Cardinal Point Capital Management, Ulc Incresed Positions in Q2 2025

Cardinal Point Capital Management, Ulc

  • $1.26 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CVE
Cenovus Energy Inc.

Energy
8.69K
+ 3.71%
$10.58 - $14.83 $91.9K - $129K
243K $3.3B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.77K
+ 25.95%
$46.41 - $47.7 $221K - $228K
23.2K $1.1B
LLY
Eli Lilly & CO

Healthcare
294
+ 70.5%
$713.71 - $898.95 $210K - $264K
711 $554M
CNQ
Canadian Natural Resources LTD

Energy
520
+ 0.22%
$25.14 - $34.01 $13.1K - $17.7K
232K $7.28B
VNQ
Vanguard Specialized Funds Van

ETFs
2.22K
+ 41.05%
$79.79 - $91.42 $177K - $203K
7.63K $679M
VTRS
Viatris Inc

Healthcare
10.9K
+ 3.32%
$7.26 - $9.12 $79.3K - $99.6K
340K $3.04B
BGRN
Ishares Trust Ishares Usd Gre

ETFs
3.32K
+ 37.5%
$46.47 - $47.67 $154K - $158K
12.2K $579M
GE
General Electric CO

Industrials
239
+ 15.27%
$166.81 - $257.39 $39.9K - $61.5K
1.8K $464M
IWB
Ishares Tr Russell 1000 ETF

ETFs
325
+ 33.2%
$272.36 - $339.57 $88.5K - $110K
1.3K $443M
SCHX
Schwab Strategic Tr Us Large C

ETFs
376K
+ 3376.44%
$19.6 - $24.44 $7.38M - $9.2M
388K $388M
ICLN
Ishares

ETFs
735
+ 1.59%
$10.56 - $13.31 $7.76K - $9.78K
46.9K $615M
MCK
Mckesson Corp

Healthcare
14
+ 2.22%
$652.83 - $732.78 $9.14K - $10.3K
645 $473M
INTC
Intel Corp

Technology
2.45K
+ 10.6%
$18.13 - $22.69 $44.4K - $55.6K
25.6K $573M
WM
Waste Management Inc

Industrials
147
+ 6.75%
$216.47 - $242.1 $31.8K - $35.6K
2.32K $532M
MSI
Motorola Solutions, Inc.

Technology
42
+ 4.91%
$394.72 - $440.39 $16.6K - $18.5K
898 $379M
BCE
Bce Inc

Communication Services
1.87K
+ 2.95%
$20.87 - $22.95 $38.9K - $42.8K
65.1K $1.44B
PBA
Pembina Pipeline Corp

Energy
400
+ 1.7%
$35.16 - $40.88 $14.1K - $16.4K
23.9K $897M
CL
Colgate Palmolive CO

Consumer Defensive
4.33K
+ 39.75%
$87.57 - $96.0 $379K - $415K
15.2K $1.38B
CMCSA
Comcast Corp

Communication Services
4.6K
+ 2.24%
$32.84 - $36.72 $151K - $169K
210K $7.49B
FDX
Fedex Corp

Industrials
771
+ 3.03%
$198.07 - $245.17 $153K - $189K
26.2K $5.96B
PFE
Pfizer Inc

Healthcare
2.75K
+ 0.89%
$21.59 - $24.84 $59.3K - $68.2K
312K $7.56B
PEP
Pepsico Inc

Consumer Defensive
2.68K
+ 4.72%
$128.02 - $151.37 $343K - $406K
59.5K $7.85B
Kenvue Inc
2K
+ 0.59%
N/A
342K $7.16B
AAPL
Apple Inc.

Technology
201K
+ 560.12%
$172.42 - $223.89 $34.7M - $45.1M
237K $48.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14.6K
+ 133.4%
$483.48 - $539.8 $7.07M - $7.89M
25.6K $5.31B
Activity Summary
Buys All Purchases 152 New Holdings 76 Increased Positions 76 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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