Cascade Wealth Advisors, Inc

13F Filings History

Latest 13F report: Q3 2024 - Oct 15, 2024
Value $: $140M
Signature - Title: Scott Blaesing - President and CCO
Location: Wenatchee, WA
Summary: This page shows a list of all the recent 13F filings made by Cascade Wealth Advisors, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cascade Wealth Advisors, Inc reported 49 stock holdings with total value $140M as of Q3 2024. Top holdings included FLOT, SHYG, VGSH, VIG, and DFAS.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	49	$140M	+$3.17M	-$3.43M	-$260K	FLOT, SHYG, VGSH, VIG, DFAS	13F-HR	10/15/2024, 12:11 PM
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