Cascade Financial Partners, LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$793.2M

Holdings

241

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (241 positions)

StockValue
BACVERIZON COMMUNICATIONS INC
$281K
BKLNINVESCO EXCH TRADED FD TR II
$276K
IBITISHARES BITCOIN TRUST ETF
$270K
GDXVANECK ETF TRUST
$269K
SPGIS&P GLOBAL INC
$269K
A4SAMERIPRISE FINL INC
$268K
SPYVSPDR SER TR
$267K
SYKSTRYKER CORPORATION
$261K
IWCISHARES TR
$260K
VTIPVANGUARD MALVERN FDS
$260K
YUMYUM BRANDS INC
$254K
ESEVERSOURCE ENERGY
$250K
SCHASCHWAB STRATEGIC TR
$247K
ISRGINTUITIVE SURGICAL INC
$243K
DISDISNEY WALT CO
$242K
DIMWISDOMTREE TR
$242K
VGKVANGUARD INTL EQUITY INDEX F
$241K
CATCATERPILLAR INC
$238K
FBLGFIBROBIOLOGICS INC
$234K
VGTVANGUARD WORLD FD
$229K
PZTINVESCO EXCH TRADED FD TR II
$228K
ADBEADOBE INC
$227K
EBAEBAY INC.
$227K
HASIHA SUSTAINABLE INFRA CAP INC
$227K
4I1PHILIP MORRIS INTL INC
$224K
CMCSACOMCAST CORP NEW
$217K
IWNISHARES TR
$217K
BXSLBLACKSTONE SECD LENDING FD
$216K
CRMSALESFORCE INC
$216K
HDVISHARES TR
$216K
GDGENERAL DYNAMICS CORP
$213K
IWOISHARES TR
$209K
RCREADY CAPITAL CORP
$207K
SMCISUPER MICRO COMPUTER INC
$205K
LOWLOWES COS INC
$205K
JETSETF SER SOLUTIONS
$205K
XLESELECT SECTOR SPDR TR
$204K
CVXCHEVRON CORP NEW
$202K
JEPQJ P MORGAN EXCHANGE TRADED F
$201K
EDRENDEAVOUR SILVER CORP
$119K
OPKOPKO HEALTH INC
$110K
PreviousPage 3 of 3