Cascades Capital Asset Management, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$227.2B

Holdings

154

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (154 positions)

#StockSharesValue% PortfolioType
1
VOOVanguard S&P 500 ETF
37,108$22.7B10.00%
2
VIGVanguard Dividend Appreciation ETF
100,047$21.6B9.50%
3
MSFTMicrosoft Corp
26,730$13.8B6.09%
4
VOOVVanguard S&P 500 Value
66,374$13.2B5.83%
5
AAPLApple Inc
44,082$11.2B4.94%
6
NVDANvidia Corp
55,768$10.4B4.58%
7
VUGVanguard Growth ETF
14,168$6.8B2.99%
8
USFRWisdomtree Floating Rate Treas. ETF
132,510$6.7B2.93%
9
VOVanguard Mid Cap Index ETF
17,964$5.3B2.32%
10
GOOGLAlphabet Inc Class A
19,439$4.7B2.08%
11
SPYS P D R S&P 500 ETF
6,725$4.5B1.97%
12
VIGIVanguard International Divdend ETF
42,544$3.8B1.68%
13
USMVI Shares MSCI USA Minimum Volatilty
39,098$3.7B1.64%
14
IEII Shares 3-7 Year US Treas. ETF
30,917$3.7B1.63%
15
VTVVanguard Value ETF
18,870$3.5B1.55%
16
METAMeta Platforms
3,806$2.8B1.23%
17
Powershs QQQ Nasdaq ETF
4,483$2.7B1.18%
18
UNHUnitedhealth Group Inc
7,746$2.7B1.18%
19
FNDXSchwab Fundamental US Co. Index
97,559$2.6B1.13%
20
BRK/BBerkshire Hathaway B New
4,925$2.5B1.09%
21
LLYLilly Eli & Company
2,904$2.2B0.98%
22
VVisa Inc Cl A
6,300$2.2B0.95%
23
JPMJP Morgan Chase & Co
6,477$2.0B0.90%
24
Guggenheim S&P 500 Equal Weighted ETf
10,691$2.0B0.89%
25
MCDMc Donalds Corp
6,527$2.0B0.87%
26
HDHome Depot Inc
4,649$1.9B0.83%
27
JPMJP Morgan Chase Preferred C
73,221$1.9B0.82%
28
FBNCFirst Bancorp N C
35,077$1.9B0.82%
29
XOMExxon Mobil Corporation
15,650$1.8B0.78%
30
PSFFPacer Swan SOS Fund Of Funds
52,617$1.7B0.73%
31
DUKDuke Energy Corp New
12,690$1.6B0.69%
32
AMZNAmazon Com Inc
7,126$1.6B0.69%
33
BAC 6 PERP GGBank America Corp Preferred B
56,798$1.4B0.63%
34
ABBVAbbvie Inc
5,744$1.3B0.59%
35
LMTLockheed Martin Corp
2,614$1.3B0.57%
36
LRGEClearbridge Large Cap
15,393$1.3B0.56%
37
JEPIJP Morgan Equity Premium ETF
22,068$1.3B0.55%
38
FLOTI Shares Floating Rate Bond
24,586$1.3B0.55%
39
FDSFactset Research Systems
4,337$1.2B0.55%
40
VGTVanguard Information Tech ETF
1,602$1.2B0.53%
41
SCHISchwab 5 10 Year Corp Bond ETF
48,050$1.1B0.49%
42
Raytheon Technologies Co
6,272$1.0B0.46%
43
CATCaterpillar Inc
2,139$1.0B0.45%
44
BACVerizon Communications
22,368$983.1M0.43%
45
IEFI Shares 7-10 Year Treasury
10,133$977.4M0.43%
46
LOWLowes Companies Inc
3,824$961.0M0.42%
47
IGVI Shares Tech-Software Sector ETF
8,085$929.9M0.41%
48
BACBank Of America Corp
17,918$924.4M0.41%
49
DGROI Shares Core Dividend
13,569$923.8M0.41%
50
SMHUSDMkt Vectors Semiconductor ETF
2,804$915.0M0.40%
51
QQQEDirexion Nasdaq 100 Equal Weight
8,720$886.0M0.39%
52
VCSHVanguard Short Term Corp Bond
11,068$884.7M0.39%
53
CRWDCrowdstrike Hldgs Inc
1,744$855.2M0.38%
54
GQ9Spider Gold TRUST
2,290$814.0M0.36%
55
TJXT J X Cos Inc
5,357$774.3M0.34%
56
PPIAXS Astoria Inflation Sensitive ETF
41,400$758.7M0.33%
57
XLIIndustrial Sector ETF
4,865$750.3M0.33%
58
OAKMOakmark US Large Cap
27,660$740.7M0.33%
59
WMTWal-Mart Stores Inc
6,983$719.6M0.32%
60
TSLATesla Motors Inc
1,472$654.6M0.29%
61
ORCLOracle Corporation
2,318$651.8M0.29%
62
AVGOBroadcom Inc
1,913$631.0M0.28%
63
JNJJohnson & Johnson
3,368$624.5M0.27%
64
PHParker-Hannifin Corp
818$620.2M0.27%
65
AMGNAmgen Incorporated
2,138$603.3M0.27%
66
WMWaste Management Inc Del
2,674$590.6M0.26%
67
MOAltria Group Inc
8,866$585.7M0.26%
68
GEGeneral Electric Company
1,917$576.7M0.25%
69
PANWPalo Alto Networks
2,805$571.2M0.25%
70
CSCOCisco Systems Inc
7,945$543.6M0.24%
71
TSMTaiwan Semiconductr
1,795$501.3M0.22%
72
FCXFreeport McMoran Copper
12,696$497.9M0.22%
73
MDTMedtronic Inc
4,991$475.3M0.21%
74
MUMicron Technology Inc
2,743$459.0M0.20%
75
NFLXNetflix Inc
361$432.8M0.19%
76
COSTCostco Whsl Corp New
464$429.2M0.19%
77
WFCWells Fargo & Co New
5,093$426.9M0.19%
78
GRMNGarmin Ltd New
1,721$423.7M0.19%
79
SYKStryker Corp
1,130$417.7M0.18%
80
PLTRPalantir Technologies
2,229$406.6M0.18%
81
DGRWWisdomtree US Quality Dividend
4,560$405.7M0.18%
82
INTCIntel Corp
12,090$405.6M0.18%
83
MKLMarkel Corp
211$403.3M0.18%
84
CRMSalesforce Com
1,668$395.2M0.17%
85
IBMIntl Business Machines
1,385$390.9M0.17%
86
PAYXPaychex Inc
3,019$382.7M0.17%
87
IBITI Shares Bitcoin Etf
5,855$380.6M0.17%
88
MRVLMarvell Tech Group
4,527$380.6M0.17%
89
NUENucor Corp
2,580$349.4M0.15%
90
GOOGLAlphabet
1,388$338.1M0.15%
91
BKNGBooking Holdings Inc
62$335.3M0.15%
92
GLWCorning Inc
4,012$329.1M0.14%
93
PEPPepsico Incorporated
2,336$328.0M0.14%
94
XLUSector Spider Utility Fund
3,725$324.9M0.14%
95
CBChubb Corporation
1,123$317.0M0.14%
96
FDXFedex Corporation
1,325$312.5M0.14%
97
ADBEAdobe Systems Inc
882$311.1M0.14%
98
URIUnited Rentals Inc
325$310.3M0.14%
99
TMEDT Rowe Price Blue Chip Growth
5,986$292.6M0.13%
100
GEVGE Vernova Inc
474$291.5M0.13%
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