Cascade Investment Group, Inc. Incresed Positions in Q4 2024

Cascade Investment Group, Inc.

  • $140 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
2.61K
+ 19.17%
$180.88 - $232.93 $471K - $607K
16.2K $3.55B
AAPL
Apple Inc.

Technology
539
+ 1.8%
$221.69 - $259.02 $119K - $140K
30.5K $7.64B
VTI
Vanguard Total Stock Market Et

ETFs
489
+ 0.68%
$280.04 - $302.45 $137K - $148K
71.9K $20.8B
AVGO
Broadcom Inc.

Technology
145
+ 2.42%
$159.67 - $250.0 $23.2K - $36.3K
6.13K $1.42B
FSK
Fs Kkr Capital Corp

Financial Services
10.5K
+ 19.86%
$19.71 - $22.22 $206K - $232K
63.1K $1.37B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.31K
+ 2.48%
$69.3 - $74.3 $160K - $172K
95.5K $6.82B
V
Visa Inc.

Financial Services
6
+ 0.09%
$273.87 - $320.91 $1.64K - $1.93K
6.79K $2.15B
AEP
American Electric Power CO Inc

Utilities
2.36K
+ 103.56%
$90.91 - $102.21 $214K - $241K
4.63K $427M
CRM
Salesforce, Inc.

Technology
65
+ 2.31%
$270.87 - $367.87 $17.6K - $23.9K
2.88K $961M
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 0.37%
$205.18 - $250.29 $4.31K - $5.26K
5.75K $1.38B
ABT
Abbott Laboratories

Healthcare
802
+ 31.54%
$111.93 - $119.39 $89.8K - $95.8K
3.35K $378M
IWM
Ishares Russell 2000 ETF

ETFs
290
+ 29.56%
$216.13 - $242.4 $62.7K - $70.3K
1.27K $281M
PWR
Quanta Services, Inc.

Industrials
32
+ 1.21%
$296.05 - $346.6 $9.47K - $11.1K
2.69K $849M
VUG
Vanguard Growth ETF

ETFs
89
+ 11.45%
$378.79 - $428.11 $33.7K - $38.1K
866 $355M
BAC
Bank Of America Corp

Financial Services
466
+ 5.84%
$39.22 - $47.77 $18.3K - $22.3K
8.44K $371M
RTX
Raytheon Technologies Corp

Industrials
624
+ 14.42%
$114.45 - $127.21 $71.4K - $79.4K
4.95K $573M
MAR
Marriott International Inc

Consumer Cyclical
25
+ 1.95%
$246.06 - $292.59 $6.15K - $7.31K
1.31K $365M
ENB
Enbridge Inc

Energy
700
+ 9.47%
$40.4 - $43.92 $28.3K - $30.7K
8.09K $343M
HON
Honeywell International Inc

Industrials
30
+ 1.75%
$202.84 - $236.0 $6.09K - $7.08K
1.75K $395M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.21K
+ 8.1%
$71.75 - $75.11 $87.1K - $91.2K
16.2K $1.17B
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.16%
$873.59 - $994.69 $1.75K - $1.99K
1.24K $1.13B
IBM
International Business Machines Corp

Technology
189
+ 3.19%
$204.9 - $238.04 $38.7K - $45K
6.11K $1.34B
EMLP
First Tr Exchange Traded Iv

ETFs
268
+ 2.62%
$33.69 - $38.24 $9.03K - $10.2K
10.5K $375M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
55
+ 0.6%
$73.49 - $86.09 $4.04K - $4.73K
9.2K $709M
SPYI
Shp ETF Tr Neos S&P 500 High I
800
+ 2.2%
N/A
37.2K $1.89B
FV
First Trust Dorsey Wright Focu

ETFs
192
+ 1.11%
$57.47 - $62.82 $11K - $12.1K
17.5K $1.04B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
104
+ 7.02%
$238.25 - $261.28 $24.8K - $27.2K
1.59K $384M
CVX
Chevron Corp

Energy
371
+ 2.65%
$141.15 - $162.53 $52.4K - $60.3K
14.4K $2.08B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
475
+ 5.08%
$24.94 - $25.74 $11.8K - $12.2K
9.83K $251M
PG
Procter & Gamble CO

Consumer Defensive
166
+ 5.78%
$161.05 - $179.7 $26.7K - $29.8K
3.04K $509M
GUT
Gabelli Utility Trust

Financial Services
801
+ 4.69%
$4.99 - $5.44 $4K - $4.36K
17.9K $90M
ACN
Accenture PLC

Technology
12
+ 0.32%
$343.9 - $376.86 $4.13K - $4.52K
3.74K $1.31B
PANW
Palo Alto Networks Inc

Technology
927
+ 82.25%
$181.96 - $405.9 $169K - $376K
2.05K $374M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
300
+ 2.4%
$43.84 - $48.76 $13.2K - $14.6K
12.8K $563M
LMT
Lockheed Martin Corp

Industrials
59
+ 11.97%
$479.66 - $614.62 $28.3K - $36.3K
552 $268M
PFE
Pfizer Inc

Healthcare
1.28K
+ 4.16%
$24.8 - $30.19 $31.7K - $38.6K
32K $849M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
157
+ 0.67%
$43.02 - $47.32 $6.75K - $7.43K
23.5K $1.02B
CL
Colgate Palmolive CO

Consumer Defensive
9
+ 0.18%
$90.22 - $102.31 $812 - $921
4.92K $447M
CCI
Crown Castle International Corp

Real Estate
1.12K
+ 18.32%
$89.78 - $119.11 $100K - $133K
7.2K $654M
LYB
Lyondell Basell Industries N.V.

Basic Materials
55
+ 1.52%
$72.97 - $96.75 $4.01K - $5.32K
3.66K $272M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.98K
+ 5.57%
$58.88 - $64.8 $116K - $128K
37.5K $2.21B
Activity Summary
Buys All Purchases 50 New Holdings 8 Increased Positions 42 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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