - $369.57 $151K - $211K
1.91K $631M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.16K
+ 39.94%
$78.96 - $80.04 $249K - $253K
11.1K $885M
VGT
Vanguard Information Technolog

ETFs
151
+ 10.41%
$656.44 - $753.15 $99.1K - $114K
1.6K $1.2B
MU
Micron Technology Inc

Technology
737
+ 36.74%
$104.88 - $168.89 $77.3K - $124K
2.74K $459M
ORCL
Oracle Corp

Technology
276
+ 13.52%
$218.96 - $328.33 $60.4K - $90.6K
2.32K $652M
WFC
Wells Fargo & Company

Financial Services
2.3K
+ 82.35%
$77.05 - $85.16 $177K - $196K
5.09K $427M
TSLA
Tesla, Inc.

Consumer Cyclical
35
+ 2.44%
$293.94 - $444.72 $10.3K - $15.6K
1.47K $655M
Mkt Vectors Semiconductor ETF
198
+ 7.6%
N/A
2.8K $915M
XOM
Exxon Mobil Corp

Energy
1K
+ 6.83%
$105.83 - $117.22 $106K - $117K
15.7K $1.76B
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.09%
$282.78 - $316.06 $1.7K - $1.9K
6.48K $2.04B
DUK
Duke Energy Corp

Utilities
736
+ 6.16%
$116.31 - $125.93 $85.6K - $92.7K
12.7K $1.57B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
260
+ 16.94%
$224.68 - $282.71 $58.4K - $73.5K
1.8K $501M
PLTR
Palantir Technologies Inc.

Technology
288
+ 14.84%
$130.68 - $186.97 $37.6K - $53.8K
2.23K $407M
MO
Altria Group, Inc.

Consumer Defensive
1.28K
+ 16.9%
$57.75 - $67.68 $74K - $86.8K
8.87K $586M
DGRO
Ishares Core Dividend Growth E

ETFs
1.05K
+ 8.4%
$64.12 - $68.08 $67.4K - $71.6K
13.6K $924M
LMT
Lockheed Martin Corp

Industrials
59
+ 2.31%
$410.74 - $499.21 $24.2K - $29.5K
2.61K $1.31B
GLD
Spdr Gold Trust

ETFs
5
+ 0.22%
$300.96 - $355.47 $1.5K - $1.78K
2.29K $814M
VZ
Verizon Communications Inc

Communication Services
1.97K
+ 9.65%
$40.84 - $45.06 $80.4K - $88.7K
22.4K $983M
JPMPRC
Jpmorgan Chase & CO Dep Sh Rep
3.21K
+ 4.58%
N/A
73.2K $1.86B
BAC
Bank Of America Corp

Financial Services
232
+ 1.31%
$44.92 - $52.42 $10.4K - $12.2K
17.9K $924M
BACPRB
Bank Amer Corp Dep Shs Rpstg 1
2.53K
+ 4.65%
N/A
56.8K $1.43B
LRCX
Lam Research Corp

Technology
4
+ 0.19%
$94.84 - $133.9 $379 - $536
2.1K $281M
AMZN
Amazon Com Inc

Consumer Cyclical
289
+ 4.23%
$211.65 - $238.24 $61.2K - $68.9K
7.13K $1.56B
XLU
Utilities Sector Spdr

ETFs
525
+ 16.41%
$81.14 - $87.32 $42.6K - $45.8K
3.73K $325M
AMAT
Applied Materials Inc

Technology
161
+ 14.52%
$156.25 - $204.95 $25.2K - $33K
1.27K $260M
COST
Costco Wholesale Corp

Consumer Defensive
87
+ 23.08%
$915.95 - $994.57 $79.7K - $86.5K
464 $429M
Bitcoin Investment Ord
514
+ 30.56%
N/A
2.2K $197M
WMT
Walmart Inc.

Consumer Defensive
162
+ 2.38%
$94.4 - $104.27 $15.3K - $16.9K
6.98K $720M
NUE
Nucor Corp

Basic Materials
251
+ 10.78%
$133.3 - $150.33 $33.5K - $37.7K
2.58K $349M
IBM
International Business Machines Corp

Technology
208
+ 17.67%
$234.77 - $292.47 $48.8K - $60.8K
1.39K $391M
PANW
Palo Alto Networks Inc

Technology
222
+ 8.59%
$167.06 - $208.19 $37.1K - $46.2K
2.81K $571M
C
Citigroup Inc

Financial Services
200
+ 15.33%
$85.57 - $103.49 $17.1K - $20.7K
1.51K $153M
Activity Summary
Buys All Purchases 89 New Holdings 21 Increased Positions 68 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cascades Capital Asset Management, LLC Portfolio

Follow Cascades Capital Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascades Capital Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascades Capital Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email