Cascade Financial Partners

Cascade Financial Partners as of June 30, 2026

Portfolio Holdings for Cascade Financial Partners

Cascade Financial Partners holds 279 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 24.7 $284M 237k 1199.43
Apple (AAPL) 4.7 $55M 189k 289.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.7 $43M 600k 71.25
Ishares Tr Core S&p500 Etf (IVV) 3.2 $37M 49k 748.89
Wisdomtree Tr True Dev Intl Fd (DOL) 2.0 $23M 308k 74.36
Ishares Core Msci Emkt (IEMG) 1.7 $20M 235k 82.84
NVIDIA Corporation (NVDA) 1.6 $19M 92k 200.09
PerkinElmer (RVTY) 1.6 $18M 163k 111.26
Ishares Tr Tips Bd Etf (TIP) 1.6 $18M 165k 109.43
Pepsi (PEP) 1.5 $18M 129k 135.40
Ishares Tr 3yrtb Etf (ISHG) 1.5 $17M 227k 74.24
Spdr Series Trust St Str P400mid (SPMD) 1.5 $17M 248k 67.56
Vanguard World Mega Grwth Ind (MGK) 1.4 $17M 188k 87.91
Amazon (AMZN) 1.4 $16M 69k 238.34
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.4 $16M 134k 117.45
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.3 $16M 154k 100.35
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 1.3 $15M 290k 50.39
Spdr Index Shs Fds St Port Mark Etf (SPEM) 1.2 $14M 270k 51.78
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $13M 36k 370.04
Ishares Tr Mbs Etf (MBB) 1.1 $13M 135k 94.52
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $9.9M 42k 236.62
Global X Fds Us Infr Dev Etf (PAVE) 0.9 $9.8M 167k 58.92
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.9 $9.8M 152k 64.71
Ishares Tr National Mun Etf (MUB) 0.8 $9.1M 85k 107.62
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.8 $9.1M 215k 42.41
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.8 $9.0M 72k 124.76
Microsoft Corporation (MSFT) 0.8 $8.7M 23k 373.03
American Centy Etf Tr Emerging Mkt Val (AVES) 0.8 $8.7M 132k 65.60
Tesla Motors (TSLA) 0.7 $8.5M 20k 420.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $8.2M 16k 500.39
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $8.2M 100k 82.11
Spdr Series Trust St Inter Bd Etf (SPIB) 0.7 $8.0M 238k 33.46
Crowdstrike Hldgs Cl A (CRWD) 0.7 $7.8M 10k 763.14
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $7.7M 49k 158.03
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $7.6M 95k 80.57
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.7 $7.6M 16k 477.56
Ishares Tr Msci Eafe Etf (EFA) 0.7 $7.6M 73k 103.88
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.7 $7.5M 57k 133.25
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.6 $7.1M 78k 91.21
Vanguard Index Fds Large Cap Etf (VV) 0.6 $7.1M 21k 343.91
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.6 $7.0M 129k 53.79
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $6.8M 64k 106.47
Wisdomtree Tr Us Smallcap Divd (DES) 0.6 $6.4M 158k 40.68
Alphabet Cap Stk Cl A (GOOGL) 0.5 $6.3M 18k 357.37
Ishares Tr Core Div Grwth (DGRO) 0.5 $6.2M 82k 75.79
Alphabet Cap Stk Cl C (GOOG) 0.5 $5.7M 16k 353.32
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $5.7M 69k 82.27
Proshares Tr S&p Mdcp 400 Div (REGL) 0.5 $5.6M 61k 91.57
Vanguard World Financials Etf (VFH) 0.5 $5.6M 42k 131.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $5.5M 108k 50.58
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $5.5M 53k 103.05
Meta Platforms Cl A (META) 0.4 $5.0M 8.8k 563.30
Ishares Tr Core Msci Intl (IDEV) 0.4 $4.9M 55k 89.01
Global X Fds Glbl X Mlp Etf (MLPA) 0.4 $4.9M 92k 53.08
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $4.8M 86k 56.52
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $4.6M 56k 82.34
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $4.5M 6.00 748850.00
Broadstone Net Lease (BNL) 0.4 $4.3M 207k 20.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $4.2M 5.8k 736.41
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $4.2M 116k 36.26
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $3.9M 5.3k 746.72
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $3.6M 87k 41.43
Ishares Tr New York Mun Etf (NYF) 0.3 $3.4M 63k 53.91
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $3.3M 35k 96.43
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $3.3M 17k 197.60
Advanced Micro Devices (AMD) 0.3 $3.0M 5.2k 580.92
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $3.0M 19k 163.67
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $3.0M 24k 124.17
Spdr Index Shs Fds St Marke Cap Etf (EWX) 0.3 $3.0M 40k 74.30
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.9M 18k 164.27
Bank of New York Mellon Corporation (BNY) 0.2 $2.8M 20k 144.61
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $2.8M 31k 89.20
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $2.8M 46k 59.69
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $2.7M 52k 51.85
Spdr Series Trust St Str P500etf (SPYM) 0.2 $2.6M 29k 87.88
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.6M 27k 96.58
Ishares Tr Select Divid Etf (DVY) 0.2 $2.3M 15k 156.30
Simon Property (SPG) 0.2 $2.3M 10k 223.66
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $2.2M 23k 95.62
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $2.2M 32k 69.90
Illinois Tool Works (ITW) 0.2 $2.2M 8.2k 270.47
Stag Industrial (STAG) 0.2 $2.2M 58k 38.06
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $2.0M 20k 103.96
Equity Residential Sh Ben Int (EQR) 0.2 $1.9M 29k 67.93
Johnson & Johnson (JNJ) 0.2 $1.9M 7.6k 253.95
International Business Machines (IBM) 0.2 $1.9M 6.8k 281.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.9M 2.8k 686.74
Costco Wholesale Corporation (COST) 0.2 $1.9M 2.0k 935.64
Merck & Co (MRK) 0.2 $1.9M 15k 128.50
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $1.9M 79k 23.68
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.8M 4.9k 368.38
Texas Instruments Incorporated (TXN) 0.2 $1.8M 5.9k 298.05
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.7M 5.7k 303.14
Broadcom (AVGO) 0.1 $1.7M 4.5k 377.72
Enterprise Products Partners (EPD) 0.1 $1.7M 47k 36.76
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.6M 20k 82.65
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.6M 16k 96.32
Nextera Energy (NEE) 0.1 $1.5M 18k 87.77
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $1.5M 6.2k 246.20
Realty Income (O) 0.1 $1.5M 24k 61.96
Ishares Tr U.s. Finls Etf (IYF) 0.1 $1.4M 11k 127.51
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.4M 73k 19.12
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.4M 13k 102.81
AFLAC Incorporated (AFL) 0.1 $1.3M 12k 117.25
Ishares Tr Us Infrastruc (IFRA) 0.1 $1.3M 21k 63.04
Spdr Series Trust St Shor Corp Etf (SPSB) 0.1 $1.3M 43k 30.01
JPMorgan Chase & Co. (JPM) 0.1 $1.3M 3.9k 327.36
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.3M 35k 36.87
Toyota Motor Corp Ads (TM) 0.1 $1.3M 7.4k 168.42
Micron Technology (MU) 0.1 $1.2M 1.1k 1153.88
Mastercard Incorporated Cl A (MA) 0.1 $1.2M 2.4k 513.50
Ishares Tr Esg Aware Msci (ESML) 0.1 $1.2M 22k 55.93
CSX Corporation (CSX) 0.1 $1.2M 25k 47.53
Ishares Gold Tr Ishares New (IAU) 0.1 $1.2M 16k 75.51
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) 0.1 $1.2M 13k 92.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.1M 4.7k 242.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.1M 5.3k 212.77
Cisco Systems (CSCO) 0.1 $1.1M 9.2k 117.46
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.1 $1.1M 47k 22.90
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $1.1M 25k 42.44
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.0M 4.7k 221.20
Intel Corporation (INTC) 0.1 $1.0M 7.4k 139.63
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $1.0M 5.7k 176.65
Chubb (CB) 0.1 $998k 2.9k 340.74
Home Depot (HD) 0.1 $993k 2.8k 352.71
MPLX Com Unit Rep Ltd (MPLX) 0.1 $992k 18k 56.33
Rockwell Automation (ROK) 0.1 $976k 2.0k 495.08
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $969k 80k 12.12
Raytheon Technologies Corp (RTX) 0.1 $952k 5.0k 189.73
Proshares Tr Russ 2000 Divd (SMDV) 0.1 $935k 12k 77.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $921k 33k 27.70
Ishares Tr Russell 2000 Etf (IWM) 0.1 $907k 3.0k 300.45
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $902k 8.8k 102.16
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.1 $902k 63k 14.31
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $901k 31k 29.43
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.1 $899k 18k 49.65
United Sts Brent Oil Unit (BNO) 0.1 $895k 22k 40.69
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $887k 13k 68.41
Global X Fds Defense Tech Etf (SHLD) 0.1 $886k 15k 59.71
Ishares Em Mkts Div Etf (DVYE) 0.1 $858k 27k 32.23
Netflix (NFLX) 0.1 $855k 12k 71.40
Spdr Series Trust St Str Sp Div (SDY) 0.1 $797k 5.2k 152.18
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $785k 1.1k 703.34
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $764k 14k 53.61
Palantir Technologies Cl A (PLTR) 0.1 $758k 6.5k 116.67
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.1 $748k 9.0k 83.07
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $745k 13k 56.48
Palo Alto Networks (PANW) 0.1 $744k 2.2k 341.02
Union Pacific Corporation (UNP) 0.1 $743k 2.7k 272.00
Marsh & McLennan Companies (MRSH) 0.1 $743k 4.5k 166.65
Novartis Sponsored Adr (NVS) 0.1 $742k 4.7k 156.72
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.1 $718k 16k 44.03
Bank of America Corporation (BAC) 0.1 $714k 13k 56.98
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $687k 6.2k 110.15
Caterpillar (CAT) 0.1 $672k 631.00 1064.92
Crane Company Common Stock (CR) 0.1 $657k 2.9k 223.07
UnitedHealth (UNH) 0.1 $656k 1.6k 415.62
Vanguard Index Fds Growth Etf (VUG) 0.1 $655k 7.6k 86.14
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $651k 6.6k 98.20
Pfizer (PFE) 0.1 $641k 27k 24.08
Abbvie (ABBV) 0.1 $635k 2.5k 251.64
Applied Materials (AMAT) 0.1 $632k 874.00 723.00
Texas Pacific Land Corp (TPL) 0.1 $613k 1.4k 437.64
Servicenow (NOW) 0.1 $598k 6.0k 99.28
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $598k 8.1k 73.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $584k 2.4k 242.97
McDonald's Corporation (MCD) 0.1 $576k 2.1k 270.31
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $573k 16k 36.13
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $571k 26k 22.26
Visa Com Cl A (V) 0.0 $566k 1.7k 343.00
Ishares Msci Cda Etf (EWC) 0.0 $523k 9.1k 57.64
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $519k 3.5k 148.30
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $517k 10k 51.05
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) 0.0 $494k 9.4k 52.37
Parker-Hannifin Corporation (PH) 0.0 $487k 498.00 978.12
At&t (T) 0.0 $485k 23k 20.70
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $481k 6.4k 75.45
Wisdomtree Tr India Erngs Fd (EPI) 0.0 $480k 11k 42.78
U Haul Holding Company Com Ser N (UHAL.B) 0.0 $478k 8.3k 57.70
Coca-Cola Company (KO) 0.0 $474k 5.8k 81.26
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $473k 12k 38.23
Lam Research Corp Com New (LRCX) 0.0 $468k 1.1k 433.45
Amgen (AMGN) 0.0 $465k 1.3k 362.01
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $457k 3.1k 146.42
Altria (MO) 0.0 $457k 6.4k 71.95
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $452k 2.7k 164.58
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $451k 4.6k 98.98
Wells Fargo & Company (WFC) 0.0 $444k 5.4k 82.64
Ishares Msci Emrg Chn (EMXC) 0.0 $441k 4.3k 102.30
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $441k 5.8k 75.89
Vaneck Etf Trust Mortgage Reit (MORT) 0.0 $435k 42k 10.36
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $427k 11k 40.64
Lockheed Martin Corporation (LMT) 0.0 $423k 831.00 509.50
Goldman Sachs (GS) 0.0 $423k 418.00 1011.37
Vicor Corporation (VICR) 0.0 $412k 1.1k 379.78
Spdr Series Trust St Str P500val (SPYV) 0.0 $401k 6.6k 60.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $399k 13k 31.71
Emerson Electric (EMR) 0.0 $394k 2.8k 143.15
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $394k 6.4k 61.46
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $391k 8.9k 43.76
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $385k 600.00 640.76
Qualcomm (QCOM) 0.0 $376k 2.0k 184.81
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $374k 4.8k 77.11
Linde SHS (LIN) 0.0 $369k 711.00 518.67
Oracle Corporation (ORCL) 0.0 $367k 2.5k 146.52
Ge Vernova (GEV) 0.0 $365k 311.00 1174.90
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $358k 33k 10.84
Boeing Company (BA) 0.0 $356k 1.6k 216.52
Chevron Corporation (CVX) 0.0 $351k 2.1k 165.76
Uscf Etf Tr Mids Ene Inc Etf (UMI) 0.0 $351k 6.0k 58.84
Vanguard World Inf Tech Etf (VGT) 0.0 $347k 2.9k 119.52
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $341k 3.9k 88.53
Global X Fds Artificial Etf (AIQ) 0.0 $341k 5.2k 65.61
Procter & Gamble Company (PG) 0.0 $335k 2.3k 146.65
Spdr Series Trust St Nuve Term Etf (SHM) 0.0 $333k 6.9k 47.97
American Centy Etf Tr International Lr (AVIV) 0.0 $327k 4.2k 77.42
Hannon Armstrong (HASI) 0.0 $327k 8.4k 39.05
Vertiv Holdings Com Cl A (VRT) 0.0 $325k 971.00 334.80
Spdr Series Trust St Str Sp Regbnk (KRE) 0.0 $321k 4.3k 74.85
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA) 0.0 $319k 3.2k 99.40
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.0 $319k 5.4k 59.35
Ishares Tr Mortge Rel Etf (REM) 0.0 $319k 15k 22.05
Wisdomtree Tr Intl Midcap Dv (DIM) 0.0 $311k 3.7k 85.23
Spdr Series Trust St Str R1k Yld (ONEY) 0.0 $307k 2.4k 128.10
Ishares Tr Futu Ai Tech Etf (ARTY) 0.0 $305k 4.0k 76.16
O'reilly Automotive (ORLY) 0.0 $298k 3.2k 92.09
Ishares Tr Core Intl Aggr (IAGG) 0.0 $295k 5.8k 50.60
Mondelez Intl Cl A (MDLZ) 0.0 $294k 5.1k 57.84
Illumina (ILMN) 0.0 $292k 1.7k 175.83
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.0 $286k 13k 22.73
Truist Financial Corp equities (TFC) 0.0 $286k 5.7k 49.82
Yum! Brands (YUM) 0.0 $283k 1.8k 159.89
Verizon Communications (VZ) 0.0 $283k 6.7k 42.34
Blackrock (BLK) 0.0 $280k 291.00 961.77
Colgate-Palmolive Company (CL) 0.0 $280k 3.1k 91.68
Norfolk Southern (NSC) 0.0 $273k 869.00 314.59
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $273k 13k 20.37
Spdr Series Trust St Term High Etf (SJNK) 0.0 $273k 11k 25.03
General Dynamics Corporation (GD) 0.0 $272k 769.00 354.24
Bloom Energy Corp Com Cl A (BE) 0.0 $271k 895.00 302.70
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $271k 413.00 655.89
Wisdomtree Tr Arti Int Inn Fd (WTAI) 0.0 $270k 5.7k 47.47
Spdr Series Trust St Str Sp500div (SPYD) 0.0 $262k 5.5k 47.71
DaVita (DVA) 0.0 $260k 1.2k 222.48
Tcg Bdc (CGBD) 0.0 $259k 25k 10.53
Citigroup Com New (C) 0.0 $255k 1.8k 139.96
Ameriprise Financial (AMP) 0.0 $254k 554.00 458.76
eBay (EBAY) 0.0 $249k 2.2k 111.76
Eaton Corp SHS (ETN) 0.0 $247k 579.00 425.83
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $244k 19k 12.66
Ishares Tr Core High Dv Etf (HDV) 0.0 $244k 8.9k 27.41
Hercules Technology Growth Capital (HTGC) 0.0 $241k 15k 15.77
Ishares Tr Micro-cap Etf (IWC) 0.0 $240k 1.2k 200.04
Philip Morris International (PM) 0.0 $238k 1.3k 180.91
TJX Companies (TJX) 0.0 $236k 1.6k 151.49
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $235k 2.7k 87.04
Hess Midstream Cl A Shs (HESM) 0.0 $233k 6.2k 37.60
Accenture Plc Ireland Shs Class A (ACN) 0.0 $232k 1.9k 124.46
Etf Ser Solutions Defiance Space A (UFOX) 0.0 $230k 2.4k 95.04
Tcw Etf Trust Trans Syste Etf (PWRD) 0.0 $221k 1.8k 122.96
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP) 0.0 $220k 1.5k 151.73
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $220k 1.4k 156.97
Progressive Corporation (PGR) 0.0 $217k 995.00 218.54
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $215k 1.6k 132.76
First Tr Exchange-traded Cloud Computing (SKYY) 0.0 $215k 1.6k 134.56
Canadian Natural Resources (CNQ) 0.0 $213k 5.4k 39.50
Astrazeneca Ord (AZN) 0.0 $210k 1.1k 189.69
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $210k 533.00 393.96
Oneok (OKE) 0.0 $209k 2.4k 86.94
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $207k 1.6k 132.24
Ishares Msci Sth Kor Etf (EWY) 0.0 $207k 1.0k 201.90
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $201k 4.4k 45.52
Endeavour Silver Corp (EXK) 0.0 $141k 17k 8.28
Branchout Food (BOF) 0.0 $115k 25k 4.60
Fibrobiologics Com New (FBLG) 0.0 $103k 109k 0.95
Opko Health (OPK) 0.0 $100k 67k 1.50
Nuveen Cr Strategies Income Com Shs (JQC) 0.0 $50k 10k 4.86
Ready Cap Corp Com reit (RC) 0.0 $43k 25k 1.75
Protalix Biotherapeutics (PLX) 0.0 $28k 12k 2.33