Cascade Investment Group, Inc. Incresed Positions 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
PWR
Quanta Services, Inc.

Industrials
66
+ 2.62%
$239.47 - $381.26 $15.8K - $25.2K
2.58K $977M
JPM
Jpmorgan Chase & CO

Financial Services
294
+ 5.35%
$210.28 - $289.91 $61.8K - $85.2K
5.79K $1.68B
IRBO
Ishares Robotics & Artificial

ETFs
250
+ 0.87%
N/A
28.9K $1.18B
GS
Goldman Sachs Group Inc

Financial Services
113
+ 10.69%
$462.22 - $707.75 $52.2K - $80K
1.17K $828M
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
VNQ
Vanguard Specialized Funds Van

ETFs
54
+ 1.92%
$79.79 - $91.42 $4.31K - $4.94K
2.87K $255M
ACN
Accenture PLC

Technology
154
+ 4.2%
$279.23 - $323.21 $43K - $49.8K
3.82K $1.14B
AEP
American Electric Power CO Inc

Utilities
221
+ 4.54%
$98.59 - $109.11 $21.8K - $24.1K
5.09K $528M
PRU
Prudential Financial Inc

Financial Services
75
+ 1.79%
$95.12 - $112.71 $7.13K - $8.45K
4.27K $459M
LLY
Eli Lilly & CO

Healthcare
7
+ 1.5%
$713.71 - $898.95 $5K - $6.29K
473 $369M
FTGC
First Trust Global Tactical CO

ETFs
674
+ 1.41%
$23.09 - $25.91 $15.6K - $17.5K
48.5K $1.2B
ET
Energy Transfer LP

Energy
665
+ 0.75%
$15.65 - $18.93 $10.4K - $12.6K
89.6K $1.62B
XOM
Exxon Mobil Corp

Energy
93
+ 2.15%
$99.93 - $119.04 $9.29K - $11.1K
4.42K $476M
OKE
Oneok Inc

Energy
500
+ 9.63%
$78.71 - $100.37 $39.4K - $50.2K
5.69K $465M
BMY
Bristol Myers Squibb CO

Healthcare
400
+ 7.0%
$44.12 - $59.6 $17.6K - $23.8K
6.11K $283M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
39
+ 2.05%
$483.48 - $539.8 $18.9K - $21.1K
1.94K $944M
ABBV
Abb Vie Inc.

Healthcare
25
+ 0.36%
$170.16 - $206.27 $4.25K - $5.16K
6.88K $1.28B
CVX
Chevron Corp

Energy
552
+ 3.89%
$133.73 - $168.51 $73.8K - $93K
14.8K $2.11B
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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