Cardiff Park Advisors, LLC New Holdings in Q3 2024

Cardiff Park Advisors, LLC

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

ETFs
316K
New
$28.25 - $31.7 $8.92M - $10M
316K $9.72M
IBM
International Business Machines Corp

Technology
3.36K
New
$175.1 - $223.38 $589K - $751K
3.36K $743K
AON
Aon PLC

Financial Services
1.27K
New
$293.16 - $351.06 $371K - $444K
1.27K $438K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.21K
New
$57.22 - $80.08 $184K - $257K
3.21K $250K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.33K
New
$72.18 - $107.33 $168K - $250K
2.33K $247K
BLDR
Builders First Source, Inc.

Industrials
1.26K
New
$132.6 - $201.83 $167K - $255K
1.26K $244K
PGR
Progressive Corp

Financial Services
878
New
$209.46 - $259.24 $184K - $228K
878 $222K
MO
Altria Group, Inc.

Consumer Defensive
4.3K
New
$45.95 - $54.71 $197K - $235K
4.3K $219K
ADP
Automatic Data Processing Inc

Industrials
794
New
$233.44 - $279.45 $185K - $222K
794 $219K
CARR
Carrier Global Corp

Industrials
2.71K
New
$61.9 - $80.88 $168K - $219K
2.71K $217K
SLB
Schlumberger Limited

Energy
5K
New
$39.57 - $49.67 $198K - $248K
5K $209K
GLDM
World Gold Trust

ETFs
3.99K
New
$46.2 - $53.01 $184K - $211K
3.99K $207K
APO
Apollo Global Management, Inc.

Financial Services
1.65K
New
$99.16 - $125.81 $163K - $207K
1.65K $205K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4K
New
$50.52 - $50.95 $202K - $204K
4K $203K
MGK
Vanguard Mega Cap Growth ETF

ETFs
60
New
$285.48 - $330.24 $17.1K - $19.8K
60 $19K
Fidelity Wise Origin Bitcoin
5K
New
N/A
5K $0
Dimensional ETF Trust
17
New
N/A
17 $0
Dimensional ETF Trust
8.19K
New
N/A
8.19K $0
Vanguard Wellington Fd
7.06K
New
N/A
7.06K $0
Direxion Shs ETF Tr
3.57K
New
N/A
3.57K $0
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
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