Cascade Financial Partners

Cascade Financial Partners as of March 31, 2025

Portfolio Holdings for Cascade Financial Partners

Cascade Financial Partners holds 241 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 24.5 $194M 235k 825.91
Apple (AAPL) 5.5 $43M 195k 222.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.1 $32M 634k 50.83
Ishares Tr Core S&p500 Etf (IVV) 3.6 $28M 50k 561.90
Pepsi (PEP) 2.8 $22M 149k 149.94
PerkinElmer (RVTY) 2.5 $20M 187k 105.80
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $15M 55k 274.84
Ishares Core Msci Emkt (IEMG) 1.9 $15M 272k 53.97
Amazon (AMZN) 1.7 $13M 70k 190.26
Wisdomtree Tr Intl Lrgcap Dv (DOL) 1.5 $12M 216k 55.07
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.3 $10M 203k 51.18
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.3 $10M 281k 36.41
Vanguard World Mega Grwth Ind (MGK) 1.3 $10M 33k 308.88
NVIDIA Corporation (NVDA) 1.3 $10M 92k 108.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $9.0M 17k 532.58
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $8.7M 45k 193.99
Microsoft Corporation (MSFT) 1.1 $8.5M 23k 375.38
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $8.3M 64k 128.96
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $7.7M 93k 82.73
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $7.5M 190k 39.37
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $6.9M 139k 49.62
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.8 $6.7M 138k 48.31
Broadstone Net Lease (BNL) 0.8 $6.4M 375k 17.04
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $6.3M 24k 258.62
Tesla Motors (TSLA) 0.8 $6.1M 23k 259.16
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.8 $6.1M 144k 42.08
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $5.7M 55k 103.47
Global X Fds Glbl X Mlp Etf (MLPA) 0.7 $5.7M 106k 53.23
Vanguard Index Fds Large Cap Etf (VV) 0.7 $5.6M 22k 257.03
Wisdomtree Tr Us Smallcap Divd (DES) 0.7 $5.5M 172k 31.96
Ishares Tr Core Div Grwth (DGRO) 0.6 $5.0M 81k 61.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $4.8M 6.00 798441.67
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $4.6M 93k 49.52
Global X Fds Us Infr Dev Etf (PAVE) 0.6 $4.5M 118k 37.73
Proshares Tr S&p Mdcp 400 Div (REGL) 0.6 $4.4M 55k 80.65
Meta Platforms Cl A (META) 0.5 $4.2M 7.3k 576.34
Crowdstrike Hldgs Cl A (CRWD) 0.5 $4.2M 12k 352.58
Ishares Tr National Mun Etf (MUB) 0.5 $4.2M 40k 105.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $4.1M 48k 87.17
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $4.0M 63k 63.53
Ishares Tr Core Msci Intl (IDEV) 0.5 $4.0M 58k 68.89
Vanguard World Financials Etf (VFH) 0.5 $3.8M 32k 119.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $3.7M 51k 73.45
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $3.6M 40k 90.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.6M 6.5k 559.36
American Centy Etf Tr Emerging Mkt Val (AVES) 0.5 $3.6M 76k 47.16
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $3.5M 59k 59.75
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $3.5M 43k 81.76
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $3.3M 119k 27.57
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $3.2M 27k 118.14
Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.1M 20k 154.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $3.1M 6.6k 468.92
Ishares Tr New York Mun Etf (NYF) 0.4 $3.1M 58k 52.65
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.4 $3.1M 45k 68.21
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $2.9M 28k 105.60
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $2.8M 17k 160.54
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.4 $2.8M 249k 11.22
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $2.7M 52k 51.94
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $2.7M 41k 65.21
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $2.7M 16k 166.00
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $2.5M 28k 91.73
Illinois Tool Works (ITW) 0.3 $2.5M 10k 248.01
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.5M 16k 156.23
Global X Fds Artificial Etf (AIQ) 0.3 $2.5M 68k 36.38
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $2.5M 37k 66.27
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.4M 20k 122.01
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $2.3M 46k 51.05
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $2.3M 19k 121.91
Ishares Tr Select Divid Etf (DVY) 0.3 $2.1M 16k 134.29
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $2.1M 30k 69.74
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $2.0M 95k 21.51
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $2.0M 39k 51.49
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $2.0M 22k 88.00
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $2.0M 25k 79.86
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $2.0M 46k 42.52
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.9M 25k 75.65
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.9M 23k 81.73
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $1.9M 61k 31.02
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $1.9M 62k 30.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.7M 39k 45.26
Costco Wholesale Corporation (COST) 0.2 $1.7M 1.8k 945.77
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $1.7M 25k 65.76
Nextera Energy (NEE) 0.2 $1.7M 23k 70.89
International Business Machines (IBM) 0.2 $1.6M 6.6k 248.66
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.6M 4.4k 361.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.5M 3.0k 513.83
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.5M 15k 98.92
AFLAC Incorporated (AFL) 0.2 $1.5M 13k 111.19
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $1.4M 25k 56.63
Johnson & Johnson (JNJ) 0.2 $1.4M 8.5k 165.84
Merck & Co (MRK) 0.2 $1.4M 16k 89.76
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $1.4M 17k 79.37
Toyota Motor Corp Ads (TM) 0.2 $1.3M 7.4k 176.53
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.3M 7.6k 172.27
Mastercard Incorporated Cl A (MA) 0.2 $1.3M 2.4k 548.01
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.3M 5.7k 221.74
Texas Instruments Incorporated (TXN) 0.2 $1.3M 7.0k 179.70
Enterprise Products Partners (EPD) 0.2 $1.2M 37k 34.14
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.2M 4.2k 288.14
Home Depot (HD) 0.2 $1.2M 3.3k 366.50
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.2M 6.0k 199.49
Marsh & McLennan Companies (MMC) 0.1 $1.1M 4.7k 244.01
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $973k 12k 81.69
Ishares Gold Tr Ishares New (IAU) 0.1 $972k 17k 58.96
Accenture Plc Ireland Shs Class A (ACN) 0.1 $968k 3.1k 312.07
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.1 $948k 42k 22.49
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $940k 48k 19.78
Ishares Em Mkts Div Etf (DVYE) 0.1 $911k 33k 27.29
McDonald's Corporation (MCD) 0.1 $898k 2.9k 312.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $894k 5.2k 173.23
CSX Corporation (CSX) 0.1 $872k 30k 29.43
Ishares Tr Esg Aware Msci (ESML) 0.1 $844k 22k 38.41
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $843k 20k 41.85
Stag Industrial (STAG) 0.1 $834k 23k 36.12
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $816k 7.5k 108.69
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $815k 44k 18.59
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $807k 31k 26.20
Realty Income (O) 0.1 $797k 14k 58.01
Procter & Gamble Company (PG) 0.1 $794k 4.7k 170.42
Union Pacific Corporation (UNP) 0.1 $792k 3.4k 236.24
Wisdomtree Tr India Erngs Fd (EPI) 0.1 $776k 18k 43.71
JPMorgan Chase & Co. (JPM) 0.1 $776k 3.2k 245.28
Broadcom (AVGO) 0.1 $773k 4.6k 167.43
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $768k 1.4k 533.48
Proshares Tr Russ 2000 Divd (SMDV) 0.1 $767k 12k 65.59
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $744k 5.5k 135.68
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $743k 34k 22.08
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $731k 25k 29.25
Simon Property (SPG) 0.1 $699k 4.2k 166.10
Wisdomtree Tr Artificial Intel (WTAI) 0.1 $683k 36k 19.00
Palantir Technologies Cl A (PLTR) 0.1 $682k 8.1k 84.40
Pfizer (PFE) 0.1 $680k 27k 25.34
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $666k 5.7k 116.55
Advanced Micro Devices (AMD) 0.1 $665k 6.5k 102.74
At&t (T) 0.1 $664k 24k 28.28
Equity Residential Sh Ben Int (EQR) 0.1 $663k 9.3k 71.58
Texas Pacific Land Corp (TPL) 0.1 $663k 500.00 1324.99
Netflix (NFLX) 0.1 $661k 708.00 933.01
Raytheon Technologies Corp (RTX) 0.1 $642k 4.8k 132.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $639k 3.4k 188.16
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) 0.1 $630k 15k 43.28
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) 0.1 $625k 16k 40.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $589k 21k 27.96
Visa Com Cl A (V) 0.1 $583k 1.7k 350.37
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $580k 13k 43.70
Global X Fds Defense Tech Etf (SHLD) 0.1 $580k 13k 46.55
Novartis Sponsored Adr (NVS) 0.1 $566k 5.1k 111.48
Rockwell Automation (ROK) 0.1 $548k 2.1k 258.38
Microstrategy Cl A New (MSTR) 0.1 $548k 1.9k 288.27
MPLX Com Unit Rep Ltd (MPLX) 0.1 $537k 10k 53.52
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $529k 9.3k 57.14
Abbvie (ABBV) 0.1 $521k 2.5k 209.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $515k 2.8k 186.28
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $510k 17k 30.73
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $506k 6.9k 73.69
Altria (MO) 0.1 $494k 8.2k 60.02
Crane Company Common Stock (CR) 0.1 $486k 3.2k 153.18
Vanguard Index Fds Growth Etf (VUG) 0.1 $472k 1.3k 370.69
UnitedHealth (UNH) 0.1 $467k 892.00 523.73
Vaneck Etf Trust Mortgage Reit (MORT) 0.1 $458k 41k 11.17
Ishares Tr Us Infrastruc (IFRA) 0.1 $455k 10k 45.07
Bank of America Corporation (BAC) 0.1 $448k 11k 41.73
Coca-Cola Company (KO) 0.1 $443k 6.2k 71.62
Wells Fargo & Company (WFC) 0.1 $442k 6.2k 71.79
Cisco Systems (CSCO) 0.1 $439k 7.1k 61.71
Colgate-Palmolive Company (CL) 0.1 $432k 4.6k 93.70
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $431k 7.4k 58.35
Palo Alto Networks (PANW) 0.1 $419k 2.5k 170.64
Myers Industries (MYE) 0.1 $413k 35k 11.93
Lockheed Martin Corporation (LMT) 0.0 $394k 882.00 446.73
Fiserv (FI) 0.0 $393k 1.8k 220.83
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $393k 9.1k 43.40
Ishares Tr Mortge Rel Etf (REM) 0.0 $392k 18k 22.44
Progressive Corporation (PGR) 0.0 $389k 1.4k 283.01
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $389k 3.7k 104.58
Ishares Tr Tips Bd Etf (TIP) 0.0 $388k 3.5k 111.09
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $387k 5.4k 71.97
Spdr Ser Tr Russell Yield (ONEY) 0.0 $374k 3.4k 109.24
Oneok (OKE) 0.0 $372k 3.7k 99.22
Emerson Electric (EMR) 0.0 $370k 3.4k 109.64
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $369k 12k 29.82
Blackrock (BLK) 0.0 $367k 388.00 946.64
United Parcel Service CL B (UPS) 0.0 $366k 3.3k 109.99
Linde SHS (LIN) 0.0 $360k 774.00 465.42
Mondelez Intl Cl A (MDLZ) 0.0 $355k 5.2k 67.85
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $353k 2.8k 125.96
Boeing Company (BA) 0.0 $352k 2.1k 170.58
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $345k 6.1k 56.85
Intel Corporation (INTC) 0.0 $335k 15k 22.71
Exxon Mobil Corporation (XOM) 0.0 $333k 2.8k 118.94
Ishares Tr Core Intl Aggr (IAGG) 0.0 $317k 6.3k 49.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $316k 2.7k 117.49
O'reilly Automotive (ORLY) 0.0 $306k 214.00 1429.50
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $303k 19k 16.18
Parker-Hannifin Corporation (PH) 0.0 $303k 498.00 607.85
Amgen (AMGN) 0.0 $301k 966.00 311.40
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.0 $294k 6.3k 46.50
Hercules Technology Growth Capital (HTGC) 0.0 $294k 15k 19.21
Boston Scientific Corporation (BSX) 0.0 $290k 2.9k 100.90
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $287k 17k 16.76
Verizon Communications (VZ) 0.0 $281k 6.2k 45.36
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $276k 13k 20.70
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $270k 5.8k 46.81
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $269k 5.9k 45.97
S&p Global (SPGI) 0.0 $269k 529.00 508.10
Ameriprise Financial (AMP) 0.0 $268k 553.00 484.11
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $267k 5.2k 51.07
Stryker Corporation (SYK) 0.0 $261k 702.00 372.25
Ishares Tr Micro-cap Etf (IWC) 0.0 $260k 2.3k 110.91
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $260k 5.2k 49.90
Yum! Brands (YUM) 0.0 $254k 1.6k 157.39
Eversource Energy (ES) 0.0 $250k 4.0k 62.11
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $247k 11k 23.43
Intuitive Surgical Com New (ISRG) 0.0 $243k 490.00 495.27
Walt Disney Company (DIS) 0.0 $242k 2.5k 98.71
Wisdomtree Tr Intl Midcap Dv (DIM) 0.0 $242k 3.7k 66.19
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $241k 3.4k 70.21
Caterpillar (CAT) 0.0 $238k 721.00 329.80
Fibrobiologics Com Shs (FBLG) 0.0 $234k 260k 0.90
Vanguard World Inf Tech Etf (VGT) 0.0 $229k 422.00 542.38
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.0 $228k 10k 22.10
Adobe Systems Incorporated (ADBE) 0.0 $227k 593.00 383.48
eBay (EBAY) 0.0 $227k 3.4k 67.73
Hannon Armstrong (HASI) 0.0 $227k 7.8k 29.24
Philip Morris International (PM) 0.0 $224k 1.4k 158.73
Comcast Corp Cl A (CMCSA) 0.0 $217k 5.9k 36.90
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $217k 1.4k 150.98
Blackstone Secd Lending Common Stock (BXSL) 0.0 $216k 6.7k 32.36
salesforce (CRM) 0.0 $216k 805.00 268.36
Ishares Tr Core High Dv Etf (HDV) 0.0 $216k 1.8k 121.12
General Dynamics Corporation (GD) 0.0 $213k 781.00 272.58
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $209k 818.00 255.53
Ready Cap Corp Com reit (RC) 0.0 $207k 41k 5.09
Super Micro Computer Com New (SMCI) 0.0 $205k 6.0k 34.24
Lowe's Companies (LOW) 0.0 $205k 879.00 233.18
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $205k 9.9k 20.77
Select Sector Spdr Tr Energy (XLE) 0.0 $205k 2.2k 93.45
Chevron Corporation (CVX) 0.0 $202k 1.2k 167.29
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $201k 3.9k 51.78
Endeavour Silver Corp (EXK) 0.0 $119k 28k 4.27
Opko Health (OPK) 0.0 $110k 67k 1.66