Cardinal Point Capital Management, Ulc Purchases in Q3 2025

Cardinal Point Capital Management, Ulc

  • $1.43 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVS
Novartis Ag

Healthcare
2.35K
New
$113.5 - $129.73 $266K - $304K
2.35K $301M
AOA
Ishares Tr Core Aggressive All

ETFs
3.43K
New
$82.71 - $88.14 $283K - $302K
3.43K $300M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.48K
New
$192.76 - $203.86 $286K - $303K
1.48K $299M
CDNS
Cadence Design Systems Inc

Technology
120
+ 2.16%
$309.46 - $373.37 $37.1K - $44.8K
5.68K $2B
IWM
Ishares Russell 2000 ETF

ETFs
894
+ 39.21%
$214.92 - $244.84 $192K - $219K
3.17K $770M
Barrick Mng Corp
265
+ 1.23%
N/A
21.8K $715M
CPB
Campbell Soup CO

Consumer Defensive
8.45K
New
$30.41 - $34.03 $257K - $288K
8.45K $267M
EEM
Ishares Msci Emerging Markets

ETFs
4.95K
New
$48.07 - $53.4 $238K - $264K
4.95K $264M
EAOR
Ishares Esg Aware Growth Alloc

Technology
5.26K
+ 9.29%
$33.06 - $35.0 $174K - $184K
61.9K $2.16B
BP
Bp PLC

Energy
7.53K
New
$30.25 - $35.69 $228K - $269K
7.53K $259M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.17K
New
$109.47 - $119.06 $238K - $258K
2.17K $256M
IWF
Ishares Russell 1000 Gr ETF

ETFs
413
+ 29.73%
$420.11 - $472.68 $174K - $195K
1.8K $844M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.4K
New
$103.83 - $179.9 $145K - $252K
1.4K $250M
MU
Micron Technology Inc

Technology
1.3K
New
$104.88 - $168.89 $136K - $219K
1.3K $250M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.98K
New
$57.15 - $62.12 $227K - $247K
3.98K $247M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.53K
New
$39.8 - $42.86 $220K - $237K
5.53K $236M
HEI
Heico Corp

Industrials
720
New
$304.5 - $337.56 $219K - $243K
720 $232M
DFSI
Dimensional ETF Tr Dimen Intl
3.31K
+ 4.79%
N/A
72.4K $2.95B
ASML
Asml Holding Nv

Technology
225
New
$689.63 - $968.09 $155K - $218K
225 $218M
UPS
United Parcel Service Inc

Industrials
2.53K
New
$82.58 - $105.54 $209K - $266K
2.53K $211M
FLO
Flowers Foods Inc

Consumer Defensive
15.6K
New
$12.68 - $16.76 $198K - $261K
15.6K $204M
QTUM
ETF Ser Solutions Defiance Qua
1.81K
New
N/A
1.81K $203M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.92K
New
$83.08 - $100.2 $159K - $192K
1.92K $202M
IYM
Ishares Tr

ETFs
1.37K
New
$138.95 - $150.69 $190K - $206K
1.37K $202M
INDA
Ishares Msci India Index Fund

ETFs
3.79K
New
$51.98 - $55.84 $197K - $211K
3.79K $201M
ICLN
Ishares

ETFs
2.45K
+ 5.21%
$13.22 - $15.48 $32.3K - $37.8K
49.4K $808M
PWFL
Power Fleet, Inc.

Technology
29.8K
+ 97.07%
N/A
60.5K $317M
LOW
Lowes Companies Inc

Consumer Cyclical
25
+ 0.44%
$215.01 - $273.02 $5.38K - $6.83K
5.72K $1.44B
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
177
+ 2.56%
$210.88 - $226.87 $37.3K - $40.2K
7.08K $1.6B
EAOA
Ishares Esg Aware Aggressive A

Technology
1.83K
+ 5.79%
$38.2 - $40.78 $69.7K - $74.4K
33.4K $1.35B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
4.47K
+ 6.07%
$25.0 - $25.33 $112K - $113K
78.1K $1.98B
EWC
Ishares Msci Canada ETF

ETFs
1.25K
+ 9.62%
$45.86 - $50.88 $57.3K - $63.6K
14.2K $720M
TFLO
Ishares Treasury Floating Rate

ETFs
3.31K
+ 1.04%
$50.45 - $50.65 $167K - $167K
322K $16.2B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.96K
+ 8.48%
$46.86 - $48.27 $92K - $94.8K
25.1K $1.21B
LUV
Southwest Airlines CO

Industrials
3.35K
+ 30.83%
$29.06 - $37.7 $97.4K - $126K
14.2K $454M
PBA
Pembina Pipeline Corp

Energy
450
+ 1.88%
$35.5 - $40.58 $16K - $18.3K
24.4K $985M
DFSE
Dimensional ETF Tr Dimen Emrgn
475
+ 2.44%
N/A
20K $819M
BFB
Brown Forman Corp Cl B
2.4K
+ 31.58%
N/A
10K $271M
TFII
Tfi International Inc.

Industrials
705
+ 16.57%
$84.43 - $96.79 $59.5K - $68.2K
4.96K $436M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1K
+ 8.26%
$47.21 - $48.3 $47.4K - $48.5K
13.2K $634M
FTS
Fortis Inc.

Utilities
316
+ 2.94%
$46.83 - $50.85 $14.8K - $16.1K
11.1K $561M
IEFA
Ishares Tr

ETFs
357
+ 8.73%
$81.7 - $87.53 $29.2K - $31.2K
4.45K $386M
DFAU
Dimensional ETF Tr

ETFs
35
+ 0.26%
$42.42 - $45.96 $1.48K - $1.61K
13.4K $610M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
361
+ 9.9%
$62.09 - $66.51 $22.4K - $24K
4.01K $259M
CL
Colgate Palmolive CO

Consumer Defensive
2.7K
+ 17.76%
$79.36 - $93.33 $214K - $252K
17.9K $1.41B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
100
+ 4.62%
$132.9 - $142.03 $13.3K - $14.2K
2.26K $316M
MCK
Mckesson Corp

Healthcare
1
+ 0.16%
$659.01 - $772.54 $659 - $773
646 $497M
QUAL
Ishares Msci Usa Quality Facto

ETFs
21
+ 1.16%
$182.33 - $194.5 $3.83K - $4.08K
1.83K $354M
KHC
Kraft Heinz CO

Consumer Defensive
600
+ 7.12%
$25.63 - $28.94 $15.4K - $17.4K
9.03K $235M
Activity Summary
Buys All Purchases 115 New Holdings 39 Increased Positions 76 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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