Portfolio (Quarterly)
Guide ↗
Cascade Financial Partners, LLC
· CIK 0002021208| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PFF | ISHARES TR | — | 16,718 | $529K | 0.06% | SOLD |
| 2 | CSQ | CALAMOS STRATEGIC TOTAL RETU | Financial Services | 18,723 | $361K | 0.04% | SOLD |
| 3 | IWO | ISHARES TR | — | 818 | $262K | 0.03% | SOLD |
| 4 | FISV | FISERV INC | Technology | 1,780 | $229K | 0.03% | SOLD |
| 5 | IETC | ISHARES U S ETF TR | — | 2,250 | $229K | 0.03% | SOLD |
| 6 | SPYV | SPDR SERIES TRUST | — | 4,000 | $221K | 0.03% | SOLD |
| 7 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 1,227 | $219K | 0.03% | SOLD |
| 8 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 3,427 | $205K | 0.02% | SOLD |
Sector Allocation
Healthcare
54.9%
Technology
20.1%
Consumer Cyclical
6.0%
Consumer Defensive
4.9%
Financial Services
4.7%
Communication Services
3.7%
Real Estate
2.3%
Industrials
1.8%
Energy
1.1%
Utilities
0.3%