Cascade Financial Partners, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 31, 2024
Value $
$761M
Signature - Title
Brian Krause - Managing Director & Partner
Location
11975 El Camino Real, Suite 100, San Diego, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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