Cascade Financial Partners, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$767.4B
Holdings
247
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (247 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BXSLBLACKSTONE SECD LENDING FD | 8,203 | $265.0M | 0.03% | |
| 202 | CATCATERPILLAR INC | 730 | $264.8M | 0.03% | |
| 203 | JETSETF SER SOLUTIONS | 10,368 | $262.8M | 0.03% | |
| 204 | VGTVANGUARD WORLD FD | 422 | $262.4M | 0.03% | |
| 205 | IBITISHARES BITCOIN TRUST ETF | 4,933 | $261.7M | 0.03% | |
| 206 | BSXBOSTON SCIENTIFIC CORP | 2,927 | $261.5M | 0.03% | |
| 207 | SPSMSPDR SER TR | 5,814 | $261.2M | 0.03% | |
| 208 | ESEVERSOURCE ENERGY | 4,521 | $259.6M | 0.03% | |
| 209 | ISRGINTUITIVE SURGICAL INC | 496 | $258.9M | 0.03% | |
| 210 | NVONOVO-NORDISK A S | 3,005 | $258.5M | 0.03% | |
| 211 | SGOLETFS GOLD TR | 10,270 | $257.3M | 0.03% | |
| 212 | HDVISHARES TR | 2,280 | $256.0M | 0.03% | |
| 213 | ORLYOREILLY AUTOMOTIVE INC | 214 | $253.2M | 0.03% | |
| 214 | VTIPVANGUARD MALVERN FDS | 5,211 | $252.3M | 0.03% | |
| 215 | SYKSTRYKER CORPORATION | 682 | $245.6M | 0.03% | |
| 216 | VGITVANGUARD SCOTTSDALE FDS | 4,224 | $245.0M | 0.03% | |
| 217 | IWNISHARES TR | 1,451 | $238.2M | 0.03% | |
| 218 | EEMSISHARES INC | 4,068 | $236.5M | 0.03% | |
| 219 | SHLDGLOBAL X FDS | 6,300 | $235.7M | 0.03% | |
| 220 | NKENIKE INC | 3,108 | $235.2M | 0.03% | |
| 221 | PZTINVESCO EXCH TRADED FD TR II | 10,312 | $234.1M | 0.03% | |
| 222 | IWOISHARES TR | 813 | $234.0M | 0.03% | |
| 223 | FINXGLOBAL X FDS | 7,400 | $231.0M | 0.03% | |
| 224 | YUMYUM BRANDS INC | 1,713 | $229.9M | 0.03% | |
| 225 | SPSBSPDR SER TR | 7,654 | $228.5M | 0.03% | |
| 226 | AMGNAMGEN INC | 868 | $226.3M | 0.03% | |
| 227 | CARRCARRIER GLOBAL CORPORATION | 3,297 | $225.1M | 0.03% | |
| 228 | DIMWISDOMTREE TR | 3,650 | $221.7M | 0.03% | |
| 229 | CMCSACOMCAST CORP NEW | 5,886 | $220.9M | 0.03% | |
| 230 | AIRRFIRST TR EXCHANGE-TRADED FD | 2,850 | $219.6M | 0.03% | |
| 231 | BACVERIZON COMMUNICATIONS INC | 5,488 | $219.5M | 0.03% | |
| 232 | VGKVANGUARD INTL EQUITY INDEX F | 3,431 | $217.8M | 0.03% | |
| 233 | STAGSTAG INDL INC | 6,387 | $216.0M | 0.03% | |
| 234 | IETCISHARES U S ETF TR | 2,531 | $215.9M | 0.03% | |
| 235 | SOXXISHARES TR | 1,000 | $215.5M | 0.03% | |
| 236 | SPGSIMON PPTY GROUP INC NEW | 1,248 | $214.9M | 0.03% | |
| 237 | XYZBLOCK INC | 2,505 | $212.9M | 0.03% | |
| 238 | LOWLOWES COS INC | 853 | $210.5M | 0.03% | |
| 239 | HASIHA SUSTAINABLE INFRA CAP INC | 7,754 | $208.0M | 0.03% | |
| 240 | EQREQUITY RESIDENTIAL | 2,898 | $208.0M | 0.03% | |
| 241 | EBAEBAY INC. | 3,351 | $207.6M | 0.03% | |
| 242 | GDGENERAL DYNAMICS CORP | 783 | $206.3M | 0.03% | |
| 243 | JEPQJ P MORGAN EXCHANGE TRADED F | 3,641 | $205.3M | 0.03% | |
| 244 | CXTCRANE NXT CO | 3,470 | $202.0M | 0.03% | |
| 245 | ICLNISHARES TR | 17,365 | $197.6M | 0.03% | |
| 246 | EDRENDEAVOUR SILVER CORP | 27,900 | $102.1M | 0.01% | |
| 247 | OPKOPKO HEALTH INC | 66,490 | $97.7M | 0.01% |
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