Cascade Wealth Advisors, Inc has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Fltg Rate Nt ETF with a value of $10.2B, Invesco S&P 500 Equal Weight T with a value of $8.47B, Ishares 0 5 Year High Yield CO with a value of $8.1B, Dimensional ETF Tr U S Small C with a value of $7.96B, and Vanguard Dividend Appreciation with a value of $7.76B.
Examining the 13F form we can see an increase of $118B in the current position value.
Cascade Wealth Advisors, Inc is based out at Wenatchee, WA
Below you can find more details about Cascade Wealth Advisors, Inc portfolio as well as his latest detailed transactions.
