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 8 of 13
46138E115
Shares:15.6K
Value:$624.7K
808524797
Shares:21.1K
Value:$589.4K
VISA INC.
Shares:1.7K
Value:$582.7K
464287234
Shares:13.3K
Value:$579.8K
37960A529
Shares:12.4K
Value:$579.5K
NOVARTIS AG
Shares:5.1K
Value:$566.3K
ROCKWELL AUTOMATION, INC
Shares:2.1K
Value:$547.8K
MICROSTRATEGY Inc
Shares:1.9K
Value:$547.7K
Shares:10.0K
Value:$536.6K
46641Q332
Shares:9.3K
Value:$529.2K
AbbVie Inc.
Shares:2.5K
Value:$520.5K
922908611
Shares:2.8K
Value:$514.5K
464288687
Shares:16.6K
Value:$510.3K
921946794
Shares:6.9K
Value:$506.0K
ALTRIA GROUP, INC.
Shares:8.2K
Value:$493.5K
Crane Co
Shares:3.2K
Value:$485.6K
922908736
Shares:1.3K
Value:$471.5K
UNITEDHEALTH GROUP INC
Shares:892
Value:$467.2K
92189F452
Shares:41.0K
Value:$458.2K
46435U713
Shares:10.1K
Value:$454.8K