Cascade Financial Partners, LLC Incresed Positions in Q4 2024

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
942
+ 0.5%
$221.69 - $259.02 $209K - $244K
188K $47.1B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25.2K
+ 52.96%
$81.68 - $82.93 $2.06M - $2.09M
72.8K $5.97B
SUB
Ishares Short Term National Mu

ETFs
11.2K
+ 176.65%
$104.94 - $106.2 $1.17M - $1.19M
17.5K $1.85B
MSFT
Microsoft Corp

Technology
2.76K
+ 13.51%
$406.35 - $454.46 $1.12M - $1.25M
23.2K $9.77B
MGK
Vanguard Mega Cap Growth ETF

ETFs
800
+ 2.68%
$316.94 - $357.88 $254K - $286K
30.6K $10.5B
AVUV
American Centy ETF Tr Avantis

ETFs
6.24K
+ 25.27%
$94.37 - $106.41 $589K - $664K
31K $2.99B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
11.4K
+ 91.09%
$42.33 - $43.3 $482K - $493K
23.9K $1.02B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.65K
+ 23.41%
$80.93 - $85.66 $457K - $484K
29.8K $2.41B
SPMD
Spdr Portfolio

ETFs
7.57K
+ 4.07%
$54.13 - $59.56 $409K - $451K
193K $10.6B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
34K
+ 61.79%
$11.42 - $12.5 $388K - $425K
89.1K $1.03B
AVDE
American Centy ETF Tr Avantis

ETFs
6.93K
+ 21.97%
$60.9 - $66.69 $422K - $462K
38.5K $2.36B
VTI
Vanguard Total Stock Market Et

ETFs
433
+ 0.69%
$280.04 - $302.45 $121K - $131K
63.4K $18.4B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.4K
+ 6.9%
$100.24 - $101.35 $241K - $244K
37.2K $3.75B
VOE
Vanguard Mid Cap Value Index F

ETFs
1.98K
+ 12.84%
$160.89 - $176.18 $319K - $349K
17.4K $2.82B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.3K
+ 8.82%
$34.13 - $37.35 $762K - $834K
276K $9.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.63K
+ 6.82%
$71.75 - $75.11 $260K - $272K
56.8K $4.08B
PLTR
Palantir Technologies Inc.

Technology
164
+ 3.25%
$36.46 - $82.38 $5.98K - $13.5K
5.2K $394M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
5.01K
+ 2.99%
$33.7 - $37.69 $169K - $189K
172K $5.93B
AVGO
Broadcom Inc.

Technology
50
+ 1.77%
$159.67 - $250.0 $7.98K - $12.5K
2.88K $668M
ET
Energy Transfer LP

Energy
1.02K
+ 2.38%
$16.05 - $19.86 $16.3K - $20.2K
43.7K $857M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.16K
+ 26.34%
$40.06 - $45.21 $207K - $233K
24.7K $1.01B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.49K
+ 5.59%
$80.18 - $88.79 $199K - $221K
47K $3.79B
AVDV
American Centy ETF Tr Avantis

ETFs
3.02K
+ 18.33%
$63.85 - $70.4 $193K - $213K
19.5K $1.27B
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.62K
+ 2.94%
$63.58 - $71.15 $103K - $116K
56.8K $3.7B
EPD
Enterprise Products Partners L.P.

Energy
926
+ 2.59%
$28.66 - $34.43 $26.5K - $31.9K
36.7K $1.15B
ITOT
Ishares Core S&P Total U.S. St

ETFs
657
+ 3.49%
$124.26 - $134.12 $81.6K - $88.1K
19.5K $2.5B
AVLV
American Centy ETF Tr Avantis
1.32K
+ 5.88%
$65.51 - $71.22 $86.7K - $94.2K
23.8K $1.59B
DFAT
Dimensional ETF Tr U S Target

ETFs
1.21K
+ 3.24%
$54.54 - $61.04 $66K - $73.9K
38.6K $2.15B
VXF
Vanguard Extended Market ETF

ETFs
203
+ 2.76%
$179.17 - $207.15 $36.4K - $42.1K
7.57K $1.44B
T
At&T Inc.

Communication Services
2K
+ 9.23%
$21.22 - $23.88 $42.4K - $47.8K
23.7K $539M
VIG
Vanguard Dividend Appreciation

ETFs
1.23K
+ 2.78%
N/A
45.6K $8.93B
IWS
Ishares Russell Midcap Value E

ETFs
583
+ 22.57%
$128.08 - $140.32 $74.7K - $81.8K
3.17K $410M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
4.1K
+ 27.02%
$21.0 - $23.52 $86K - $96.3K
19.3K $411M
MPLX
Mplx LP

Energy
420
+ 4.56%
$43.77 - $51.66 $18.4K - $21.7K
9.63K $461M
Crane Company
300
+ 9.77%
N/A
3.37K $511M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.26K
+ 7.63%
$64.18 - $70.42 $274K - $300K
60.1K $3.88B
IWM
Ishares Russell 2000 ETF

ETFs
217
+ 7.2%
$216.13 - $242.4 $46.9K - $52.6K
3.23K $713M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.28%
$873.59 - $994.69 $4.37K - $4.97K
1.82K $1.66B
MA
Mastercard Inc

Financial Services
20
+ 0.85%
$491.3 - $536.15 $9.83K - $10.7K
2.38K $1.25B
IWP
Ishares Russell Mid Cap Growth

ETFs
218
+ 8.86%
$116.4 - $138.52 $25.4K - $30.2K
2.68K $340M
O
Realty Income Corp

Real Estate
1.6K
+ 37.61%
$51.76 - $64.71 $82.6K - $103K
5.84K $312M
SHYD
Vaneck Short High Yield Muni E

ETFs
2.3K
+ 5.77%
$22.45 - $22.81 $51.6K - $52.5K
42.1K $947M
WFC
Wells Fargo & Company

Financial Services
88
+ 1.55%
$54.98 - $77.35 $4.84K - $6.81K
5.75K $404M
KRE
Spdr S&P Regional Banking ETF

ETFs
400
+ 7.3%
$54.6 - $68.9 $21.8K - $27.6K
5.88K $355M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 1.39%
$521.84 - $558.82 $20.9K - $22.4K
2.92K $1.57B
BAC
Bank Of America Corp

Financial Services
112
+ 1.04%
$39.22 - $47.77 $4.39K - $5.35K
10.8K $476M
KO
Coca Cola CO

Consumer Defensive
1K
+ 18.11%
$61.74 - $71.71 $61.8K - $71.8K
6.53K $406M
SCHX
Schwab Strategic Tr Us Large C

ETFs
655
+ 2.02%
$22.4 - $68.28 $14.7K - $44.7K
33.1K $766M
VBR
Vanguard Small Cap Value ETF

ETFs
128
+ 6.99%
$197.36 - $217.3 $25.3K - $27.8K
1.96K $388M
Activity Summary
Buys All Purchases 112 New Holdings 13 Increased Positions 99 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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