The Analysis of Cascade Financial Partners, LLC's Holdings
Currently, Cascade Financial Partners, LLC holds 261 types of securities in its portfolio with a total value $872.3M. In the most recent quarter, they have increased their positions in ISHG (+41.6K shares, valued at $3.2M), STIP (+6.4K shares, valued at $656.4K), SPSB (+17.0K shares, valued at $514.3K); decreased their positions in VTEB (-36.3K shares, valued at $1.8M), IVV (-1.4K shares, valued at $967.1K), PGX (-76.9K shares, valued at $892.2K); initiated new positions in COIN (+1.3K shares, valued at $421.9K), DOCU (+4.2K shares, valued at $302.8K), CVX (+1.7K shares, valued at $258.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LLY ELI LILLY & CO236.7K shares0.28%2025-09-302025-10-21
AAPL APPLE INC202.2K shares-0.49%2025-09-302025-10-21
VEA VANGUARD TAX-MANAGED FDS640.4K shares-0.89%2025-09-302025-10-21
IVV ISHARES TR47.8K shares-2.94%2025-09-302025-10-21
PEP PEPSICO INC147.4K shares-1.38%2025-09-302025-10-21
IEMG ISHARES INC256.0K shares-1.95%2025-09-302025-10-21
NVDA NVIDIA CORPORATION88.3K shares-2.10%2025-09-302025-10-21
RVTY REVVITY INC186.7K shares0.00%2025-09-302025-10-21
VTI VANGUARD INDEX FDS49.8K shares-1.73%2025-09-302025-10-21
AMZN AMAZON COM INC69.5K shares-2.84%2025-09-302025-10-21
DOL WISDOMTREE TR223.7K shares2.75%2025-09-302025-10-21
MGK VANGUARD WORLD FD34.3K shares-1.20%2025-09-302025-10-21
SPMD SPDR SERIES TRUST225.1K shares-0.52%2025-09-302025-10-21
SPDW SPDR INDEX SHS FDS290.1K shares-0.05%2025-09-302025-10-21
MSFT MICROSOFT CORP22.6K shares-1.50%2025-09-302025-10-21
SPEM SPDR INDEX SHS FDS225.7K shares2.03%2025-09-302025-10-21
VIG VANGUARD SPECIALIZED FUNDS44.4K shares-1.90%2025-09-302025-10-21
TSLA TESLA INC21.5K shares-0.98%2025-09-302025-10-21
BRK.B BERKSHIRE HATHAWAY INC DEL16.8K shares-0.09%2025-09-302025-10-21
SHY ISHARES TR101.2K shares5.42%2025-09-302025-10-21
VYM VANGUARD WHITEHALL FDS58.2K shares-0.96%2025-09-302025-10-21
STIP ISHARES TR77.9K shares8.88%2025-09-302025-10-21
DGS WISDOMTREE TR135.0K shares1.19%2025-09-302025-10-21
VO VANGUARD INDEX FDS24.7K shares-1.41%2025-09-302025-10-21
VV VANGUARD INDEX FDS21.5K shares-0.92%2025-09-302025-10-21
PAVE GLOBAL X FDS134.3K shares6.32%2025-09-302025-10-21
BNL BROADSTONE NET LEASE INC356.7K shares-3.93%2025-09-302025-10-21
DEM WISDOMTREE TR130.2K shares-9.50%2025-09-302025-10-21
CRWD CROWDSTRIKE HLDGS INC12.1K shares1.73%2025-09-302025-10-21
DGRO ISHARES TR86.5K shares1.76%2025-09-302025-10-21
DES WISDOMTREE TR165.1K shares-1.80%2025-09-302025-10-21
VTEB VANGUARD MUN BD FDS110.3K shares-24.74%2025-09-302025-10-21
META META PLATFORMS INC7.4K shares-0.54%2025-09-302025-10-21
AIRR FIRST TR EXCHANGE TRADED FD52.3K shares7.89%2025-09-302025-10-21
SCZ ISHARES TR63.7K shares-0.64%2025-09-302025-10-21
MLPA GLOBAL X FDS99.7K shares-3.76%2025-09-302025-10-21
AVUV AMERICAN CENTY ETF TR48.1K shares8.17%2025-09-302025-10-21
DON WISDOMTREE TR87.0K shares-1.93%2025-09-302025-10-21
IDEV ISHARES TR56.6K shares-1.76%2025-09-302025-10-21
BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2025-09-302025-10-21
AVES AMERICAN CENTY ETF TR78.8K shares0.84%2025-09-302025-10-21
VFH VANGUARD WORLD FD34.3K shares12.24%2025-09-302025-10-21
IEI ISHARES TR37.6K shares7.94%2025-09-302025-10-21
TSM TAIWAN SEMICONDUCTOR MFG LTD16.1K shares0.08%2025-09-302025-10-21
REGL PROSHARES TR51.9K shares-3.12%2025-09-302025-10-21
GOOGL ALPHABET INC17.8K shares-7.68%2025-09-302025-10-21
GOOG ALPHABET INC16.7K shares-4.46%2025-09-302025-10-21
SCHE SCHWAB STRATEGIC TR118.8K shares-0.29%2025-09-302025-10-21
MUB ISHARES TR37.0K shares8.05%2025-09-302025-10-21
AIQ GLOBAL X FDS79.5K shares6.48%2025-09-302025-10-21
DFAS DIMENSIONAL ETF TRUST56.5K shares-0.23%2025-09-302025-10-21
ISHG ISHARES TR48.8K shares575.28%2025-09-302025-10-21
EFA ISHARES TR39.6K shares11.01%2025-09-302025-10-21
QQQ INVESCO QQQ TR5.8K shares-2.75%2025-09-302025-10-21
VNQ VANGUARD INDEX FDS35.8K shares-2.37%2025-09-302025-10-21
AVDV AMERICAN CENTY ETF TR36.4K shares5.66%2025-09-302025-10-21
SUB ISHARES TR29.9K shares3.78%2025-09-302025-10-21
SPY SPDR S&P 500 ETF TR4.8K shares-18.72%2025-09-302025-10-21
VOE VANGUARD INDEX FDS17.9K shares0.00%2025-09-302025-10-21
NYF ISHARES TR58.2K shares0.00%2025-09-302025-10-21
AVLV AMERICAN CENTY ETF TR42.9K shares12.01%2025-09-302025-10-21
AVDE AMERICAN CENTY ETF TR36.6K shares-1.88%2025-09-302025-10-21
VCIT VANGUARD SCOTTSDALE FDS34.0K shares-2.11%2025-09-302025-10-21
ITOT ISHARES TR19.5K shares0.12%2025-09-302025-10-21
ESGU ISHARES TR18.9K shares0.00%2025-09-302025-10-21
SPSB SPDR SERIES TRUST88.8K shares23.64%2025-09-302025-10-21
ITW ILLINOIS TOOL WKS INC10.0K shares-2.77%2025-09-302025-10-21
BIL SPDR SERIES TRUST27.8K shares-10.03%2025-09-302025-10-21
SHYG ISHARES TR58.8K shares13.54%2025-09-302025-10-21
IWF ISHARES TR5.3K shares-0.47%2025-09-302025-10-21
BND VANGUARD BD INDEX FDS33.0K shares-6.59%2025-09-302025-10-21
DGRW WISDOMTREE TR27.5K shares4.98%2025-09-302025-10-21
AMLP ALPS ETF TR52.0K shares0.00%2025-09-302025-10-21
IDV ISHARES TR61.9K shares-0.02%2025-09-302025-10-21
DVY ISHARES TR15.9K shares0.00%2025-09-302025-10-21
EWX SPDR INDEX SHS FDS33.5K shares-0.56%2025-09-302025-10-21
MOAT VANECK ETF TRUST22.4K shares0.00%2025-09-302025-10-21
IEFA ISHARES TR24.4K shares0.00%2025-09-302025-10-21
VWO VANGUARD INTL EQUITY INDEX F38.3K shares-1.35%2025-09-302025-10-21
SCHH SCHWAB STRATEGIC TR93.2K shares-0.02%2025-09-302025-10-21
FLOT ISHARES TR39.2K shares-4.79%2025-09-302025-10-21
SPYM SPDR SERIES TRUST25.0K shares-0.73%2025-09-302025-10-21
DFAT DIMENSIONAL ETF TRUST32.6K shares-7.18%2025-09-302025-10-21
COST COSTCO WHSL CORP NEW2.0K shares0.10%2025-09-302025-10-21
IBM INTERNATIONAL BUSINESS MACHS6.5K shares-1.42%2025-09-302025-10-21
GLD SPDR GOLD TR5.1K shares17.71%2025-09-302025-10-21
NEE NEXTERA ENERGY INC23.1K shares0.26%2025-09-302025-10-21
VOO VANGUARD INDEX FDS2.8K shares2.87%2025-09-302025-10-21
VB VANGUARD INDEX FDS5.9K shares-0.24%2025-09-302025-10-21
AFL AFLAC INC13.2K shares0.38%2025-09-302025-10-21
PGX INVESCO EXCH TRADED FD TR II126.6K shares-37.80%2025-09-302025-10-21
JNJ JOHNSON & JOHNSON7.9K shares-7.71%2025-09-302025-10-21
TM TOYOTA MOTOR CORP7.4K shares0.00%2025-09-302025-10-21
DLN WISDOMTREE TR16.2K shares-6.60%2025-09-302025-10-21
AGG ISHARES TR13.8K shares0.05%2025-09-302025-10-21
MA MASTERCARD INCORPORATED2.4K shares0.00%2025-09-302025-10-21
VXF VANGUARD INDEX FDS6.3K shares-5.77%2025-09-302025-10-21
MRK MERCK & CO INC15.7K shares0.62%2025-09-302025-10-21
TXN TEXAS INSTRS INC7.0K shares-0.71%2025-09-302025-10-21
HD HOME DEPOT INC3.1K shares-0.96%2025-09-302025-10-21
JPM JPMORGAN CHASE & CO.3.9K shares8.31%2025-09-302025-10-21
EPD ENTERPRISE PRODS PARTNERS L38.9K shares3.83%2025-09-302025-10-21
IAU ISHARES GOLD TR16.0K shares0.00%2025-09-302025-10-21
SCHF SCHWAB STRATEGIC TR48.1K shares0.00%2025-09-302025-10-21
AVGO BROADCOM INC3.4K shares-29.80%2025-09-302025-10-21
ESGD ISHARES TR11.9K shares0.00%2025-09-302025-10-21
PLTR PALANTIR TECHNOLOGIES INC6.0K shares11.03%2025-09-302025-10-21
WTAI WISDOMTREE TR37.8K shares-0.53%2025-09-302025-10-21
PG PROCTER AND GAMBLE CO7.0K shares7.82%2025-09-302025-10-21
RSP INVESCO EXCHANGE TRADED FD T5.6K shares5.87%2025-09-302025-10-21
CSX CSX CORP29.8K shares0.56%2025-09-302025-10-21
STAG STAG INDL INC29.6K shares6.16%2025-09-302025-10-21
SHYD VANECK ETF TRUST45.0K shares5.74%2025-09-302025-10-21
O REALTY INCOME CORP16.9K shares4.52%2025-09-302025-10-21
SCHM SCHWAB STRATEGIC TR33.8K shares4.15%2025-09-302025-10-21
ESML ISHARES TR22.0K shares0.00%2025-09-302025-10-21
MMC MARSH & MCLENNAN COS INC4.7K shares0.00%2025-09-302025-10-21
SHLD GLOBAL X FDS13.3K shares6.88%2025-09-302025-10-21
AMD ADVANCED MICRO DEVICES INC5.6K shares-13.07%2025-09-302025-10-21
NUEM NUSHARES ETF TR25.0K shares0.00%2025-09-302025-10-21
IWN ISHARES TR5.0K shares0.00%2025-09-302025-10-21
PPA INVESCO EXCHANGE TRADED FD T5.7K shares0.00%2025-09-302025-10-21
SCHX SCHWAB STRATEGIC TR33.6K shares0.08%2025-09-302025-10-21
MCD MCDONALDS CORP2.9K shares-1.19%2025-09-302025-10-21
SPG SIMON PPTY GROUP INC NEW4.6K shares5.05%2025-09-302025-10-21
NFLX NETFLIX INC722 shares0.00%2025-09-302025-10-21
RTX RTX CORPORATION5.2K shares9.22%2025-09-302025-10-21
EQR EQUITY RESIDENTIAL13.3K shares3.97%2025-09-302025-10-21
IFRA ISHARES TR16.2K shares0.00%2025-09-302025-10-21
LQD ISHARES TR7.4K shares0.00%2025-09-302025-10-21
ET ENERGY TRANSFER L P48.1K shares3.40%2025-09-302025-10-21
UNP UNION PAC CORP3.4K shares0.00%2025-09-302025-10-21
SMDV PROSHARES TR11.7K shares0.00%2025-09-302025-10-21
PSCT INVESCO EXCH TRADED FD TR II14.6K shares1.57%2025-09-302025-10-21
XLRE SELECT SECTOR SPDR TR18.2K shares0.27%2025-09-302025-10-21
MO ALTRIA GROUP INC11.5K shares0.02%2025-09-302025-10-21
SDY SPDR SERIES TRUST5.4K shares0.00%2025-09-302025-10-21
MDY SPDR S&P MIDCAP 400 ETF TR1.3K shares0.00%2025-09-302025-10-21
ROK ROCKWELL AUTOMATION INC2.1K shares0.00%2025-09-302025-10-21
DVYE ISHARES INC24.2K shares-27.51%2025-09-302025-10-21
UNH UNITEDHEALTH GROUP INC2.0K shares148.51%2025-09-302025-10-21
EEM ISHARES TR13.0K shares0.00%2025-09-302025-10-21
IWD ISHARES TR3.4K shares0.00%2025-09-302025-10-21
IWM ISHARES TR2.8K shares-45.05%2025-09-302025-10-21
PFE PFIZER INC26.8K shares0.37%2025-09-302025-10-21
T AT&T INC24.0K shares0.84%2025-09-302025-10-21
NVS NOVARTIS AG4.9K shares-5.23%2025-09-302025-10-21
IYF ISHARES TR5.0K shares0.00%2025-09-302025-10-21
IUSV ISHARES TR6.2K shares0.00%2025-09-302025-10-21
VUG VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-10-21
EPI WISDOMTREE TR13.6K shares-14.73%2025-09-302025-10-21
ACN ACCENTURE PLC IRELAND2.4K shares-23.45%2025-09-302025-10-21
ABBV ABBVIE INC2.5K shares0.00%2025-09-302025-10-21
BAC BANK AMERICA CORP11.1K shares3.72%2025-09-302025-10-21
MPLX MPLX LP11.5K shares7.18%2025-09-302025-10-21
VYMI VANGUARD WHITEHALL FDS6.6K shares0.00%2025-09-302025-10-21
V VISA INC1.6K shares-2.10%2025-09-302025-10-21
CSCO CISCO SYS INC8.0K shares2.75%2025-09-302025-10-21
GDX VANECK ETF TRUST7.2K shares6.45%2025-09-302025-10-21
CR CRANE COMPANY2.9K shares-7.10%2025-09-302025-10-21
XLF SELECT SECTOR SPDR TR10.0K shares0.00%2025-09-302025-10-21
PFF ISHARES TR16.7K shares-24.37%2025-09-302025-10-21
JEPI J P MORGAN EXCHANGE TRADED F9.2K shares-0.79%2025-09-302025-10-21
IBIT ISHARES BITCOIN TRUST ETF8.0K shares2.57%2025-09-302025-10-21
VBR VANGUARD INDEX FDS2.4K shares-1.61%2025-09-302025-10-21
FBTC FIDELITY WISE ORIGIN BITCOIN5.1K shares7.21%2025-09-302025-10-21
WFC WELLS FARGO CO NEW5.9K shares1.74%2025-09-302025-10-21
PSCH INVESCO EXCH TRADED FD TR II11.7K shares-18.88%2025-09-302025-10-21
TPL TEXAS PACIFIC LAND CORPORATI500 shares0.00%2025-09-302025-10-21
EMR EMERSON ELEC CO3.5K shares3.56%2025-09-302025-10-21
IJR ISHARES TR3.9K shares0.03%2025-09-302025-10-21
SGOL ETFS GOLD TR12.4K shares0.00%2025-09-302025-10-21
MORT VANECK ETF TRUST41.0K shares0.00%2025-09-302025-10-21
KO COCA COLA CO6.6K shares0.55%2025-09-302025-10-21
XOM EXXON MOBIL CORP3.9K shares5.51%2025-09-302025-10-21
COIN COINBASE GLOBAL INC1.3K sharesnew addition2025-09-302025-10-21
BA BOEING CO2.0K shares-1.27%2025-09-302025-10-21
SCHD SCHWAB STRATEGIC TR15.0K shares0.00%2025-09-302025-10-21
ORCL ORACLE CORP1.4K shares26.36%2025-09-302025-10-21
EEMS ISHARES INC5.8K shares0.00%2025-09-302025-10-21
IWS ISHARES TR2.8K shares0.00%2025-09-302025-10-21
TIP ISHARES TR3.5K shares0.00%2025-09-302025-10-21
BLK BLACKROCK INC331 shares0.91%2025-09-302025-10-21
IWP ISHARES TR2.7K shares0.00%2025-09-302025-10-21
PH PARKER-HANNIFIN CORP498 shares0.00%2025-09-302025-10-21
SHM SPDR SERIES TRUST7.8K shares0.91%2025-09-302025-10-21
CL COLGATE PALMOLIVE CO4.6K shares0.43%2025-09-302025-10-21
SMCI SUPER MICRO COMPUTER INC7.7K shares18.46%2025-09-302025-10-21
LIN LINDE PLC774 shares0.00%2025-09-302025-10-21
CAT CATERPILLAR INC761 shares0.00%2025-09-302025-10-21
CSQ CALAMOS STRATEGIC TOTAL RETU18.7K shares0.00%2025-09-302025-10-21
ORLY OREILLY AUTOMOTIVE INC3.2K shares0.00%2025-09-302025-10-21
LMT LOCKHEED MARTIN CORP682 shares-22.68%2025-09-302025-10-21
DFEM DIMENSIONAL ETF TRUST10.5K shares0.00%2025-09-302025-10-21
IAGG ISHARES TR6.3K shares0.00%2025-09-302025-10-21
VZ VERIZON COMMUNICATIONS INC7.3K shares3.54%2025-09-302025-10-21
VGT VANGUARD WORLD FD427 shares-21.94%2025-09-302025-10-21
MDLZ MONDELEZ INTL INC5.1K shares-2.87%2025-09-302025-10-21
REM ISHARES TR14.4K shares-17.19%2025-09-302025-10-21
DGRS WISDOMTREE TR6.3K shares0.00%2025-09-302025-10-21
IJH ISHARES TR4.7K shares0.00%2025-09-302025-10-21
VGK VANGUARD INTL EQUITY INDEX F3.9K shares0.03%2025-09-302025-10-21
EBAY EBAY INC.3.4K shares0.00%2025-09-302025-10-21
KRE SPDR SERIES TRUST4.8K shares-14.99%2025-09-302025-10-21
DOCU DOCUSIGN INC4.2K sharesnew addition2025-09-302025-10-21
SCHA SCHWAB STRATEGIC TR10.7K shares1.72%2025-09-302025-10-21
HTGC HERCULES CAPITAL INC15.3K shares0.00%2025-09-302025-10-21
ALNY ALNYLAM PHARMACEUTICALS INC627 shares0.00%2025-09-302025-10-21
DIM WISDOMTREE TR3.6K shares0.00%2025-09-302025-10-21
BSX BOSTON SCIENTIFIC CORP2.9K shares0.00%2025-09-302025-10-21
BKLN INVESCO EXCH TRADED FD TR II13.3K shares0.00%2025-09-302025-10-21
OKE ONEOK INC NEW3.7K shares0.00%2025-09-302025-10-21
AMGN AMGEN INC969 shares0.21%2025-09-302025-10-21
AMP AMERIPRISE FINL INC553 shares0.00%2025-09-302025-10-21
ONEY SPDR SERIES TRUST2.4K shares0.00%2025-09-302025-10-21
SOXX ISHARES TR1.0K shares0.00%2025-09-302025-10-21
YUM YUM BRANDS INC1.8K shares0.00%2025-09-302025-10-21
GD GENERAL DYNAMICS CORP781 shares0.00%2025-09-302025-10-21
VTIP VANGUARD MALVERN FDS5.2K shares0.00%2025-09-302025-10-21
IWO ISHARES TR818 shares0.00%2025-09-302025-10-21
ETN EATON CORP PLC696 shares16.78%2025-09-302025-10-21
NSC NORFOLK SOUTHN CORP864 shares0.00%2025-09-302025-10-21
CVX CHEVRON CORP NEW1.7K sharesnew addition2025-09-302025-10-21
BIZD VANECK ETF TRUST17.1K shares0.00%2025-09-302025-10-21
INTC INTEL CORP7.6K sharesnew addition2025-09-302025-10-21
NKE NIKE INC3.6K shares-2.70%2025-09-302025-10-21
DIS DISNEY WALT CO2.2K shares-0.27%2025-09-302025-10-21
QCOM QUALCOMM INC1.5K sharesnew addition2025-09-302025-10-21
SYK STRYKER CORPORATION672 shares-4.27%2025-09-302025-10-21
SPGI S&P GLOBAL INC507 shares-4.16%2025-09-302025-10-21
AMAT APPLIED MATLS INC1.2K shares0.00%2025-09-302025-10-21
JETS ETF SER SOLUTIONS9.9K shares0.00%2025-09-302025-10-21
PGR PROGRESSIVE CORP974 shares0.00%2025-09-302025-10-21
HASI HA SUSTAINABLE INFRA CAP INC7.8K shares0.00%2025-09-302025-10-21
FINX GLOBAL X FDS7.0K shares0.00%2025-09-302025-10-21
PANW PALO ALTO NETWORKS INC1.1K shares0.88%2025-09-302025-10-21
FI FISERV INC1.8K shares0.00%2025-09-302025-10-21
PM PHILIP MORRIS INTL INC1.4K shares0.00%2025-09-302025-10-21
PZT INVESCO EXCH TRADED FD TR II10.3K shares0.00%2025-09-302025-10-21
IETC ISHARES U S ETF TR2.3K shares0.00%2025-09-302025-10-21
JEPQ J P MORGAN EXCHANGE TRADED F3.9K shares0.00%2025-09-302025-10-21
UPS UNITED PARCEL SERVICE INC2.7K shares-15.22%2025-09-302025-10-21
SPYV SPDR SERIES TRUST4.0K shares0.00%2025-09-302025-10-21
TJX TJX COS INC NEW1.5K sharesnew addition2025-09-302025-10-21
LOW LOWES COS INC879 sharesnew addition2025-09-302025-10-21
EMXC ISHARES INC3.3K shares0.00%2025-09-302025-10-21
BABA ALIBABA GROUP HLDG LTD1.2K sharesnew addition2025-09-302025-10-21
ISRG INTUITIVE SURGICAL INC490 shares0.00%2025-09-302025-10-21
HDV ISHARES TR1.8K shares0.00%2025-09-302025-10-21
RC READY CAPITAL CORP55.6K shares0.00%2025-09-302025-10-21
SKYY FIRST TR EXCHANGE TRADED FD1.6K sharesnew addition2025-09-302025-10-21
C CITIGROUP INC2.0K sharesnew addition2025-09-302025-10-21
CARR CARRIER GLOBAL CORPORATION3.4K shares16.29%2025-09-302025-10-21
ADBE ADOBE INC578 shares0.00%2025-09-302025-10-21
AMOM EXCHANGE LISTED FDS TR4.1K sharesnew addition2025-09-302025-10-21
PAA PLAINS ALL AMERN PIPELINE L11.7K shares13.93%2025-09-302025-10-21
EXK ENDEAVOUR SILVER CORP22.7K shares0.00%2025-09-302025-10-21
FBLG FIBROBIOLOGICS INC298.1K shares2.58%2025-09-302025-10-21
OPK OPKO HEALTH INC66.5K shares0.00%2025-09-302025-10-21
BOF BRANCHOUT FOOD INC25.0K sharesnew addition2025-09-302025-10-21
PLX PROTALIX BIOTHERAPEUTICS INC17.0K shares0.00%2025-09-302025-10-21
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available