Cardiff Park Advisors, LLC Purchases in Q3 2024

Cardiff Park Advisors, LLC

  • $1.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DIHP
Dimensional ETF Tr Dimensional

ETFs
12
+ 0.06%
$25.23 - $27.94 $303 - $335
20.8K $575K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
24
+ 0.32%
$63.28 - $70.06 $1.52K - $1.68K
7.59K $531K
AOS
Smith A O Corp

Industrials
12
+ 0.4%
$76.95 - $91.98 $923 - $1.1K
3.02K $271K
KRE
Spdr S&P Regional Banking ETF

ETFs
21
+ 0.67%
$47.94 - $59.23 $1.01K - $1.24K
3.14K $177K
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.23%
$240.48 - $267.94 $721 - $804
1.28K $342K
HSY
Hershey CO

Consumer Defensive
16
+ 0.65%
$182.45 - $203.25 $2.92K - $3.25K
2.47K $473K
DHS
Wisdomtree Tr U.S

ETFs
9
+ 0.39%
$83.9 - $93.83 $755 - $844
2.3K $215K
VDC
Vanguard Consumer Staples ETF

ETFs
3
+ 0.23%
$201.77 - $221.32 $605 - $664
1.3K $282K
MGK
Vanguard Mega Cap Growth ETF

ETFs
60
New
$285.48 - $330.24 $17.1K - $19.8K
60 $19K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
18
+ 0.16%
$51.02 - $52.74 $918 - $949
11K $576K
IAT
Ishares Tr

ETFs
22
+ 0.95%
$40.8 - $48.93 $898 - $1.08K
2.35K $111K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
8
+ 0.29%
$91.37 - $101.65 $731 - $813
2.77K $281K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
57
+ 0.96%
$45.2 - $47.87 $2.58K - $2.73K
5.97K $283K
DGRO
Ishares Core Dividend Growth E

ETFs
16
+ 0.64%
$57.47 - $62.76 $920 - $1K
2.51K $157K
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.75%
$237.84 - $263.83 $951 - $1.06K
535 $141K
KMB
Kimberly Clark Corp

Consumer Defensive
12
+ 0.64%
$135.05 - $148.35 $1.62K - $1.78K
1.88K $267K
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.45%
$119.52 - $132.25 $359 - $397
664 $87K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
25
+ 0.71%
$44.9 - $47.55 $1.12K - $1.19K
3.54K $167K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13
+ 0.81%
$96.25 - $101.98 $1.25K - $1.33K
1.62K $163K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
10
+ 0.43%
$49.13 - $54.55 $491 - $546
2.33K $125K
TLT
Ishares Barclays 20+ Year Trea

ETFs
8
+ 0.88%
$89.91 - $101.33 $719 - $811
913 $89K
GVI
Ishares Tr

ETFs
13
+ 0.84%
$103.17 - $107.43 $1.34K - $1.4K
1.56K $166K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6
+ 0.49%
$46.9 - $51.96 $281 - $312
1.23K $63K
CMF
Ishares California Muni Bond E

ETFs
20
+ 0.68%
$56.65 - $58.17 $1.13K - $1.16K
2.95K $171K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
24
+ 24.24%
$211.47 - $281.27 $5.08K - $6.75K
123 $30K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
36
+ 1.05%
$100.09 - $100.69 $3.6K - $3.62K
3.46K $348K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
45
+ 0.33%
$50.63 - $51.11 $2.28K - $2.3K
13.6K $693K
BAC
Bank Of America Corp

Financial Services
19
+ 0.34%
$36.65 - $44.13 $696 - $838
5.58K $221K
IYR
Ishares Tr

ETFs
1
+ 1.2%
$86.93 - $103.61 $86.9 - $104
84 $8K
Vanguard Wellington Fd
7.06K
New
N/A
7.06K $0
Dimensional ETF Trust
8.19K
New
N/A
8.19K $0
Fidelity Wise Origin Bitcoin
5K
New
N/A
5K $0
American Centy ETF Tr
179
+ 2.99%
N/A
6.16K $0
Dimensional ETF Trust
17
New
N/A
17 $0
DFSB
Dimensional ETF Tr Dimensional
10
+ 0.56%
N/A
1.8K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
12
+ 0.9%
N/A
1.35K $0
DFSI
Dimensional ETF Tr Dimen Intl
13
+ 0.3%
N/A
4.38K $0
DFSU
Dimensional ETF Tr Dimen Us Su
3
+ 0.24%
N/A
1.27K $0
Direxion Shs ETF Tr
3.57K
New
N/A
3.57K $0
TXN
Texas Instruments Inc

Technology
1
+ 0.08%
$194.6 - $194.6 $195 - $195
1.32K $257K
DIS
Walt Disney CO

Communication Services
5
+ 0.19%
$85.6 - $98.61 $428 - $493
2.62K $251K
WFC
Wells Fargo & Company

Financial Services
19
+ 0.14%
$51.58 - $60.97 $980 - $1.16K
13.5K $764K
XLE
Energy Sector Spdr

ETFs
17
+ 0.12%
$84.35 - $93.39 $1.43K - $1.59K
13.8K $1.21M
SHEL
Shell PLC

Energy
64
+ 0.77%
$65.65 - $73.28 $4.2K - $4.69K
8.35K $550K
MRK
Merck & Co., Inc.

Healthcare
8
+ 0.16%
$111.15 - $128.97 $889 - $1.03K
4.9K $556K
OXY
Occidental Petroleum Corp

Energy
833
+ 8.18%
$49.91 - $63.73 $41.6K - $53.1K
11K $567K
INTC
Intel Corp

Technology
364
+ 2.11%
$18.9 - $34.87 $6.88K - $12.7K
17.6K $412K
CVX
Chevron Corp

Energy
32
+ 0.16%
$137.88 - $161.97 $4.41K - $5.18K
20.3K $2.99M
QCOM
Qualcomm Inc

Technology
29
+ 0.23%
$156.12 - $209.64 $4.53K - $6.08K
12.8K $2.18M
Activity Summary
Buys All Purchases 150 New Holdings 21 Increased Positions 129 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 4
Track This Portfolio

Track Cardiff Park Advisors, LLC Portfolio

Follow Cardiff Park Advisors, LLC 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 Cardiff Park Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardiff Park Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email