Cascade Financial Partners, LLC Q3 2024 Filing
Filed October 25, 2024
Portfolio Value
$797.9M
Holdings
238
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (238 positions)
| Stock | Value |
|---|---|
DVYEISHARES INC | $952K |
IAU*ISHARES GOLD TR | $939K |
ESMLISHARES TR | $920K |
SHYDVANECK ETF TRUST | $907K |
MDYSPDR S&P MIDCAP 400 ETF TR | $875K |
FBLGFIBROBIOLOGICS INC | $871K |
PSCHINVESCO EXCH TRADED FD TR II | $870K |
XLRESELECT SECTOR SPDR TR | $859K |
SCHMSCHWAB STRATEGIC TR | $855K |
MCDMCDONALDS CORP | $837K |
UNPUNION PAC CORP | $833K |
RSPINVESCO EXCHANGE TRADED FD T | $821K |
SCHFSCHWAB STRATEGIC TR | $804K |
SMDVPROSHARES TR | $802K |
RCREADY CAPITAL CORP | $796K |
AMDADVANCED MICRO DEVICES INC | $779K |
NUEMNUSHARES ETF TR | $777K |
SDYSPDR SER TR | $773K |
VFHVANGUARD WORLD FD | $769K |
PFEPFIZER INC | $747K |
SCHXSCHWAB STRATEGIC TR | $746K |
ROKROCKWELL AUTOMATION INC | $731K |
INTCINTEL CORP | $731K |
ETENERGY TRANSFER L P | $700K |
PGXINVESCO EXCH TRADED FD TR II | $679K |
NVSNNOVARTIS AG | $678K |
PPAINVESCO EXCHANGE TRADED FD T | $671K |
SUBISHARES TR | $670K |
IWMISHARES TR | $666K |
RTXRTX CORPORATION | $627K |
SCHDSCHWAB STRATEGIC TR | $620K |
JPMJPMORGAN CHASE & CO. | $607K |
EEMISHARES TR | $604K |
NFLXNETFLIX INC | $565K |
JEPIJ P MORGAN EXCHANGE TRADED F | $552K |
TPLTEXAS PACIFIC LAND CORPORATI | $546K |
IWDISHARES TR | $545K |
SHYGISHARES TR | $538K |
UNHUNITEDHEALTH GROUP INC | $535K |
VYMIVANGUARD WHITEHALL FDS | $520K |
IHDGWISDOMTREE TR | $512K |
AVGOBROADCOM INC | $508K |
UPSUNITED PARCEL SERVICE INC | $487K |
CLCOLGATE PALMOLIVE CO | $485K |
LMTLOCKHEED MARTIN CORP | $477K |
VVISA INC | $474K |
IFRAISHARES TR | $472K |
PANWPALO ALTO NETWORKS INC | $471K |
PFFISHARES TR | $467K |
TAT&T INC | $466K |
ONEYSPDR SER TR | $464K |
ABBVABBVIE INC | $459K |
CRCRANE COMPANY | $457K |
BACBANK AMERICA CORP | $453K |
ADBEADOBE INC | $450K |
MIGAMICROSTRATEGY INC | $439K |
MYEMYERS INDS INC | $436K |
IJRISHARES TR | $415K |
MPLXMPLX LP | $406K |
LINLINDE PLC | $406K |
ILMNILLUMINA INC | $394K |
VUGVANGUARD INDEX FDS | $394K |
CSCOCISCO SYS INC | $390K |
FISVFISERV INC | $385K |
AMATAPPLIED MATLS INC | $384K |
KOCOCA COLA CO | $384K |
TIPISHARES TR | $380K |
MDLZMONDELEZ INTL INC | $372K |
EMREMERSON ELEC CO | $370K |
VBRVANGUARD INDEX FDS | $368K |
WFCWELLS FARGO CO NEW | $367K |
PGRPROGRESSIVE CORP | $366K |
OKEONEOK INC NEW | $365K |
PGPROCTER AND GAMBLE CO | $357K |
REMISHARES TR | $346K |
IWSISHARES TR | $341K |
BABOEING CO | $332K |
CSQCALAMOS STRATEGIC TOTAL RETU | $332K |
DGRSWISDOMTREE TR | $324K |
LVLNSPDR SER TR | $321K |
PHPARKER-HANNIFIN CORP | $304K |
NVONOVO-NORDISK A S | $303K |
CBCHUBB LIMITED | $302K |
BKLNINVESCO EXCH TRADED FD TR II | $300K |
ESEVERSOURCE ENERGY | $299K |
SPGIS&P GLOBAL INC | $298K |
IWPISHARES TR | $297K |
IWCISHARES TR | $297K |
EEMSISHARES INC | $295K |
BIZDVANECK ETF TRUST | $288K |
A4SAMERIPRISE FINL INC | $287K |
IAGGISHARES TR | $287K |
HTGCHERCULES CAPITAL INC | $284K |
CATCATERPILLAR INC | $284K |
AMGNAMGEN INC | $277K |
SGOLETFS GOLD TR | $276K |
BXSLBLACKSTONE SECD LENDING FD | $273K |
SCHASCHWAB STRATEGIC TR | $272K |
HDVISHARES TR | $271K |
OREALTY INCOME CORP | $270K |
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