Cascade Financial Partners, LLC Sells in Q2 2025

Cascade Financial Partners, LLC

  • $832 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-15.5K
- 30.51%
$72.02 - $73.82 $1.12M - $1.14M
35.3K $2.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.03%
$483.48 - $539.8 $2.42K - $2.7K
16.8K $8.16B
VCIT
Vanguard Intermediate Term Cor

ETFs
-8.11K
- 18.95%
$79.56 - $82.92 $645K - $673K
34.7K $2.88B
MUB
Ishares National Muni Bond ETF

ETFs
-5.37K
- 13.55%
$102.31 - $105.8 $549K - $568K
34.2K $3.58B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-45K
- 18.12%
$10.78 - $11.28 $485K - $508K
203K $2.26B
MLPA
Global X Mlp ETF

ETFs
-2.55K
- 2.4%
$46.47 - $54.16 $118K - $138K
104K $5.2B
BNL
Broadstone Net Lease, Inc.

Real Estate
-4.11K
- 1.1%
$14.72 - $17.13 $60.6K - $70.5K
371K $5.96B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.22K
- 8.15%
$114.78 - $133.31 $599K - $695K
58.8K $7.84B
VNQ
Vanguard Specialized Funds Van

ETFs
-3.4K
- 8.49%
$79.79 - $91.42 $271K - $311K
36.6K $3.26B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.66K
- 10.16%
$50.1 - $51.02 $233K - $238K
41.2K $2.1B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.05K
- 28.68%
$24.32 - $27.87 $147K - $168K
15K $398M
PANW
Palo Alto Networks Inc

Technology
-1.32K
- 53.78%
$152.44 - $204.64 $202K - $271K
1.14K $232M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-3.48K
- 2.03%
$28.02 - $32.37 $97.4K - $113K
168K $5.34B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-3.93K
- 4.24%
$43.28 - $50.37 $170K - $198K
88.7K $4.45B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.67K
- 36.14%
$51.16 - $62.02 $137K - $166K
4.72K $293M
PGR
Progressive Corp

Financial Services
-400
- 29.11%
$255.27 - $288.74 $102K - $115K
974 $260M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.32K
- 8.75%
$96.84 - $99.46 $128K - $132K
13.8K $1.37B
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-1.02K
- 29.92%
$95.52 - $109.98 $97.8K - $113K
2.4K $260M
AFL
Aflac Inc

Financial Services
-200
- 1.5%
$99.77 - $112.45 $20K - $22.5K
13.2K $1.39B
AVUV
American Centy ETF Tr Avantis

ETFs
-3.11K
- 6.53%
$75.17 - $91.21 $234K - $283K
44.5K $4.05B
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.04K
- 10.15%
$37.08 - $42.26 $75.8K - $86.4K
18.1K $750M
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.4K
- 8.81%
$44.8 - $53.97 $152K - $183K
35.2K $1.9B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.88K
- 1.98%
$18.94 - $21.67 $35.7K - $40.8K
93.2K $1.97B
IWM
Ishares Russell 2000 ETF

ETFs
-781
- 13.12%
$174.82 - $215.79 $137K - $169K
5.17K $1.12B
AVLV
American Centy ETF Tr Avantis
-2.85K
- 6.92%
$56.85 - $68.21 $162K - $194K
38.3K $2.61B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-1.45K
- 2.64%
$72.71 - $82.56 $105K - $120K
53.5K $4.36B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.23K
- 23.49%
$45.11 - $52.34 $55.4K - $64.3K
4K $209M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-151
- 1.04%
$37.76 - $42.79 $5.7K - $6.46K
14.4K $577M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-177
- 12.29%
$468.22 - $566.51 $82.9K - $100K
1.26K $715M
ACN
Accenture PLC

Technology
-30
- 0.97%
$279.23 - $323.21 $8.38K - $9.7K
3.07K $918M
UPS
United Parcel Service Inc

Industrials
-185
- 5.56%
$91.92 - $110.2 $17K - $20.4K
3.14K $317M
NEE
Nextera Energy Inc

Utilities
-196
- 0.84%
$64.11 - $75.0 $12.6K - $14.7K
23.1K $1.6B
HD
Home Depot, Inc.

Consumer Cyclical
-131
- 4.02%
$335.24 - $380.78 $43.9K - $49.9K
3.13K $1.15B
PFE
Pfizer Inc

Healthcare
-149
- 0.56%
$21.59 - $24.84 $3.22K - $3.7K
26.7K $646M
ES
Eversource Energy

Utilities
-571
- 14.2%
$54.25 - $65.89 $31K - $37.6K
3.45K $219M
VBR
Vanguard Small Cap Value ETF

ETFs
-278
- 10.07%
$162.76 - $195.77 $45.2K - $54.4K
2.48K $484M
Blackrock Inc
-60
- 15.46%
N/A
328 $344M
EPI
Wisdomtree Tr India Earnings F

ETFs
-1.8K
- 10.14%
$41.3 - $47.52 $74.3K - $85.5K
16K $757M
VXF
Vanguard Extended Market ETF

ETFs
-863
- 11.38%
$150.43 - $192.71 $130K - $166K
6.72K $1.3B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-81
- 1.48%
$121.58 - $136.74 $9.85K - $11.1K
5.4K $733M
KRE
Spdr S&P Regional Banking ETF

ETFs
-400
- 6.6%
$48.81 - $59.48 $19.5K - $23.8K
5.66K $336M
EXK
Endeavour Silver Corp

Basic Materials
-5.2K
- 18.64%
$3.15 - $4.99 $16.4K - $25.9K
22.7K $112M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-106
- 1.41%
$105.23 - $109.61 $11.2K - $11.6K
7.4K $811M
ADBE
Adobe Inc.

Technology
-15
- 2.53%
$340.0 - $420.68 $5.1K - $6.31K
578 $224M
SPY
Spdr S&P 500 ETF Trust

ETFs
-592
- 9.15%
$496.48 - $617.85 $294K - $366K
5.88K $3.63B
IWS
Ishares Russell Midcap Value E

ETFs
-9
- 0.32%
$110.58 - $132.14 $995 - $1.19K
2.8K $370M
WFC
Wells Fargo & Company

Financial Services
-400
- 6.5%
$60.98 - $80.12 $24.4K - $32K
5.75K $461M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-244
- 8.15%
$456.74 - $568.03 $111K - $139K
2.75K $1.56B
IAU
Ishares Gold Trust

ETFs
-500
- 3.03%
$56.1 - $64.74 $28.1K - $32.4K
16K $997M
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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