Cascade Financial Partners, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 25, 2024
Value $: $794M
Signature - Title: Brian Krause - Managing Director & Partner
Location: San Diego, CA
Summary: This page shows a list of all the recent 13F filings made by Cascade Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cascade Financial Partners, LLC reported 238 stock holdings with total value $794M as of Q3 2024. Top holdings included LLY, AAPL, VEA, IVV, and PEP.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	238	$794M	+$10.5M	-$8.18M	+$2.28M	LLY, AAPL, VEA, IVV, PEP	13F-HR	10/24/2024, 06:06 PM
Q2 2024	233	$761M	+$28.1M	-$12.2M	+$15.9M	LLY, AAPL, VEA, IVV, PEP	13F-HR	7/31/2024, 04:22 PM
Q1 2024	224	$694M	$0	$0		LLY, AAPL, VEA, IVV, PEP	13F-HR	5/14/2024, 03:19 PM