Cascade Wealth Advisors, Inc Purchases and Sells in Q3 2025

Cascade Wealth Advisors, Inc

$203 Billion
Q3 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	98K + 52.76%	$58.43 - $58.88 $5.73M - $5.77M	284K $16.7B
VCIT	56.5K + 50.18%	$81.75 - $84.54 $4.62M - $4.77M	169K $14.2B
SHYG	71.6K + 28.33%	$42.75 - $43.37 $3.06M - $3.1M	324K $13.9B
BLACKROCK ETF TRUST II	50.8K + 36.37%	N/A	190K $9.87B
FLOT	51.4K + 26.31%	$50.82 - $51.09 $2.61M - $2.63M	247K $12.6B
VCSH	23.6K + 50.76%	$78.96 - $80.04 $1.86M - $1.89M	70.1K $5.59B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEOS ETF TRUST	138K New	N/A	138K $6.74B
NEOS ETF TRUST	15.1K New	N/A	15.1K $759M
NEOS ETF TRUST	12.6K New	N/A	12.6K $625M
VOO	475 New	$567.77 - $614.76 $270K - $292K	475 $298M
PANW	1.12K New	$167.06 - $208.19 $187K - $233K	1.12K $243M
VYMI	2.32K New	$79.76 - $85.78 $185K - $199K	2.32K $202M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEOS ETF TRUST	-71.2K - 31.03%	N/A	158K $8.73B
VIG	-15.8K - 28.76%	N/A	39.1K $8.49B
IJH	-48.9K - 32.65%	$62.09 - $66.51 $3.04M - $3.25M	101K $6.6B
SPYI	-47K - 12.79%	N/A	320K $16.9B
DFAU	-23.4K - 54.01%	$42.42 - $45.96 $994K - $1.08M	19.9K $930M
DUHP	-10.9K - 36.31%	$35.76 - $37.93 $389K - $412K	19.1K $723M

Activity Summary All Purchases 24 New Holdings 7 Increased Positions 17 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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