Cascade Financial Partners, LLC Portfolio Holdings

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 2024

Cascade Financial Partners, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $767 Billion distributed in 247 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $181B, Apple Inc. with a value of $47.1B, Vanguard Ftse Developed Market with a value of $30.4B, Ishares Core S&P 500 ETF with a value of $29.4B, and Pepsico Inc with a value of $21.8B.

Examining the 13F form we can see an decrease of $30.5B in the current position value, from $798B to 767B.

Cascade Financial Partners, LLC is based out at San Diego, CA

Below you can find more details about Cascade Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $767 Billion
ETFs: $359 Billion
Healthcare: $209 Billion
Technology: $85 Billion
Consumer Cyclical: $30.4 Billion
Consumer Defensive: $25.3 Billion
Financial Services: $19.6 Billion
Communication Services: $13.1 Billion
Industrials: $8.57 Billion
Other: $13 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$447M
$382 Million 0.05% of portfolio
34,586
Q1 2024 New
$765M
$275 Million 0.04% of portfolio
40,352
Q4 2024 Reduced 64.7%
$745M
$102 Million 0.01% of portfolio
27,900
Q4 2024 Reduced 22.28%
$1.27B
$97.7 Million 0.01% of portfolio
66,490
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 247
  • Current Value $767 Billion
  • Prior Value $798 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email