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 7 of 13
74347B698
Shares:11.7K
Value:$766.9K
67092P888
Shares:25.0K
Value:$731.3K
97717Y543
Shares:35.9K
Value:$682.9K
46137V100
Shares:5.7K
Value:$666.4K
46138E149
Shares:14.6K
Value:$630.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.2K | All Managers (Combined) | $775.6K | |||
Broadcom Inc.(AVGOcusip11135F101) | 4.6K | All Managers (Combined) | $772.7K | ||
1.4K | QoQ -5.57% (-85)YoY -9.88% (-158) | All Managers (Combined) | $768.2K | ||
(cusip74347B698)✕ | 11.7K | All Managers (Combined) | $766.9K | ||
5.5K | QoQ -0.93% (-52)YoY +6.07% (+314) | All Managers (Combined) | $743.9K | ||
33.6K | All Managers (Combined) | $742.9K | |||
(cusip67092P888)✕ | 25.0K | All Managers (Combined) | $731.3K | ||
4.2K | YoY NEW(+4.2K) | All Managers (Combined) | $699.1K | YoY NEW(+$699.1K) | |
(cusip97717Y543)✕ | 35.9K | YoY NEW(+35.9K) | All Managers (Combined) | $682.9K | YoY NEW(+$682.9K) |
8.1K | YoY NEW(+8.1K) | All Managers (Combined) | $681.9K | YoY NEW(+$681.9K) | |
PFIZER INC(PFEcusip717081103) | 26.8K | All Managers (Combined) | $679.5K | ||
(cusip46137V100)✕ | 5.7K | QoQ 0.00% (+0)YoY +0.35% (+20) | All Managers (Combined) | $666.4K | |
6.5K | QoQ -0.32% (-21)YoY +0.93% (-60) | All Managers (Combined) | $665.0K | ||
23.5K | All Managers (Combined) | $663.7K | |||
9.3K | YoY NEW(+9.3K) | All Managers (Combined) | $662.5K | YoY NEW(+$662.5K) | |
500 | QoQ 0.00% (+0) | All Managers (Combined) | $662.5K | ||
NETFLIX INC(NFLXcusip64110L106) | 708 | QoQ -2.61% (-19)YoY -10.83% (-86) | All Managers (Combined) | $660.6K | |
4.8K | QoQ -2.17% (-108)YoY -3.84% (-194) | All Managers (Combined) | $642.0K | ||
3.4K | All Managers (Combined) | $639.2K | |||
(cusip46138E149)✕ | 14.6K | All Managers (Combined) | $630.2K |