Cardiff Park Advisors, LLC New Holdings in Q3 2025

Cardiff Park Advisors, LLC

  • $1.27 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
69.3K
New
$567.77 - $614.76 $39.4M - $42.6M
69.3K $42.5M
GLD
Spdr Gold Trust

ETFs
31.7K
New
$300.96 - $355.47 $9.54M - $11.3M
31.7K $11.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14K
New
$546.99 - $602.2 $7.67M - $8.45M
14K $8.42M
AVGO
Broadcom Inc.

Technology
4.09K
New
$264.74 - $369.57 $1.08M - $1.51M
4.09K $1.35M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
15.7K
New
$47.76 - $48.46 $748K - $759K
15.7K $755K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
10K
New
$72.01 - $74.44 $721K - $746K
10K $735K
BX
Blackstone Inc.

Financial Services
3.86K
New
$152.77 - $188.68 $589K - $728K
3.86K $659K
CUT
Invesco ETF Tr Ii Msci Global

ETFs
17.8K
New
$29.15 - $31.66 $520K - $564K
17.8K $526K
ABC
Amerisourcebergen Corp

Healthcare
2.43K
New
N/A
2.43K $449K
PWB
Invesco Exchange Traded Fd Tr

ETFs
3.3K
New
$115.87 - $125.42 $382K - $414K
3.3K $413K
SE
Sea LTD

Consumer Cyclical
2.09K
New
$146.23 - $196.5 $306K - $411K
2.09K $373K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.51K
New
$96.22 - $98.19 $338K - $345K
3.51K $344K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.03K
New
$100.37 - $100.74 $304K - $305K
3.03K $304K
ETN
Eaton Corp PLC

Industrials
787
New
$342.99 - $392.76 $270K - $309K
787 $294K
DUK
Duke Energy Corp

Utilities
2.35K
New
$116.31 - $125.93 $274K - $296K
2.35K $291K
ACN
Accenture PLC

Technology
1.12K
New
$232.56 - $304.78 $261K - $342K
1.12K $276K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.85K
New
$46.51 - $50.07 $272K - $293K
5.85K $274K
IRM
Iron Mountain Inc

Real Estate
2.68K
New
$89.46 - $104.46 $240K - $280K
2.68K $273K
PALL
Abrdn Palladium ETF Trust

ETFs
2.36K
New
$99.79 - $117.24 $235K - $277K
2.36K $269K
APP
App Lovin Corp

Technology
364
New
$335.1 - $718.54 $122K - $262K
364 $261K
KMI
Kinder Morgan, Inc.

Energy
7.88K
New
$26.23 - $28.5 $207K - $225K
7.88K $223K
CRWD
Crowd Strike Holdings, Inc.

Technology
434
New
$412.46 - $514.1 $179K - $223K
434 $212K
GD
General Dynamics Corp

Industrials
618
New
$293.92 - $341.0 $182K - $211K
618 $210K
EBND
Spdr Bloomberg Emerging Market

ETFs
9.3K
New
$20.95 - $21.57 $195K - $201K
9.3K $198K
NIO
Nio Inc.

Consumer Cyclical
11.9K
New
$3.41 - $7.62 $40.4K - $90.3K
11.9K $90K
PKW
Invesco Exchange Traded Fd Tr

ETFs
600
New
$123.59 - $132.83 $74.2K - $79.7K
600 $79K
RZV
Invesco Fd Tr

ETFs
650
New
$103.86 - $120.22 $67.5K - $78.1K
650 $76K
JMBS
Janus Detroit Str Tr Henderson

ETFs
769
New
$44.34 - $45.94 $34.1K - $35.3K
769 $35K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.25K
New
$20.38 - $21.7 $25.4K - $27K
1.25K $26K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
498
New
$50.47 - $50.74 $25.1K - $25.3K
498 $25K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
56
New
$59.11 - $67.35 $3.31K - $3.77K
56 $3K
BBAX
J P Morgan Betabuilders Develo

ETFs
36
New
$53.96 - $58.06 $1.94K - $2.09K
36 $2K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
34
New
$80.0 - $88.06 $2.72K - $2.99K
34 $2K
EWJ
Ishares Msci Japan ETF

ETFs
30
New
$71.69 - $81.49 $2.15K - $2.44K
30 $2K
Blackrock Inc
194
New
N/A
194 $0
Linde PLC
484
New
N/A
484 $0
Dimensional ETF Trust
1.75K
New
N/A
1.75K $0
Gsk PLC
7.52K
New
N/A
7.52K $0
Ferguson Enterprises Inc
1.18K
New
N/A
1.18K $0
Vanguard Mun Bd Fds
2.85K
New
N/A
2.85K $0
Activity Summary
Buys All Purchases 193 New Holdings 41 Increased Positions 152 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 1
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