Cardinal Point Capital Management, Ulc Purchases in Q3 2025

Cardinal Point Capital Management, Ulc

  • $1.43 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
40.9K
+ 17.24%
$202.38 - $256.87 $8.28M - $10.5M
278K $70.6B
VTI
Vanguard Total Stock Market Et

ETFs
20.4K
+ 3.72%
$303.93 - $329.86 $6.21M - $6.74M
570K $186B
EMRAF
Emera Inc

Utilities
213K
New
$45.39 - $46.03 $9.67M - $9.8M
213K $10.2B
WTW
Willis Towers Watson PLC

Financial Services
25.6K
New
$301.83 - $345.45 $7.72M - $8.84M
25.6K $8.84B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
920
+ 3.6%
$459.11 - $506.91 $422K - $466K
26.5K $13.1B
VEU
Vanguard Ftse All World Ex Us

ETFs
56.6K
+ 7.83%
$66.38 - $71.68 $3.76M - $4.06M
780K $55.6B
DFAX
Dimensional ETF Tr
90.6K
+ 5.33%
$29.25 - $31.56 $2.65M - $2.86M
1.79M $55.8B
LRGF
Ishares Tr

ETFs
25.1K
+ 3.6%
$64.13 - $69.24 $1.61M - $1.74M
723K $49.4B
VGIT
Vanguard Intermediate Term Tre

ETFs
67.3K
+ 7.29%
$58.97 - $60.36 $3.97M - $4.06M
991K $59.7B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
53.6K
+ 6.09%
$36.04 - $38.78 $1.93M - $2.08M
934K $35.7B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
38K
+ 3.5%
$25.43 - $27.31 $967K - $1.04M
1.12M $31.4B
Pimco ETF Tr
82.3K
+ 9.0%
N/A
997K $26.6B
MTD
Mettler Toledo International Inc

Healthcare
1.85K
New
$1166.48 - $1324.06 $2.15M - $2.44M
1.85K $2.26B
Amrize LTD
46.2K
New
N/A
46.2K $2.23B
TSLA
Tesla, Inc.

Consumer Cyclical
354
+ 2.08%
$293.94 - $444.72 $104K - $157K
17.4K $7.59B
GOOGL
Alphabet Inc.

Communication Services
3.58K
+ 12.0%
$174.36 - $254.72 $624K - $911K
33.4K $8.12B
PEP
Pepsico Inc

Consumer Defensive
9.76K
+ 16.41%
$133.81 - $152.16 $1.31M - $1.48M
69.2K $9.72B
MINO
Pimco ETF Tr Municipal Income

ETFs
39.6K
New
$43.6 - $45.33 $1.73M - $1.8M
39.6K $1.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.36K
+ 83.88%
$617.65 - $666.84 $1.46M - $1.58M
5.18K $3.45B
CNI
Canadian National Railway CO

Industrials
27.9K
+ 28.85%
$92.01 - $106.6 $2.56M - $2.97M
124K $11.7B
SNPS
Synopsys Inc

Technology
3.51K
New
$387.78 - $645.35 $1.36M - $2.26M
3.51K $1.57B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.06K
+ 50.12%
$546.99 - $602.2 $1.13M - $1.24M
6.17K $3.72B
EL
Estee Lauder Companies Inc

Consumer Defensive
12.7K
+ 303.35%
$83.65 - $95.26 $1.06M - $1.21M
16.9K $1.49B
FTLS
First Tr Long/Short Equity ETF

ETFs
8.36K
+ 7.02%
$65.78 - $69.95 $550K - $584K
127K $8.77B
VOD
Vodafone Group Public LTD CO

Communication Services
74.5K
New
$10.67 - $12.06 $795K - $898K
74.5K $864M
CVE
Cenovus Energy Inc.

Energy
1.7K
+ 0.7%
$13.87 - $17.81 $23.5K - $30.2K
245K $4.15B
MDT
Medtronic PLC

Healthcare
7.72K
New
$87.67 - $95.74 $677K - $739K
7.72K $735M
BAC
Bank Of America Corp

Financial Services
12.9K
+ 50.9%
$44.92 - $52.42 $578K - $675K
38.2K $1.92B
DFSU
Dimensional ETF Tr Dimen Us Su
5.12K
+ 2.79%
N/A
189K $7.94B
IVV
Ishares Core S&P 500 ETF

ETFs
1.01K
+ 94.77%
$620.67 - $670.08 $629K - $679K
2.08K $1.39B
CSCO
Cisco Systems, Inc.

Technology
13.8K
+ 6.04%
$66.2 - $71.79 $910K - $987K
241K $16.5B
PAAS
Pan American Silver Corp

Basic Materials
12.1K
+ 81.28%
$27.02 - $38.81 $327K - $470K
27K $1.05B
FDX
Fedex Corp

Industrials
1.33K
+ 5.09%
$217.1 - $243.2 $290K - $324K
27.6K $6.5B
ERIC
Ericsson Lm Telephone CO

Technology
64.8K
New
$7.2 - $8.55 $466K - $554K
64.8K $535M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
12.7K
+ 44.18%
$31.86 - $39.7 $406K - $505K
41.5K $1.38B
PAVE
Global X Fds Us Infrastructure

ETFs
9.82K
New
$44.02 - $47.63 $432K - $468K
9.82K $462M
Ea Series Trust
4.05K
New
N/A
4.05K $461M
SGOL
Abrdn Gold ETF Trust

ETFs
11.7K
New
$31.18 - $36.81 $366K - $432K
11.7K $460M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
20.5K
New
$21.62 - $22.81 $442K - $466K
20.5K $457M
MELI
Mercadolibre Inc

Consumer Cyclical
195
New
$2292.04 - $2514.05 $447K - $490K
195 $456M
GLD
Spdr Gold Trust

ETFs
920
+ 51.74%
$300.96 - $355.47 $277K - $327K
2.7K $994M
PFE
Pfizer Inc

Healthcare
2.24K
+ 0.72%
$23.29 - $25.88 $52.2K - $58K
314K $8.01B
DEO
Diageo PLC

Consumer Defensive
4.54K
New
$93.64 - $115.33 $425K - $524K
4.54K $433M
PINS
Pinterest, Inc.

Communication Services
13.3K
New
$32.17 - $39.17 $426K - $519K
13.3K $426M
PHO
Invesco Exchange Traded Fd Tr

ETFs
5.22K
New
$69.62 - $73.99 $363K - $386K
5.22K $377M
Amplify ETF Tr
4.08K
New
N/A
4.08K $358M
XOM
Exxon Mobil Corp

Energy
2.89K
+ 64.11%
$105.83 - $117.22 $305K - $338K
7.39K $831M
VEA
Vanguard Ftse Developed Market

ETFs
5.49K
New
$56.02 - $60.3 $308K - $331K
5.49K $328M
PUBM
Pub Matic, Inc.

Technology
39.5K
New
$7.82 - $13.67 $309K - $540K
39.5K $327M
Activity Summary
Buys All Purchases 115 New Holdings 39 Increased Positions 76 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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