StockDriftsStockDriftsTop 50 Cascade Wealth Advisors, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYI | NEOS ETF TRUST | 7.98% | 340.4K | $18.2M | +3.17%(+10.47K) | $49.62(+6.94%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 6.57% | 256.5K | $15.0M | -3.41%(-9.04K) | $58.44(-0.62%) | 2026-03-31 | |
| SHYG | ISHARES TR | 6.56% | 351.8K | $15.0M | +1.46%(+5.08K) | $42.67(-1.00%) | 2026-03-31 | |
| FLOT | ISHARES TR | 5.76% | 257.9K | $13.1M | +2.21%(+5.59K) | $50.92(-0.00%) | 2026-03-31 | |
| CLOA | BLACKROCK ETF TRUST II | 5.45% | 239.3K | $12.4M | +5.64%(+12.78K) | $51.83(-0.13%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.11% | 140.4K | $11.6M | -3.40%(-4.94K) | $81.83(+0.62%) | 2026-03-31 | |
| QQQI | NEOS ETF TRUST | 4.88% | 196.7K | $11.1M | +2.96%(+5.66K) | $50.52(+9.58%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.11% | 41.1K | $9.4M | -0.54%(-222) | $182.48(+30.76%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.92% | 159.5K | $8.9M | -7.45%(-12.83K) | $57.01(-0.52%) | 2026-03-31 | |
| NIHI | NEOS ETF TRUST | 3.85% | 170.2K | $8.8M | +14.22%(+21.19K) | $50.20(+3.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.31% | +13.49% |
| Top 20 Holdings Unweighted | +6.45% | +20.64% |
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