Cascade Financial Partners, LLC Reduced Holdings in Q1 2025

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-740
- 3.07%
$222.15 - $428.22 $164K - $317K
23.4K $6.06B
VTI
Vanguard Total Stock Market Et

ETFs
-8.43K
- 13.3%
$271.18 - $303.12 $2.29M - $2.55M
54.9K $15.1B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.74K
- 2.42%
$190.26 - $242.06 $330K - $420K
69.9K $13.3B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-15.9K
- 41.44%
N/A
22.4K $1.98B
MSFT
Microsoft Corp

Technology
-419
- 1.81%
$375.39 - $447.2 $157K - $187K
22.8K $8.55B
VV
Vanguard Large Cap ETF

ETFs
-2.11K
- 8.81%
$253.32 - $282.66 $535K - $597K
21.9K $5.62B
GOOGL
Alphabet Inc.

Communication Services
-286
- 1.4%
$154.33 - $206.19 $44.1K - $59K
20.1K $3.1B
VNQ
Vanguard Specialized Funds Van

ETFs
-8.54K
- 17.58%
$85.55 - $94.34 $730K - $805K
40K $3.62B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-34.1K
- 26.42%
$20.2 - $22.24 $689K - $759K
95.1K $2.04B
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-17.4K
- 32.66%
$19.0 - $24.32 $331K - $424K
35.9K $683M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-908
- 0.53%
$31.63 - $35.22 $28.7K - $32K
172K $5.48B
VCIT
Vanguard Intermediate Term Cor

ETFs
-6.13K
- 12.53%
$79.17 - $82.04 $486K - $503K
42.8K $3.5B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.95K
- 10.48%
$71.17 - $73.66 $423K - $438K
50.8K $3.73B
Fibrobiologics Inc
-22.5K
- 7.97%
N/A
260K $234M
PSCT
Invesco S&P Smallcap Informati

ETFs
-3.73K
- 19.29%
$40.08 - $50.4 $149K - $188K
15.6K $625M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.06K
- 16.85%
$95.85 - $99.25 $294K - $304K
15.1K $1.49B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.51K
- 25.06%
$105.1 - $109.61 $264K - $275K
7.51K $816M
VIG
Vanguard Dividend Appreciation

ETFs
-786
- 1.72%
N/A
44.8K $8.7B
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-4.75K
- 24.6%
$41.0 - $48.93 $195K - $232K
14.6K $630M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-2.98K
- 10.62%
$55.48 - $59.47 $165K - $177K
25K $1.42B
ROK
Rockwell Automation, Inc

Industrials
-560
- 20.9%
$255.29 - $303.75 $143K - $170K
2.12K $548M
EPI
Wisdomtree Tr India Earnings F

ETFs
-4.18K
- 19.06%
$40.08 - $45.85 $168K - $192K
17.8K $776M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-850
- 0.91%
$48.02 - $53.02 $40.8K - $45.1K
92.6K $4.59B
ACN
Accenture PLC

Technology
-121
- 3.76%
$300.91 - $398.25 $36.4K - $48.2K
3.1K $968M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-4.58K
- 18.53%
$39.18 - $43.52 $180K - $199K
20.1K $843M
ADBE
Adobe Inc.

Technology
-278
- 31.92%
$377.84 - $464.11 $105K - $129K
593 $227M
CSX
Csx Corp

Industrials
-1.78K
- 5.67%
$29.11 - $33.67 $51.8K - $59.9K
29.6K $872M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.79K
- 2.72%
$126.11 - $135.06 $225K - $241K
64K $8.25B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.24K
- 0.88%
$49.25 - $50.66 $61K - $62.7K
139K $6.89B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.5K
- 17.34%
$75.32 - $84.77 $188K - $212K
11.9K $973M
NEE
Nextera Energy Inc

Utilities
-1.45K
- 5.87%
$66.96 - $76.16 $97.2K - $111K
23.3K $1.65B
VB
Vanguard Small Cap ETF

ETFs
-69
- 1.2%
$217.89 - $252.64 $15K - $17.4K
5.7K $1.26B
AMD
Advanced Micro Devices Inc

Technology
-21
- 0.32%
$96.63 - $129.55 $2.03K - $2.72K
6.47K $665M
TXN
Texas Instruments Inc

Technology
-307
- 4.18%
N/A
7.03K $1.26B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-85
- 5.57%
$522.96 - $601.18 $44.5K - $51.1K
1.44K $768M
IHDG
Wisdomtree Tr

ETFs
-2.3K
- 20.23%
$43.4 - $47.51 $99.6K - $109K
9.05K $393M
NYF
Ishares New York Muni Bond ETF

ETFs
-1K
- 1.69%
$52.33 - $53.92 $52.3K - $53.9K
58.2K $3.07B
ITW
Illinois Tool Works Inc

Industrials
-115
- 1.11%
$244.9 - $274.48 $28.2K - $31.6K
10.2K $2.54B
META
Meta Platforms, Inc.

Communication Services
-24
- 0.33%
$576.36 - $736.67 $13.8K - $17.7K
7.29K $4.2B
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-732
- 17.62%
$106.44 - $113.12 $77.9K - $82.8K
3.42K $374M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.57K
- 3.31%
$50.87 - $51.09 $79.8K - $80.2K
45.9K $2.34B
JETS
ETF Ser Solutions U S Global J

ETFs
-500
- 4.82%
$20.77 - $26.81 $10.4K - $13.4K
9.87K $205M
IWS
Ishares Russell Midcap Value E

ETFs
-360
- 11.37%
$122.59 - $135.24 $44.1K - $48.7K
2.81K $353M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-106
- 0.34%
$25.58 - $29.24 $2.71K - $3.1K
30.8K $806M
EMR
Emerson Electric CO

Industrials
-10
- 0.3%
$108.64 - $131.17 $1.09K - $1.31K
3.37K $370M
BXSL
Blackstone Secured Lending Fund

Financial Services
-1.53K
- 18.62%
$31.3 - $34.5 $47.8K - $52.7K
6.68K $216M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.85K
- 4.68%
$25.81 - $28.52 $151K - $167K
119K $3.28B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13
- 0.35%
$102.49 - $119.96 $1.33K - $1.56K
3.72K $389M
HDV
Ishares Core High Dividend ETF

ETFs
-500
- 21.93%
$110.86 - $121.12 $55.4K - $60.6K
1.78K $216M
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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