Cascade Wealth Advisors, Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 41 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 $13.1B, Vanguard with a value of $12.7B, Ishares 0 5 Year High Yield CO with a value of $12.5B, Shp ETF Tr Neos S&P 500 High I with a value of $12.3B, and J P Morgan Exchange Traded Fd with a value of $12B.
Examining the 13F form we can see an decrease of $3.16B in the current position value, from $148B to 145B.
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.
