Cascade Financial Partners, LLC Sells in Q3 2024

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
-14
- 0.11%
$217.89 - $392.15 $3.05K - $5.49K
12.4K $3.82B
Fibrobiologics Inc
-12.5K
- 3.95%
N/A
303K $871M
MSFT
Microsoft Corp

Technology
-8
- 0.04%
$395.15 - $467.56 $3.16K - $3.74K
20.4K $8.73B
INTC
Intel Corp

Technology
-3.63K
- 10.0%
$18.9 - $34.87 $68.6K - $126K
32.6K $731M
GOOGL
Alphabet Inc.

Communication Services
-24
- 0.12%
$148.65 - $191.18 $3.57K - $4.59K
20.4K $3.37B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.35K
- 13.96%
$96.25 - $101.98 $322K - $342K
20.6K $2.04B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.6K
- 4.48%
$49.93 - $51.15 $330K - $338K
141K $7.1B
ROK
Rockwell Automation, Inc

Industrials
-940
- 25.68%
$248.27 - $294.37 $233K - $277K
2.72K $731M
AMD
Advanced Micro Devices Inc

Technology
-1.38K
- 21.42%
$128.67 - $183.96 $177K - $253K
5.05K $779M
NVO
Novo Nordisk A S

Healthcare
-1.2K
- 31.47%
$119.07 - $145.42 $142K - $174K
2.61K $303M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.9K
- 5.66%
$79.29 - $84.02 $230K - $244K
48.4K $3.96B
MLPA
Global X Mlp ETF

ETFs
-1.1K
- 1.0%
$45.78 - $49.84 $50.4K - $54.9K
109K $5.19B
JETS
ETF Ser Solutions U S Global J

ETFs
-7.5K
- 38.72%
$16.76 - $20.84 $126K - $156K
11.9K $268M
BA
Boeing CO

Industrials
-275
- 11.69%
$152.04 - $190.6 $41.8K - $52.4K
2.08K $332M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-500
- 0.93%
$44.66 - $49.15 $22.3K - $24.6K
53.4K $2.5B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-900
- 1.56%
$50.63 - $51.11 $45.6K - $46K
56.6K $2.89B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-300
- 5.06%
$434.77 - $502.96 $130K - $151K
5.63K $2.79B
MUB
Ishares National Muni Bond ETF

ETFs
-731
- 1.66%
$106.13 - $108.7 $77.6K - $79.5K
43.4K $4.65B
UPS
United Parcel Service Inc

Industrials
-50
- 1.33%
$123.32 - $147.38 $6.17K - $7.37K
3.71K $487M
EMR
Emerson Electric CO

Industrials
-214
- 5.95%
$98.19 - $118.87 $21K - $25.4K
3.38K $370M
DIS
Walt Disney CO

Communication Services
-142
- 5.31%
$85.6 - $98.61 $12.2K - $14K
2.53K $245M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.3K
- 8.47%
$31.18 - $33.5 $40.5K - $43.6K
14K $467M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-218
- 1.23%
$15.5 - $16.99 $3.38K - $3.7K
17.5K $288M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-1.04K
- 6.43%
$21.9 - $24.73 $22.8K - $25.7K
15.2K $346M
EBAY
Ebay Inc

Consumer Cyclical
-750
- 18.29%
$52.61 - $65.44 $39.5K - $49.1K
3.35K $212M
CL
Colgate Palmolive CO

Consumer Defensive
-200
- 3.95%
$95.54 - $108.77 $19.1K - $21.8K
4.87K $485M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-293
- 2.84%
$106.11 - $113.72 $31.1K - $33.3K
10K $1.1B
VUG
Vanguard Growth ETF

ETFs
-40
- 3.85%
$341.08 - $391.94 $13.6K - $15.7K
1K $394M
CMCSA
Comcast Corp

Communication Services
-21
- 0.36%
$37.33 - $41.78 $784 - $877
5.89K $245M
EEM
Ishares Msci Emerging Markets

ETFs
-588
- 4.24%
$40.42 - $46.7 $23.8K - $27.5K
13.3K $604M
IWM
Ishares Russell 2000 ETF

ETFs
-200
- 6.23%
$200.87 - $224.6 $40.2K - $44.9K
3.01K $666M
IWN
Ishares Russell2000 Val ETF

ETFs
-4
- 0.27%
$150.05 - $171.34 $600 - $685
1.46K $243M
FISV
Fiserv Inc

Technology
-498
- 20.51%
N/A
1.93K $385M
SGOL
Abrdn Gold ETF Trust

ETFs
-550
- 4.97%
$22.26 - $25.51 $12.2K - $14K
10.5K $276M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-150
- 3.3%
$332.02 - $382.76 $49.8K - $57.4K
4.4K $1.69B
ES
Eversource Energy

Utilities
-89
- 1.93%
$56.52 - $68.38 $5.03K - $6.09K
4.52K $299M
CARR
Carrier Global Corp

Industrials
-228
- 6.86%
$61.9 - $80.88 $14.1K - $18.4K
3.1K $248M
JPM
Jpmorgan Chase & CO

Financial Services
-93
- 3.32%
$194.9 - $224.8 $18.1K - $20.9K
2.71K $607M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-30
- 1.93%
$523.84 - $572.02 $15.7K - $17.2K
1.53K $875M
KRE
Spdr S&P Regional Banking ETF

ETFs
-150
- 2.67%
$47.94 - $59.23 $7.19K - $8.88K
5.48K $321M
T
At&T Inc.

Communication Services
-89
- 0.41%
$18.21 - $22.28 $1.62K - $1.98K
21.7K $466M
MA
Mastercard Inc

Financial Services
-260
- 9.94%
$429.6 - $500.99 $112K - $130K
2.36K $1.21B
VV
Vanguard Large Cap ETF

ETFs
-1.48K
- 5.76%
$236.92 - $263.4 $351K - $390K
24.2K $6.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-29
- 1.0%
$475.2 - $527.7 $13.8K - $15.3K
2.88K $1.54B
VFH
Vanguard Financial ETF

ETFs
-23
- 0.34%
$99.27 - $111.21 $2.28K - $2.56K
6.7K $769M
TPL
Texas Pacific Land Corp

Energy
-100
- 16.67%
$724.86 - $952.13 $72.5K - $95.2K
500 $546M
VXF
Vanguard Extended Market ETF

ETFs
-61
- 0.82%
$163.98 - $182.92 $10K - $11.2K
7.36K $1.36B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-323
- 1.69%
$113.41 - $125.62 $36.6K - $40.6K
18.8K $2.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-386
- 0.87%
$41.9 - $48.26 $16.2K - $18.6K
44.1K $2.09B
Activity Summary
Buys All Purchases 92 New Holdings 11 Increased Positions 81 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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