Cascade Financial Partners, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$793.2B
Holdings
241
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (241 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BACVERIZON COMMUNICATIONS INC | 6,203 | $281.4M | 0.04% | |
| 202 | BKLNINVESCO EXCH TRADED FD TR II | 13,346 | $276.3M | 0.03% | |
| 203 | IBITISHARES BITCOIN TRUST ETF | 5,772 | $270.2M | 0.03% | |
| 204 | GDXVANECK ETF TRUST | 5,854 | $269.1M | 0.03% | |
| 205 | SPGIS&P GLOBAL INC | 529 | $268.8M | 0.03% | |
| 206 | A4SAMERIPRISE FINL INC | 553 | $267.7M | 0.03% | |
| 207 | SPYVSPDR SER TR | 5,228 | $267.0M | 0.03% | |
| 208 | SYKSTRYKER CORPORATION | 702 | $261.3M | 0.03% | |
| 209 | IWCISHARES TR | 2,348 | $260.4M | 0.03% | |
| 210 | VTIPVANGUARD MALVERN FDS | 5,211 | $260.0M | 0.03% | |
| 211 | YUMYUM BRANDS INC | 1,613 | $253.9M | 0.03% | |
| 212 | ESEVERSOURCE ENERGY | 4,021 | $249.7M | 0.03% | |
| 213 | SCHASCHWAB STRATEGIC TR | 10,535 | $246.8M | 0.03% | |
| 214 | ISRGINTUITIVE SURGICAL INC | 490 | $242.7M | 0.03% | |
| 215 | DISDISNEY WALT CO | 2,456 | $242.4M | 0.03% | |
| 216 | DIMWISDOMTREE TR | 3,650 | $241.6M | 0.03% | |
| 217 | VGKVANGUARD INTL EQUITY INDEX F | 3,431 | $240.9M | 0.03% | |
| 218 | CATCATERPILLAR INC | 721 | $237.8M | 0.03% | |
| 219 | FBLGFIBROBIOLOGICS INC | 260,081 | $234.1M | 0.03% | |
| 220 | VGTVANGUARD WORLD FD | 422 | $228.9M | 0.03% | |
| 221 | PZTINVESCO EXCH TRADED FD TR II | 10,312 | $227.9M | 0.03% | |
| 222 | ADBEADOBE INC | 593 | $227.4M | 0.03% | |
| 223 | EBAEBAY INC. | 3,351 | $227.0M | 0.03% | |
| 224 | HASIHA SUSTAINABLE INFRA CAP INC | 7,754 | $226.7M | 0.03% | |
| 225 | 4I1PHILIP MORRIS INTL INC | 1,414 | $224.4M | 0.03% | |
| 226 | CMCSACOMCAST CORP NEW | 5,886 | $217.2M | 0.03% | |
| 227 | IWNISHARES TR | 1,438 | $217.1M | 0.03% | |
| 228 | BXSLBLACKSTONE SECD LENDING FD | 6,676 | $216.0M | 0.03% | |
| 229 | CRMSALESFORCE INC | 805 | $216.0M | 0.03% | |
| 230 | HDVISHARES TR | 1,780 | $215.6M | 0.03% | |
| 231 | GDGENERAL DYNAMICS CORP | 781 | $212.9M | 0.03% | |
| 232 | IWOISHARES TR | 818 | $209.0M | 0.03% | |
| 233 | RCREADY CAPITAL CORP | 40,643 | $206.9M | 0.03% | |
| 234 | SMCISUPER MICRO COMPUTER INC | 6,000 | $205.4M | 0.03% | |
| 235 | LOWLOWES COS INC | 879 | $205.0M | 0.03% | |
| 236 | JETSETF SER SOLUTIONS | 9,868 | $205.0M | 0.03% | |
| 237 | XLESELECT SECTOR SPDR TR | 2,188 | $204.5M | 0.03% | |
| 238 | CVXCHEVRON CORP NEW | 1,207 | $201.9M | 0.03% | |
| 239 | JEPQJ P MORGAN EXCHANGE TRADED F | 3,886 | $201.2M | 0.03% | |
| 240 | EDRENDEAVOUR SILVER CORP | 27,900 | $119.1M | 0.02% | |
| 241 | OPKOPKO HEALTH INC | 66,490 | $110.4M | 0.01% |
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