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 7 of 13
JPMORGAN CHASE & CO
Shares:3.2K
Value:$775.6K
Broadcom Inc.
Shares:4.6K
Value:$772.7K
SPDR S&P MIDCAP 400 ETF TRUST
Shares:1.4K
Value:$768.2K
74347B698
Shares:11.7K
Value:$766.9K
78464A763
Shares:5.5K
Value:$743.9K
808524201
Shares:33.6K
Value:$742.9K
67092P888
Shares:25.0K
Value:$731.3K
SIMON PROPERTY GROUP INC /DE/
Shares:4.2K
Value:$699.1K
97717Y543
Shares:35.9K
Value:$682.9K
Palantir Technologies Inc.
Shares:8.1K
Value:$681.9K
PFIZER INC
Shares:26.8K
Value:$679.5K
46137V100
Shares:5.7K
Value:$666.4K
ADVANCED MICRO DEVICES INC
Shares:6.5K
Value:$665.0K
AT&T INC.
Shares:23.5K
Value:$663.7K
EQUITY RESIDENTIAL
Shares:9.3K
Value:$662.5K
Texas Pacific Land Corp
Shares:500
Value:$662.5K
NETFLIX INC
Shares:708
Value:$660.6K
RTX Corp
Shares:4.8K
Value:$642.0K
464287598
Shares:3.4K
Value:$639.2K
46138E149
Shares:14.6K
Value:$630.2K