Cascades Capital Asset Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $185 Billion distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $21.2B, Vanguard Dividend Appreciation with a value of $14.5B, Vanguard S&P 500 Value ETF with a value of $14.5B, Apple Inc. with a value of $10.4B, and Microsoft Corp with a value of $10.3B.
Examining the 13F form we can see an decrease of $2.22B in the current position value, from $188B to 185B.
Cascades Capital Asset Management, LLC is based out at Greensboro, NC
Below you can find more details about Cascades Capital Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$185 Billion
ETFs: $93.5 Billion
Technology: $32.9 Billion
Financial Services: $11.4 Billion
Healthcare: $10 Billion
Consumer Cyclical: $7.67 Billion
Communication Services: $6.56 Billion
Industrials: $5.44 Billion
Consumer Defensive: $2.77 Billion
Other: $4.75 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
