Cardiff Park Advisors, LLC Reduced Holdings in Q1 2025

Cardiff Park Advisors, LLC

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.01K
- 4.21%
$209.68 - $247.1 $1.05M - $1.24M
114K $25.3M
VUG
Vanguard Growth ETF

ETFs
-8.86K
- 31.73%
$369.1 - $427.61 $3.27M - $3.79M
19K $7.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.53K
- 2.75%
$551.42 - $612.93 $846K - $940K
54.2K $30.3M
MSFT
Microsoft Corp

Technology
-2.13K
- 7.74%
$375.39 - $447.2 $798K - $951K
25.3K $9.51M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-12.8K
- 3.41%
$59.61 - $66.71 $764K - $855K
362K $21.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-690
- 5.88%
$222.15 - $428.22 $153K - $295K
11.1K $2.86M
GOOG
Alphabet Inc.

Communication Services
-175
- 0.36%
$156.06 - $207.71 $27.3K - $36.3K
48.2K $7.53M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.26K
- 14.69%
$554.06 - $615.85 $1.25M - $1.39M
13.1K $7.37M
VGSH
Vanguard

ETFs
-27.6K
- 49.82%
$58.07 - $58.69 $1.6M - $1.62M
27.8K $1.63M
AMZN
Amazon Com Inc

Consumer Cyclical
-766
- 1.71%
$190.26 - $242.06 $146K - $185K
44K $8.37M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.38K
- 2.87%
$183.02 - $207.75 $253K - $287K
46.6K $8.69M
OKE
Oneok Inc

Energy
-7.65K
- 64.25%
$89.57 - $109.85 $686K - $841K
4.26K $422K
AVIG
American Centy ETF Tr Avantis

ETFs
-13.7K
- 74.88%
$40.06 - $41.55 $549K - $569K
4.6K $190K
VGT
Vanguard Information Technolog

ETFs
-533
- 21.09%
$542.38 - $646.34 $289K - $344K
1.99K $1.08M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-6.66K
- 11.13%
$77.7 - $78.94 $518K - $526K
53.2K $4.2M
VB
Vanguard Small Cap ETF

ETFs
-1.44K
- 25.42%
$217.89 - $252.64 $313K - $363K
4.22K $935K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-912
- 3.32%
$96.3 - $112.23 $87.8K - $102K
26.5K $2.59M
AVUV
American Centy ETF Tr Avantis

ETFs
-331
- 1.11%
$84.95 - $100.62 $28.1K - $33.3K
29.5K $2.57M
SHOP
Shopify Inc.

Technology
-1.1K
- 11.2%
$90.59 - $129.31 $99.6K - $142K
8.72K $832K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-57
- 1.27%
$360.07 - $417.26 $20.5K - $23.8K
4.44K $1.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-6.28K
- 7.31%
$48.43 - $49.9 $304K - $313K
79.6K $3.97M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-7.33K
- 29.11%
$23.92 - $26.89 $175K - $197K
17.8K $461K
IWN
Ishares Russell2000 Val ETF

ETFs
-587
- 12.2%
$149.27 - $169.4 $87.6K - $99.4K
4.23K $638K
CAT
Caterpillar Inc

Industrials
-17
- 0.4%
$326.75 - $407.63 $5.55K - $6.93K
4.23K $1.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.97K
- 10.91%
$57.44 - $59.4 $171K - $177K
24.3K $1.44M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-130
- 0.05%
$49.25 - $50.66 $6.4K - $6.59K
258K $12.8M
DFAE
Dimensional ETF Tr

ETFs
-6.65K
- 10.44%
$24.64 - $26.86 $164K - $178K
57K $1.48M
SQ
Block, Inc.

Technology
-170
- 4.11%
$54.04 - $92.95 $9.19K - $15.8K
3.96K $226K
AVES
American Centy ETF Tr Avantis

ETFs
-2.18K
- 33.91%
$44.71 - $48.65 $97.4K - $106K
4.24K $200K
CB
Chubb LTD

Financial Services
-494
- 21.74%
$257.71 - $301.99 $127K - $149K
1.78K $536K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.2K
- 57.74%
$40.79 - $42.32 $89.6K - $92.9K
1.61K $67K
PLTR
Palantir Technologies Inc.

Technology
-2.65K
- 17.17%
$64.98 - $124.62 $172K - $331K
12.8K $1.08M
APO
Apollo Global Management, Inc.

Financial Services
-127
- 7.72%
$126.01 - $172.06 $16K - $21.9K
1.52K $207K
ABNB
Airbnb, Inc.

Consumer Cyclical
-238
- 8.79%
$119.38 - $161.42 $28.4K - $38.4K
2.47K $295K
MRK
Merck & Co., Inc.

Healthcare
-98
- 2.12%
$83.01 - $101.02 $8.13K - $9.9K
4.52K $405K
LMT
Lockheed Martin Corp

Industrials
-11
- 1.03%
$423.19 - $506.29 $4.66K - $5.57K
1.06K $471K
WMT
Walmart Inc.

Consumer Defensive
-85
- 0.71%
$84.5 - $105.05 $7.18K - $8.93K
11.9K $1.04M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-6.1K
- 0.81%
$39.96 - $43.3 $244K - $264K
746K $30.7M
GNMA
Ishares Gnma Bond ETF

ETFs
-1.5K
- 4.21%
$42.17 - $44.04 $63.1K - $65.9K
34K $1.49M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-10
- 0.66%
$192.82 - $222.1 $1.93K - $2.22K
1.5K $288K
TWLO
Twilio Inc

Communication Services
-19
- 0.83%
$94.9 - $148.35 $1.8K - $2.82K
2.26K $221K
INTU
Intuit Inc

Technology
-3
- 0.24%
$555.63 - $630.23 $1.67K - $1.89K
1.22K $750K
CMCSA
Comcast Corp

Communication Services
-325
- 5.57%
$33.19 - $38.23 $10.8K - $12.4K
5.51K $203K
NEE
Nextera Energy Inc

Utilities
-151
- 2.28%
$66.96 - $76.16 $10.1K - $11.5K
6.48K $459K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-423
- 1.33%
$110.75 - $119.78 $46.8K - $50.7K
31.4K $3.63M
QCOM
Qualcomm Inc

Technology
-51
- 0.41%
$151.94 - $175.86 $7.75K - $8.97K
12.4K $1.91M
TXN
Texas Instruments Inc

Technology
-39
- 2.95%
N/A
1.29K $250K
VO
Vanguard Mid Cap ETF

ETFs
-14
- 2.61%
$251.87 - $277.95 $3.53K - $3.89K
523 $135K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.12K
- 2.47%
$38.22 - $41.19 $42.8K - $46.2K
44.2K $1.79M
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
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