Cascade Investment Group, Inc. Purchases in Q2 2025

Cascade Investment Group, Inc.

  • $143 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.1K
+ 1.55%
$243.75 - $303.93 $267K - $333K
72K $21.9B
NVDA
Nvidia Corp

Technology
7.2K
+ 157.97%
$94.31 - $157.99 $679K - $1.14M
11.8K $1.86B
MSFT
Microsoft Corp

Technology
828
+ 15.57%
$354.56 - $497.45 $294K - $412K
6.15K $3.06B
AVGO
Broadcom Inc.

Technology
602
+ 8.84%
$146.29 - $275.65 $88.1K - $166K
7.41K $2.04B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.72K
+ 1.85%
$60.34 - $74.89 $104K - $129K
94.5K $7.08B
LYB
Lyondell Basell Industries N.V.

Basic Materials
11.6K
+ 204.73%
$53.23 - $70.65 $615K - $816K
17.2K $995M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.15K
+ 10.11%
$55.54 - $69.09 $230K - $286K
45.1K $3.12B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
23.5K
New
$23.29 - $23.38 $548K - $551K
23.5K $550M
PFFA
Etfis Ser Tr I

ETFs
17.1K
New
$19.49 - $21.31 $333K - $364K
17.1K $356M
PWR
Quanta Services, Inc.

Industrials
66
+ 2.62%
$239.47 - $381.26 $15.8K - $25.2K
2.58K $977M
Everus Constr Group
5K
New
N/A
5K $318M
META
Meta Platforms, Inc.

Communication Services
392
New
$484.66 - $738.09 $190K - $289K
392 $289M
IRBO
Ishares Robotics & Artificial

ETFs
250
+ 0.87%
N/A
28.9K $1.18B
IBM
International Business Machines Corp

Technology
96
+ 1.76%
$221.03 - $294.78 $21.2K - $28.3K
5.54K $1.63B
GS
Goldman Sachs Group Inc

Financial Services
113
+ 10.69%
$462.22 - $707.75 $52.2K - $80K
1.17K $828M
MRK
Merck & Co., Inc.

Healthcare
3.07K
New
$73.47 - $87.12 $226K - $268K
3.07K $243M
ORCL
Oracle Corp

Technology
1.1K
New
$122.82 - $218.63 $134K - $239K
1.1K $239M
BAC
Bank Of America Corp

Financial Services
4.77K
New
$34.39 - $47.46 $164K - $226K
4.77K $226M
PM
Philip Morris International Inc.

Consumer Defensive
1.23K
New
$149.23 - $184.95 $184K - $227K
1.23K $224M
CAT
Caterpillar Inc

Industrials
561
New
$273.94 - $388.21 $154K - $218K
561 $218M
Te Connectivity PLC
1.28K
New
N/A
1.28K $215M
Global X Fds
3.55K
New
N/A
3.55K $214M
BA
Boeing CO

Industrials
1K
New
$136.59 - $217.51 $137K - $218K
1K $210M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.5K
New
$101.69 - $139.02 $153K - $209K
1.5K $209M
QQQ
Invesco Qqq Trust, Series 1

ETFs
371
New
$416.06 - $551.64 $154K - $205K
371 $205M
GOOG
Alphabet Inc.

Communication Services
229
+ 3.09%
$146.58 - $180.01 $33.6K - $41.2K
7.65K $1.36B
JNJ
Johnson & Johnson

Healthcare
1.47K
+ 56.09%
$146.36 - $159.82 $215K - $235K
4.09K $624M
TOST
Toast, Inc.

Technology
1K
+ 9.5%
$30.03 - $45.23 $30K - $45.2K
11.5K $510M
DLR
Digital Realty Trust, Inc.

Real Estate
35
+ 0.78%
$136.11 - $177.69 $4.76K - $6.22K
4.5K $784M
KO
Coca Cola CO

Consumer Defensive
1.87K
+ 49.13%
$68.37 - $73.9 $128K - $138K
5.66K $401M
SPYI
Shp ETF Tr Neos S&P 500 High I
5
+ 0.01%
N/A
37K $1.86B
PANW
Palo Alto Networks Inc

Technology
10
+ 0.48%
$152.44 - $204.64 $1.52K - $2.05K
2.11K $431M
CSCO
Cisco Systems, Inc.

Technology
473
+ 9.85%
$53.19 - $69.38 $25.2K - $32.8K
5.28K $366M
FTCS
First Trust Capital Strength E

ETFs
689
+ 14.73%
$81.6 - $92.39 $56.2K - $63.7K
5.37K $488M
CRM
Salesforce, Inc.

Technology
190
+ 5.75%
$236.26 - $291.15 $44.9K - $55.3K
3.49K $953M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.34K
+ 16.03%
$27.3 - $31.8 $36.5K - $42.5K
9.68K $308M
GLW
Corning Inc

Technology
100
+ 1.26%
$39.07 - $52.59 $3.91K - $5.26K
8.02K $422M
V
Visa Inc.

Financial Services
71
+ 1.1%
$308.27 - $373.31 $21.9K - $26.5K
6.55K $2.33B
BND
Vanguard Bd Index Fd Inc Total

ETFs
698
+ 4.07%
$72.02 - $73.82 $50.3K - $51.5K
17.8K $1.31B
ABT
Abbott Laboratories

Healthcare
223
+ 6.44%
$123.95 - $138.08 $27.6K - $30.8K
3.69K $501M
MO
Altria Group, Inc.

Consumer Defensive
1.27K
+ 4.9%
$55.56 - $60.91 $70.6K - $77.4K
27.2K $1.6B
SYK
Stryker Corp

Healthcare
35
+ 6.33%
$337.37 - $395.63 $11.8K - $13.8K
588 $233M
PG
Procter & Gamble CO

Consumer Defensive
367
+ 10.93%
$157.66 - $172.39 $57.9K - $63.3K
3.73K $593M
ENB
Enbridge Inc

Energy
164
+ 2.1%
$41.09 - $47.16 $6.74K - $7.73K
7.98K $362M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.34K
+ 5.45%
$38.81 - $44.28 $52.1K - $59.4K
26K $1.1B
FSK
Fs Kkr Capital Corp

Financial Services
1.15K
+ 1.67%
$17.95 - $21.5 $20.6K - $24.7K
70K $1.45B
JEPI
J P Morgan Exchange Traded Fd

ETFs
291
+ 0.95%
$51.14 - $57.0 $14.9K - $16.6K
31K $1.76B
MCD
Mcdonalds Corp

Consumer Cyclical
66
+ 9.76%
$285.55 - $321.23 $18.8K - $21.2K
742 $217M
GDOC
Goldman Sachs ETF Tr Future He
240
+ 2.6%
N/A
9.47K $300M
Activity Summary
Buys All Purchases 63 New Holdings 14 Increased Positions 49 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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