Cascade Financial Partners, LLC Incresed Positions in Q3 2024

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
236
+ 0.46%
$520.18 - $576.82 $123K - $136K
51.4K $30.1B
LLY
Eli Lilly & CO

Healthcare
728
+ 0.31%
$772.14 - $960.02 $562K - $699K
235K $213B
IEMG
Ishares Inc

ETFs
6.05K
+ 2.28%
$53.64 - $53.64 $324K - $324K
272K $15.4B
VEA
Vanguard Ftse Developed Market

ETFs
780
+ 0.12%
$47.6 - $53.31 $37.1K - $41.6K
645K $32.9B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.02K
+ 1.55%
$117.9 - $128.2 $120K - $130K
66.6K $8.67B
SPMD
Spdr Portfolio

ETFs
3.63K
+ 1.99%
$50.29 - $54.92 $183K - $199K
186K $10.2B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
5.07K
+ 12.84%
$72.52 - $82.35 $367K - $417K
44.5K $3.65B
MGK
Vanguard Mega Cap Growth ETF

ETFs
535
+ 1.83%
$285.48 - $330.24 $153K - $177K
29.8K $9.83B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.06K
+ 17.42%
$81.31 - $83.29 $574K - $588K
47.6K $3.92B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.73K
+ 1.04%
$30.61 - $34.92 $53K - $60.4K
167K $5.76B
WTAI
Wisdomtree Tr Artificial Intel

ETFs
27.4K
+ 105.15%
$17.62 - $21.88 $482K - $599K
53.4K $1.09B
AVLV
American Centy ETF Tr Avantis
7K
+ 45.16%
$60.05 - $65.83 $420K - $461K
22.5K $1.5B
DGRO
Ishares Core Dividend Growth E

ETFs
400
+ 0.51%
$57.47 - $62.76 $23K - $25.1K
78.8K $4.99B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
455
+ 0.49%
$46.17 - $51.13 $21K - $23.3K
92.6K $4.75B
AVUV
American Centy ETF Tr Avantis

ETFs
3.09K
+ 14.3%
$88.24 - $99.7 $273K - $308K
24.7K $2.37B
AVES
American Centy ETF Tr Avantis

ETFs
4.3K
+ 8.69%
$46.0 - $52.55 $198K - $226K
53.8K $2.74B
DGS
Wisdomtree Emerging Markets Sm

ETFs
4.39K
+ 3.62%
$48.46 - $54.37 $213K - $239K
126K $6.55B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1
+ 0.0%
$25.45 - $29.53 $25.5 - $29.5
125K $3.61B
VOE
Vanguard Mid Cap Value Index F

ETFs
150
+ 0.98%
$149.02 - $167.67 $22.4K - $25.2K
15.4K $2.59B
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.03K
+ 6.06%
$71.45 - $75.64 $217K - $229K
53.1K $3.9B
DVY
Ishares Tr

ETFs
400
+ 2.62%
$119.99 - $135.74 $48K - $54.3K
15.7K $2.12B
AVDE
American Centy ETF Tr Avantis

ETFs
2.3K
+ 7.86%
$60.09 - $67.67 $138K - $156K
31.5K $2.05B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.99K
+ 66.36%
$41.95 - $43.42 $209K - $217K
12.5K $538M
PAVE
Global X Fds Us Infrastructure

ETFs
1.95K
+ 7.06%
$36.39 - $41.16 $71K - $80.3K
29.6K $1.23B
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.67K
+ 15.78%
$38.04 - $45.36 $101K - $121K
19.6K $859M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
14.1K
+ 34.45%
$11.52 - $12.52 $162K - $177K
55K $679M
IEFA
Ishares Tr

ETFs
1.97K
+ 8.63%
$70.09 - $78.74 $138K - $155K
24.8K $1.86B
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 0.96%
$333.64 - $405.2 $10K - $12.2K
3.17K $1.27B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
604
+ 2.57%
$75.88 - $83.21 $45.8K - $50.3K
24.1K $2.03B
JNJ
Johnson & Johnson

Healthcare
262
+ 3.17%
$145.48 - $167.38 $38.1K - $43.9K
8.51K $1.39B
AVDV
American Centy ETF Tr Avantis

ETFs
1.84K
+ 12.55%
$62.52 - $71.12 $115K - $131K
16.5K $1.13B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.28K
+ 55.42%
$105.53 - $118.34 $135K - $152K
3.6K $415M
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 1.33%
$245.82 - $304.51 $8.6K - $10.7K
2.66K $837M
NFLX
Netflix Inc

Communication Services
145
+ 24.41%
$598.55 - $722.26 $86.8K - $105K
739 $565M
MSTR
Microstrategy Inc

Technology
1.8K
+ 900.0%
$114.3 - $1800.09 $206K - $3.24M
2K $439M
IAU
Ishares Gold Trust

ETFs
150
+ 0.84%
$44.06 - $50.5 $6.61K - $7.58K
18.1K $939M
IDV
Ishares Tr

ETFs
1.5K
+ 2.33%
$27.62 - $30.64 $41.4K - $46K
65.9K $1.93B
IFRA
Ishares Tr

ETFs
1.9K
+ 23.63%
$41.55 - $46.97 $78.9K - $89.2K
9.94K $472M
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.08%
$99.55 - $123.34 $398 - $493
5K $627M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
300
+ 5.8%
$125.95 - $142.04 $37.8K - $42.6K
5.47K $773M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
661
+ 1.93%
$98.99 - $101.51 $65.4K - $67.1K
34.8K $3.51B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
46
+ 0.21%
$60.84 - $67.51 $2.8K - $3.11K
22.2K $1.53B
AMZN
Amazon Com Inc

Consumer Cyclical
1.9K
+ 2.6%
$161.02 - $200.0 $307K - $381K
75.1K $14.2B
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 0.67%
$801.83 - $917.05 $9.62K - $11K
1.81K $1.62B
UNH
Unitedhealth Group Inc

Healthcare
50
+ 5.62%
$488.01 - $604.18 $24.4K - $30.2K
939 $535M
EXK
Endeavour Silver Corp

Basic Materials
3K
+ 9.12%
$2.66 - $4.97 $7.98K - $14.9K
35.9K $197M
Linde PLC
96
+ 12.85%
N/A
843 $406M
AVGO
Broadcom Inc.

Technology
2.56K
+ 956.72%
$136.27 - $1745.86 $349K - $4.48M
2.83K $508M
NVS
Novartis Ag

Healthcare
292
+ 5.18%
$106.13 - $120.89 $31K - $35.3K
5.93K $678M
Activity Summary
Buys All Purchases 92 New Holdings 11 Increased Positions 81 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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