Cascade Financial Partners, LLC Purchases in Q3 2025

Cascade Financial Partners, LLC

  • $872 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISHG
Ishares Intl Treasury Bond ETF

ETFs
41.6K
+ 575.28%
$73.76 - $76.98 $3.07M - $3.2M
48.8K $3.72B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.49K
+ 2.03%
$42.67 - $46.91 $192K - $211K
226K $10.6B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.82K
+ 7.89%
$82.22 - $96.68 $314K - $370K
52.3K $5.06B
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
5.98K
+ 2.75%
$58.7 - $62.94 $351K - $376K
224K $13.9B
PAVE
Global X Fds Us Infrastructure

ETFs
7.98K
+ 6.32%
$44.02 - $47.63 $351K - $380K
134K $6.4B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13
+ 0.08%
$224.68 - $282.71 $2.92K - $3.68K
16.1K $4.49B
AVUV
American Centy ETF Tr Avantis

ETFs
3.64K
+ 8.17%
$90.37 - $102.12 $328K - $371K
48.1K $4.79B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.35K
+ 8.88%
$102.4 - $103.88 $650K - $660K
77.9K $8.05B
AIQ
Global X Funds Global X Artifi

ETFs
4.84K
+ 6.48%
$43.2 - $49.66 $209K - $240K
79.5K $3.93B
VFH
Vanguard Financial ETF

ETFs
3.74K
+ 12.24%
$125.23 - $132.78 $469K - $497K
34.3K $4.5B
AVDV
American Centy ETF Tr Avantis

ETFs
1.95K
+ 5.66%
$79.24 - $89.03 $155K - $174K
36.4K $3.24B
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.92K
+ 11.01%
$87.29 - $93.61 $343K - $367K
39.6K $3.69B
AVLV
American Centy ETF Tr Avantis
4.6K
+ 12.01%
$68.33 - $72.69 $314K - $335K
42.9K $3.1B
GLD
Spdr Gold Trust

ETFs
760
+ 17.71%
$300.96 - $355.47 $229K - $270K
5.05K $1.8B
DGRO
Ishares Core Dividend Growth E

ETFs
1.49K
+ 1.76%
$64.12 - $68.08 $95.7K - $102K
86.5K $5.89B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.21K
+ 5.42%
$82.38 - $83.0 $429K - $432K
101K $8.4B
UNH
Unitedhealth Group Inc

Healthcare
1.2K
+ 148.51%
$237.77 - $353.61 $285K - $424K
2.01K $693M
COIN
Coinbase Global, Inc.

Technology
1.25K
New
$297.99 - $419.78 $372K - $525K
1.25K $422M
MUB
Ishares National Muni Bond ETF

ETFs
2.76K
+ 8.05%
$103.24 - $106.68 $285K - $294K
37K $3.94B
PLTR
Palantir Technologies Inc.

Technology
600
+ 11.03%
$130.68 - $186.97 $78.4K - $112K
6.04K $1.1B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.77K
+ 7.94%
$117.65 - $120.08 $326K - $332K
37.6K $4.5B
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.59K
+ 1.19%
$54.85 - $58.99 $87.4K - $94K
135K $7.71B
AVES
American Centy ETF Tr Avantis

ETFs
659
+ 0.84%
$53.51 - $57.96 $35.3K - $38.2K
78.8K $4.52B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
7.02K
+ 13.54%
$42.75 - $43.37 $300K - $304K
58.8K $2.55B
DOCU
Docusign, Inc.

Technology
4.2K
New
$67.14 - $85.01 $282K - $357K
4.2K $303M
CVX
Chevron Corp

Energy
1.66K
New
$145.57 - $161.83 $242K - $269K
1.66K $258M
INTC
Intel Corp

Technology
7.56K
New
$19.31 - $35.5 $146K - $268K
7.56K $254M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.3K
+ 4.98%
$84.28 - $89.46 $110K - $117K
27.5K $2.45B
QCOM
Qualcomm Inc

Technology
1.5K
New
$145.84 - $173.55 $218K - $260K
1.5K $249M
TJX
Tjx Companies Inc

Consumer Cyclical
1.53K
New
$121.35 - $144.54 $186K - $221K
1.53K $221M
LOW
Lowes Companies Inc

Consumer Cyclical
879
New
$215.01 - $273.02 $189K - $240K
879 $221M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.23K
New
$103.83 - $179.9 $127K - $221K
1.23K $219M
SKYY
First Trust Cloud Computing Et

ETFs
1.59K
New
$118.24 - $138.53 $188K - $221K
1.59K $214M
ITOT
Ishares Core S&P Total U.S. St

ETFs
24
+ 0.12%
$135.0 - $146.02 $3.24K - $3.5K
19.5K $2.84B
C
Citigroup Inc

Financial Services
2.03K
New
$85.57 - $103.49 $174K - $210K
2.03K $206M
Exchange Listed Fds Tr
4.14K
New
N/A
4.14K $200M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
435
+ 6.45%
$50.79 - $76.4 $22.1K - $33.2K
7.18K $548M
JPM
Jpmorgan Chase & CO

Financial Services
300
+ 8.31%
$282.78 - $316.06 $84.8K - $94.8K
3.91K $1.23B
Global X Fds
857
+ 6.88%
N/A
13.3K $935M
RTX
Raytheon Technologies Corp

Industrials
436
+ 9.22%
$144.19 - $167.33 $62.9K - $73K
5.16K $864M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
79
+ 2.87%
$567.77 - $614.76 $44.9K - $48.6K
2.83K $1.73B
SPG
Simon Property Group Inc

Real Estate
222
+ 5.05%
$159.93 - $187.67 $35.5K - $41.7K
4.62K $866M
ORCL
Oracle Corp

Technology
300
+ 26.36%
$218.96 - $328.33 $65.7K - $98.5K
1.44K $404M
NEE
Nextera Energy Inc

Utilities
60
+ 0.26%
$69.77 - $77.54 $4.19K - $4.65K
23.1K $1.75B
SUB
Ishares Short Term National Mu

ETFs
1.09K
+ 3.78%
$106.17 - $107.3 $116K - $117K
29.9K $3.19B
PSCT
Invesco S&P Smallcap Informati

ETFs
225
+ 1.57%
$44.28 - $53.87 $9.96K - $12.1K
14.6K $774M
RSP
Invesco S&P 500 Equal Weight E

ETFs
310
+ 5.87%
$181.56 - $190.33 $56.3K - $59K
5.59K $1.06B
O
Realty Income Corp

Real Estate
731
+ 4.52%
$56.13 - $60.79 $41K - $44.4K
16.9K $1.03B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.34K
+ 4.15%
$28.15 - $30.13 $37.8K - $40.5K
33.8K $1B
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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