StockDriftsStockDriftsTop 50 Cascade Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 22.44% | 236.7K | $217.7M | +0.03%(+65) | $682.13(+47.58%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.96% | 189.8K | $48.2M | -1.80%(-3.47K) | $185.26(+60.97%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.05% | 613.0K | $39.3M | +0.08%(+471) | $49.15(+43.55%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.07% | 45.6K | $29.8M | -0.15%(-69) | $502.69(+49.51%) | 2026-03-31 | |
| PEP | PEPSICO INC | 2.11% | 131.6K | $20.4M | -3.63%(-4.96K) | $171.52(-13.32%) | 2026-03-31 | |
| DOL | WISDOMTREE TR | 1.89% | 269.6K | $18.3M | +11.04%(+26.79K) | $53.46(+38.29%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.68% | 93.3K | $16.3M | +3.81%(+3.42K) | $79.57(+196.25%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.68% | 233.1K | $16.3M | -4.24%(-10.31K) | $51.25(+60.57%) | 2026-03-31 | |
| TIP | ISHARES TR | 1.56% | 137.5K | $15.2M | +4155.99%(+134.28K) | $110.07(+0.85%) | 2026-03-31 | |
| ISHG | ISHARES TR | 1.53% | 200.5K | $14.9M | +44.91%(+62.15K) | $75.46(+0.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.73% | +55.00% |
| Top 20 Holdings Unweighted | +12.96% | +44.14% |
Sign up free to track Cascade Financial Partners, LLC, compare funds side by side, and get alerts the moment positions change.