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Cascade Financial Partners

Latest statistics and disclosures from Cascade Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are LLY, AAPL, VEA, IVV, PEP, and represent 43.33% of Cascade Financial Partners's stock portfolio.
Added to shares of these 10 stocks: LLY, SHY, WTAI, SCHM, SCHX, AVLV, AVGO, REGL, SCHF, MSTR.
Started 11 new stock positions in PLTR, LOW, VGIT, SPSB, SQ, FBTC, ON, FINX, XLE, IETC. SOXX.
Reduced shares in these 10 stocks: VTI, ROBO, AAPL, VV, PEP, VTEB, AGG, BNL, , ROK.
Sold out of its positions in BLK, DEO, DOW, ROBO, PLX, SNPS.
Cascade Financial Partners was a net buyer of stock by $4.6M.
Cascade Financial Partners has $798M in assets under management (AUM), dropping by 4.89%.
Central Index Key (CIK): 0002021208

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Portfolio Holdings for Cascade Financial Partners

Cascade Financial Partners holds 238 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Eli Lilly & Co. (LLY)	26.8	$214M		235k	909.15	View chart
Apple (AAPL)	5.5	$44M		187k	235.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.1	$33M		645k	50.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.8	$30M		51k	586.13	View chart
Pepsi (PEP)	3.2	$25M		144k	174.37	View chart
PerkinElmer (RVTY)	2.9	$23M		194k	118.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$18M	-3%	63k	287.65	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$15M	+2%	272k	56.83	View chart
Amazon (AMZN)	1.8	$14M	+2%	75k	189.70	View chart
NVIDIA Corporation (NVDA)	1.6	$13M		87k	143.59	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	1.3	$11M		203k	52.47	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.3	$10M		186k	55.04	View chart
Vanguard World Mega Grwth Ind (MGK)	1.2	$9.8M		30k	329.87	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.2	$9.2M		253k	36.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$8.9M		44k	199.64	View chart
Microsoft Corporation (MSFT)	1.1	$8.7M		20k	427.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$8.7M		67k	130.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$7.9M		17k	461.45	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$7.1M	-4%	141k	50.46	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$6.9M		169k	40.96	View chart
Broadstone Net Lease (BNL)	0.9	$6.9M	-4%	377k	18.35	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.8	$6.7M		154k	43.26	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.8	$6.5M	+3%	126k	52.08	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$6.5M	-5%	24k	267.87	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$6.4M		24k	266.77	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.7	$5.8M		168k	34.40	View chart
Tesla Motors (TSLA)	0.7	$5.4M	-4%	25k	217.97	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.7	$5.2M		109k	47.75	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$5.0M		79k	63.29	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.6	$4.8M		93k	51.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$4.7M		49k	95.74	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$4.7M		43k	107.25	View chart
Meta Platforms Cl A (META)	0.5	$4.3M	-3%	7.4k	581.99	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$4.2M		6.00	692600.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$4.0M	-5%	48k	81.92	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$3.9M	+17%	48k	82.46	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$3.9M		61k	64.39	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$3.9M	+6%	53k	73.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$3.9M		6.6k	583.29	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$3.8M		56k	68.49	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$3.8M		12k	308.51	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$3.7M		38k	96.72	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.5	$3.6M	+12%	45k	81.96	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$3.6M		125k	28.94	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$3.6M		55k	64.81	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$3.5M		35k	100.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.4M		20k	165.14	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$3.2M	-2%	16k	198.48	View chart
Ishares Tr New York Mun Etf (NYF)	0.4	$3.2M		59k	53.62	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$2.9M		57k	50.98	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$2.9M	-4%	126k	22.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.8M	-5%	5.6k	495.96	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$2.7M	+8%	54k	50.92	View chart
Illinois Tool Works (ITW)	0.3	$2.7M		11k	256.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.7M	+2%	16k	166.82	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$2.6M		15k	168.08	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$2.5M		53k	46.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$2.4M		19k	127.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.4M		19k	127.65	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$2.4M	+14%	25k	95.96	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$2.1M	+2%	16k	135.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$2.1M		44k	47.43	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$2.1M		37k	55.25	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$2.0M	+7%	32k	64.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$2.0M	-13%	21k	98.85	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$2.0M	+2%	24k	84.09	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$2.0M		17k	117.35	View chart
Nextera Energy (NEE)	0.2	$2.0M	-7%	24k	83.70	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$1.9M	+2%	66k	29.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.9M	+8%	25k	75.03	View chart
International Business Machines (IBM)	0.2	$1.7M		7.4k	232.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.7M	-3%	4.4k	384.52	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$1.7M		27k	61.19	View chart
Merck & Co (MRK)	0.2	$1.6M		15k	106.64	View chart
Costco Wholesale Corporation (COST)	0.2	$1.6M		1.8k	893.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.5M		2.9k	536.17	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$1.5M		22k	68.61	View chart
AFLAC Incorporated (AFL)	0.2	$1.5M		13k	112.16	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$1.5M	+45%	23k	66.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.5M		5.7k	253.93	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$1.4M		18k	79.96	View chart
Johnson & Johnson (JNJ)	0.2	$1.4M	+3%	8.5k	163.45	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.4M		5.8k	238.20	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.4M		7.1k	193.97	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.4M		7.4k	184.77	View chart
Home Depot (HD)	0.2	$1.3M		3.2k	401.86	View chart
Toyota Motor Corp Ads (TM)	0.2	$1.3M		7.4k	169.93	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.2	$1.2M	+7%	26k	47.69	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.2M	+7%	30k	41.75	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.2M		3.3k	371.82	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.2M	-9%	2.4k	512.92	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.2M		14k	80.90	View chart
CSX Corporation (CSX)	0.1	$1.2M		34k	33.85	View chart
Marsh & McLennan Companies (MMC)	0.1	$1.1M		5.1k	221.82	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.1M	+12%	17k	68.40	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.1M	-2%	10k	109.61	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$1.1M	+105%	53k	20.48	View chart
Enterprise Products Partners (EPD)	0.1	$1.0M		36k	28.95	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.1	$1.0M		22k	47.24	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$952k		34k	28.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$939k		18k	51.92	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$920k		22k	41.87	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$907k		40k	22.76	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$875k		1.5k	573.50	View chart
Fibrobiologics Com Shs (FBLG)	0.1	$872k	-3%	303k	2.88	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH)	0.1	$870k		20k	44.47	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$859k	+15%	20k	43.89	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$855k	+179%	31k	27.86	View chart
McDonald's Corporation (MCD)	0.1	$837k		2.7k	314.69	View chart
Union Pacific Corporation (UNP)	0.1	$833k		3.4k	241.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$821k		4.6k	179.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$805k	+105%	41k	19.86	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$802k		12k	68.58	View chart
Ready Cap Corp Com reit (RC)	0.1	$796k		114k	6.96	View chart
Advanced Micro Devices (AMD)	0.1	$779k	-21%	5.1k	154.09	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$777k		25k	31.09	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$773k	+5%	5.5k	141.42	View chart
Vanguard World Financials Etf (VFH)	0.1	$769k		6.7k	114.71	View chart
Pfizer (PFE)	0.1	$747k	-18%	26k	28.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$746k	+191%	32k	23.01	View chart
Rockwell Automation (ROK)	0.1	$731k	-25%	2.7k	268.79	View chart
Intel Corporation (INTC)	0.1	$731k	-10%	33k	22.40	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$700k		43k	16.38	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$679k	+34%	55k	12.33	View chart
Novartis Sponsored Adr (NVS)	0.1	$678k	+5%	5.9k	114.32	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$671k		5.7k	117.30	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$670k		6.3k	105.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$666k	-6%	3.0k	221.26	View chart
Raytheon Technologies Corp (RTX)	0.1	$627k		5.0k	125.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$620k	+114%	22k	28.33	View chart
JPMorgan Chase & Co. (JPM)	0.1	$607k	-3%	2.7k	224.10	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$604k	-4%	13k	45.50	View chart
Netflix (NFLX)	0.1	$565k	+24%	739.00	764.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$552k		9.3k	59.60	View chart
Texas Pacific Land Corp (TPL)	0.1	$546k	-16%	500.00	1091.73	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$545k		2.8k	191.32	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$538k	+66%	13k	43.04	View chart
UnitedHealth (UNH)	0.1	$535k	+5%	939.00	569.84	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$520k		7.2k	71.81	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$512k		11k	45.11	View chart
Broadcom (AVGO)	0.1	$508k	+956%	2.8k	179.37	View chart
United Parcel Service CL B (UPS)	0.1	$487k		3.7k	131.33	View chart
Colgate-Palmolive Company (CL)	0.1	$485k	-3%	4.9k	99.67	View chart
Lockheed Martin Corporation (LMT)	0.1	$477k		826.00	577.01	View chart
Visa Com Cl A (V)	0.1	$474k	+2%	1.7k	284.71	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$472k	+23%	9.9k	47.44	View chart
Palo Alto Networks (PANW)	0.1	$471k		1.3k	376.10	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$467k	-8%	14k	33.26	View chart
At&t (T)	0.1	$466k		22k	21.50	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.1	$464k		4.2k	111.56	View chart
Abbvie (ABBV)	0.1	$459k	+2%	2.4k	188.76	View chart
Crane Company Common Stock (CR)	0.1	$457k		3.1k	148.98	View chart
Bank of America Corporation (BAC)	0.1	$454k		11k	42.30	View chart
Adobe Systems Incorporated (ADBE)	0.1	$450k		913.00	493.07	View chart
Microstrategy Cl A New (MSTR)	0.1	$439k	+900%	2.0k	219.70	View chart
Myers Industries (MYE)	0.1	$436k		35k	12.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$415k	+55%	3.6k	115.39	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$406k		9.2k	44.13	View chart
Linde SHS (LIN)	0.1	$406k	+12%	843.00	481.74	View chart
Illumina (ILMN)	0.0	$394k		2.7k	144.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$394k	-3%	1.0k	393.59	View chart
Cisco Systems (CSCO)	0.0	$390k	+2%	6.9k	56.60	View chart
Fiserv (FI)	0.0	$385k	-20%	1.9k	199.67	View chart
Applied Materials (AMAT)	0.0	$385k		2.1k	183.00	View chart
Coca-Cola Company (KO)	0.0	$384k		5.5k	69.45	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$380k		3.5k	108.72	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$372k	+2%	5.2k	71.36	View chart
Emerson Electric (EMR)	0.0	$370k	-5%	3.4k	109.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$368k	+6%	1.8k	200.81	View chart
Wells Fargo & Company (WFC)	0.0	$367k		5.7k	64.81	View chart
Progressive Corporation (PGR)	0.0	$366k		1.5k	248.25	View chart
Oneok (OKE)	0.0	$365k		3.7k	97.37	View chart
Procter & Gamble Company (PG)	0.0	$357k		2.1k	169.71	View chart
Ishares Tr Mortge Rel Etf (REM)	0.0	$346k	-6%	15k	22.82	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$341k	+9%	2.6k	132.15	View chart
Boeing Company (BA)	0.0	$332k	-11%	2.1k	159.91	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$332k		19k	17.71	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.0	$325k		6.3k	51.26	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.0	$321k	-2%	5.5k	58.62	View chart
Parker-Hannifin Corporation (PH)	0.0	$304k		483.00	629.28	View chart
Novo-nordisk A S Adr (NVO)	0.0	$303k	-31%	2.6k	116.46	View chart
Chubb (CB)	0.0	$303k		1.0k	297.11	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$300k		14k	21.02	View chart
Eversource Energy (ES)	0.0	$299k		4.5k	66.23	View chart
S&p Global (SPGI)	0.0	$298k		581.00	513.52	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$297k	+9%	2.5k	120.78	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$297k		2.3k	126.28	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$295k	+3%	4.8k	61.96	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$288k		18k	16.48	View chart
Ameriprise Financial (AMP)	0.0	$287k		553.00	519.56	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$287k		5.5k	51.64	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$284k		14k	20.04	View chart
Caterpillar (CAT)	0.0	$284k		730.00	388.46	View chart
Amgen (AMGN)	0.0	$277k		867.00	319.57	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$276k	-4%	11k	26.25	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$273k		8.8k	31.08	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$272k	+99%	11k	25.80	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$271k		2.3k	118.86	View chart
Realty Income (O)	0.0	$270k		4.2k	63.69	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$268k	-38%	12k	22.54	View chart
Hannon Armstrong (HASI)	0.0	$266k		7.8k	34.34	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$261k		5.8k	44.92	View chart
O'reilly Automotive (ORLY)	0.0	$257k		214.00	1202.79	View chart
Intuitive Surgical Com New (ISRG)	0.0	$256k		495.00	517.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$256k	+11%	422.00	606.51	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$255k		5.2k	48.87	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$254k	NEW	4.3k	58.98	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$253k	NEW	4.3k	59.12	View chart
Boston Scientific Corporation (BSX)	0.0	$253k		2.9k	88.02	View chart
Carrier Global Corporation (CARR)	0.0	$248k	-6%	3.1k	80.15	View chart
Stryker Corporation (SYK)	0.0	$246k		672.00	366.02	View chart
Walt Disney Company (DIS)	0.0	$245k	-5%	2.5k	96.74	View chart
Comcast Corp Cl A (CMCSA)	0.0	$245k		5.9k	41.54	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$243k		6.3k	38.64	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$243k		1.5k	166.24	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.0	$238k		10k	23.07	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$235k		3.4k	68.56	View chart
Wisdomtree Tr Intl Midcap Dv (DIM)	0.0	$233k		3.7k	63.89	View chart
salesforce (CRM)	0.0	$233k		807.00	288.33	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$232k	+44%	321.00	721.92	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$231k	+20%	17k	13.32	View chart
Lowe's Companies (LOW)	0.0	$229k	NEW	843.00	272.16	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$229k		801.00	285.77	View chart
Yum! Brands (YUM)	0.0	$229k		1.7k	133.39	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$228k	NEW	1.0k	228.08	View chart
General Dynamics Corporation (GD)	0.0	$228k		744.00	305.99	View chart
Block Cl A (SQ)	0.0	$219k	NEW	3.0k	72.82	View chart
Global X Fds Fintech Etf (FINX)	0.0	$218k	NEW	7.4k	29.48	View chart
Palantir Technologies Cl A (PLTR)	0.0	$216k	NEW	5.0k	42.94	View chart
eBay (EBAY)	0.0	$212k	-18%	3.4k	63.32	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$212k	NEW	7.1k	30.05	View chart
ON Semiconductor (ON)	0.0	$208k	NEW	3.1k	66.54	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$208k	NEW	2.3k	90.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$208k		2.6k	80.51	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.0	$205k	NEW	2.5k	80.90	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$202k		3.6k	55.43	View chart
Endeavour Silver Corp (EXK)	0.0	$197k	+9%	36k	5.49	View chart
Opko Health (OPK)	0.0	$97k		67k	1.46	View chart

Past Filings by Cascade Financial Partners

SEC 13F filings are viewable for Cascade Financial Partners going back to 2024

Cascade Financial Partners 2024 Q3 filed Oct. 25, 2024
Cascade Financial Partners 2024 Q2 filed July 31, 2024

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