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 3 of 13
025072372
Shares:76.1K
Value:$3.6M
25434V500
Shares:59.2K
Value:$3.5M
808524706
Shares:119.1K
Value:$3.3M
464288661
Shares:26.9K
Value:$3.2M
464288323
Shares:58.2K
Value:$3.1M
33738R704
Shares:44.9K
Value:$3.1M
464288158
Shares:27.5K
Value:$2.9M
46138E511
Shares:248.5K
Value:$2.8M
00162Q452
Shares:52.0K
Value:$2.7M
025072349
Shares:41.2K
Value:$2.7M
78468R663
Shares:27.7K
Value:$2.5M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
31.9K | All Managers (Combined) | $3.8M | |||
50.8K | All Managers (Combined) | $3.7M | |||
40.0K | All Managers (Combined) | $3.6M | |||
6.5K | QoQ +0.04% (-3)YoY -9.75% (-699) | All Managers (Combined) | $3.6M | ||
(cusip025072372)✕ | 76.1K | All Managers (Combined) | $3.6M | ||
(cusip25434V500)✕ | 59.2K | All Managers (Combined) | $3.5M | ||
42.8K | All Managers (Combined) | $3.5M | |||
(cusip808524706)✕ | 119.1K | All Managers (Combined) | $3.3M | ||
(cusip464288661)✕ | 26.9K | All Managers (Combined) | $3.2M | ||
Alphabet Inc.(GOOGLcusip02079K305) | 20.1K | QoQ -1.40% (-286)YoY -4.48% (-943) | All Managers (Combined) | $3.1M | |
6.6K | All Managers (Combined) | $3.1M | |||
(cusip464288323)✕ | 58.2K | All Managers (Combined) | $3.1M | ||
(cusip33738R704)✕ | 44.9K | YoY NEW(+44.9K) | All Managers (Combined) | $3.1M | YoY NEW(+$3.1M) |
(cusip464288158)✕ | 27.5K | All Managers (Combined) | $2.9M | ||
17.4K | QoQ 0.00% (-0) | All Managers (Combined) | $2.8M | ||
(cusip46138E511)✕ | 248.5K | All Managers (Combined) | $2.8M | ||
(cusip00162Q452)✕ | 52.0K | All Managers (Combined) | $2.7M | ||
(cusip025072349)✕ | 41.2K | All Managers (Combined) | $2.7M | ||
16.1K | QoQ 0.00% (-0)YoY +3.61% (+560) | All Managers (Combined) | $2.7M | ||
(cusip78468R663)✕ | 27.7K | QoQ NEW(+27.7K) YoY NEW(+27.7K) | All Managers (Combined) | $2.5M | QoQ NEW(+$2.5M) YoY NEW(+$2.5M) |