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Cascadia Advisory Services

Latest statistics and disclosures from Cascadia Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SPY, IVV, FCTR, SHY, and represent 14.06% of Cascadia Advisory Services's stock portfolio.
Added to shares of these 10 stocks: UAUG (+$11M), IEF (+$10M), SHY (+$10M), IWM (+$7.5M), HYG, JNK, FNOV, CWB, DJAN, VNQ.
Started 21 new stock positions in XLRE, TLH, HYDW, Pioneer Natural Resources, VEA, LOW, BABA, FAPR, SCHP, IEF. MCD, DJAN, CWB, PNFP, TLT, UAUG, IXN, CRWD, TIP, VNQ, BITQ.
Reduced shares in these 10 stocks: UJUN (-$11M), , QQQ (-$9.2M), SPY, IVV, XLI, DOCT, PMAY, DNOV, FSEP.
Sold out of its positions in ARKF, APPN, FTEC, DOCT, GBIL, PMAY, UJUN, QQQ, IGLB, KWEB. UWM, Resolute Fst Prods In, ANGL, ZM.
Cascadia Advisory Services was a net buyer of stock by $33M.
Cascadia Advisory Services has $493M in assets under management (AUM), dropping by 6.41%.
Central Index Key (CIK): 0001800724

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Portfolio Holdings for Cascadia Advisory Services

Cascadia Advisory Services holds 246 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.8	$19M	+9%	48k	394.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.0	$15M	-17%	34k	429.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$14M	-16%	32k	430.83	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	2.3	$11M	+2%	332k	34.01	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	2.2	$11M	+1306%	126k	86.15	View chart
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)	2.2	$11M	NEW	380k	28.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.1	$11M	+252%	48k	218.75	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	2.0	$10M	NEW	87k	115.22	View chart
Microsoft Corporation (MSFT)	1.9	$9.2M	-3%	33k	281.91	View chart
Apple (AAPL)	1.6	$7.9M		56k	141.49	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.5	$7.3M		66k	110.54	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.4	$6.9M	+214%	79k	87.49	View chart
Kraneshares Tr Quadrtc Int Rt (IVOL)	1.4	$6.8M	+8%	245k	27.87	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	1.3	$6.4M	+6%	238k	27.12	View chart
Amazon (AMZN)	1.3	$6.3M	+4%	1.9k	3285.27	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.2	$6.1M	+4%	62k	98.46	View chart
Spdr Ser Tr Bloomberg Brclys (JNK)	1.2	$6.0M	+205%	55k	109.36	View chart
Costco Wholesale Corporation (COST)	1.1	$5.4M	-2%	12k	449.36	View chart
Nike CL B (NKE)	1.0	$5.2M		36k	145.22	View chart
AutoZone (AZO)	1.0	$5.0M	+2%	2.9k	1697.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$4.7M	-9%	1.8k	2673.64	View chart
First Tr Exchange-traded Dorsey Wright (FVC)	0.9	$4.5M		128k	35.15	View chart
Facebook Cl A (META)	0.9	$4.5M	-3%	13k	339.41	View chart
First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG)	0.9	$4.4M	+14%	129k	34.11	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.9	$4.3M	-4%	85k	50.47	View chart
Adobe Systems Incorporated (ADBE)	0.8	$4.1M	-9%	7.1k	575.74	View chart
Automatic Data Processing (ADP)	0.8	$4.1M	+11%	20k	199.92	View chart
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV)	0.8	$4.0M	+533%	106k	38.08	View chart
Chevron Corporation (CVX)	0.8	$3.8M	-5%	38k	101.45	View chart
Thermo Fisher Scientific (TMO)	0.8	$3.7M	-4%	6.5k	571.23	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.8	$3.7M	-8%	70k	53.55	View chart
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB)	0.8	$3.7M	+141%	108k	34.25	View chart
Select Sector Spdr Tr Energy (XLE)	0.7	$3.6M		70k	52.09	View chart
JPMorgan Chase & Co. (JPM)	0.7	$3.6M		22k	163.68	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC)	0.7	$3.5M	+109%	109k	32.00	View chart
Wal-Mart Stores (WMT)	0.7	$3.4M	+7%	24k	139.39	View chart
UnitedHealth (UNH)	0.7	$3.3M		8.6k	390.75	View chart
Invesco Activly Mangd Etc Optimum Yield (PDBC)	0.7	$3.2M		154k	21.05	View chart
Dollar General (DG)	0.6	$3.2M		15k	212.16	View chart
Spdr Ser Tr BLMBRG BRC CNVRT (CWB)	0.6	$3.2M	NEW	37k	85.35	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.6	$3.1M	+9%	20k	160.23	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$3.1M	+5%	82k	37.53	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJAN)	0.6	$3.0M	NEW	96k	31.67	View chart
Ball Corporation (BALL)	0.6	$3.0M	+15%	34k	89.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$3.0M	NEW	30k	101.77	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.6	$2.9M	NEW	66k	44.45	View chart
Procter & Gamble Company (PG)	0.6	$2.9M	+9%	21k	139.81	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$2.9M	+2%	57k	50.84	View chart
FactSet Research Systems (FDS)	0.6	$2.9M	-3%	7.3k	394.74	View chart
Intuit (INTU)	0.6	$2.8M	-12%	5.3k	539.48	View chart
Tractor Supply Company (TSCO)	0.6	$2.8M	+3%	14k	202.61	View chart
Liberty Global SHS CL C	0.6	$2.8M	+2%	96k	29.46	View chart
LKQ Corporation (LKQ)	0.6	$2.8M	-8%	56k	50.32	View chart
Oracle Corporation (ORCL)	0.6	$2.8M		32k	87.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.8M	-3%	10k	272.95	View chart
AmerisourceBergen (COR)	0.6	$2.8M	+12%	23k	119.44	View chart
General Motors Company (GM)	0.6	$2.8M	+10%	53k	52.71	View chart
Paychex (PAYX)	0.6	$2.8M	-3%	25k	112.43	View chart
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV)	0.6	$2.8M	-43%	79k	34.86	View chart
Pepsi (PEP)	0.6	$2.7M	+4%	18k	150.43	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.6	$2.7M		8.6k	319.93	View chart
Citigroup Com New (C)	0.6	$2.7M	+6%	39k	70.18	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC)	0.5	$2.7M	+790%	81k	33.48	View chart
Vodafone Group Sponsored Adr (VOD)	0.5	$2.7M	+19%	175k	15.45	View chart
Johnson & Johnson (JNJ)	0.5	$2.7M	+2%	17k	161.51	View chart
Clorox Company (CLX)	0.5	$2.7M	+32%	16k	165.61	View chart
Colgate-Palmolive Company (CL)	0.5	$2.6M	+16%	35k	75.58	View chart
Church & Dwight (CHD)	0.5	$2.6M	+19%	32k	82.57	View chart
Kimberly-Clark Corporation (KMB)	0.5	$2.6M	+16%	20k	132.44	View chart
Hershey Company (HSY)	0.5	$2.6M	+4%	16k	169.25	View chart
Amgen (AMGN)	0.5	$2.6M	+25%	12k	212.66	View chart
Brown Forman Corp CL B (BF.B)	0.5	$2.6M	+20%	39k	67.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$2.6M	+17%	24k	106.45	View chart
Fiserv (FI)	0.5	$2.6M	-30%	24k	108.50	View chart
Novo-nordisk A S Adr (NVO)	0.5	$2.6M	-19%	27k	95.99	View chart
Mccormick & Co Com Non Vtg (MKC)	0.5	$2.5M	+24%	31k	81.04	View chart
Monster Beverage Corp (MNST)	0.5	$2.5M	+14%	29k	88.84	View chart
Magna Intl Inc cl a (MGA)	0.5	$2.5M	+25%	34k	75.25	View chart
Amcor Ord (AMCR)	0.5	$2.5M	+8%	217k	11.59	View chart
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB)	0.5	$2.5M	-9%	69k	36.67	View chart
Berry Plastics (BERY)	0.5	$2.5M	-6%	41k	60.87	View chart
Cerner Corporation	0.5	$2.5M	+11%	35k	70.52	View chart
Rollins (ROL)	0.5	$2.4M	+9%	67k	35.33	View chart
Clean Harbors (CLH)	0.5	$2.2M	-11%	22k	103.89	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.5	$2.2M	-3%	21k	105.38	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$2.2M		29k	74.24	View chart
FedEx Corporation (FDX)	0.4	$2.1M	+3%	9.7k	219.30	View chart
Ishares Tr Exponential Tech (XT)	0.4	$2.1M		34k	62.73	View chart
Lumen Technologies (LUMN)	0.4	$2.0M	+8%	163k	12.39	View chart
First Tr Exchange Traded Indxx Nextg Etf (NXTG)	0.4	$1.9M		26k	76.32	View chart
Graphic Packaging Holding Company (GPK)	0.4	$1.9M	+3%	101k	19.04	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.4	$1.9M	+2%	12k	166.07	View chart
First Tr Exchange Traded Us Eqty Oppt Etf (FPX)	0.4	$1.9M	-2%	15k	123.42	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.4	$1.8M		19k	92.60	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$1.7M	+9%	13k	133.04	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$1.7M	-34%	64k	26.53	View chart
Maximus (MMS)	0.3	$1.7M	+43%	20k	83.21	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$1.7M	-4%	17k	100.71	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.3	$1.7M	+278%	17k	99.23	View chart
Crown Holdings (CCK)	0.3	$1.7M	-40%	16k	100.77	View chart
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG)	0.3	$1.6M	-44%	43k	36.46	View chart
Pioneer Natural Resources	0.3	$1.5M	NEW	9.1k	166.54	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.3	$1.5M	+3%	29k	51.15	View chart
Masco Corporation (MAS)	0.3	$1.4M	+3%	26k	55.53	View chart
Walt Disney Company (DIS)	0.3	$1.4M		8.2k	169.11	View chart
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)	0.3	$1.3M	+24%	26k	50.70	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL)	0.2	$1.2M	+333%	35k	34.64	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$1.2M	+3%	33k	35.90	View chart
Sherwin-Williams Company (SHW)	0.2	$1.2M		4.3k	279.71	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$1.2M	+14%	22k	53.24	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY)	0.2	$1.2M	+113%	32k	36.36	View chart
Garmin SHS (GRMN)	0.2	$1.1M		7.4k	155.47	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$1.1M	-24%	31k	37.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.0M	+7%	4.7k	222.01	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.2	$1.0M	+8%	121k	8.60	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.2	$1.0M	-7%	7.4k	138.86	View chart
Ishares Tr Global Finls Etf (IXG)	0.2	$1.0M	-7%	13k	78.43	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$1.0M	+454%	16k	62.81	View chart
Pinnacle Financial Partners (PNFP)	0.2	$990k	NEW	11k	94.09	View chart
Progressive Corporation (PGR)	0.2	$976k	-37%	11k	90.44	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.2	$976k		6.2k	156.46	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$969k	-4%	9.7k	100.06	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$934k	+21%	16k	59.94	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.2	$933k		25k	36.86	View chart
American Homes 4 Rent Cl A (AMH)	0.2	$914k	+40%	24k	38.14	View chart
Verizon Communications (VZ)	0.2	$911k	-40%	17k	53.99	View chart
Merck & Co (MRK)	0.2	$892k	+2%	12k	75.15	View chart
Broadcom (AVGO)	0.2	$888k	-6%	1.8k	485.25	View chart
Visa Com Cl A (V)	0.2	$873k		3.9k	222.87	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.2	$864k		11k	78.09	View chart
Spx Flow	0.2	$856k	-44%	12k	73.09	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$845k	+5%	7.4k	114.87	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.2	$845k	-32%	17k	51.07	View chart
Intel Corporation (INTC)	0.2	$827k	-11%	16k	53.26	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.2	$814k	-12%	11k	74.73	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$813k	+8%	18k	45.99	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$812k	+32%	2.8k	290.10	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$797k	+79%	20k	40.09	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$796k	+126%	26k	30.10	View chart
Comcast Corp Cl A (CMCSA)	0.2	$792k	-5%	14k	55.90	View chart
Cisco Systems (CSCO)	0.2	$785k	-5%	14k	54.44	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$770k		10k	75.97	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$758k	-2%	16k	48.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$753k		10k	74.24	View chart
Prologis (PLD)	0.2	$741k	-7%	5.9k	125.44	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$737k	+124%	6.8k	108.14	View chart
Skechers U S A Cl A (SKX)	0.1	$730k	+32%	17k	42.14	View chart
Lowe's Companies (LOW)	0.1	$719k	NEW	3.5k	202.82	View chart
Medtronic SHS (MDT)	0.1	$715k		5.7k	125.31	View chart
MetLife (MET)	0.1	$712k	+6%	12k	61.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$698k	+142%	6.9k	101.26	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$698k	+10%	14k	50.24	View chart
General Dynamics Corporation (GD)	0.1	$696k	-3%	3.6k	196.00	View chart
Home Depot (HD)	0.1	$665k		2.0k	328.07	View chart
BlackRock (BLK)	0.1	$662k	-13%	789.00	839.04	View chart
United Parcel Service CL B (UPS)	0.1	$657k	+21%	3.6k	182.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$653k	+11%	6.0k	109.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$649k	+10%	2.7k	236.77	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$635k	-25%	12k	54.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$630k	+7%	1.8k	345.39	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)	0.1	$625k	NEW	20k	30.86	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$612k		9.8k	62.60	View chart
Charles Schwab Corporation (SCHW)	0.1	$609k	-15%	8.4k	72.88	View chart
Allstate Corporation (ALL)	0.1	$600k		4.7k	127.33	View chart
The Trade Desk Com Cl A (TTD)	0.1	$599k	+6%	8.5k	70.35	View chart
CVS Caremark Corporation (CVS)	0.1	$594k	-5%	7.0k	84.80	View chart
Exchange Traded Concepts Tr Bitwise Crypto (BITQ)	0.1	$586k	NEW	27k	21.67	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$576k	-2%	22k	25.78	View chart
General Mills (GIS)	0.1	$565k	+19%	9.4k	59.84	View chart
Raytheon Technologies Corp (RTX)	0.1	$562k	-5%	6.5k	86.00	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.1	$555k	-3%	12k	44.64	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$550k	+6%	13k	41.48	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN)	0.1	$549k	+8%	15k	36.24	View chart
Te Connectivity Reg Shs (TEL)	0.1	$548k		4.0k	137.17	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$530k	-13%	8.6k	61.37	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP)	0.1	$530k	-78%	16k	33.92	View chart
Eaton Vance Tax Mngd Buy Wri Com Sh Ben Int	0.1	$520k		46k	11.27	View chart
International Flavors & Fragrances (IFF)	0.1	$518k		3.9k	133.75	View chart
Coca-Cola Company (KO)	0.1	$512k		9.8k	52.48	View chart
NVIDIA Corporation (NVDA)	0.1	$509k	+286%	2.5k	207.16	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$496k	-7%	6.7k	73.55	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$488k	+6%	4.0k	122.98	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$483k	NEW	7.7k	62.58	View chart
Tesla Motors (TSLA)	0.1	$482k	+106%	621.00	776.17	View chart
Northrop Grumman Corporation (NOC)	0.1	$482k	+3%	1.3k	360.51	View chart
First Tr Exchange Traded Wtr Etf (FIW)	0.1	$476k	+36%	5.6k	85.23	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$473k	NEW	3.7k	127.70	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$465k		3.1k	149.42	View chart
Spdr Ser Tr Bloomberg Srt Tr (SJNK)	0.1	$463k	-30%	17k	27.37	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$457k	-56%	6.7k	68.11	View chart
Mastercard Incorporated Cl A (MA)	0.1	$452k	-3%	1.3k	347.43	View chart
Marten Transport (MRTN)	0.1	$448k	+3%	29k	15.68	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$436k	-15%	11k	41.43	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$421k	-9%	5.1k	83.17	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$411k	+19%	4.8k	85.52	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$407k	+4%	13k	31.27	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$406k	+44%	22k	18.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$405k		152.00	2664.47	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$405k		6.3k	64.03	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$394k	-30%	11k	35.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$377k	+28%	2.5k	153.69	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$366k	+5%	3.3k	110.17	View chart
Fs Kkr Capital Corp (FSK)	0.1	$341k	-25%	16k	22.02	View chart
Realty Income (O)	0.1	$336k		5.2k	64.88	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT)	0.1	$331k	+3%	9.6k	34.33	View chart
Netflix (NFLX)	0.1	$327k		536.00	610.07	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$324k	+3%	6.4k	50.54	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.1	$313k		4.4k	71.14	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$313k	NEW	5.5k	56.67	View chart
Nextera Energy (NEE)	0.1	$303k		3.9k	78.40	View chart
Us Bancorp Del Com New (USB)	0.1	$298k		5.0k	59.36	View chart
McDonald's Corporation (MCD)	0.1	$296k	NEW	1.2k	240.85	View chart
Wp Carey (WPC)	0.1	$276k		3.8k	72.94	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$272k		3.5k	78.36	View chart
Zscaler Incorporated (ZS)	0.1	$271k	+10%	1.0k	262.34	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$268k		669.00	400.60	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$263k	+2%	10k	25.41	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$261k	+9%	3.7k	69.84	View chart
Boeing Company (BA)	0.1	$259k	-5%	1.2k	220.05	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$258k	-18%	5.7k	45.62	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$253k		4.6k	55.51	View chart
Dbx Etf Tr Xtrackers Low (HYDW)	0.1	$252k	NEW	5.0k	50.76	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$252k	-91%	2.6k	97.94	View chart
Exxon Mobil Corporation (XOM)	0.1	$247k		4.2k	58.74	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$246k	+6%	6.3k	39.24	View chart
Global X Fds Thmatc Gwt Etf (GXTG)	0.0	$246k	+10%	4.9k	49.92	View chart
Masimo Corporation (MASI)	0.0	$242k	+7%	895.00	270.39	View chart
Global X Fds Fintech Etf (FINX)	0.0	$239k		5.0k	48.00	View chart
Union Pacific Corporation (UNP)	0.0	$233k		1.2k	195.96	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$231k	-68%	1.7k	135.48	View chart
Exchange Traded Concepts Tr Robo Glb Etf (ROBO)	0.0	$230k		3.6k	64.52	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$225k	-75%	1.3k	175.92	View chart
Spdr Ser Tr S&p Kensho Final (ROKT)	0.0	$225k		5.7k	39.75	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$224k	NEW	1.5k	148.34	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.0	$223k		2.8k	79.87	View chart
Broadridge Financial Solutions (BR)	0.0	$222k		1.3k	166.79	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$221k	NEW	1.5k	147.43	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$218k	NEW	887.00	245.77	View chart
Invesco Exch Traded Fd Tr Ii Treas Colaterl (TBLL)	0.0	$214k	-15%	2.0k	105.42	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$213k		9.9k	21.61	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	0.0	$213k	NEW	4.2k	50.38	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$207k	NEW	1.4k	144.55	View chart
Shopify Cl A (SHOP)	0.0	$207k		153.00	1352.94	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$205k		3.4k	60.92	View chart
First Tr / Aberdeen Global O Com Shs	0.0	$123k		12k	10.12	View chart
Aberdeen Asia-Pacific Income Fund (FAX)	0.0	$43k		10k	4.19	View chart

Past Filings by Cascadia Advisory Services

SEC 13F filings are viewable for Cascadia Advisory Services going back to 2019

Cascadia Advisory Services 2021 Q3 filed Nov. 12, 2021
Cascadia Advisory Services 2021 Q2 filed Aug. 11, 2021
Cascadia Advisory Services 2021 Q1 filed May 13, 2021
Cascadia Advisory Services 2020 Q3 filed Nov. 13, 2020
Cascadia Advisory Services 2020 Q2 filed Aug. 10, 2020
Cascadia Advisory Services 2019 Q4 filed Feb. 11, 2020

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