Cascade Wealth Advisors, Inc Portfolio Holdings by Sector
Cascade Wealth Advisors, Inc
- $135 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
FLOT SHYG DFAS VIG VGSH JEPI RYT VONG 37 stocks |
$119 Million
92.07% of portfolio
|
  13  
|
  18  
|
  2  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
BXSL 1 stocks |
$3.96 Million
3.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PANW 2 stocks |
$1.96 Million
1.52% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.94 Million
1.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$342,699
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
NKSH 1 stocks |
$340,660
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$306,328
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$302,148
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$280,894
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$240,091
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$233,718
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$216,645
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
ARI 1 stocks |
$132,750
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|