Cardiff Park Advisors, LLC Purchases in Q1 2025

Cardiff Park Advisors, LLC

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
12.8K
+ 7.05%
$576.36 - $736.67 $7.36M - $9.41M
194K $112M
DFAX
Dimensional ETF Tr
12.8K
+ 0.98%
$24.45 - $27.2 $313K - $348K
1.31M $34.4M
AVDE
American Centy ETF Tr Avantis

ETFs
2.68K
+ 0.78%
$60.63 - $68.55 $163K - $184K
346K $23M
VEA
Vanguard Ftse Developed Market

ETFs
11.9K
+ 3.36%
$47.4 - $52.99 $563K - $629K
365K $18.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
28.3K
+ 9.31%
$26.09 - $30.21 $739K - $856K
333K $9.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
23.9K
+ 314.21%
$67.03 - $74.61 $1.6M - $1.79M
31.6K $2.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 0.17%
$442.66 - $534.52 $11.5K - $13.9K
15.6K $8.29M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
32.1K
+ 11.34%
$25.35 - $27.46 $815K - $883K
316K $8.35M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.7K
+ 1604.3%
$64.88 - $72.1 $822K - $914K
13.5K $885K
PM
Philip Morris International Inc.

Consumer Defensive
2.41K
+ 22.4%
$117.15 - $158.79 $282K - $383K
13.2K $2.09M
CVX
Chevron Corp

Energy
1.3K
+ 6.39%
$146.71 - $167.97 $191K - $219K
21.7K $3.62M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.5K
+ 2.32%
$25.54 - $28.79 $140K - $158K
243K $6.74M
XOM
Exxon Mobil Corp

Energy
1.94K
+ 5.85%
$105.44 - $118.93 $204K - $230K
35K $4.17M
VNQ
Vanguard Specialized Funds Van

ETFs
3.54K
+ 3.37%
$85.55 - $94.34 $303K - $334K
109K $9.83M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.78K
+ 3.86%
$42.5 - $46.71 $246K - $270K
155K $7.04M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.3K
New
$80.53 - $147.57 $266K - $487K
3.3K $435K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.9K
+ 62.56%
$27.01 - $28.54 $403K - $426K
38.7K $1.08M
IAU
Ishares Gold Trust

ETFs
4.48K
+ 25.95%
$49.74 - $58.96 $223K - $264K
21.7K $1.28M
AVEM
American Centy ETF Tr Avantis

ETFs
2.21K
+ 1.14%
$57.11 - $62.4 $126K - $138K
196K $11.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.56K
New
$100.34 - $100.68 $357K - $358K
3.56K $357K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
61
+ 0.13%
$63.07 - $73.5 $3.85K - $4.48K
45.9K $3.22M
CAMT
Camtek LTD

Technology
5K
New
$58.63 - $107.14 $293K - $536K
5K $293K
VTV
Vanguard Value ETF

ETFs
630
+ 1.59%
$167.73 - $179.21 $106K - $113K
40.2K $6.94M
IXUS
Ishares Tr

ETFs
1.95K
+ 6.62%
$65.06 - $72.31 $127K - $141K
31.4K $2.19M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
705
New
$333.37 - $384.99 $235K - $271K
705 $235K
MO
Altria Group, Inc.

Consumer Defensive
3.72K
New
$50.81 - $60.02 $189K - $223K
3.72K $223K
AIG
American International Group, Inc.

Financial Services
2.57K
New
$70.5 - $86.94 $181K - $223K
2.57K $223K
BLDR
Builders First Source, Inc.

Industrials
2K
+ 113.44%
$122.8 - $173.51 $246K - $347K
3.76K $470K
SLB
Schlumberger Limited

Energy
5.14K
New
$38.4 - $43.74 $197K - $225K
5.14K $214K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.52K
+ 103.19%
$165.25 - $224.62 $251K - $341K
2.99K $496K
MSTR
Microstrategy Inc

Technology
710
New
$239.27 - $396.5 $170K - $282K
710 $204K
CSCO
Cisco Systems, Inc.

Technology
2.28K
+ 13.43%
$58.74 - $64.87 $134K - $148K
19.3K $1.19M
DFAI
Dimensional ETF Tr

ETFs
54
+ 0.07%
$28.88 - $32.4 $1.56K - $1.75K
79.5K $2.48M
GBDC
Golub Capital Bdc, Inc.

Financial Services
10K
New
$14.46 - $15.96 $145K - $160K
10K $151K
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.26%
$169.2 - $216.66 $1.86K - $2.38K
4.32K $905K
V
Visa Inc.

Financial Services
1
+ 0.03%
$306.92 - $362.71 $307 - $363
3.28K $1.15M
XLE
Energy Sector Spdr

ETFs
16
+ 0.12%
$85.7 - $93.96 $1.37K - $1.5K
13.8K $1.29M
SLV
I Shares Silver Trust

ETFs
2K
+ 23.53%
$26.93 - $31.32 $53.9K - $62.6K
10.5K $325K
SOXX
Ishares Semiconductor ETF

ETFs
532
+ 794.03%
$188.17 - $235.81 $100K - $125K
599 $112K
SHEL
Shell PLC

Energy
65
+ 0.77%
$62.84 - $73.29 $4.08K - $4.76K
8.48K $621K
BND
Vanguard Bd Index Fd Inc Total

ETFs
685
+ 2.5%
$71.17 - $73.66 $48.8K - $50.5K
28.1K $2.06M
ABT
Abbott Laboratories

Healthcare
2
+ 0.04%
$111.1 - $140.22 $222 - $280
4.52K $599K
AVRE
American Centy ETF Tr Avantis
454
+ 0.79%
$40.62 - $44.31 $18.4K - $20.1K
58.1K $2.5M
T
At&T Inc.

Communication Services
65
+ 0.48%
$21.56 - $28.28 $1.4K - $1.84K
13.7K $386K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3
+ 0.02%
$87.68 - $94.52 $263 - $284
14.9K $1.39M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.13K
+ 2.94%
$18.36 - $20.51 $20.8K - $23.2K
39.6K $783K
INTC
Intel Corp

Technology
400
+ 1.75%
$19.1 - $27.39 $7.64K - $11K
23.3K $528K
VHT
Vanguard Health Care ETF

ETFs
67
+ 1.42%
$254.06 - $273.83 $17K - $18.3K
4.8K $1.27M
ARCC
Ares Capital Corp

Financial Services
1.72K
+ 1.94%
$21.28 - $23.81 $36.6K - $40.9K
90.1K $2M
Activity Summary
Buys All Purchases 151 New Holdings 17 Increased Positions 134 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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