Cascade Investment Group, Inc. Reduced Holdings in Q1 2025

Cascade Investment Group, Inc.

  • $130 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-1.05K
- 1.46%
$271.18 - $303.12 $285K - $319K
70.9K $19.5B
AAPL
Apple Inc.

Technology
-766
- 2.51%
$209.68 - $247.1 $161K - $189K
29.8K $6.61B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.31K
- 14.28%
$190.26 - $242.06 $440K - $560K
13.9K $2.64B
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-57.7K
- 83.56%
$11.63 - $13.3 $671K - $767K
11.4K $132M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.74K
- 2.86%
$67.03 - $74.61 $183K - $204K
92.8K $6.31B
ABR
Arbor Realty Trust Inc

Real Estate
-3.56K
- 1.66%
$11.68 - $13.98 $41.6K - $49.8K
210K $2.47B
IRM
Iron Mountain Inc

Real Estate
-480
- 2.23%
$82.79 - $111.31 $39.7K - $53.4K
21.1K $1.81B
SKYY
First Trust Cloud Computing Et

ETFs
-318
- 1.34%
$102.23 - $131.18 $32.5K - $41.7K
23.5K $2.4B
MSFT
Microsoft Corp

Technology
-370
- 6.51%
$375.39 - $447.2 $139K - $165K
5.32K $2B
GOOGL
Alphabet Inc.

Communication Services
-635
- 9.25%
$154.33 - $206.19 $98K - $131K
6.23K $963M
NVDA
Nvidia Corp

Technology
-913
- 16.68%
$106.98 - $149.43 $97.7K - $136K
4.56K $494M
ADP
Automatic Data Processing Inc

Industrials
-851
- 29.49%
$286.85 - $318.64 $244K - $271K
2.04K $622M
PWR
Quanta Services, Inc.

Industrials
-170
- 6.33%
$236.71 - $358.03 $40.2K - $60.9K
2.52K $640M
IRBO
Ishares Robotics & Artificial

ETFs
-825
- 2.8%
N/A
28.7K $901M
ACN
Accenture PLC

Technology
-75
- 2.01%
$300.91 - $398.25 $22.6K - $29.9K
3.66K $1.14B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-444
- 27.99%
$211.47 - $267.17 $93.9K - $119K
1.14K $241M
ET
Energy Transfer LP

Energy
-2.03K
- 2.23%
$17.26 - $21.08 $35K - $42.7K
89K $1.65B
SPYI
Shp ETF Tr Neos S&P 500 High I
-140
- 0.38%
N/A
37K $1.77B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-350
- 3.8%
$67.24 - $84.27 $23.5K - $29.5K
8.85K $604M
SPG
Simon Property Group Inc

Real Estate
-75
- 0.54%
$159.48 - $187.78 $12K - $14.1K
13.7K $2.28B
PFE
Pfizer Inc

Healthcare
-2.14K
- 6.67%
$25.01 - $27.13 $53.4K - $57.9K
29.9K $757M
DMAR
First Tr Ex Tr Viii Cboe Vest
-2.3K
- 28.85%
$36.82 - $39.1 $84.8K - $90K
5.68K $214M
RTX
Raytheon Technologies Corp

Industrials
-1.28K
- 25.75%
$114.1 - $135.66 $145K - $173K
3.68K $487M
FV
First Trust Dorsey Wright Focu

ETFs
-5
- 0.03%
$53.91 - $63.03 $270 - $315
17.5K $962M
PRU
Prudential Financial Inc

Financial Services
-335
- 7.4%
$105.04 - $122.33 $35.2K - $41K
4.19K $468M
MAR
Marriott International Inc

Consumer Cyclical
-35
- 2.68%
$237.01 - $304.45 $8.3K - $10.7K
1.27K $303M
EXR
Extra Space Storage Inc.

Real Estate
-347
- 4.31%
$143.8 - $161.28 $49.9K - $56K
7.7K $1.14B
DAUG
First Tr ETF Viii Cboe Vest Us
-1.28K
- 18.68%
N/A
5.59K $217M
AMAT
Applied Materials Inc

Technology
-100
- 4.42%
$145.06 - $195.51 $14.5K - $19.6K
2.16K $314M
ASML
Asml Holding Nv

Technology
-63
- 16.03%
$662.63 - $776.99 $41.7K - $49K
330 $219M
COST
Costco Wholesale Corp

Consumer Defensive
-89
- 7.19%
$890.62 - $1076.86 $79.3K - $95.8K
1.15K $1.09B
First Tr Exchng Traded Fd Vi
-1.22K
- 17.25%
N/A
5.86K $201M
LLY
Eli Lilly & CO

Healthcare
-92
- 16.49%
$725.72 - $929.72 $66.8K - $85.5K
466 $385M
HON
Honeywell International Inc

Industrials
-92
- 5.26%
$202.75 - $226.52 $18.7K - $20.8K
1.66K $351M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-447
- 1.43%
$56.17 - $59.71 $25.1K - $26.7K
30.7K $1.75B
PAVE
Global X Fds Us Infrastructure

ETFs
-410
- 5.01%
$37.31 - $43.82 $15.3K - $18K
7.78K $294M
UNH
Unitedhealth Group Inc

Healthcare
-99
- 11.06%
$461.52 - $548.18 $45.7K - $54.3K
796 $417M
TOST
Toast, Inc.

Technology
-10
- 0.09%
$32.61 - $41.98 $326 - $420
10.5K $349M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.6K
- 5.27%
$17.53 - $17.87 $28K - $28.6K
28.8K $506M
JPM
Jpmorgan Chase & CO

Financial Services
-258
- 4.49%
$225.19 - $279.95 $58.1K - $72.2K
5.49K $1.35B
FJAN
First Exc Trd Viii Cboe Vest U
-450
- 6.83%
N/A
6.14K $272M
LMT
Lockheed Martin Corp

Industrials
-19
- 3.44%
$423.19 - $506.29 $8.04K - $9.62K
533 $238M
First Tr Exchng Traded Fd Vi
-592
- 3.84%
N/A
14.8K $551M
OHI
Omega Healthcare Investors Inc

Real Estate
-800
- 1.85%
$35.7 - $38.33 $28.6K - $30.7K
42.5K $1.62B
PLTR
Palantir Technologies Inc.

Technology
-850
- 14.35%
$64.98 - $124.62 $55.2K - $106K
5.08K $428M
ORCC
Owl Rock Capital Corp

Financial Services
-625
- 2.88%
N/A
21.1K $309M
CSCO
Cisco Systems, Inc.

Technology
-489
- 9.24%
$58.74 - $64.87 $28.7K - $31.7K
4.8K $296M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-276
- 4.91%
$39.33 - $41.52 $10.9K - $11.5K
5.34K $212M
VICI
Vici Properties Inc.

Real Estate
-1.45K
- 14.15%
$28.21 - $32.68 $40.9K - $47.4K
8.8K $287M
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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