Cascades Capital Asset Management, LLC Sells in Q2 2025

Cascades Capital Asset Management, LLC

  • $194 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-60.5K
- 91.86%
$71.28 - $83.74 $4.31M - $5.06M
5.36K $449M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-13.1K
- 16.62%
$162.65 - $188.71 $2.13M - $2.47M
65.7K $12.4B
UNH
Unitedhealth Group Inc

Healthcare
-242
- 3.02%
$274.35 - $599.47 $66.4K - $145K
7.76K $2.42B
AAPL
Apple Inc.

Technology
-2.66K
- 5.7%
$172.42 - $223.89 $458K - $595K
44K $9.03B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.51K
- 13.37%
$456.74 - $568.03 $2.52M - $3.13M
35.7K $20.3B
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-22.5K
- 27.86%
$26.82 - $30.48 $604K - $687K
58.3K $1.78B
AUB
Atlantic Union Bankshares Corp

Financial Services
-10.1K
- 59.96%
$23.85 - $32.24 $240K - $324K
6.72K $210M
MCD
Mcdonalds Corp

Consumer Cyclical
-473
- 6.76%
$285.55 - $321.23 $135K - $152K
6.53K $1.91B
XLE
Energy Sector Spdr

ETFs
-1.84K
- 23.22%
$76.44 - $94.13 $141K - $173K
6.09K $516M
XOM
Exxon Mobil Corp

Energy
-137
- 0.93%
$99.93 - $119.04 $13.7K - $16.3K
14.6K $1.58B
BACPRB
Bank Amer Corp Dep Shs Rpstg 1
-6.06K
- 10.05%
N/A
54.3K $1.35B
CVX
Chevron Corp

Energy
-707
- 39.34%
$133.73 - $168.51 $94.5K - $119K
1.09K $156M
PEP
Pepsico Inc

Consumer Defensive
-536
- 18.36%
$128.02 - $151.37 $68.6K - $81.1K
2.38K $315M
HD
Home Depot, Inc.

Consumer Cyclical
-237
- 5.13%
$335.24 - $380.78 $79.5K - $90.2K
4.38K $1.61B
PG
Procter & Gamble CO

Consumer Defensive
-348
- 17.98%
$157.66 - $172.39 $54.9K - $60K
1.59K $253M
FDX
Fedex Corp

Industrials
-84
- 5.57%
$198.07 - $245.17 $16.6K - $20.6K
1.42K $324M
UNP
Union Pacific Corp

Industrials
-157
- 12.75%
$208.27 - $238.46 $32.7K - $37.4K
1.07K $247M
CMCSA
Comcast Corp

Communication Services
-470
- 5.1%
$32.84 - $36.72 $15.4K - $17.3K
8.74K $312M
COST
Costco Wholesale Corp

Consumer Defensive
-27
- 6.68%
$908.13 - $1056.85 $24.5K - $28.5K
377 $373M
TCHP
T Rowe Price Exchange Traded F

Technology
-1.27K
- 18.58%
$34.07 - $45.35 $43.3K - $57.7K
5.57K $253M
NKE
Nike, Inc.

Consumer Cyclical
-442
- 14.18%
$53.27 - $72.04 $23.5K - $31.8K
2.67K $190M
PANW
Palo Alto Networks Inc

Technology
-558
- 17.77%
$152.44 - $204.64 $85.1K - $114K
2.58K $529M
ADBE
Adobe Inc.

Technology
-27
- 2.81%
$340.0 - $420.68 $9.18K - $11.4K
935 $362M
LMT
Lockheed Martin Corp

Industrials
-97
- 3.66%
$430.82 - $486.45 $41.8K - $47.2K
2.56K $1.18B
NUE
Nucor Corp

Basic Materials
-146
- 5.9%
$103.22 - $131.43 $15.1K - $19.2K
2.33K $302M
C
Citigroup Inc

Financial Services
-150
- 10.31%
$58.13 - $85.12 $8.72K - $12.8K
1.31K $111M
DGRO
Ishares Core Dividend Growth E

ETFs
-144
- 1.14%
$55.22 - $63.94 $7.95K - $9.21K
12.5K $800M
VO
Vanguard Mid Cap ETF

ETFs
-1.07K
- 6.7%
$228.54 - $279.83 $244K - $299K
14.9K $4.16B
Mkt Vectors Semiconductor ETF
-557
- 17.61%
N/A
2.61K $727M
GOOGL
Alphabet Inc.

Communication Services
-1.92K
- 9.84%
$144.7 - $178.6 $278K - $343K
17.6K $3.1B
FBNC
First Bancorp

Financial Services
-1.4K
- 3.78%
$36.02 - $44.09 $50.4K - $61.7K
35.6K $1.57B
NFLX
Netflix Inc

Communication Services
-66
- 15.35%
$855.86 - $1339.13 $56.5K - $88.4K
364 $487M
CAT
Caterpillar Inc

Industrials
-96
- 4.26%
$273.94 - $388.21 $26.3K - $37.3K
2.16K $838M
Powershs Qqq Nasdaq ETF
-404
- 10.32%
N/A
3.51K $1.94B
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-428
- 2.71%
$62.75 - $79.31 $26.9K - $33.9K
15.4K $1.22B
ORCL
Oracle Corp

Technology
-181
- 8.14%
$122.82 - $218.63 $22.2K - $39.6K
2.04K $446M
CRWD
Crowd Strike Holdings, Inc.

Technology
-174
- 9.44%
$321.63 - $509.31 $56K - $88.6K
1.67K $850M
META
Meta Platforms, Inc.

Communication Services
-143
- 3.63%
$484.66 - $738.09 $69.3K - $106K
3.8K $2.8B
NVDA
Nvidia Corp

Technology
-4.95K
- 8.52%
$94.31 - $157.99 $467K - $782K
53.1K $8.39B
MSFT
Microsoft Corp

Technology
-1.6K
- 5.81%
$354.56 - $497.45 $567K - $795K
25.9K $12.9B
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
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