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
VEA
Vanguard Ftse Developed Market

ETFs
12.4K
+ 1.95%
$45.65 - $57.01 $565K - $705K
646K $36.8B
MSFT
Microsoft Corp

Technology
165
+ 0.72%
$354.56 - $497.45 $58.5K - $82.1K
22.9K $11.4B
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.94K
+ 5.91%
$273.67 - $366.17 $530K - $710K
34.7K $12.7B
AMZN
Amazon Com Inc

Consumer Cyclical
1.68K
+ 2.4%
$167.32 - $223.3 $280K - $374K
71.6K $15.7B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
31.4K
+ 16.51%
$34.72 - $42.74 $1.09M - $1.34M
221K $9.45B
SPMD
Spdr Portfolio

ETFs
23.2K
+ 11.45%
$44.89 - $54.38 $1.04M - $1.26M
226K $12.3B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
16.3K
+ 29.46%
$102.02 - $103.5 $1.66M - $1.68M
71.5K $7.36B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.35K
+ 3.33%
$32.66 - $40.75 $305K - $381K
290K $11.8B
META
Meta Platforms, Inc.

Communication Services
165
+ 2.26%
$484.66 - $738.09 $80K - $122K
7.45K $5.5B
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.4K
+ 53.03%
$72.96 - $90.39 $901K - $1.12M
35.6K $3.19B
PAVE
Global X Fds Us Infrastructure

ETFs
8.01K
+ 6.77%
$33.78 - $43.68 $271K - $350K
126K $5.51B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.96K
+ 29.59%
$116.93 - $119.39 $930K - $950K
34.8K $4.15B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.63K
+ 8.09%
$61.92 - $81.5 $225K - $296K
48.5K $3.95B
AIQ
Global X Funds Global X Artifi

ETFs
6.58K
+ 9.67%
$31.5 - $43.69 $207K - $287K
74.6K $3.26B
VO
Vanguard Mid Cap ETF

ETFs
729
+ 3.0%
$228.54 - $279.83 $167K - $204K
25K $7.01B
EWX
Spdr S&P Emerging Markets Smal

ETFs
8.6K
+ 34.34%
$49.89 - $62.13 $429K - $534K
33.6K $2.09B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.27K
+ 2.01%
$57.14 - $72.68 $72.3K - $91.9K
64.1K $4.66B
IWF
Ishares Russell 1000 Gr ETF

ETFs
900
+ 20.47%
$320.42 - $424.58 $288K - $382K
5.3K $2.25B
AVDV
American Centy ETF Tr Avantis

ETFs
4.46K
+ 14.86%
$61.76 - $79.32 $275K - $354K
34.5K $2.73B
IYF
Ishares Tr

ETFs
5K
New
$99.23 - $120.99 $496K - $604K
5K $604M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
43.8K
New
$13.55 - $16.25 $594K - $712K
43.8K $600M
AVES
American Centy ETF Tr Avantis

ETFs
1.96K
+ 2.58%
$42.02 - $53.63 $82.5K - $105K
78.1K $4.18B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.23K
New
$81.46 - $94.63 $508K - $590K
6.23K $590M
GOOG
Alphabet Inc.

Communication Services
1.4K
+ 8.7%
$146.58 - $180.01 $205K - $252K
17.5K $3.1B
IWN
Ishares Russell2000 Val ETF

ETFs
3.59K
+ 249.93%
$131.84 - $157.76 $474K - $567K
5.03K $794M
VIG
Vanguard Dividend Appreciation

ETFs
400
+ 0.89%
N/A
45.2K $9.26B
ISHG
Ishares Intl Treasury Bond ETF

ETFs
7.23K
New
$70.32 - $76.56 $508K - $554K
7.23K $554M
AVGO
Broadcom Inc.

Technology
170
+ 3.68%
$146.29 - $275.65 $24.9K - $46.9K
4.79K $1.32B
XLF
Financial Sector Spdr

ETFs
10K
New
$43.92 - $52.37 $440K - $525K
10K $525M
DGRO
Ishares Core Dividend Growth E

ETFs
4.19K
+ 5.19%
$55.22 - $63.94 $232K - $268K
85K $5.43B
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
5.81K
New
$50.48 - $64.85 $293K - $377K
5.81K $377M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
7.71K
New
$47.02 - $47.83 $363K - $369K
7.71K $369M
IFRA
Ishares Tr

ETFs
6.07K
+ 60.15%
$40.97 - $49.19 $249K - $299K
16.2K $795M
IXP
Ishares Global Comm Services E

ETFs
3K
New
$88.17 - $112.32 $265K - $337K
3K $337M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
17.4K
New
$18.21 - $18.97 $317K - $330K
17.4K $330M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10.5K
New
$23.4 - $29.68 $246K - $312K
10.5K $312M
SPSB
Spdr Portfolio Short Term Corp

ETFs
10K
+ 16.23%
$29.82 - $30.19 $299K - $303K
71.8K $2.17B
NFLX
Netflix Inc

Communication Services
14
+ 1.98%
$855.86 - $1339.13 $12K - $18.7K
722 $967M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2
+ 0.0%
$24.38 - $30.18 $48.8 - $60.4
119K $3.59B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.71K
+ 5.55%
$48.13 - $49.85 $371K - $384K
147K $7.19B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.2K
+ 11.53%
$91.43 - $91.74 $292K - $293K
30.9K $2.84B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.95K
+ 12.97%
$40.82 - $43.14 $243K - $257K
51.8K $2.24B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.27K
+ 3.52%
$82.21 - $83.12 $268K - $271K
96K $7.96B
JPM
Jpmorgan Chase & CO

Financial Services
450
+ 14.23%
$210.28 - $289.91 $94.6K - $130K
3.61K $1.05B
COST
Costco Wholesale Corp

Consumer Defensive
189
+ 10.33%
$908.13 - $1056.85 $172K - $200K
2.02K $2B
NKE
Nike, Inc.

Consumer Cyclical
3.71K
New
$53.27 - $72.04 $198K - $267K
3.71K $263M
ITOT
Ishares Core S&P Total U.S. St

ETFs
12
+ 0.06%
$108.12 - $135.04 $1.3K - $1.62K
19.5K $2.63B
WTAI
Wisdomtree Tr Artificial Intel

ETFs
2.08K
+ 5.78%
$16.58 - $24.56 $34.4K - $51K
38K $934M
ORCL
Oracle Corp

Technology
1.14K
New
$122.82 - $218.63 $140K - $249K
1.14K $249M
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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