Cascade Investment Group, Inc. Purchases in Q1 2025

Cascade Investment Group, Inc.

  • $130 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.53K
+ 9.43%
$58.01 - $64.46 $205K - $228K
41K $2.55B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
8.7K
New
$37.69 - $39.76 $328K - $346K
8.7K $330M
QCOM
Qualcomm Inc

Technology
1.52K
New
$151.94 - $175.86 $230K - $267K
1.52K $233M
MCD
Mcdonalds Corp

Consumer Cyclical
676
New
$279.74 - $321.29 $189K - $217K
676 $211M
SYK
Stryker Corp

Healthcare
553
New
$355.18 - $399.9 $196K - $221K
553 $206M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.98K
+ 54.05%
$69.82 - $78.67 $138K - $156K
5.64K $397M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
1.58K
+ 5.09%
$26.47 - $29.92 $41.7K - $47.1K
32.5K $950M
AEP
American Electric Power CO Inc

Utilities
238
+ 5.14%
$90.32 - $109.27 $21.5K - $26K
4.87K $532M
IWM
Ishares Russell 2000 ETF

ETFs
605
+ 47.6%
$198.1 - $229.79 $120K - $139K
1.88K $374M
BND
Vanguard Bd Index Fd Inc Total

ETFs
930
+ 5.74%
$71.17 - $73.66 $66.2K - $68.5K
17.1K $1.26B
ABT
Abbott Laboratories

Healthcare
119
+ 3.56%
$111.1 - $140.22 $13.2K - $16.7K
3.46K $460M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.12K
+ 4.77%
$42.18 - $45.16 $47.2K - $50.6K
24.6K $1.09B
FSK
Fs Kkr Capital Corp

Financial Services
5.75K
+ 9.12%
$20.47 - $24.06 $118K - $138K
68.8K $1.44B
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
4.55K
+ 17.3%
$11.34 - $12.23 $51.6K - $55.6K
30.9K $377M
PG
Procter & Gamble CO

Consumer Defensive
321
+ 10.57%
$158.56 - $176.26 $50.9K - $56.6K
3.36K $572M
FISV
Fiserv Inc

Technology
21
+ 0.61%
N/A
3.45K $763M
KO
Coca Cola CO

Consumer Defensive
56
+ 1.5%
$60.81 - $72.32 $3.41K - $4.05K
3.8K $272M
EMLP
First Tr Exchange Traded Iv

ETFs
129
+ 1.23%
$35.79 - $38.28 $4.62K - $4.94K
10.6K $399M
CL
Colgate Palmolive CO

Consumer Defensive
10
+ 0.2%
$85.68 - $97.5 $857 - $975
4.93K $462M
OKE
Oneok Inc

Energy
100
+ 1.96%
$89.57 - $109.85 $8.96K - $11K
5.19K $515M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
342
+ 0.58%
$62.72 - $71.92 $21.5K - $24.6K
59.2K $3.73B
GS
Goldman Sachs Group Inc

Financial Services
25
+ 2.42%
$524.81 - $672.19 $13.1K - $16.8K
1.06K $577M
PANW
Palo Alto Networks Inc

Technology
42
+ 2.04%
$167.82 - $208.28 $7.05K - $8.75K
2.1K $358M
INTU
Intuit Inc

Technology
18
+ 0.75%
$555.63 - $630.23 $10K - $11.3K
2.41K $1.48B
NOW
Service Now, Inc.

Technology
51
+ 12.75%
$783.83 - $1170.39 $40K - $59.7K
451 $359M
DLR
Digital Realty Trust, Inc.

Real Estate
450
+ 11.21%
$142.1 - $183.56 $63.9K - $82.6K
4.47K $640M
CRM
Salesforce, Inc.

Technology
428
+ 14.89%
$268.36 - $359.95 $115K - $154K
3.3K $886M
AVGO
Broadcom Inc.

Technology
685
+ 11.18%
$167.43 - $244.7 $115K - $168K
6.81K $1.14B
Activity Summary
Buys All Purchases 29 New Holdings 4 Increased Positions 25 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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