Cardiff Park Advisors, LLC Incresed Positions in Q1 2025

Cardiff Park Advisors, LLC

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
60
+ 0.94%
$142.64 - $156.42 $8.56K - $9.39K
6.46K $968K
PFF
Ishares Trust Ishares Pfd And

ETFs
198
+ 1.11%
$30.73 - $32.26 $6.08K - $6.39K
18K $554K
IAT
Ishares Tr

ETFs
13
+ 0.55%
$44.84 - $53.56 $583 - $696
2.38K $111K
RSP
Invesco S&P 500 Equal Weight E

ETFs
9
+ 0.17%
$169.43 - $182.84 $1.52K - $1.65K
5.34K $924K
KRE
Spdr S&P Regional Banking ETF

ETFs
20
+ 0.63%
$55.11 - $65.5 $1.1K - $1.31K
3.18K $180K
BAC
Bank Of America Corp

Financial Services
18
+ 0.32%
$39.61 - $47.74 $713 - $859
5.61K $234K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
11
+ 0.4%
$96.93 - $109.51 $1.07K - $1.2K
2.78K $272K
VOT
Vanguard Mid Cap Growth Index

ETFs
13
+ 0.45%
$237.72 - $276.98 $3.09K - $3.6K
2.91K $712K
DIS
Walt Disney CO

Communication Services
6
+ 0.26%
$96.87 - $114.0 $581 - $684
2.28K $224K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.23%
$522.96 - $601.18 $1.05K - $1.2K
854 $455K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
300
+ 5.45%
$62.43 - $84.12 $18.7K - $25.2K
5.8K $377K
DOV
Dover Corp

Industrials
9
+ 0.29%
$174.65 - $206.43 $1.57K - $1.86K
3.11K $546K
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.15%
$247.97 - $296.33 $496 - $593
1.36K $341K
URA
Global X Uranium ETF

ETFs
69
+ 0.6%
$22.92 - $30.98 $1.58K - $2.14K
11.6K $264K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13
+ 0.11%
$57.21 - $65.8 $744 - $855
11.8K $689K
DFAU
Dimensional ETF Tr

ETFs
1
+ 0.0%
$37.84 - $42.29 $37.8 - $42.3
26.7K $1.03M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18
+ 0.23%
$102.49 - $119.96 $1.84K - $2.16K
7.8K $816K
IWM
Ishares Russell 2000 ETF

ETFs
153
+ 2.89%
$198.1 - $229.79 $30.3K - $35.2K
5.44K $1.09M
ORCL
Oracle Corp

Technology
301
+ 6.34%
$139.81 - $186.47 $42.1K - $56.1K
5.05K $705K
ITOT
Ishares Core S&P Total U.S. St

ETFs
43
+ 0.26%
$120.29 - $134.6 $5.17K - $5.79K
16.7K $2.03M
AVLV
American Centy ETF Tr Avantis
240
+ 0.3%
$63.51 - $70.42 $15.2K - $16.9K
81.3K $5.3M
AMD
Advanced Micro Devices Inc

Technology
131
+ 1.68%
$96.63 - $129.55 $12.7K - $17K
7.94K $815K
VV
Vanguard Large Cap ETF

ETFs
13
+ 0.13%
$253.32 - $282.66 $3.29K - $3.67K
10.3K $2.64M
DUHP
Dimensional ETF Tr Dimensional

ETFs
15
+ 0.01%
$32.57 - $35.82 $489 - $537
213K $7.06M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.47K
+ 1.37%
$21.23 - $23.75 $73.7K - $82.5K
257K $5.54M
CRM
Salesforce, Inc.

Technology
289
+ 4.05%
$268.36 - $359.95 $77.6K - $104K
7.42K $1.99M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.51K
+ 2.1%
$58.81 - $68.2 $206K - $239K
171K $10.2M
AVUS
American Centy ETF Tr Avantis

ETFs
1.72K
+ 0.92%
$90.7 - $101.57 $156K - $175K
189K $17.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.36K
+ 1.75%
$50.44 - $58.1 $321K - $369K
369K $19M
GOOGL
Alphabet Inc.

Communication Services
207
+ 0.57%
$154.33 - $206.19 $31.9K - $42.7K
36.7K $5.68M
NVDA
Nvidia Corp

Technology
2K
+ 3.12%
$106.98 - $149.43 $214K - $299K
66.2K $7.17M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
93.9K
+ 2.26%
$32.42 - $36.13 $3.04M - $3.39M
4.25M $140M
VTI
Vanguard Total Stock Market Et

ETFs
13.1K
+ 2.69%
$271.18 - $303.12 $3.54M - $3.96M
498K $137M
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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