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Home > Institutional Investor > Cascade Financial Partners, Llc > Profile

Instuitional Investor - Cascade Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Cascade Financial Partners, Llc
Portfolio Value $767,372,755
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 234,965 $181,393,101 23.63%
2.
Apple Inc.
 AAPL 187,931 $47,061,661 6.13%
3.
Vanguard Tax-Managed Fds
 635,093 $30,370,152 3.95%
4.
Ishares Trust
 IEF 49,903 $29,376,855 3.82%
5.
Pepsico Inc
 PEP 143,202 $21,775,296 2.83%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)