Cascades Capital Asset Management, LLC Purchases in Q3 2024

Cascades Capital Asset Management, LLC

  • $182 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
45.6K
New
$475.2 - $527.7 $21.7M - $24M
45.6K $24B
VOOV
Vanguard S&P 500 Value ETF

ETFs
86.9K
New
$175.0 - $190.72 $15.2M - $16.6M
86.9K $16.6B
VIG
Vanguard Dividend Appreciation

ETFs
61.5K
New
$182.15 - $182.15 $11.2M - $11.2M
61.5K $12.2B
MSFT
Microsoft Corp

Technology
27.9K
New
$395.15 - $467.56 $11M - $13M
27.9K $12B
AAPL
Apple Inc.

Technology
47.3K
New
$207.23 - $234.82 $9.79M - $11.1M
47.3K $11B
NVDA
Nvidia Corp

Technology
63.3K
New
$98.91 - $134.91 $6.26M - $8.53M
63.3K $7.68B
VUG
Vanguard Growth ETF

ETFs
13.3K
New
$341.08 - $391.94 $4.55M - $5.23M
13.3K $5.12B
UNH
Unitedhealth Group Inc

Healthcare
8.2K
New
$488.01 - $604.18 $4M - $4.96M
8.2K $4.8B
USFR
Wisdomtree Floating Rate Treas

ETFs
93.9K
New
$50.2 - $50.48 $4.71M - $4.74M
93.9K $4.71B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
54K
New
$75.88 - $83.21 $4.1M - $4.49M
54K $4.49B
VO
Vanguard Mid Cap ETF

ETFs
14.4K
New
$237.84 - $263.83 $3.43M - $3.81M
14.4K $3.81B
GOOGL
Alphabet Inc.

Communication Services
16K
New
$148.65 - $191.18 $2.38M - $3.06M
16K $2.66B
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
89.5K
New
$27.17 - $28.74 $2.43M - $2.57M
89.5K $2.57B
LLY
Eli Lilly & CO

Healthcare
2.66K
New
$772.14 - $960.02 $2.05M - $2.55M
2.66K $2.36B
META
Meta Platforms, Inc.

Communication Services
3.97K
New
$453.41 - $572.44 $1.8M - $2.27M
3.97K $2.27B
MCD
Mcdonalds Corp

Consumer Cyclical
7.28K
New
$245.82 - $304.51 $1.79M - $2.22M
7.28K $2.22B
Powershs Qqq Nasdaq ETF
4.24K
New
N/A
4.24K $2.07B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
16.8K
New
$114.73 - $120.23 $1.93M - $2.03M
16.8K $2.02B
FDS
Factset Research Systems Inc

Financial Services
4.38K
New
$397.04 - $469.48 $1.74M - $2.06M
4.38K $2.01B
HD
Home Depot, Inc.

Consumer Cyclical
4.79K
New
$333.64 - $405.2 $1.6M - $1.94M
4.79K $1.94B
XOM
Exxon Mobil Corp

Energy
15.1K
New
$109.72 - $119.0 $1.66M - $1.79M
15.1K $1.77B
V
Visa Inc.

Financial Services
6.21K
New
$253.74 - $291.56 $1.58M - $1.81M
6.21K $1.71B
JPMPRC
Jpmorgan Chase & CO Dep Sh Rep
64.3K
New
N/A
64.3K $1.64B
LMT
Lockheed Martin Corp

Industrials
2.76K
New
$460.3 - $584.56 $1.27M - $1.61M
2.76K $1.61B
FBNC
First Bancorp

Financial Services
38.4K
New
$31.65 - $44.54 $1.22M - $1.71M
38.4K $1.6B
BACPRB
Bank Amer Corp Dep Shs Rpstg 1
62.9K
New
N/A
62.9K $1.58B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.6K
New
$77.02 - $85.06 $1.43M - $1.58M
18.6K $1.57B
FNDX
Schwab Fundamental U S Large C

ETFs
20.9K
New
$65.36 - $71.76 $1.36M - $1.5M
20.9K $1.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.84K
New
$405.19 - $478.57 $1.15M - $1.36M
2.84K $1.31B
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
16.7K
New
$65.03 - $73.27 $1.09M - $1.23M
16.7K $1.22B
ABBV
Abb Vie Inc.

Healthcare
5.96K
New
$163.84 - $199.33 $977K - $1.19M
5.96K $1.18B
AMZN
Amazon Com Inc

Consumer Cyclical
6.18K
New
$161.02 - $200.0 $995K - $1.24M
6.18K $1.15B
JPM
Jpmorgan Chase & CO

Financial Services
5.09K
New
$194.9 - $224.8 $992K - $1.14M
5.09K $1.07B
Mkt Vectors Semiconductor ETF
4.26K
New
N/A
4.26K $1.04B
MRK
Merck & Co., Inc.

Healthcare
9.12K
New
$111.15 - $128.97 $1.01M - $1.18M
9.12K $1.04B
LOW
Lowes Companies Inc

Consumer Cyclical
3.77K
New
$213.3 - $270.78 $803K - $1.02M
3.77K $1.02B
FCNCO
First Citizens Bancshares Inc

Financial Services
39.3K
New
$21.92 - $24.78 $860K - $973K
39.3K $963M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
20.7K
New
$43.73 - $46.29 $904K - $957K
20.7K $954M
DUK
Duke Energy Corp

Utilities
8.15K
New
$99.35 - $117.71 $810K - $959K
8.15K $940M
CAT
Caterpillar Inc

Industrials
2.24K
New
$316.8 - $391.12 $710K - $877K
2.24K $877M
DGRO
Ishares Core Dividend Growth E

ETFs
13.3K
New
$57.47 - $62.76 $762K - $832K
13.3K $831M
USBPRS
Us Bancorp Del Dep Sh Repstg 1
34.7K
New
N/A
34.7K $765M
PEP
Pepsico Inc

Consumer Defensive
4.5K
New
$161.9 - $179.3 $728K - $806K
4.5K $765M
AUB
Atlantic Union Bankshares Corp

Financial Services
19.5K
New
$32.43 - $41.89 $631K - $815K
19.5K $733M
RTX
Raytheon Technologies Corp

Industrials
6.02K
New
$99.55 - $123.34 $600K - $743K
6.02K $730M
AMGN
Amgen Inc

Healthcare
2.11K
New
$309.38 - $337.38 $654K - $713K
2.11K $681M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.39K
New
$217.89 - $392.15 $521K - $937K
2.39K $670M
IGV
Ishares Expanded Tech Software

ETFs
7.47K
New
$77.94 - $89.37 $582K - $667K
7.47K $667M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11K
New
$54.98 - $59.51 $602K - $652K
11K $652M
Activity Summary
Buys All Purchases 101 New Holdings 101 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cascades Capital Asset Management, LLC Portfolio

Follow Cascades Capital Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascades Capital Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascades Capital Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email