Cascade Financial Partners, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
San Diego, CA
CIK
0002021208
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 238 797,854 LLY, AAPL, VEA, IVV 13F-HR 10/24/2024 000201175124000024
Q2 2024 233 760,641 LLY, AAPL, VEA, IVV 13F-HR 7/31/2024 000202120824000005
Q1 2024 224 694,081 LLY, AAPL, VEA, IVV 13F-HR 5/14/2024 000202120824000004