Cardinal Point Capital Management, Ulc Purchases in Q1 2025

Cardinal Point Capital Management, Ulc

  • $1.09 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CM
Canadian Imperial Bank Of Commerce

Financial Services
28.9K
New
$55.05 - $64.52 $1.59M - $1.86M
28.9K $1.62B
AGI
Alamos Gold Inc

Basic Materials
60.1K
New
$18.69 - $26.74 $1.12M - $1.61M
60.1K $1.6B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
82.8K
+ 10.89%
$32.42 - $36.13 $2.68M - $2.99M
843K $27.8B
MUB
Ishares National Muni Bond ETF

ETFs
17.6K
+ 5.61%
$104.71 - $107.69 $1.84M - $1.89M
331K $34.9B
BCE
Bce Inc

Communication Services
63.2K
New
$22.14 - $25.18 $1.4M - $1.59M
63.2K $1.45B
GLW
Corning Inc

Technology
30.5K
New
$44.91 - $54.25 $1.37M - $1.65M
30.5K $1.4B
TAC
Transalta Corp

Utilities
145K
New
$8.76 - $14.44 $1.27M - $2.09M
145K $1.35B
GILD
Gilead Sciences, Inc.

Healthcare
12K
New
$89.14 - $117.41 $1.07M - $1.4M
12K $1.34B
C
Citigroup Inc

Financial Services
16.9K
New
$67.23 - $84.63 $1.14M - $1.43M
16.9K $1.2B
CL
Colgate Palmolive CO

Consumer Defensive
6.16K
+ 130.53%
$85.68 - $97.5 $528K - $601K
10.9K $1.46B
UBER
Uber Technologies, Inc

Technology
13.2K
New
$63.17 - $81.49 $835K - $1.08M
13.2K $964M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
28.8K
New
$31.92 - $38.83 $920K - $1.12M
28.8K $954M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
36.2K
New
$27.52 - $33.6 $997K - $1.22M
36.2K $949M
PBA
Pembina Pipeline Corp

Energy
23.5K
New
$35.13 - $40.12 $826K - $944K
23.5K $942M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.67K
+ 128.09%
$551.42 - $612.93 $920K - $1.02M
2.97K $1.67B
BAC
Bank Of America Corp

Financial Services
20.6K
New
$39.61 - $47.74 $818K - $985K
20.6K $861M
Pimco ETF Tr
20.4K
+ 2.4%
N/A
873K $23B
PYPL
Pay Pal Holdings, Inc.

Financial Services
11.7K
New
$65.15 - $91.81 $763K - $1.07M
11.7K $764M
Canadian Pacific Kansas City
10.7K
New
N/A
10.7K $754M
TXT
Textron Inc

Industrials
9.49K
New
$70.19 - $81.2 $666K - $770K
9.49K $686M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.79K
New
$77.7 - $78.94 $606K - $615K
7.79K $615M
MGNI
Magnite, Inc.

Communication Services
53.8K
New
$11.41 - $21.17 $614K - $1.14M
53.8K $614M
CAE
Cae Inc

Industrials
23.5K
New
$23.09 - $26.78 $542K - $629K
23.5K $578M
DFAU
Dimensional ETF Tr

ETFs
14.8K
New
$37.84 - $42.29 $561K - $627K
14.8K $570M
FIVN
Five9, Inc.

Technology
20.4K
New
$27.15 - $42.82 $553K - $873K
20.4K $553M
ASA
Asa Gold & Precious Metals LTD

Financial Services
18.3K
New
$20.8 - $30.14 $381K - $552K
18.3K $552M
FTS
Fortis Inc.

Utilities
11.8K
New
$40.49 - $45.58 $479K - $539K
11.8K $539M
South Bow Corp
21.8K
New
N/A
21.8K $538M
EWC
Ishares Msci Canada ETF

ETFs
13K
New
$39.3 - $42.52 $511K - $552K
13K $529M
INTC
Intel Corp

Technology
23.1K
New
$19.1 - $27.39 $442K - $633K
23.1K $525M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.85K
New
$95.85 - $99.25 $465K - $482K
4.85K $480M
BTG
B2 Gold Corp

Basic Materials
165K
New
$2.3 - $3.3 $380K - $545K
165K $470M
BEP
Brookfield Renewable Partners L.P.

Utilities
27.3K
New
$20.03 - $23.79 $548K - $651K
27.3K $456M
DFAI
Dimensional ETF Tr

ETFs
14.5K
New
$28.88 - $32.4 $419K - $471K
14.5K $454M
EQX
Equinox Gold Corp.

Basic Materials
64.9K
New
$5.09 - $7.16 $330K - $465K
64.9K $446M
GOLD
Barrick Gold Corp

Basic Materials
22.7K
New
$15.45 - $19.56 $351K - $444K
22.7K $442M
PAAS
Pan American Silver Corp

Basic Materials
17.4K
New
$20.61 - $26.7 $359K - $465K
17.4K $438M
KGC
Kinross Gold Corp

Basic Materials
33.8K
New
$9.69 - $12.61 $327K - $426K
33.8K $413M
Fortuna Mng Corp
63.5K
New
N/A
63.5K $386M
IAG
Iamgold Corp

Basic Materials
61.1K
New
$5.11 - $6.61 $312K - $404K
61.1K $381M
T
At&T Inc.

Communication Services
13.2K
New
$21.56 - $28.28 $285K - $373K
13.2K $373M
VEA
Vanguard Ftse Developed Market

ETFs
7.3K
New
$47.4 - $52.99 $346K - $387K
7.3K $371M
MAG
Mag Silver Corp

Basic Materials
33K
New
$13.74 - $17.1 $454K - $565K
33K $369M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.6K
New
$25.69 - $26.89 $299K - $313K
11.6K $313M
Aris Mng Corp
67K
New
N/A
67K $310M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.58K
New
$42.5 - $46.71 $280K - $307K
6.58K $298M
PK
Park Hotels & Resorts Inc.

Real Estate
27.2K
New
$10.68 - $14.19 $291K - $386K
27.2K $291M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.73K
New
$102.49 - $119.96 $280K - $328K
2.73K $286M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.27K
New
$46.74 - $47.55 $246K - $251K
5.27K $251M
Activity Summary
Buys All Purchases 136 New Holdings 99 Increased Positions 37 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cardinal Point Capital Management, Ulc Portfolio

Follow Cardinal Point Capital Management, Ulc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Capital Management, Ulc, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Capital Management, Ulc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email