Cascades Capital Asset Management, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $188 Billion distributed in 106 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 $23.9B, Vanguard S&P 500 Value ETF with a value of $16.1B, Vanguard Dividend Appreciation with a value of $13.4B, Microsoft Corp with a value of $11.9B, and Apple Inc. with a value of $11.8B.
Examining the 13F form we can see an increase of $5.98B in the current position value, from $182B to 188B.
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
$188 Billion
ETFs: $92.7 Billion
Technology: $38.2 Billion
Financial Services: $11.1 Billion
Healthcare: $9.04 Billion
Consumer Cyclical: $8.14 Billion
Communication Services: $6.94 Billion
Industrials: $6.04 Billion
Consumer Defensive: $2.37 Billion
Other: $3.52 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
