Cascade-Financial-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ "GDX", null, "SMCI", null, "MPLX", "ACN", "ABBV", "ADBE", "GOOGL", null, "SCHH", null, "T", "BLK", "CAT", "AVDE", "AVGO", "LOW", null, null, "BSX", "CSQ", null, null, null, "EBAY", null, "RC", null, null, "GD", "HD", null, "MCD", null, "FBLG", "UNP", null, "ISRG", null, "ITW", null, "EMR", "MUB", "META", null, "MYE", null, "IJH", null, null, null, null, null, "IWS", "LIN", "OPK", null, null, "MMC", "MA", "MSFT", "MDLZ", "NVS", null, "ORLY", "DLN", "AMP", "IJR", "IWD", "OKE", null, null, "EEM", "IWF", null, "PANW", "PEP", null, "PGR", "IEMG", "HTGC", "IVV", null, "UNH", "AAPL", "SPY", "BXSL", null, null, "NVDA", "INTC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", null, "AMGN", "MSTR", null, null, "ROK", null, "IEFA", "SPGI", "SCHX", "SPG", "O", "RTX", "SPDW", "GLD", null, null, null, null, "SPLG", "IBM", "SYK", "TXN", "TM", "UPS", "VNQ", "VO", "VXF", "VV", "VOE", "EXK", null, null, "STAG", "VWO", null, "VCIT", null, null, "VIG", "IWO", "IWN", null, "TSM", null, null, null, "VYM", "HASI", "AFL", "AMD", "SDY", "FI", "EQR", "IWP", "SGOL", "ES", "AMZN", null, null, "ESGD", null, "TPL", null, null, "VGT", "VUG", "VFH", "VEA", "VGK", "VYMI", null, "MGK", "VTEB", "BND", "VBR", "VB", "VOO", "V", "WFC", null, null, null, null, null, null, null, null, "YUM", null, null, "SCHD", "ET", "DVY", null, "SCHF", "SCHA", null, "CRM", "RVTY", null, null, "DGRO", "SPYV", "ESGU", null, "BAC", "BRK-A", "BRK-B", "BA", "BNL", "CVX", "CSCO", "KO", "CMCSA", "CL", "COST", "CR", "CRWD", "CSX", null, "RSP", null, "EFA", "NEE", "QQQ", "IWM", "EPD", "MDY", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "PH", null, "MO", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 241
- Total Value
- 787461087
- Accession Number
- 0002021208-25-000006
- Form Type
- 13F-HR
- Manager Name
- Cascade-Financial-Partners
Data Enrichment
69% identified166 identified75 unidentified
Holdings
241 positions
Manager:
Search and click to pin securities to the top
Page 13 of 13
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
66.5K | All Managers (Combined) | $110.4K |