Cascade Financial Partners, LLC Incresed Positions in Q1 2025

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
21
+ 0.01%
$725.72 - $929.72 $15.2K - $19.5K
235K $194B
PAVE
Global X Fds Us Infrastructure

ETFs
88.5K
+ 296.85%
$37.31 - $43.82 $3.3M - $3.88M
118K $4.46B
VFH
Vanguard Financial ETF

ETFs
25.2K
+ 375.51%
$114.07 - $127.34 $2.87M - $3.2M
31.9K $3.81B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
42K
+ 1473.86%
$67.24 - $84.27 $2.82M - $3.54M
44.9K $3.06B
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
16.2K
+ 8.09%
$49.06 - $56.82 $794K - $919K
216K $11.9B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
18K
+ 48.34%
$100.59 - $103.47 $1.81M - $1.86M
55.2K $5.72B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
159K
+ 179.01%
$11.22 - $11.8 $1.79M - $1.88M
248K $2.79B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
20K
+ 27.44%
$81.83 - $82.73 $1.63M - $1.65M
92.8K $7.67B
SPSB
Spdr Portfolio Short Term Corp

ETFs
54.1K
+ 707.17%
$29.82 - $30.1 $1.61M - $1.63M
61.8K $1.86B
AVUV
American Centy ETF Tr Avantis

ETFs
16.6K
+ 53.72%
$84.95 - $100.62 $1.41M - $1.67M
47.6K $4.15B
SUB
Ishares Short Term National Mu

ETFs
9.99K
+ 57.02%
$105.3 - $106.24 $1.05M - $1.06M
27.5K $2.9B
AVES
American Centy ETF Tr Avantis

ETFs
19.6K
+ 34.77%
$44.71 - $48.65 $878K - $956K
76.1K $3.59B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
22K
+ 91.88%
$42.38 - $43.28 $931K - $951K
45.9K $1.95B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.61K
+ 32.57%
$114.57 - $118.14 $757K - $780K
26.9K $3.18B
AVDV
American Centy ETF Tr Avantis

ETFs
10.5K
+ 53.92%
$63.74 - $71.96 $670K - $757K
30K $2.09B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.34K
+ 1.94%
$33.84 - $37.77 $181K - $202K
281K $10.2B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.5K
+ 7.64%
$37.07 - $40.63 $500K - $548K
190K $7.47B
BNL
Broadstone Net Lease, Inc.

Real Estate
15.5K
+ 4.31%
$15.2 - $17.25 $236K - $267K
375K $6.4B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
7.97K
+ 16.96%
$78.12 - $83.7 $623K - $667K
55K $4.43B
STAG
Stag Industrial, Inc.

Real Estate
16.7K
+ 261.64%
$32.39 - $37.07 $541K - $619K
23.1K $834M
PEP
Pepsico Inc

Consumer Defensive
6.03K
+ 4.21%
$142.64 - $156.42 $860K - $943K
149K $22.4B
O
Realty Income Corp

Real Estate
7.9K
+ 135.24%
$51.67 - $58.49 $408K - $462K
13.7K $797M
SPG
Simon Property Group Inc

Real Estate
2.96K
+ 237.26%
$159.48 - $187.78 $472K - $556K
4.21K $699M
IWM
Ishares Russell 2000 ETF

ETFs
2.72K
+ 84.36%
$198.1 - $229.79 $540K - $626K
5.95K $1.19B
EQR
Equity Residential

Real Estate
6.36K
+ 219.39%
$66.98 - $75.02 $426K - $477K
9.26K $663M
PG
Procter & Gamble CO

Consumer Defensive
2.55K
+ 121.08%
$158.56 - $176.26 $404K - $449K
4.66K $793M
Global X Fds
6.15K
+ 97.62%
N/A
12.5K $580M
DGS
Wisdomtree Emerging Markets Sm

ETFs
7.91K
+ 6.06%
$47.4 - $50.24 $375K - $397K
138K $6.68B
PLTR
Palantir Technologies Inc.

Technology
2.88K
+ 55.25%
$64.98 - $124.62 $187K - $358K
8.08K $682M
IDV
Ishares Tr

ETFs
844
+ 1.39%
$27.0 - $31.7 $22.8K - $26.8K
61.4K $1.9B
IEFA
Ishares Tr

ETFs
1.1K
+ 4.53%
$69.57 - $78.65 $76.5K - $86.5K
25.4K $1.92B
QQQ
Invesco Qqq Trust, Series 1

ETFs
941
+ 16.73%
$468.34 - $539.52 $441K - $508K
6.57K $3.08B
GLD
Spdr Gold Trust

ETFs
15
+ 0.36%
$243.19 - $288.14 $3.65K - $4.32K
4.2K $1.21B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.99K
+ 17.23%
$18.36 - $20.51 $128K - $143K
47.5K $940M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10
+ 0.21%
$208.48 - $244.03 $2.08K - $2.44K
4.68K $1.14B
DGRO
Ishares Core Dividend Growth E

ETFs
1.59K
+ 2.01%
$60.46 - $64.42 $96.1K - $102K
80.8K $4.99B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.05K
+ 13.72%
$64.88 - $72.1 $198K - $220K
25.3K $1.66B
CRWD
Crowd Strike Holdings, Inc.

Technology
10
+ 0.08%
$308.86 - $455.36 $3.09K - $4.55K
11.9K $4.19B
JPM
Jpmorgan Chase & CO

Financial Services
454
+ 16.77%
$225.19 - $279.95 $102K - $127K
3.16K $776M
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
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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