Cardinal Point Capital Management, Ulc Portfolio Holdings

Cardinal Point Capital Management, Ulc

  • $600 Billion
  • Q3 2024

Cardinal Point Capital Management, Ulc has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $600 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $143B, Wisdomtree Floating Rate Treas with a value of $68.4B, Vanguard Intermediate Term Tre with a value of $51.2B, Vanguard Ftse All World Ex Us with a value of $37.9B, and Ishares Tr with a value of $37.2B.

Examining the 13F form we can see an increase of $25.1B in the current position value, from $575B to 600B.

Cardinal Point Capital Management, Ulc is based out at Toronto, Z4

Below you can find more details about Cardinal Point Capital Management, Ulc portfolio as well as his latest detailed transactions.

Portfolio value $600 Billion
ETFs: $497 Billion
Technology: $10 Billion
Financial Services: $8.28 Billion
Energy: $7.85 Billion
Consumer Cyclical: $5.19 Billion
Communication Services: $2.69 Billion
Healthcare: $759 Million
Consumer Defensive: $718 Million
Other: $1.17 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.4B
$7.64 Billion 1.27% of portfolio
400,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $600 Billion
  • Prior Value $575 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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