Cascades Capital Asset Management, LLC Purchases in Q2 2025

Cascades Capital Asset Management, LLC

  • $194 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
13.4K
+ 17.85%
N/A
88.2K $18.1B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
35.8K
+ 294.49%
$85.42 - $94.39 $3.06M - $3.38M
47.9K $4.5B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
28.9K
New
$75.29 - $91.16 $2.18M - $2.63M
28.9K $2.6B
VUG
Vanguard Growth ETF

ETFs
3
+ 0.02%
$329.49 - $438.4 $988 - $1.32K
14.2K $6.22B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
18.8K
New
$50.1 - $51.02 $941K - $958K
18.8K $958M
RTX
Raytheon Technologies Corp

Industrials
6.37K
New
$113.75 - $148.48 $724K - $945K
6.37K $929M
Guggenheim S&P 500 Equal Weighted ETF
3.55K
+ 112.29%
N/A
6.7K $1.22B
USFR
Wisdomtree Floating Rate Treas

ETFs
12.9K
+ 10.29%
$50.28 - $50.47 $649K - $652K
138K $6.96B
JPM
Jpmorgan Chase & CO

Financial Services
1.21K
+ 23.07%
$210.28 - $289.91 $255K - $352K
6.47K $1.88B
VZ
Verizon Communications Inc

Communication Services
13.7K
+ 206.44%
$41.67 - $45.62 $573K - $627K
20.4K $883M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
4.79K
New
$76.98 - $98.31 $369K - $471K
4.79K $471M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.06%
$496.48 - $617.85 $1.99K - $2.47K
6.86K $4.24B
DUK
Duke Energy Corp

Utilities
3.62K
+ 43.49%
$112.46 - $124.05 $407K - $449K
12K $1.41B
AMZN
Amazon Com Inc

Consumer Cyclical
648
+ 10.47%
$167.32 - $223.3 $108K - $145K
6.84K $1.5B
IGV
Ishares Expanded Tech Software

ETFs
1.29K
+ 15.5%
$80.15 - $109.5 $103K - $141K
9.59K $1.05B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.81K
+ 92.9%
$77.94 - $79.5 $297K - $303K
7.91K $629M
VGT
Vanguard Information Technolog

ETFs
211
+ 17.02%
$470.37 - $663.28 $99.2K - $140K
1.45K $963M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
954
+ 23.96%
$483.48 - $539.8 $461K - $515K
4.94K $2.4B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.04K
+ 8.22%
$116.93 - $119.39 $239K - $244K
26.9K $3.2B
XLU
Utilities Sector Spdr

ETFs
3.2K
New
$73.09 - $82.77 $234K - $265K
3.2K $261M
GOOG
Alphabet Inc.

Communication Services
1.42K
New
$146.58 - $180.01 $208K - $255K
1.42K $251M
AVGO
Broadcom Inc.

Technology
425
+ 46.4%
$146.29 - $275.65 $62.2K - $117K
1.34K $370M
AMAT
Applied Materials Inc

Technology
1.11K
New
$126.95 - $183.52 $141K - $204K
1.11K $203M
JPMPRC
Jpmorgan Chase & CO Dep Sh Rep
7.54K
+ 12.06%
N/A
70K $1.77B
AEHR
Aehr Test Systems

Technology
14.1K
New
$6.78 - $12.93 $95.6K - $182K
14.1K $182M
BAC
Bank Of America Corp

Financial Services
1.72K
+ 10.79%
$34.39 - $47.46 $59.3K - $81.8K
17.7K $837M
Bitcoin Investment Ord
1.68K
New
N/A
1.68K $143M
PLTR
Palantir Technologies Inc.

Technology
423
+ 27.87%
$74.01 - $144.25 $31.3K - $61K
1.94K $265M
MIST
Milestone Pharmaceuticals Inc.

Healthcare
67.1K
New
$0.65 - $1.96 $43.6K - $132K
67.1K $130M
MO
Altria Group, Inc.

Consumer Defensive
2.29K
+ 43.28%
$55.56 - $60.91 $127K - $140K
7.58K $445M
FNDX
Schwab Fundamental U S Large C

ETFs
1.76K
+ 1.97%
$20.84 - $24.54 $36.7K - $43.2K
90.9K $2.23B
LLY
Eli Lilly & CO

Healthcare
309
+ 12.18%
$713.71 - $898.95 $221K - $278K
2.85K $2.22B
MU
Micron Technology Inc

Technology
503
+ 33.47%
$64.72 - $127.91 $32.6K - $64.3K
2.01K $247M
HZO
Marinemax Inc

Consumer Cyclical
4.53K
New
$17.66 - $26.12 $79.9K - $118K
4.53K $114M
General Electric Company
14
+ 0.74%
N/A
1.92K $493M
CCL
Carnival Corp

Consumer Cyclical
3.91K
New
$16.43 - $28.12 $64.2K - $110K
3.91K $110M
WMT
Walmart Inc.

Consumer Defensive
407
+ 6.35%
$81.79 - $99.98 $33.3K - $40.7K
6.82K $667M
HBAN
Huntington Bancshares Inc

Financial Services
6.16K
New
$12.49 - $16.76 $76.9K - $103K
6.16K $103M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.48K
New
$55.54 - $69.09 $82.1K - $102K
1.48K $102M
ASML
Asml Holding Nv

Technology
127
New
$595.37 - $815.24 $75.6K - $104K
127 $102M
BLK
Black Rock Inc.

Financial Services
97
New
$815.72 - $1049.25 $79.1K - $102K
97 $102M
SHOP
Shopify Inc.

Technology
879
New
$76.89 - $115.35 $67.6K - $101K
879 $101M
NSC
Norfolk Southern Corp

Industrials
394
New
$206.34 - $257.46 $81.3K - $101K
394 $101M
WFC
Wells Fargo & Company

Financial Services
968
+ 53.04%
$60.98 - $80.12 $59K - $77.6K
2.79K $224M
TSLA
Tesla, Inc.

Consumer Cyclical
24
+ 1.7%
$221.86 - $362.89 $5.32K - $8.71K
1.44K $456M
DIS
Walt Disney CO

Communication Services
151
+ 6.54%
$81.72 - $124.01 $12.3K - $18.7K
2.46K $305M
GLD
Spdr Gold Trust

ETFs
125
+ 5.79%
$273.71 - $316.29 $34.2K - $39.5K
2.29K $697M
KO
Coca Cola CO

Consumer Defensive
887
+ 45.75%
$68.37 - $73.9 $60.6K - $65.5K
2.83K $200M
CSCO
Cisco Systems, Inc.

Technology
10
+ 0.13%
$53.19 - $69.38 $532 - $694
7.82K $543M
Activity Summary
Buys All Purchases 69 New Holdings 18 Increased Positions 51 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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