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
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-6.61K
- 4.39%
$39.65 - $43.35 $262K - $287K
144K $6.06B
DIS
Walt Disney CO

Communication Services
-70
- 2.77%
$96.87 - $114.0 $6.78K - $7.98K
2.46K $242M
BAC
Bank Of America Corp

Financial Services
-92
- 0.85%
$39.61 - $47.74 $3.64K - $4.39K
10.7K $448M
CAT
Caterpillar Inc

Industrials
-9
- 1.23%
$326.75 - $407.63 $2.94K - $3.67K
721 $238M
Crane Company
-200
- 5.93%
N/A
3.17K $486M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-931
- 6.52%
$20.7 - $21.15 $19.3K - $19.7K
13.3K $276M
IWN
Ishares Russell2000 Val ETF

ETFs
-13
- 0.9%
$149.27 - $169.4 $1.94K - $2.2K
1.44K $217M
SPGI
S&P Global Inc.

Financial Services
-53
- 9.11%
$478.26 - $543.77 $25.3K - $28.8K
529 $269M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-1.8K
- 9.35%
$20.83 - $23.69 $37.5K - $42.6K
17.5K $392M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.17K
- 5.25%
$27.01 - $28.54 $31.5K - $33.3K
21.1K $589M
OKE
Oneok Inc

Energy
-90
- 2.35%
$89.57 - $109.85 $8.06K - $9.89K
3.75K $372M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-508
- 2.89%
$76.77 - $82.22 $39K - $41.8K
17.1K $1.35B
UNH
Unitedhealth Group Inc

Healthcare
-56
- 5.91%
$461.52 - $548.18 $25.8K - $30.7K
892 $467M
ES
Eversource Energy

Utilities
-500
- 11.06%
$55.63 - $63.8 $27.8K - $31.9K
4.02K $250M
FISV
Fiserv Inc

Technology
-178
- 9.09%
N/A
1.78K $393M
NVS
Novartis Ag

Healthcare
-800
- 13.61%
$97.14 - $115.57 $77.7K - $92.5K
5.08K $566M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-350
- 2.0%
$16.18 - $17.82 $5.66K - $6.24K
17.1K $287M
Linde PLC
-85
- 9.9%
N/A
774 $360M
UNP
Union Pacific Corp

Industrials
-98
- 2.84%
$225.21 - $254.42 $22.1K - $24.9K
3.35K $792M
GD
General Dynamics Corp

Industrials
-2
- 0.26%
$241.94 - $272.58 $484 - $545
781 $213M
NFLX
Netflix Inc

Communication Services
-19
- 2.61%
$828.4 - $1058.6 $15.7K - $20.1K
708 $661M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-52
- 0.94%
$128.74 - $138.67 $6.69K - $7.21K
5.48K $744M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-368
- 5.09%
$67.08 - $76.14 $24.7K - $28K
6.87K $506M
YUM
Yum Brands Inc

Consumer Cyclical
-100
- 5.84%
$123.25 - $162.53 $12.3K - $16.3K
1.61K $254M
BSX
Boston Scientific Corp

Healthcare
-58
- 1.98%
$89.38 - $106.18 $5.18K - $6.16K
2.87K $289M
INTC
Intel Corp

Technology
-232
- 1.55%
$19.1 - $27.39 $4.43K - $6.35K
14.7K $335M
KO
Coca Cola CO

Consumer Defensive
-349
- 5.35%
$60.81 - $72.32 $21.2K - $25.2K
6.18K $443M
MA
Mastercard Inc

Financial Services
-20
- 0.84%
$504.67 - $576.31 $10.1K - $11.5K
2.36K $1.29B
DVYE
Ishares Emerging Markets Divid

ETFs
-166
- 0.49%
$25.08 - $27.99 $4.16K - $4.65K
33.4K $911M
PGR
Progressive Corp

Financial Services
-28
- 2.0%
$235.61 - $291.22 $6.6K - $8.15K
1.37K $389M
AFL
Aflac Inc

Financial Services
-485
- 3.51%
$100.99 - $111.19 $49K - $53.9K
13.4K $1.48B
RTX
Raytheon Technologies Corp

Industrials
-108
- 2.18%
$114.1 - $135.66 $12.3K - $14.7K
4.85K $642M
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.5K
- 4.16%
$63.77 - $71.36 $159K - $178K
57.6K $3.97B
EPD
Enterprise Products Partners L.P.

Energy
-200
- 0.54%
$31.75 - $34.14 $6.35K - $6.83K
36.5K $1.25B
AVDE
American Centy ETF Tr Avantis

ETFs
-1.15K
- 2.99%
$60.63 - $68.55 $69.8K - $79K
37.3K $2.47B
T
At&T Inc.

Communication Services
-200
- 0.85%
$21.56 - $28.28 $4.31K - $5.66K
23.5K $664M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.35K
- 2.53%
$48.65 - $53.06 $65.6K - $71.6K
52K $2.7B
IAU
Ishares Gold Trust

ETFs
-450
- 2.66%
$49.74 - $58.96 $22.4K - $26.5K
16.5K $972M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-293
- 0.46%
$59.28 - $66.1 $17.4K - $19.4K
62.8K $3.99B
JNJ
Johnson & Johnson

Healthcare
-16
- 0.19%
$142.06 - $167.7 $2.27K - $2.68K
8.47K $1.41B
IEMG
Ishares Inc

ETFs
-4.1K
- 1.48%
N/A
272K $14.7B
MLPA
Global X Mlp ETF

ETFs
-1.93K
- 1.79%
$49.83 - $54.53 $96.3K - $105K
106K $5.65B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-223
- 1.31%
$442.66 - $534.52 $98.7K - $119K
16.8K $8.95B
VEA
Vanguard Ftse Developed Market

ETFs
-1.33K
- 0.21%
$47.4 - $52.99 $63K - $70.5K
634K $32.2B
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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