Cascade Financial Partners, LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$694.1M
Holdings
224
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (224 positions)
| Stock | Value |
|---|---|
PSCTINVESCO EXCH TRADED FD TR II | $957K |
DVYEISHARES INC | $888K |
EPIWISDOMTREE TR | $872K |
SCHMSCHWAB STRATEGIC TR | $853K |
MDYSPDR S&P MIDCAP 400 ETF TR | $847K |
PSCHINVESCO EXCH TRADED FD TR II | $843K |
AVLVAMERICAN CENTY ETF TR | $841K |
SHYDVANECK ETF TRUST | $840K |
ESMLISHARES TR | $835K |
UNPUNION PAC CORP | $813K |
AVDVAMERICAN CENTY ETF TR | $806K |
IAU*ISHARES GOLD TR | $795K |
SCHDSCHWAB STRATEGIC TR | $784K |
MCDMCDONALDS CORP | $783K |
SCHFSCHWAB STRATEGIC TR | $777K |
MYEMYERS INDS INC | $752K |
RSPINVESCO EXCHANGE TRADED FD T | $741K |
SCHXSCHWAB STRATEGIC TR | $712K |
SMDVPROSHARES TR | $705K |
NUEMNUSHARES ETF TR | $676K |
ETENERGY TRANSFER L P | $659K |
VFHVANGUARD WORLD FD | $653K |
SDYSPDR SER TR | $651K |
IWMISHARES TR | $644K |
PPAINVESCO EXCHANGE TRADED FD T | $565K |
EEMISHARES TR | $562K |
UPSUNITED PARCEL SERVICE INC | $555K |
ROBOEXCHANGE TRADED CONCEPTS TRU | $539K |
NVSNNOVARTIS AG | $527K |
XLRESELECT SECTOR SPDR TR | $526K |
JEPIJ P MORGAN EXCHANGE TRADED F | $520K |
JPMJPMORGAN CHASE & CO | $512K |
IHDGWISDOMTREE TR | $507K |
RTXRTX CORPORATION | $505K |
NFLXNETFLIX INC | $495K |
SHYGISHARES TR | $490K |
IWDISHARES TR | $489K |
VYMIVANGUARD WHITEHALL FDS | $487K |
PGXINVESCO EXCH TRADED FD TR II | $471K |
PFFISHARES TR | $470K |
NVONOVO-NORDISK A S | $463K |
AMATAPPLIED MATLS INC | $437K |
VVISA INC | $435K |
ONEYSPDR SER TR | $432K |
CLCOLGATE PALMOLIVE CO | $426K |
ADBEADOBE INC | $411K |
BABOEING CO | $399K |
TPLTEXAS PACIFIC LAND CORPORATI | $396K |
TIPISHARES TR | $392K |
EMREMERSON ELEC CO | $391K |
UNHUNITEDHEALTH GROUP INC | $390K |
ABBVABBVIE INC | $384K |
BACBANK AMERICA CORP | $384K |
CRCRANE COMPANY | $380K |
JETSETF SER SOLUTIONS | $378K |
WFCWELLS FARGO CO NEW | $376K |
KOCOCA COLA CO | $376K |
MPLXMPLX LP | $374K |
LMTLOCKHEED MARTIN CORP | $372K |
FISVFISERV INC | $367K |
LVLNSPDR SER TR | $360K |
AVGOBROADCOM INC | $358K |
VUGVANGUARD INDEX FDS | $355K |
TAT&T INC | $355K |
REMISHARES TR | $352K |
PANWPALO ALTO NETWORKS INC | $348K |
ILMNILLUMINA INC | $348K |
PGRPROGRESSIVE CORP | $346K |
MDLZMONDELEZ INTL INC | $338K |
IFRAISHARES TR | $338K |
PGPROCTER AND GAMBLE CO | $335K |
LINLINDE PLC | $334K |
ESEVERSOURCE ENERGY | $312K |
BXSLBLACKSTONE SECD LENDING FD | $311K |
DISDISNEY WALT CO | $310K |
CSCOCISCO SYS INC | $303K |
VBRVANGUARD INDEX FDS | $301K |
DGRSWISDOMTREE TR | $298K |
CSQCALAMOS STRATEGIC TOTAL RETU | $296K |
MIGAMICROSTRATEGY INC | $296K |
OKEONEOK INC NEW | $295K |
BIZDVANECK ETF TRUST | $287K |
BKLNINVESCO EXCH TRADED FD TR II | $284K |
IAGGISHARES TR | $276K |
SGOLABRDN GOLD ETF TRUST | $275K |
YUMYUM BRANDS INC | $271K |
EEMSISHARES INC | $270K |
BLKCHFBLACKROCK INC | $270K |
IWCISHARES TR | $269K |
CATCATERPILLAR INC | $267K |
PHPARKER-HANNIFIN CORP | $266K |
HTGCHERCULES CAPITAL INC | $258K |
IWPISHARES TR | $255K |
VTIPVANGUARD MALVERN FDS | $252K |
CBCHUBB LIMITED | $250K |
DEODIAGEO PLC | $249K |
SCHASCHWAB STRATEGIC TR | $245K |
HDVISHARES TR | $244K |
SPGIS&P GLOBAL INC | $243K |
CRMSALESFORCE INC | $242K |
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