Cascades Capital Asset Management, LLC Incresed Positions 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
VUG
Vanguard Growth ETF

ETFs
3
+ 0.02%
$329.49 - $438.4 $988 - $1.32K
14.2K $6.22B
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.34K
+ 62.72%
$51.14 - $57.0 $478K - $532K
24.2K $1.38B
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
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
AVGO
Broadcom Inc.

Technology
425
+ 46.4%
$146.29 - $275.65 $62.2K - $117K
1.34K $370M
JPMPRC
Jpmorgan Chase & CO Dep Sh Rep
7.54K
+ 12.06%
N/A
70K $1.77B
BAC
Bank Of America Corp

Financial Services
1.72K
+ 10.79%
$34.39 - $47.46 $59.3K - $81.8K
17.7K $837M
PLTR
Palantir Technologies Inc.

Technology
423
+ 27.87%
$74.01 - $144.25 $31.3K - $61K
1.94K $265M
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
General Electric Company
14
+ 0.74%
N/A
1.92K $493M
WMT
Walmart Inc.

Consumer Defensive
407
+ 6.35%
$81.79 - $99.98 $33.3K - $40.7K
6.82K $667M
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
V
Visa Inc.

Financial Services
74
+ 1.19%
$308.27 - $373.31 $22.8K - $27.6K
6.28K $2.23B
LRCX
Lam Research Corp

Technology
8
+ 0.38%
$59.09 - $97.34 $473 - $779
2.09K $204M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
989
+ 15.89%
$27.24 - $33.15 $26.9K - $32.8K
7.21K $238M
BA
Boeing CO

Industrials
44
+ 4.64%
$136.59 - $217.51 $6.01K - $9.57K
992 $208M
ABT
Abbott Laboratories

Healthcare
226
+ 13.45%
$123.95 - $138.08 $28K - $31.2K
1.91K $259M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11
+ 1.85%
$171.4 - $227.1 $1.89K - $2.5K
605 $138M
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.84%
$149.23 - $184.95 $1.04K - $1.29K
841 $153M
TJX
Tjx Companies Inc

Consumer Cyclical
38
+ 0.7%
$119.13 - $135.03 $4.53K - $5.13K
5.5K $679M
TFC
Truist Financial Corp

Financial Services
39
+ 0.66%
$34.79 - $42.99 $1.36K - $1.68K
5.97K $257M
VTV
Vanguard Value ETF

ETFs
50
+ 5.77%
$153.67 - $176.74 $7.68K - $8.84K
916 $162M
WM
Waste Management Inc

Industrials
11
+ 0.41%
$216.47 - $242.1 $2.38K - $2.66K
2.67K $611M
Medtronic Inc
87
+ 1.77%
N/A
4.99K $435M
TSCO
Tractor Supply CO

Consumer Cyclical
18
+ 0.44%
$47.86 - $55.77 $861 - $1K
4.13K $218M
LOW
Lowes Companies Inc

Consumer Cyclical
140
+ 3.74%
$210.83 - $235.28 $29.5K - $32.9K
3.88K $862M
JNJ
Johnson & Johnson

Healthcare
127
+ 3.91%
$146.36 - $159.82 $18.6K - $20.3K
3.37K $515M
PAYX
Paychex Inc

Industrials
21
+ 0.71%
$137.01 - $159.78 $2.88K - $3.36K
3K $436M
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.18%
$73.47 - $87.12 $367 - $436
2.85K $225M
AMGN
Amgen Inc

Healthcare
65
+ 3.07%
$262.28 - $309.85 $17K - $20.1K
2.18K $608M
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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