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
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.11K
New
$24.91 - $29.02 $102K - $119K
4.11K $103M
MP
Mp Materials Corp.

Basic Materials
4.2K
New
$16.39 - $26.93 $68.8K - $113K
4.2K $103M
WMT
Walmart Inc.

Consumer Defensive
1.21K
+ 23.35%
$84.5 - $105.05 $103K - $128K
6.41K $563M
XLI
Industrial Sector Spdr

ETFs
645
+ 32.23%
$128.78 - $141.67 $83.1K - $91.4K
2.65K $347M
WM
Waste Management Inc

Industrials
3
+ 0.11%
$200.54 - $233.78 $602 - $701
2.66K $616M
XLE
Energy Sector Spdr

ETFs
208
+ 2.7%
$85.7 - $93.96 $17.8K - $19.5K
7.93K $741M
JNJ
Johnson & Johnson

Healthcare
11
+ 0.34%
$142.06 - $167.7 $1.56K - $1.84K
3.25K $538M
JPM
Jpmorgan Chase & CO

Financial Services
161
+ 3.16%
$225.19 - $279.95 $36.3K - $45.1K
5.26K $1.29B
MO
Altria Group, Inc.

Consumer Defensive
423
+ 8.69%
$50.81 - $60.02 $21.5K - $25.4K
5.29K $318M
BAC
Bank Of America Corp

Financial Services
1.92K
+ 13.64%
$39.61 - $47.74 $75.9K - $91.5K
16K $666M
VZ
Verizon Communications Inc

Communication Services
200
+ 3.1%
$37.81 - $46.49 $7.56K - $9.3K
6.66K $302M
TFC
Truist Financial Corp

Financial Services
1.25K
+ 26.58%
$39.48 - $48.15 $49.2K - $59.9K
5.93K $244M
IBM
International Business Machines Corp

Technology
11
+ 0.94%
$217.4 - $264.74 $2.39K - $2.91K
1.18K $293M
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 6.04%
$890.62 - $1076.86 $20.5K - $24.8K
404 $382M
FNDX
Schwab Fundamental U S Large C

ETFs
1.62K
+ 1.85%
$23.03 - $25.01 $37.3K - $40.5K
89.1K $2.1B
TJX
Tjx Companies Inc

Consumer Cyclical
72
+ 1.34%
$112.81 - $126.16 $8.12K - $9.08K
5.46K $665M
TSCO
Tractor Supply CO

Consumer Cyclical
87
+ 2.16%
$51.66 - $57.94 $4.49K - $5.04K
4.11K $226M
NUE
Nucor Corp

Basic Materials
1
+ 0.04%
$114.48 - $142.52 $114 - $143
2.48K $298M
FCX
Freeport Mcmoran Inc

Basic Materials
250
+ 2.15%
$34.5 - $43.01 $8.63K - $10.8K
11.9K $449M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.16%
$158.56 - $176.26 $476 - $529
1.94K $330M
Guggenheim S&P 500 Equal Weighted ETF
12
+ 0.38%
N/A
3.16K $547M
DIS
Walt Disney CO

Communication Services
5
+ 0.22%
$96.87 - $114.0 $484 - $570
2.31K $228M
GOOGL
Alphabet Inc.

Communication Services
3.41K
+ 21.15%
$154.33 - $206.19 $526K - $703K
19.5K $3.02B
ADBE
Adobe Inc.

Technology
50
+ 5.48%
$377.84 - $464.11 $18.9K - $23.2K
962 $369M
NKE
Nike, Inc.

Consumer Cyclical
2
+ 0.06%
$63.29 - $81.72 $127 - $163
3.12K $198M
FDX
Fedex Corp

Industrials
44
+ 3.01%
$230.33 - $281.53 $10.1K - $12.4K
1.51K $368M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.03%
$222.66 - $268.42 $223 - $268
3.74K $873M
CAT
Caterpillar Inc

Industrials
6
+ 0.27%
$326.75 - $407.63 $1.96K - $2.45K
2.26K $744M
VGT
Vanguard Information Technolog

ETFs
11
+ 0.9%
$542.38 - $646.34 $5.97K - $7.11K
1.24K $672M
AMZN
Amazon Com Inc

Consumer Cyclical
164
+ 2.72%
$190.26 - $242.06 $31.2K - $39.7K
6.19K $1.18B
CRM
Salesforce, Inc.

Technology
1
+ 0.04%
$268.36 - $359.95 $268 - $360
2.3K $618M
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.07%
$551.42 - $612.93 $2.76K - $3.06K
6.86K $3.84B
TSLA
Tesla, Inc.

Consumer Cyclical
21
+ 1.51%
$222.15 - $428.22 $4.67K - $8.99K
1.41K $366M
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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