Cascade Financial Partners, LLC Incresed Positions in Q3 2024

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EPI
Wisdomtree Tr India Earnings F

ETFs
1.88K
+ 7.84%
$47.41 - $50.82 $89.2K - $95.6K
25.9K $1.23B
CSCO
Cisco Systems, Inc.

Technology
165
+ 2.46%
$44.74 - $53.22 $7.38K - $8.78K
6.89K $390M
UNP
Union Pacific Corp

Industrials
50
+ 1.47%
$221.78 - $256.09 $11.1K - $12.8K
3.45K $833M
IWS
Ishares Russell Midcap Value E

ETFs
231
+ 9.82%
$119.52 - $132.25 $27.6K - $30.5K
2.58K $341M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
185
+ 1.08%
$114.73 - $120.23 $21.2K - $22.2K
17.2K $2.02B
ABBV
Abb Vie Inc.

Healthcare
68
+ 2.88%
$163.84 - $199.33 $11.1K - $13.6K
2.43K $459M
VBR
Vanguard Small Cap Value ETF

ETFs
110
+ 6.39%
$179.99 - $201.6 $19.8K - $22.2K
1.83K $368M
PANW
Palo Alto Networks Inc

Technology
11
+ 0.89%
$294.18 - $368.01 $3.24K - $4.05K
1.25K $471M
IWP
Ishares Russell Mid Cap Growth

ETFs
208
+ 9.23%
$103.87 - $117.59 $21.6K - $24.5K
2.46K $297M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.8K
+ 105.36%
$36.98 - $41.55 $769K - $863K
40.5K $804M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.16K
+ 0.76%
$40.48 - $45.39 $47.1K - $52.8K
154K $6.67B
MDLZ
Mondelez International, Inc.

Consumer Defensive
150
+ 2.96%
$64.35 - $75.71 $9.65K - $11.4K
5.22K $372M
DVYE
Ishares Emerging Markets Divid

ETFs
2
+ 0.01%
$25.71 - $29.05 $51.4 - $58.1
33.6K $952M
ICLN
Ishares

ETFs
3K
+ 20.88%
$13.26 - $14.77 $39.8K - $44.3K
17.4K $231M
VGT
Vanguard Information Technolog

ETFs
43
+ 11.35%
$514.43 - $606.85 $22.1K - $26.1K
422 $256M
KO
Coca Cola CO

Consumer Defensive
79
+ 1.45%
$62.69 - $73.01 $4.95K - $5.77K
5.53K $384M
SCHX
Schwab Strategic Tr Us Large C

ETFs
21.3K
+ 191.67%
$61.11 - $67.85 $1.3M - $1.45M
32.4K $746M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2
+ 0.02%
$54.98 - $59.51 $110 - $119
9.26K $552M
CRM
Salesforce, Inc.

Technology
6
+ 0.75%
$238.42 - $276.53 $1.43K - $1.66K
807 $233M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.24K
+ 99.07%
$46.9 - $51.96 $246K - $272K
10.5K $272M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4
+ 0.07%
$41.02 - $46.01 $164 - $184
5.81K $261M
SUB
Ishares Short Term National Mu

ETFs
85
+ 1.36%
$104.3 - $106.3 $8.87K - $9.04K
6.33K $670M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
168
+ 3.65%
$57.22 - $64.18 $9.61K - $10.8K
4.77K $295M
AMGN
Amgen Inc

Healthcare
6
+ 0.7%
$309.38 - $337.38 $1.86K - $2.02K
867 $277M
ASML
Asml Holding Nv

Technology
99
+ 44.59%
$749.82 - $1098.95 $74.2K - $109K
321 $232M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
19.7K
+ 179.43%
$75.47 - $83.18 $1.49M - $1.64M
30.7K $855M
ADBE
Adobe Inc.

Technology
15
+ 1.67%
$508.13 - $586.55 $7.62K - $8.8K
913 $450M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.7K
+ 114.55%
$77.02 - $85.06 $900K - $994K
21.9K $620M
GOOG
Alphabet Inc.

Communication Services
360
+ 2.28%
$149.54 - $192.66 $53.8K - $69.4K
16.2K $2.7B
MRK
Merck & Co., Inc.

Healthcare
228
+ 1.5%
$111.15 - $128.97 $25.3K - $29.4K
15.4K $1.64B
Activity Summary
Buys All Purchases 92 New Holdings 11 Increased Positions 81 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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