Cascades Capital Asset Management, LLC Reduced Holdings in Q4 2024

Cascades Capital Asset Management, LLC

  • $188 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-5.29K
- 57.96%
$96.31 - $114.76 $509K - $607K
3.84K $382M
LLY
Eli Lilly & CO

Healthcare
-43
- 1.62%
$727.2 - $932.06 $31.3K - $40.1K
2.62K $2.02B
LMT
Lockheed Martin Corp

Industrials
-63
- 2.28%
$479.66 - $614.62 $30.2K - $38.7K
2.7K $1.31B
VZ
Verizon Communications Inc

Communication Services
-3.17K
- 32.92%
$39.6 - $45.21 $125K - $143K
6.46K $258M
ADBE
Adobe Inc.

Technology
-150
- 14.12%
$437.39 - $552.96 $65.6K - $82.9K
912 $406M
PEP
Pepsico Inc

Consumer Defensive
-391
- 8.69%
$151.29 - $176.1 $59.2K - $68.9K
4.11K $624M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.19K
- 2.61%
$521.84 - $558.82 $620K - $664K
44.4K $23.9B
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-6.05K
- 6.76%
$28.48 - $29.56 $172K - $179K
83.5K $2.44B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.8K
- 16.44%
$57.53 - $60.83 $104K - $110K
9.15K $527M
ABBV
Abb Vie Inc.

Healthcare
-26
- 0.44%
$164.99 - $203.87 $4.29K - $5.3K
5.94K $1.06B
MCD
Mcdonalds Corp

Consumer Cyclical
-21
- 0.29%
$288.47 - $316.54 $6.06K - $6.65K
7.26K $2.1B
JNJ
Johnson & Johnson

Healthcare
-306
- 8.64%
$143.34 - $165.86 $43.9K - $50.8K
3.24K $468M
AUB
Atlantic Union Bankshares Corp

Financial Services
-2.7K
- 13.84%
$36.13 - $43.55 $97.4K - $117K
16.8K $635M
LOW
Lowes Companies Inc

Consumer Cyclical
-23
- 0.61%
$244.52 - $284.07 $5.62K - $6.53K
3.74K $924M
NUE
Nucor Corp

Basic Materials
-45
- 1.79%
$115.78 - $167.74 $5.21K - $7.55K
2.47K $289M
CMCSA
Comcast Corp

Communication Services
-521
- 5.23%
$37.39 - $45.14 $19.5K - $23.5K
9.43K $354M
JPMPRC
Jpmorgan Chase & CO Dep Sh Rep
-1.51K
- 2.35%
N/A
62.8K $1.6B
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-916
- 5.47%
$72.16 - $78.82 $66.1K - $72.2K
15.8K $1.19B
DGRO
Ishares Core Dividend Growth E

ETFs
-131
- 0.99%
$60.73 - $64.94 $7.96K - $8.51K
13.1K $805M
BACPRB
Bank Amer Corp Dep Shs Rpstg 1
-963
- 1.53%
N/A
61.9K $1.56B
FDX
Fedex Corp

Industrials
-31
- 2.07%
$260.5 - $305.15 $8.08K - $9.46K
1.46K $412M
DIS
Walt Disney CO

Communication Services
-12
- 0.52%
$92.39 - $117.6 $1.11K - $1.41K
2.31K $257M
FBNC
First Bancorp

Financial Services
-999
- 2.6%
$40.32 - $49.2 $40.3K - $49.2K
37.4K $1.65B
CRWD
Crowd Strike Holdings, Inc.

Technology
-117
- 4.9%
$275.15 - $388.2 $32.2K - $45.4K
2.27K $778M
AMZN
Amazon Com Inc

Consumer Cyclical
-153
- 2.48%
$180.88 - $232.93 $27.7K - $35.6K
6.03K $1.32B
V
Visa Inc.

Financial Services
-16
- 0.26%
$273.87 - $320.91 $4.38K - $5.13K
6.2K $1.96B
NVDA
Nvidia Corp

Technology
-2.08K
- 3.28%
$117.0 - $148.88 $243K - $309K
61.2K $8.22B
AAPL
Apple Inc.

Technology
-221
- 0.47%
$221.69 - $259.02 $49K - $57.2K
47K $11.8B
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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