CI

CASCADE INVESTMENT GROUP, INC.

13F
CASCADE INVESTMENT GROUP, INC.
Last update 2025-05-14 131 Stocks (4 new)
Value $130.00 Mil Turnover 2 %
Countries:
Top Holdings: VTI(14.97%)AAPL(5.08%)SPTM(4.85%)CIBR(2.87%)AMZN(2.03%)
Summary Stock Picks Current Portfolio
CASCADE INVESTMENT GROUP, INC.... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
70,855
19,473.7
-1.46%
14.970
-0.22%
0.000
+23.31%
+7.86%
478,874.2
 
AAPL
Apple Inc
29,761
6,610.8
-2.51%
5.080
-0.14%
0.000
+10.99%
-14.30%
3,197,760.3
Hardware
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
92,795
6,311.0
-2.86%
4.850
-0.14%
0.070
+22.80%
+7.76%
10,745.5
 
CIBR
First Trust NASDAQ CEA Cybersecurity ETF
First Trust NASDAQ CEA Cybersecurity ETF
59,195
3,729.3
+0.58%
2.870
+0.02%
0.050
+24.36%
+18.04%
10,071.8
 
AMZN
Amazon.com Inc
13,882
2,641.2
-14.28%
2.030
-0.36%
0.000
+36.05%
+3.76%
2,416,706.5
Retail - Cyclical
GLP
Global Partners LP
48,015
2,563.0
-2.38%
1.970
-0.04%
0.140
+6.97%
+13.84%
1,746.3
Oil & Gas
VXUS
Vanguard Total International Stock
40,989
2,545.4
+9.43%
1.960
+0.17%
0.000
+14.69%
+19.27%
92,657.8
 
ABR
Arbor Realty Trust Inc
210,488
2,473.2
-1.66%
1.900
-0.04%
0.110
+7.21%
-13.05%
2,171.4
REITs
PBA
Pembina Pipeline Corp
61,538
2,463.4
-2.69%
1.890
-0.04%
0.010
-0.08%
+2.92%
21,491.4
Oil & Gas
SKYY
First Trust ISE Cloud Computing Index Fund
First Trust ISE Cloud Computing Index Fund
23,494
2,401.8
0%
1.850
0%
0.080
+34.66%
+4.18%
3,561.7
 

CASCADE INVESTMENT GROUP, INC.'s Historical Top Holdings Breakdowns

CASCADE INVESTMENT GROUP, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSLA
Tesla Inc
2025-03-31
Sold Out
Sold Out
-0.62%
●
222.15 ($333.26) 428.22
$329.68
-1.07%
Sold Out
0
-2,152
GSBD
Goldman Sachs BDC Inc
2025-03-31
Reduce
Reduce
-0.50%
●
11.63 ($12.51) 13.3
$11.72
-6.27%
Reduce -83.56%
11,350
-57,675
CALF
Pacer US Small Cap Cash Cows ETF
2025-03-31
Sold Out
Sold Out
-0.40%
●
36.64 ($41.46) 45.76
$40.81
-1.57%
Sold Out
0
-12,791
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-0.36%
●
190.26 ($217) 242.06
$227.55
4.86%
Reduce -14.28%
13,882
-2,312
NEM
Newmont Corp
2025-03-31
Sold Out
Sold Out
-0.28%
●
37.79 ($43.9) 48.39
$59.68
35.95%
Sold Out
0
-10,684
BAC
Bank of America Corp
2025-03-31
Sold Out
Sold Out
-0.27%
●
39.61 ($44.56) 47.74
$47.48
6.55%
Sold Out
0
-8,443
DJAN
FT Vest U.S. Equity Deep Buffer ETF - January
FT Vest U.S. Equity Deep Buffer ETF - January
2025-03-31
New Buy
New Buy
+0.25%
●
37.69 ($38.96) 39.76
$40.79
4.70%
New holding
8,698
8,698
ECG
Everus Construction Group Inc
2025-03-31
Sold Out
Sold Out
-0.24%
●
34.97 ($53.82) 76.76
$69.91
29.90%
Sold Out
0
-5,000
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.22%
●
271.18 ($290.53) 303.12
$310.56
6.89%
Reduce -1.46%
70,855
-1,052
ADP
Automatic Data Processing Inc
2025-03-31
Reduce
Reduce
-0.18%
●
286.85 ($301.63) 318.64
$302.21
0.19%
Reduce -29.49%
2,035
-851

CASCADE INVESTMENT GROUP, INC. Total Holding History ($B)

To

CASCADE INVESTMENT GROUP, INC.'s Asset Allocation

To

CASCADE INVESTMENT GROUP, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CASCADE INVESTMENT GROUP, INC.'s Hypothetical Growth since 2025-03-31

CASCADE INVESTMENT GROUP, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

CASCADE INVESTMENT GROUP, INC.'s Holdings Heat Map

Size field:

CASCADE INVESTMENT GROUP, INC.'s Holdings Bubble Chart

CASCADE INVESTMENT GROUP, INC. News

  • 1

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