Cascade Wealth Advisors, Inc Portfolio Holdings by Sector

Cascade Wealth Advisors, Inc

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JEPI VIG VGSH SHYG FLOT IJH VCIT RYT 41 stocks	$129 Million 93.24% of portfolio	20	18	13	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$3.47 Million 2.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.51 Million 1.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$742,709 0.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$612,193 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$442,595 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$440,070 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$358,656 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$289,546 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$232,711 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$208,582 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare VXRT 1 stocks	$9,513 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.