Cascade Wealth Advisors, Inc Portfolio Holdings
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
Cascade Wealth Advisors, Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 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 $11.6B, Ishares 0 5 Year High Yield CO with a value of $10.2B, Vanguard with a value of $9.73B, Vanguard Dividend Appreciation with a value of $9.33B, and Dimensional ETF Tr U S Small C with a value of $9B.
Examining the 13F form we can see an increase of $4.73B in the current position value, from $135B to 140B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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