Cascades Capital Asset Management, LLC Purchases in Q4 2024

Cascades Capital Asset Management, LLC

  • $188 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
6.98K
+ 11.35%
N/A
68.4K $13.4B
USFR
Wisdomtree Floating Rate Treas

ETFs
20.1K
+ 21.44%
$50.23 - $50.46 $1.01M - $1.02M
114K $5.74B
VGT
Vanguard Information Technolog

ETFs
1.23K
New
$571.78 - $647.97 $703K - $796K
1.23K $764M
VUG
Vanguard Growth ETF

ETFs
991
+ 7.43%
$378.79 - $428.11 $375K - $424K
14.3K $5.88B
XLE
Energy Sector Spdr

ETFs
7.72K
New
$83.32 - $97.27 $643K - $751K
7.72K $661M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
49K
+ 237.2%
$22.02 - $46.16 $1.08M - $2.26M
69.7K $1.54B
FNDX
Schwab Fundamental U S Large C

ETFs
66.6K
+ 319.39%
$23.49 - $71.77 $1.57M - $4.78M
87.5K $2.07B
VO
Vanguard Mid Cap ETF

ETFs
1.91K
+ 13.23%
$261.5 - $284.63 $499K - $543K
16.3K $4.31B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.79K
+ 12.58%
$80.93 - $85.66 $549K - $582K
60.8K $4.92B
GOOGL
Alphabet Inc.

Communication Services
100
+ 0.62%
$161.86 - $196.66 $16.2K - $19.7K
16.1K $3.05B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.77K
+ 22.37%
$115.08 - $119.55 $434K - $451K
20.6K $2.38B
AVGO
Broadcom Inc.

Technology
1.27K
New
$159.67 - $250.0 $203K - $318K
1.27K $295M
PLTR
Palantir Technologies Inc.

Technology
3.89K
New
$36.46 - $82.38 $142K - $320K
3.89K $294M
CVX
Chevron Corp

Energy
1.91K
New
$141.15 - $162.53 $270K - $311K
1.91K $277M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.58K
New
$106.56 - $113.11 $274K - $291K
2.58K $275M
XLI
Industrial Sector Spdr

ETFs
2K
New
$131.76 - $143.99 $264K - $288K
2K $264M
MO
Altria Group, Inc.

Consumer Defensive
4.87K
New
$49.06 - $57.74 $239K - $281K
4.87K $255M
Powershs Qqq Nasdaq ETF
290
+ 6.84%
N/A
4.53K $2.31B
IGV
Ishares Expanded Tech Software

ETFs
1.49K
+ 20.01%
$87.5 - $110.17 $131K - $165K
8.96K $897M
GLD
Spdr Gold Trust

ETFs
900
New
$236.59 - $257.5 $213K - $232K
900 $218M
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 3.73%
$213.65 - $479.86 $10.7K - $24K
1.39K $562M
TFC
Truist Financial Corp

Financial Services
4.68K
New
$41.51 - $48.1 $194K - $225K
4.68K $203M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
350
+ 9.6%
$172.07 - $207.36 $60.2K - $72.6K
4K $789M
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.16%
$205.18 - $250.29 $1.64K - $2K
5.1K $1.22B
NFLX
Netflix Inc

Communication Services
87
+ 25.22%
$687.65 - $936.56 $59.8K - $81.5K
432 $385M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
333
+ 11.72%
$442.29 - $483.08 $147K - $161K
3.17K $1.44B
BAC
Bank Of America Corp

Financial Services
1.48K
+ 11.81%
$39.22 - $47.77 $58.2K - $70.9K
14K $617M
META
Meta Platforms, Inc.

Communication Services
91
+ 2.3%
$554.08 - $632.68 $50.4K - $57.6K
4.06K $2.37B
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.06%
$567.81 - $607.81 $2.27K - $2.43K
6.85K $4.02B
ORCL
Oracle Corp

Technology
515
+ 23.03%
$165.41 - $192.43 $85.2K - $99.1K
2.75K $459M
WMT
Walmart Inc.

Consumer Defensive
50
+ 0.97%
$79.1 - $95.7 $3.95K - $4.79K
5.2K $470M
CSCO
Cisco Systems, Inc.

Technology
9
+ 0.11%
$52.45 - $60.02 $472 - $540
8.06K $477M
PANW
Palo Alto Networks Inc

Technology
1.86K
+ 100.0%
$181.96 - $405.9 $339K - $756K
3.73K $678M
PAYX
Paychex Inc

Industrials
19
+ 0.65%
$135.86 - $148.73 $2.58K - $2.83K
2.96K $415M
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.04%
$112.15 - $127.2 $224 - $254
5.39K $651M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.26%
$873.59 - $994.69 $874 - $995
381 $349M
IBM
International Business Machines Corp

Technology
2
+ 0.17%
$204.9 - $238.04 $410 - $476
1.17K $256M
UNP
Union Pacific Corp

Industrials
88
+ 6.15%
$223.15 - $249.32 $19.6K - $21.9K
1.52K $346M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.16%
$161.05 - $179.7 $483 - $539
1.93K $324M
Guggenheim S&P 500 Equal Weighted ETF
9
+ 0.29%
N/A
3.15K $551M
RTX
Raytheon Technologies Corp

Industrials
187
+ 3.1%
$114.45 - $127.21 $21.4K - $23.8K
6.21K $719M
Mkt Vectors Semiconductor ETF
11
+ 0.26%
N/A
4.27K $1.03B
WM
Waste Management Inc

Industrials
3
+ 0.11%
$201.79 - $228.46 $605 - $685
2.66K $536M
TSCO
Tractor Supply CO

Consumer Cyclical
3.22K
+ 401.87%
$52.59 - $303.74 $169K - $978K
4.02K $213M
NKE
Nike, Inc.

Consumer Cyclical
2
+ 0.06%
$73.36 - $89.13 $147 - $178
3.11K $236M
INTC
Intel Corp

Technology
40
+ 0.32%
$19.07 - $26.23 $763 - $1.05K
12.4K $249M
USBPRS
Us Bancorp Del Dep Sh Repstg 1
1.23K
+ 3.54%
N/A
35.9K $724M
DUK
Duke Energy Corp

Utilities
8
+ 0.1%
$105.76 - $120.76 $846 - $966
8.16K $879M
CAT
Caterpillar Inc

Industrials
7
+ 0.31%
$360.37 - $416.88 $2.52K - $2.92K
2.25K $816M
Activity Summary
Buys All Purchases 55 New Holdings 11 Increased Positions 44 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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