Cascade Financial Partners

Cascade Financial Partners as of June 30, 2025

Portfolio Holdings for Cascade Financial Partners

Cascade Financial Partners holds 259 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 22.1 $184M 236k 779.53
Apple (AAPL) 5.0 $42M 203k 205.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.4 $37M 646k 57.01
Ishares Tr Core S&p500 Etf (IVV) 3.7 $31M 49k 620.90
Pepsi (PEP) 2.4 $20M 149k 132.04
PerkinElmer (RVTY) 2.2 $18M 187k 96.72
Amazon (AMZN) 1.9 $16M 72k 219.39
Ishares Core Msci Emkt (IEMG) 1.9 $16M 261k 60.03
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $15M 51k 303.93
NVIDIA Corporation (NVDA) 1.7 $14M 90k 157.99
Wisdomtree Tr Intl Lrgcap Dv (DOL) 1.6 $13M 218k 59.57
Vanguard World Mega Grwth Ind (MGK) 1.5 $13M 35k 366.17
Spdr Series Trust Portfolio S&p400 (SPMD) 1.5 $12M 226k 54.38
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.4 $12M 290k 40.49
Microsoft Corporation (MSFT) 1.4 $11M 23k 497.42
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $9.5M 221k 42.74
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $9.3M 45k 204.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $8.2M 17k 485.77
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $8.0M 96k 82.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $7.8M 59k 133.31
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.9 $7.4M 134k 55.24
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $7.4M 72k 102.91
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $7.2M 147k 49.03
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $7.0M 25k 279.83
Tesla Motors (TSLA) 0.8 $6.9M 22k 317.66
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.8 $6.5M 144k 45.29
Vanguard Index Fds Large Cap Etf (VV) 0.7 $6.2M 22k 285.30
Crowdstrike Hldgs Cl A (CRWD) 0.7 $6.1M 12k 509.31
Broadstone Net Lease (BNL) 0.7 $6.0M 371k 16.05
Global X Fds Us Infr Dev Etf (PAVE) 0.7 $5.5M 126k 43.58
Meta Platforms Cl A (META) 0.7 $5.5M 7.5k 738.07
Ishares Tr Core Div Grwth (DGRO) 0.7 $5.4M 85k 63.94
Wisdomtree Tr Us Smallcap Divd (DES) 0.6 $5.3M 168k 31.76
Global X Fds Glbl X Mlp Etf (MLPA) 0.6 $5.2M 104k 50.20
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $4.7M 64k 72.68
Wisdomtree Tr Us Midcap Divid (DON) 0.5 $4.4M 89k 50.12
Ishares Tr Core Msci Intl (IDEV) 0.5 $4.4M 58k 76.04
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $4.4M 6.00 728800.00
Proshares Tr S&p Mdcp 400 Div (REGL) 0.5 $4.4M 54k 81.53
American Centy Etf Tr Emerging Mkt Val (AVES) 0.5 $4.2M 78k 53.54
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $4.1M 35k 119.09
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $4.1M 45k 91.10
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.5 $3.9M 49k 81.40
Vanguard World Financials Etf (VFH) 0.5 $3.9M 31k 127.30
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $3.6M 16k 226.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $3.6M 5.9k 617.81
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $3.6M 57k 63.71
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $3.6M 119k 30.14
Ishares Tr National Mun Etf (MUB) 0.4 $3.6M 34k 104.48
Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.4M 19k 176.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $3.3M 6.0k 551.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $3.3M 37k 89.06
Global X Fds Artificial Etf (AIQ) 0.4 $3.3M 75k 43.69
Ishares Tr Msci Eafe Etf (EFA) 0.4 $3.2M 36k 89.39
Alphabet Cap Stk Cl C (GOOG) 0.4 $3.1M 18k 177.39
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $3.1M 29k 106.34
Ishares Tr New York Mun Etf (NYF) 0.4 $3.0M 58k 52.14
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $2.9M 18k 164.46
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $2.9M 35k 82.92
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.3 $2.8M 31k 91.73
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $2.8M 37k 74.01
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $2.7M 35k 79.28
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.6M 20k 135.04
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $2.6M 38k 68.21
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $2.6M 35k 73.63
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $2.6M 19k 135.30
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $2.5M 52k 48.86
Illinois Tool Works (ITW) 0.3 $2.5M 10k 247.25
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $2.3M 204k 11.13
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $2.2M 5.3k 424.58
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $2.2M 52k 43.14
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $2.2M 26k 83.74
Spdr Series Trust Portfolio Short (SPSB) 0.3 $2.2M 72k 30.19
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $2.1M 62k 34.51
Ishares Tr Select Divid Etf (DVY) 0.3 $2.1M 16k 132.81
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $2.1M 22k 93.79
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $2.1M 41k 51.02
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $2.1M 34k 62.03
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.0M 24k 83.48
Costco Wholesale Corporation (COST) 0.2 $2.0M 2.0k 989.93
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $2.0M 93k 21.16
International Business Machines (IBM) 0.2 $1.9M 6.6k 294.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.9M 39k 49.46
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.9M 35k 53.96
Spdr Series Trust Portfolio S&p500 (SPYM) 0.2 $1.8M 25k 72.69
Nextera Energy (NEE) 0.2 $1.6M 23k 69.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.6M 2.8k 567.93
Texas Instruments Incorporated (TXN) 0.2 $1.5M 7.0k 207.62
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $1.4M 17k 82.14
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.4M 5.9k 236.97
AFLAC Incorporated (AFL) 0.2 $1.4M 13k 105.46
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.4M 14k 99.20
Mastercard Incorporated Cl A (MA) 0.2 $1.3M 2.4k 561.83
Broadcom (AVGO) 0.2 $1.3M 4.8k 275.64
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.3M 4.3k 304.83
Johnson & Johnson (JNJ) 0.2 $1.3M 8.5k 152.75
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.3M 6.7k 192.72
Toyota Motor Corp Ads (TM) 0.2 $1.3M 7.4k 172.26
Merck & Co (MRK) 0.1 $1.2M 16k 79.16
Enterprise Products Partners (EPD) 0.1 $1.2M 38k 31.01
Home Depot (HD) 0.1 $1.1M 3.1k 366.65
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.1M 5.2k 215.79
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.1M 48k 22.10
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.1M 12k 89.22
JPMorgan Chase & Co. (JPM) 0.1 $1.0M 3.6k 289.89
Procter & Gamble Company (PG) 0.1 $1.0M 6.5k 159.32
Marsh & McLennan Companies 0.1 $1.0M 4.7k 218.62
Stag Industrial (STAG) 0.1 $1.0M 28k 36.28
Ishares Gold Tr Ishares New (IAU) 0.1 $997k 16k 62.36
Netflix (NFLX) 0.1 $967k 722.00 1339.81
CSX Corporation (CSX) 0.1 $967k 30k 32.63
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.1 $960k 43k 22.59
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $959k 5.3k 181.74
Ishares Em Mkts Div Etf (DVYE) 0.1 $957k 33k 28.65
Wisdomtree Tr Artificial Intel (WTAI) 0.1 $934k 38k 24.56
Realty Income (O) 0.1 $932k 16k 57.61
Accenture Plc Ireland Shs Class A (ACN) 0.1 $918k 3.1k 298.92
Advanced Micro Devices (AMD) 0.1 $912k 6.4k 141.90
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $910k 32k 28.05
Ishares Tr Esg Aware Msci (ESML) 0.1 $908k 22k 41.33
Equity Residential Sh Ben Int (EQR) 0.1 $863k 13k 67.49
McDonald's Corporation (MCD) 0.1 $857k 2.9k 292.17
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $843k 47k 18.13
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $830k 25k 33.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $822k 34k 24.44
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $811k 7.4k 109.61
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $810k 5.7k 141.69
Ishares Tr Us Infrastruc (IFRA) 0.1 $795k 16k 49.19
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $794k 5.0k 157.76
Union Pacific Corporation (UNP) 0.1 $771k 3.4k 230.08
Proshares Tr Russ 2000 Divd (SMDV) 0.1 $761k 12k 65.06
Wisdomtree Tr India Erngs Fd (EPI) 0.1 $757k 16k 47.47
Global X Fds Defense Tech Etf (SHLD) 0.1 $751k 13k 60.25
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $750k 18k 41.42
Palantir Technologies Cl A (PLTR) 0.1 $741k 5.4k 136.32
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $733k 5.4k 135.73
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $716k 1.3k 566.48
Simon Property (SPG) 0.1 $706k 4.4k 160.75
Rockwell Automation (ROK) 0.1 $704k 2.1k 332.17
Raytheon Technologies Corp (RTX) 0.1 $690k 4.7k 146.02
At&t (T) 0.1 $688k 24k 28.94
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $678k 22k 30.68
Altria (MO) 0.1 $676k 12k 58.63
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) 0.1 $664k 14k 46.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $660k 3.4k 194.23
Pfizer (PFE) 0.1 $646k 27k 24.24
Novartis Sponsored Adr (NVS) 0.1 $630k 5.2k 121.01
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $626k 13k 48.24
Ishares Tr U.s. Finls Etf (IYF) 0.1 $604k 5.0k 120.99
Crane Company Common Stock (CR) 0.1 $602k 3.2k 189.89
Tcg Bdc (CGBD) 0.1 $600k 44k 13.68
Visa Com Cl A (V) 0.1 $590k 1.7k 354.95
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $590k 6.2k 94.63
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) 0.1 $577k 14k 40.07
Vanguard Index Fds Growth Etf (VUG) 0.1 $558k 1.3k 438.25
Ishares Tr 3yrtb Etf (ISHG) 0.1 $554k 7.2k 76.56
MPLX Com Unit Rep Ltd (MPLX) 0.1 $552k 11k 51.51
Cisco Systems (CSCO) 0.1 $542k 7.8k 69.38
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $531k 6.6k 80.11
Texas Pacific Land Corp (TPL) 0.1 $528k 500.00 1056.39
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $527k 9.3k 56.85
Select Sector Spdr Tr Financial (XLF) 0.1 $525k 10k 52.37
Bank of America Corporation (BAC) 0.1 $508k 11k 47.32
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $484k 2.5k 195.00
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $475k 7.8k 61.21
Coca-Cola Company (KO) 0.1 $466k 6.6k 70.75
Abbvie (ABBV) 0.1 $461k 2.5k 185.61
Wells Fargo & Company (WFC) 0.1 $461k 5.8k 80.12
Emerson Electric (EMR) 0.1 $450k 3.4k 133.33
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $446k 4.7k 93.99
Vaneck Etf Trust Mortgage Reit (MORT) 0.1 $433k 41k 10.56
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $421k 3.9k 109.30
Colgate-Palmolive Company (CL) 0.1 $420k 4.6k 90.90
Boeing Company (BA) 0.0 $414k 2.0k 209.57
Lockheed Martin Corporation (LMT) 0.0 $409k 882.00 463.16
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $408k 9.1k 45.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $398k 15k 26.50
Exxon Mobil Corporation (XOM) 0.0 $394k 3.7k 107.80
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $390k 12k 31.54
Ishares Tr Tips Bd Etf (TIP) 0.0 $384k 3.5k 110.05
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $377k 5.8k 64.85
Ishares Tr Mortge Rel Etf (REM) 0.0 $373k 18k 21.38
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $371k 2.7k 138.69
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $370k 2.8k 132.14
Spdr Series Trust Nuveen Ice Short (SHM) 0.0 $369k 7.7k 47.83
Linde SHS (LIN) 0.0 $363k 774.00 468.96
Vanguard World Inf Tech Etf (VGT) 0.0 $363k 547.00 663.28
Mondelez Intl Cl A (MDLZ) 0.0 $353k 5.2k 67.44
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $351k 6.7k 52.06
Parker-Hannifin Corporation (PH) 0.0 $348k 498.00 698.47
Blackrock (BLK) 0.0 $344k 328.00 1049.46
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $342k 19k 18.24
Ishares Tr Gbl Comm Svc Etf (IXP) 0.0 $337k 3.0k 112.32
Spdr Series Trust S&p Regl Bkg (KRE) 0.0 $336k 5.7k 59.39
Principal Exchange Traded Spectrum Pfd (PREF) 0.0 $330k 17k 18.97
Ishares Tr Core Intl Aggr (IAGG) 0.0 $324k 6.3k 51.09
Super Micro Computer Com New (SMCI) 0.0 $319k 6.5k 49.01
United Parcel Service CL B (UPS) 0.0 $317k 3.1k 100.94
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $312k 11k 29.68
Boston Scientific Corporation (BSX) 0.0 $308k 2.9k 107.43
Fiserv (FI) 0.0 $307k 1.8k 172.41
Oneok (OKE) 0.0 $306k 3.7k 81.63
Verizon Communications (VZ) 0.0 $306k 7.1k 43.27
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $298k 3.8k 77.51
Caterpillar (CAT) 0.0 $295k 761.00 388.21
Ameriprise Financial (AMP) 0.0 $295k 553.00 533.73
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.0 $295k 6.3k 46.55
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $293k 4.7k 62.02
O'reilly Automotive (ORLY) 0.0 $289k 3.2k 90.13
Hercules Technology Growth Capital (HTGC) 0.0 $280k 15k 18.28
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $279k 13k 20.92
S&p Global (SPGI) 0.0 $279k 529.00 527.29
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $279k 17k 16.28
Stryker Corporation (SYK) 0.0 $278k 702.00 395.63
Wisdomtree Tr Intl Midcap Dv (DIM) 0.0 $275k 3.7k 75.31
Walt Disney Company (DIS) 0.0 $271k 2.2k 124.02
Amgen (AMGN) 0.0 $270k 967.00 279.22
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $267k 11k 25.30
Intuitive Surgical Com New (ISRG) 0.0 $266k 490.00 543.41
Nike CL B (NKE) 0.0 $263k 3.7k 71.04
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $262k 5.2k 50.27
Yum! Brands (YUM) 0.0 $261k 1.8k 148.21
Progressive Corporation (PGR) 0.0 $260k 974.00 266.86
Spdr Series Trust Russell Yield (ONEY) 0.0 $260k 2.4k 108.27
Philip Morris International (PM) 0.0 $258k 1.4k 182.13
UnitedHealth (UNH) 0.0 $252k 808.00 311.95
eBay (EBAY) 0.0 $250k 3.4k 74.46
Oracle Corporation (ORCL) 0.0 $249k 1.1k 218.54
Ready Cap Corp Com reit (RC) 0.0 $243k 56k 4.37
Global X Fds Fintech Etf (FINX) 0.0 $240k 7.0k 34.22
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $239k 1.0k 238.70
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $234k 818.00 285.86
Palo Alto Networks (PANW) 0.0 $233k 1.1k 204.64
General Dynamics Corporation (GD) 0.0 $228k 781.00 291.66
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $227k 9.9k 22.97
Booking Holdings (BKNG) 0.0 $226k 39.00 5804.54
Adobe Systems Incorporated (ADBE) 0.0 $224k 578.00 386.83
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.0 $223k 10k 21.64
Norfolk Southern (NSC) 0.0 $221k 864.00 255.97
Exelixis (EXEL) 0.0 $220k 5.0k 44.08
Applied Materials (AMAT) 0.0 $220k 1.2k 183.07
Eversource Energy (ES) 0.0 $220k 3.5k 63.62
Carrier Global Corporation (CARR) 0.0 $216k 2.9k 73.19
Illumina (ILMN) 0.0 $216k 2.3k 95.41
Eaton Corp SHS (ETN) 0.0 $213k 596.00 356.75
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.0 $212k 2.3k 94.00
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $211k 3.9k 54.40
Comcast Corp Cl A (CMCSA) 0.0 $210k 5.9k 35.69
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $209k 4.0k 52.34
Ishares Tr Core High Dv Etf (HDV) 0.0 $209k 1.8k 117.17
Hannon Armstrong (HASI) 0.0 $208k 7.8k 26.86
Ishares Msci Emrg Chn (EMXC) 0.0 $207k 3.3k 63.14
Blackstone Secd Lending Common Stock (BXSL) 0.0 $205k 6.7k 30.75
Alnylam Pharmaceuticals (ALNY) 0.0 $204k 627.00 326.04
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $188k 10k 18.32
Fibrobiologics Com Shs (FBLG) 0.0 $181k 291k 0.62
Endeavour Silver Corp (EXK) 0.0 $112k 23k 4.92
Opko Health (OPK) 0.0 $88k 67k 1.32
Protalix Biotherapeutics (PLX) 0.0 $25k 17k 1.48