Cascades Capital Asset Management, LLC Purchases in Q1 2025

Cascades Capital Asset Management, LLC

  • $185 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
6.44K
+ 9.4%
N/A
74.9K $14.5B
Raytheon Technologies CO
6.22K
New
N/A
6.22K $824M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.45K
+ 158.48%
$87.68 - $94.52 $653K - $704K
12.2K $1.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
808
+ 25.46%
$442.66 - $534.52 $358K - $432K
3.98K $2.12B
USFR
Wisdomtree Floating Rate Treas

ETFs
11.5K
+ 10.04%
$50.29 - $50.5 $576K - $578K
125K $6.31B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.21K
+ 20.42%
$114.57 - $118.14 $482K - $497K
24.8K $2.93B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.4K
New
$27.01 - $28.54 $442K - $467K
16.4K $457M
GLD
Spdr Gold Trust

ETFs
1.26K
+ 140.0%
$243.19 - $288.14 $306K - $363K
2.16K $622M
XLF
Financial Sector Spdr

ETFs
8.03K
New
$47.32 - $52.19 $380K - $419K
8.03K $400M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.07K
+ 8.34%
$78.0 - $84.37 $395K - $427K
65.8K $5.26B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.1K
New
$77.7 - $78.94 $319K - $324K
4.1K $324M
First Trust Us Equity Buffer ETF
8.4K
New
N/A
8.4K $312M
PSCX
Pacer Fds Tr Swan Sos Conserva

ETFs
10.6K
New
$26.92 - $28.38 $285K - $301K
10.6K $288M
Pacer Us Large Cap Cash Cows Growth
9.22K
New
N/A
9.22K $284M
GS
Goldman Sachs Group Inc

Financial Services
476
New
$524.81 - $672.19 $250K - $320K
476 $260M
SLV
I Shares Silver Trust

ETFs
8.25K
New
$26.93 - $31.32 $222K - $258K
8.25K $256M
ABT
Abbott Laboratories

Healthcare
1.68K
New
$111.1 - $140.22 $187K - $236K
1.68K $223M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5K
New
$42.18 - $45.16 $211K - $226K
5K $221M
V
Visa Inc.

Financial Services
9
+ 0.15%
$306.92 - $362.71 $2.76K - $3.26K
6.21K $2.18B
ECL
Ecolab Inc.

Basic Materials
843
New
$229.72 - $269.82 $194K - $227K
843 $214M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
6.22K
New
$28.25 - $31.5 $176K - $196K
6.22K $186M
GLW
Corning Inc

Technology
4.01K
New
$44.91 - $54.25 $180K - $218K
4.01K $184M
D
Dominion Energy, Inc

Utilities
3.22K
New
$52.85 - $57.43 $170K - $185K
3.22K $180M
NVS
Novartis Ag

Healthcare
1.49K
New
$97.14 - $115.57 $145K - $173K
1.49K $166M
Celestica Inc
2.1K
New
N/A
2.1K $166M
BA
Boeing CO

Industrials
948
New
$148.15 - $186.25 $140K - $177K
948 $162M
CNC
Centene Corp

Healthcare
2.66K
New
$55.93 - $65.89 $149K - $175K
2.66K $161M
Proshares Vix Short Term
3.2K
New
N/A
3.2K $161M
EOG
Eog Resources Inc

Energy
1.25K
New
$120.54 - $138.05 $150K - $172K
1.25K $160M
Badger Daylighting
5.79K
New
N/A
5.79K $156M
NEM
Newmont Corp

Basic Materials
3.19K
New
$37.79 - $48.39 $121K - $155K
3.19K $154M
LRCX
Lam Research Corp

Technology
2.09K
New
$72.44 - $89.02 $151K - $186K
2.09K $152M
VTV
Vanguard Value ETF

ETFs
866
New
$167.73 - $179.21 $145K - $155K
866 $150M
CMI
Cummins Inc

Industrials
462
New
$312.92 - $386.07 $145K - $178K
462 $145M
Ge Vernova Inc
474
New
N/A
474 $145M
KO
Coca Cola CO

Consumer Defensive
1.94K
New
$60.81 - $72.32 $118K - $140K
1.94K $139M
DUK
Duke Energy Corp

Utilities
172
+ 2.11%
$105.87 - $121.97 $18.2K - $21K
8.33K $1.02B
PM
Philip Morris International Inc.

Consumer Defensive
834
New
$117.15 - $158.79 $97.7K - $132K
834 $132M
Crown Castle Intl Corp
1.26K
New
N/A
1.26K $132M
WFC
Wells Fargo & Company

Financial Services
1.83K
New
$66.78 - $81.42 $122K - $149K
1.83K $131M
MU
Micron Technology Inc

Technology
1.5K
New
$86.89 - $109.38 $131K - $164K
1.5K $131M
TXN
Texas Instruments Inc

Technology
704
New
N/A
704 $127M
LIN
Linde PLC

Basic Materials
247
New
$412.91 - $468.77 $102K - $116K
247 $115M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
594
New
$192.82 - $222.1 $115K - $132K
594 $115M
AMD
Advanced Micro Devices Inc

Technology
1.12K
New
$96.63 - $129.55 $108K - $144K
1.12K $115M
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
2.63K
New
$34.94 - $44.24 $91.7K - $116K
2.63K $108M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
3.52K
+ 5.05%
$21.77 - $22.56 $76.7K - $79.4K
73.2K $1.64B
C
Citigroup Inc

Financial Services
1.46K
New
$67.23 - $84.63 $97.8K - $123K
1.46K $103M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
1.02K
New
$80.4 - $103.55 $81.9K - $106K
1.02K $103M
Activity Summary
Buys All Purchases 84 New Holdings 41 Increased Positions 43 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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