Cascade-Financial-Partners

Filing Details

13F-HR2025-03-31
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% identified
166 identified75 unidentified

Holdings

241 positions
Manager:
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Page 5 of 13
78464A854
Shares:25.3K
Value:$1.7M
NEXTERA ENERGY INC
Shares:23.3K
Value:$1.7M
INTERNATIONAL BUSINESS MACHINES CORP
Shares:6.6K
Value:$1.6M
464287614
Shares:4.4K
Value:$1.6M
922908363
Shares:3.0K
Value:$1.5M
464287226
Shares:15.1K
Value:$1.5M
AFLAC INC
Shares:13.4K
Value:$1.5M
78463X756
Shares:25.0K
Value:$1.4M
JOHNSON & JOHNSON
Shares:8.5K
Value:$1.4M
Merck & Co., Inc.
Shares:15.5K
Value:$1.4M
97717W307
Shares:17.1K
Value:$1.4M
TOYOTA MOTOR CORP/
Shares:7.4K
Value:$1.3M
922908652
Shares:7.6K
Value:$1.3M
Mastercard Inc
Shares:2.4K
Value:$1.3M
922908751
Shares:5.7K
Value:$1.3M
TEXAS INSTRUMENTS INC
Shares:7.0K
Value:$1.3M
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:36.5K
Value:$1.2M
SPDR GOLD TRUST
Shares:4.2K
Value:$1.2M
HOME DEPOT, INC.
Shares:3.3K
Value:$1.2M
464287655
Shares:6.0K
Value:$1.2M