Cascade Wealth Advisors, Inc

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 26, 2024
Value $
$135M
Signature - Title
Scott Blaesing - President and CCO
Location
135 S Worthen St, Suite 300, Wenatchee, Washington
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 51 $135M +$24.1M -$10.9M +$13.3M FLOT, SHYG, DFAS, VIG, VGSH 13F-HR 7/26/2024, 02:15 PM
Q1 2024 49 $118M $0 $0 FLOT, RSPT, SHYG, DFAS, VIG 13F-HR 4/15/2024, 05:28 PM