Cascade Financial Partners, LLC Incresed Positions in Q4 2024

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.36K
+ 3.89%
$60.13 - $67.31 $142K - $159K
63.1K $3.83B
DVYE
Ishares Emerging Markets Divid

ETFs
4
+ 0.01%
$25.42 - $29.74 $102 - $119
33.6K $867M
AVES
American Centy ETF Tr Avantis

ETFs
2.73K
+ 5.09%
$46.2 - $53.09 $126K - $145K
56.5K $2.61B
DGRO
Ishares Core Dividend Growth E

ETFs
377
+ 0.48%
$60.73 - $64.94 $22.9K - $24.5K
79.2K $4.86B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.12K
+ 2.48%
$20.55 - $23.26 $64.1K - $72.6K
129K $2.72B
DGS
Wisdomtree Emerging Markets Sm

ETFs
4.73K
+ 3.76%
$48.87 - $53.53 $231K - $253K
130K $6.38B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7K
+ 4.13%
$38.37 - $42.82 $269K - $300K
176K $6.77B
NEE
Nextera Energy Inc

Utilities
1.05K
+ 4.43%
$69.77 - $85.43 $73.3K - $89.7K
24.7K $1.77B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
152
+ 0.12%
$26.63 - $30.23 $4.05K - $4.59K
125K $3.33B
NVDA
Nvidia Corp

Technology
939
+ 1.08%
$117.0 - $148.88 $110K - $140K
87.7K $11.8B
IEMG
Ishares Inc

ETFs
4.56K
+ 1.68%
N/A
276K $14.4B
LLY
Eli Lilly & CO

Healthcare
137
+ 0.06%
$727.2 - $932.06 $99.6K - $128K
235K $181B
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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