Cascade Financial Partners, LLC New Holdings in Q2 2025

Cascade Financial Partners, LLC

  • $832 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IYF
Ishares Tr

ETFs
5K
New
$99.23 - $120.99 $496K - $604K
5K $604M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
43.8K
New
$13.55 - $16.25 $594K - $712K
43.8K $600M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.23K
New
$81.46 - $94.63 $508K - $590K
6.23K $590M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
7.23K
New
$70.32 - $76.56 $508K - $554K
7.23K $554M
XLF
Financial Sector Spdr

ETFs
10K
New
$43.92 - $52.37 $440K - $525K
10K $525M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
5.81K
New
$50.48 - $64.85 $293K - $377K
5.81K $377M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
7.71K
New
$47.02 - $47.83 $363K - $369K
7.71K $369M
IXP
Ishares Global Comm Services E

ETFs
3K
New
$88.17 - $112.32 $265K - $337K
3K $337M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
17.4K
New
$18.21 - $18.97 $317K - $330K
17.4K $330M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10.5K
New
$23.4 - $29.68 $246K - $312K
10.5K $312M
ORCL
Oracle Corp

Technology
1.14K
New
$122.82 - $218.63 $140K - $249K
1.14K $249M
FINX
Global X Fds Fintech ETF (De)

ETFs
7K
New
$24.27 - $34.22 $170K - $240K
7K $240M
SOXX
Ishares Semiconductor ETF

ETFs
1K
New
$154.86 - $239.07 $155K - $239K
1K $239M
BKNG
Booking Holdings Inc.

Consumer Cyclical
39
New
$4164.15 - $5789.24 $162K - $226K
39 $226M
NSC
Norfolk Southern Corp

Industrials
864
New
$206.34 - $257.46 $178K - $222K
864 $221M
EXEL
Exelixis, Inc.

Healthcare
5K
New
$34.13 - $46.26 $171K - $231K
5K $220M
AMAT
Applied Materials Inc

Technology
1.2K
New
$126.95 - $183.52 $152K - $220K
1.2K $220M
CARR
Carrier Global Corp

Industrials
2.95K
New
$55.55 - $75.83 $164K - $223K
2.95K $216M
ILMN
Illumina, Inc.

Healthcare
2.26K
New
$70.3 - $95.41 $159K - $216K
2.26K $216M
ETN
Eaton Corp PLC

Industrials
596
New
$246.52 - $356.99 $147K - $213K
596 $213M
IETC
Ishares U S ETF Tr

ETFs
2.25K
New
$67.28 - $94.0 $151K - $212K
2.25K $212M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.27K
New
$50.08 - $63.14 $164K - $206K
3.27K $206M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
627
New
$224.32 - $326.09 $141K - $204K
627 $204M
PAA
Plains All American Pipeline LP

Energy
10.3K
New
$16.03 - $20.28 $165K - $208K
10.3K $188M
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
17K
New
$1.35 - $3.07 $23K - $52.2K
17K $25.2M
Activity Summary
Buys All Purchases 116 New Holdings 26 Increased Positions 90 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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