Cascade Wealth Advisors, Inc Purchases and Sells in Q2 2025

Cascade Wealth Advisors, Inc

$177 Billion
Q2 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEOS ETF TRUST	200K + 674.07%	N/A	229K $12.3B
SPYI	101K + 38.0%	N/A	367K $18.9B
IJH	36.6K + 32.31%	$51.16 - $62.02 $1.87M - $2.27M	150K $9.37B
VIG	8.65K + 18.71%	N/A	54.9K $11.4B
JEPI	33.8K + 15.37%	$51.14 - $57.0 $1.73M - $1.93M	254K $14.2B
MSFT	2.72K + 69.39%	$354.56 - $497.45 $964K - $1.35M	6.64K $3.47B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	64.9K New	$29.12 - $35.84 $1.89M - $2.32M	64.9K $2.39B
DFAU	43.4K New	$34.04 - $42.36 $1.48M - $1.84M	43.4K $1.89B
DUHP	30K New	$29.36 - $35.56 $879K - $1.07M	30K $1.09B
AAPL	3.24K New	$172.42 - $223.89 $558K - $725K	3.24K $743M
DFAE	24.7K New	$22.87 - $28.95 $565K - $716K	24.7K $735M
DFAX	24.3K New	$23.37 - $29.39 $568K - $714K	24.3K $733M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPQ	-68.8K - 89.8%	$45.88 - $54.4 $3.16M - $3.74M	7.81K $432M
FLOT	-63K - 24.37%	$50.1 - $51.02 $3.15M - $3.21M	195K $9.95B
VGSH	-30.6K - 14.12%	$58.32 - $58.95 $1.78M - $1.8M	186K $10.9B
SHYG	-47.3K - 15.79%	$40.82 - $43.14 $1.93M - $2.04M	253K $10.8B
USRT	-12K - 53.72%	$50.37 - $57.97 $602K - $693K	10.3K $576M
VCSH	-7K - 13.07%	$77.94 - $79.5 $545K - $556K	46.5K $3.69B

Activity Summary All Purchases 34 New Holdings 19 Increased Positions 15 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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