Portfolio (Quarterly)
Guide ↗
Cascade Financial Partners, LLC
· CIK 0002021208| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | LOW | LOWES COS INC | Consumer Cyclical | 879 | $212K | 0.02% | SOLD |
| 22 | GILD | GILEAD SCIENCES INC | Healthcare | 1,715 | $211K | 0.02% | SOLD |
| 23 | ES | EVERSOURCE ENERGY | Utilities | 3,099 | $209K | 0.02% | SOLD |
| 24 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 523 | $208K | 0.02% | SOLD |
| 25 | PINS | PINTEREST INC | Communication Services | 8,000 | $207K | 0.02% | SOLD |
| 26 | FINX | GLOBAL X FDS | — | 7,000 | $206K | 0.02% | SOLD |
| 27 | — | ASTRAZENECA PLC | — | 2,197 | $202K | 0.02% | SOLD |
| 28 | FPE | FIRST TR EXCH TRADED FD III | — | 11,065 | $202K | 0.02% | SOLD |
| 29 | AMOM | EXCHANGE LISTED FDS TR | — | 4,142 | $201K | 0.02% | SOLD |
| 30 | ADBE | ADOBE INC | Technology | 575 | $201K | 0.02% | SOLD |
| 31 | — | FIBROBIOLOGICS INC | — | 314,581 | $71K | 0.01% | SOLD |
| 32 | NIO | NIO INC | Consumer Cyclical | 12,048 | $61K | 0.01% | SOLD |
Sector Allocation
Healthcare
56.1%
Technology
20.5%
Consumer Cyclical
5.2%
Financial Services
5.1%
Consumer Defensive
3.9%
Communication Services
3.4%
Real Estate
2.2%
Industrials
1.9%
Energy
1.2%
Utilities
0.3%