Cascade Financial Partners, LLC Purchases in Q4 2024

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
217
+ 7.2%
$216.13 - $242.4 $46.9K - $52.6K
3.23K $713M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.28%
$873.59 - $994.69 $4.37K - $4.97K
1.82K $1.66B
MA
Mastercard Inc

Financial Services
20
+ 0.85%
$491.3 - $536.15 $9.83K - $10.7K
2.38K $1.25B
IWP
Ishares Russell Mid Cap Growth

ETFs
218
+ 8.86%
$116.4 - $138.52 $25.4K - $30.2K
2.68K $340M
O
Realty Income Corp

Real Estate
1.6K
+ 37.61%
$51.76 - $64.71 $82.6K - $103K
5.84K $312M
SHYD
Vaneck Short High Yield Muni E

ETFs
2.3K
+ 5.77%
$22.45 - $22.81 $51.6K - $52.5K
42.1K $947M
WFC
Wells Fargo & Company

Financial Services
88
+ 1.55%
$54.98 - $77.35 $4.84K - $6.81K
5.75K $404M
KRE
Spdr S&P Regional Banking ETF

ETFs
400
+ 7.3%
$54.6 - $68.9 $21.8K - $27.6K
5.88K $355M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 1.39%
$521.84 - $558.82 $20.9K - $22.4K
2.92K $1.57B
BAC
Bank Of America Corp

Financial Services
112
+ 1.04%
$39.22 - $47.77 $4.39K - $5.35K
10.8K $476M
SCHX
Schwab Strategic Tr Us Large C

ETFs
655
+ 2.02%
$22.4 - $68.28 $14.7K - $44.7K
33.1K $766M
VBR
Vanguard Small Cap Value ETF

ETFs
128
+ 6.99%
$197.36 - $217.3 $25.3K - $27.8K
1.96K $388M
OKE
Oneok Inc

Energy
90
+ 2.4%
$92.28 - $117.05 $8.31K - $10.5K
3.84K $385M
FISV
Fiserv Inc

Technology
28
+ 1.45%
N/A
1.96K $402M
SPSB
Spdr Portfolio Short Term Corp

ETFs
600
+ 8.51%
$29.77 - $30.19 $17.9K - $18.1K
7.65K $229M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
132
+ 3.67%
$113.92 - $127.38 $15K - $16.8K
3.73K $430M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
900
+ 0.97%
$50.53 - $55.55 $45.5K - $50K
93.5K $4.77B
PFF
Ishares Trust Ishares Pfd And

ETFs
1.1K
+ 7.83%
$31.23 - $33.51 $34.4K - $36.9K
15.1K $476M
BSX
Boston Scientific Corp

Healthcare
58
+ 2.02%
$83.62 - $91.5 $4.85K - $5.31K
2.93K $261M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 0.01%
$66.77 - $71.52 $200 - $215
22.2K $1.53B
AMD
Advanced Micro Devices Inc

Technology
1.44K
+ 28.49%
$118.88 - $172.8 $171K - $249K
6.49K $784M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
12
+ 1.5%
$278.19 - $315.36 $3.34K - $3.78K
813 $234M
TXN
Texas Instruments Inc

Technology
265
+ 3.75%
N/A
7.34K $1.38B
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.2%
$471.27 - $550.62 $471 - $551
496 $259M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
195
+ 0.64%
$27.54 - $83.04 $5.37K - $16.2K
30.9K $856M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3
+ 0.03%
$25.33 - $51.16 $76 - $153
10.5K $272M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5
+ 0.09%
$44.33 - $49.55 $222 - $248
5.81K $261M
SYK
Stryker Corp

Healthcare
10
+ 1.49%
$345.14 - $392.15 $3.45K - $3.92K
682 $246M
IFRA
Ishares Tr

ETFs
150
+ 1.51%
$45.94 - $51.71 $6.89K - $7.76K
10.1K $467M
SPGI
S&P Global Inc.

Financial Services
1
+ 0.17%
$480.36 - $529.17 $480 - $529
582 $290M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
350
+ 1.6%
$26.93 - $84.95 $9.43K - $29.7K
22.2K $608M
EWX
Spdr S&P Emerging Markets Smal

ETFs
976
+ 3.61%
$58.61 - $64.79 $57.2K - $63.2K
28K $1.64B
LOW
Lowes Companies Inc

Consumer Cyclical
10
+ 1.19%
$244.52 - $284.07 $2.45K - $2.84K
853 $210M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1
+ 0.01%
$57.53 - $60.83 $57.5 - $60.8
9.26K $533M
ABBV
Abb Vie Inc.

Healthcare
34
+ 1.4%
$164.99 - $203.87 $5.61K - $6.93K
2.47K $438M
GD
General Dynamics Corp

Industrials
39
+ 5.24%
$260.28 - $314.03 $10.2K - $12.2K
783 $206M
CARR
Carrier Global Corp

Industrials
200
+ 6.46%
$66.69 - $82.65 $13.3K - $16.5K
3.3K $225M
PANW
Palo Alto Networks Inc

Technology
1.21K
+ 96.17%
$181.96 - $405.9 $219K - $489K
2.46K $447M
PAVE
Global X Fds Us Infrastructure

ETFs
262
+ 0.89%
$40.41 - $45.95 $10.6K - $12K
29.8K $1.2B
VCIT
Vanguard Intermediate Term Cor

ETFs
572
+ 1.18%
$80.13 - $83.77 $45.8K - $47.9K
49K $3.93B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
66
+ 1.21%
$131.66 - $144.0 $8.69K - $9.5K
5.54K $731M
NVO
Novo Nordisk A S

Healthcare
400
+ 15.36%
$85.0 - $120.04 $34K - $48K
3.01K $258M
Linde PLC
16
+ 1.9%
N/A
859 $359M
AMGN
Amgen Inc

Healthcare
1
+ 0.12%
$258.78 - $328.31 $259 - $328
868 $226M
PFE
Pfizer Inc

Healthcare
325
+ 1.25%
$24.8 - $30.19 $8.06K - $9.81K
26.2K $696M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
46
+ 0.11%
$18.41 - $40.87 $847 - $1.88K
40.6K $750M
UNH
Unitedhealth Group Inc

Healthcare
9
+ 0.96%
$485.52 - $625.25 $4.37K - $5.63K
948 $480M
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 0.6%
$288.47 - $316.54 $4.62K - $5.06K
2.68K $776M
AFL
Aflac Inc

Financial Services
400
+ 2.98%
$100.37 - $115.27 $40.1K - $46.1K
13.8K $1.43B
Activity Summary
Buys All Purchases 112 New Holdings 13 Increased Positions 99 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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