Cascade Financial Partners, LLC Purchases in Q1 2025

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
803
+ 40.99%
$183.02 - $207.75 $147K - $167K
2.76K $515M
MCD
Mcdonalds Corp

Consumer Cyclical
198
+ 7.4%
$279.74 - $321.29 $55.4K - $63.6K
2.87K $898M
MO
Altria Group, Inc.

Consumer Defensive
1.02K
+ 14.1%
$50.81 - $60.02 $51.6K - $61K
8.22K $493M
IWD
Ishares Russell 1000 Val ETF

ETFs
549
+ 19.28%
$182.82 - $196.21 $100K - $108K
3.4K $639M
SGOL
Abrdn Gold ETF Trust

ETFs
2.1K
+ 20.45%
$25.14 - $29.82 $52.8K - $62.6K
12.4K $369M
AVGO
Broadcom Inc.

Technology
1.73K
+ 60.13%
$167.43 - $244.7 $290K - $424K
4.62K $773M
RSP
Invesco S&P 500 Equal Weight E

ETFs
582
+ 12.72%
$169.43 - $182.84 $98.6K - $106K
5.16K $894M
MUB
Ishares National Muni Bond ETF

ETFs
1.19K
+ 3.1%
$104.71 - $107.69 $125K - $128K
39.6K $4.18B
ABBV
Abb Vie Inc.

Healthcare
17
+ 0.69%
$169.2 - $216.66 $2.88K - $3.68K
2.48K $520M
Fidelity Wise Origin Bitcoin
1.63K
+ 43.52%
N/A
5.38K $387M
MPLX
Mplx LP

Energy
399
+ 4.14%
$47.88 - $54.65 $19.1K - $21.8K
10K $537M
AMGN
Amgen Inc

Healthcare
98
+ 11.29%
$258.59 - $327.36 $25.3K - $32.1K
966 $301M
VUG
Vanguard Growth ETF

ETFs
292
+ 29.8%
$369.1 - $427.61 $108K - $125K
1.27K $472M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 0.77%
$890.62 - $1076.86 $12.5K - $15.1K
1.83K $1.73B
V
Visa Inc.

Financial Services
26
+ 1.59%
$306.92 - $362.71 $7.98K - $9.43K
1.66K $583M
XOM
Exxon Mobil Corp

Energy
311
+ 12.49%
$105.44 - $118.93 $32.8K - $37K
2.8K $333M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
4.02K
+ 10.86%
$10.35 - $11.79 $41.6K - $47.4K
41K $458M
VZ
Verizon Communications Inc

Communication Services
715
+ 13.03%
$37.81 - $46.49 $27K - $33.2K
6.2K $281M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
312
+ 0.82%
$42.5 - $46.71 $13.3K - $14.6K
38.5K $1.74B
MDLZ
Mondelez International, Inc.

Consumer Defensive
26
+ 0.5%
$56.12 - $68.15 $1.46K - $1.77K
5.23K $355M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
790
+ 14.24%
$49.42 - $50.43 $39K - $39.8K
6.34K $317M
WFC
Wells Fargo & Company

Financial Services
400
+ 6.96%
$66.78 - $81.42 $26.7K - $32.6K
6.15K $442M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.46K
+ 9.67%
$30.73 - $32.26 $45K - $47.2K
16.6K $510M
CSCO
Cisco Systems, Inc.

Technology
238
+ 3.47%
$58.74 - $64.87 $14K - $15.4K
7.11K $439M
SYK
Stryker Corp

Healthcare
20
+ 2.93%
$355.18 - $399.9 $7.1K - $8K
702 $261M
HTGC
Hercules Capital, Inc.

Financial Services
1.1K
+ 7.75%
$18.01 - $22.0 $19.8K - $24.2K
15.3K $294M
Ishares Bitcoin Trust ETF
839
+ 17.01%
N/A
5.77K $270M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1
+ 0.01%
$56.17 - $59.71 $56.2 - $59.7
9.26K $529M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
245
+ 6.73%
$51.45 - $58.51 $12.6K - $14.3K
3.89K $201M
PH
Parker Hannifin Corp

Industrials
15
+ 3.11%
$591.65 - $707.05 $8.87K - $10.6K
498 $303M
LOW
Lowes Companies Inc

Consumer Cyclical
26
+ 3.05%
$222.66 - $268.42 $5.79K - $6.98K
879 $205M
LMT
Lockheed Martin Corp

Industrials
56
+ 6.78%
$423.19 - $506.29 $23.7K - $28.4K
882 $394M
VO
Vanguard Mid Cap ETF

ETFs
472
+ 1.98%
$251.87 - $277.95 $119K - $131K
24.3K $6.29B
KRE
Spdr S&P Regional Banking ETF

ETFs
184
+ 3.13%
$55.11 - $65.5 $10.1K - $12.1K
6.06K $345M
Blackrock Inc
18
+ 4.86%
N/A
388 $367M
PFE
Pfizer Inc

Healthcare
594
+ 2.27%
$25.01 - $27.13 $14.9K - $16.1K
26.8K $680M
SCHX
Schwab Strategic Tr Us Large C

ETFs
580
+ 1.75%
$21.75 - $24.28 $12.6K - $14.1K
33.6K $743M
IWP
Ishares Russell Mid Cap Growth

ETFs
8
+ 0.3%
$114.9 - $139.6 $919 - $1.12K
2.69K $316M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
5
+ 0.62%
$254.58 - $302.92 $1.27K - $1.51K
818 $209M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.01%
$23.16 - $27.04 $23.2 - $27
10.5K $247M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
75
+ 2.57%
$507.05 - $563.67 $38K - $42.3K
2.99K $1.54B
HD
Home Depot, Inc.

Consumer Cyclical
95
+ 3.0%
$347.25 - $424.87 $33K - $40.4K
3.26K $1.19B
ET
Energy Transfer LP

Energy
118
+ 0.27%
$17.26 - $21.08 $2.04K - $2.49K
43.9K $815M
UPS
United Parcel Service Inc

Industrials
35
+ 1.06%
$109.66 - $136.26 $3.84K - $4.77K
3.33K $366M
RC
Ready Capital Corp

Real Estate
291
+ 0.72%
$4.9 - $7.05 $1.43K - $2.05K
40.6K $207M
MRK
Merck & Co., Inc.

Healthcare
465
+ 3.1%
$83.01 - $101.02 $38.6K - $47K
15.5K $1.39B
VXF
Vanguard Extended Market ETF

ETFs
18
+ 0.24%
$170.36 - $201.04 $3.07K - $3.62K
7.59K $1.31B
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.39K
+ 4.2%
$58.81 - $68.2 $140K - $163K
59.2K $3.54B
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.05%
$551.42 - $612.93 $1.65K - $1.84K
6.47K $3.62B
Activity Summary
Buys All Purchases 106 New Holdings 10 Increased Positions 96 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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