Cardinal Point Capital Management, Ulc Incresed Positions in Q2 2025

Cardinal Point Capital Management, Ulc

  • $1.26 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
16.2K
+ 3.04%
$243.75 - $303.93 $3.95M - $4.93M
549K $167B
DFAX
Dimensional ETF Tr
421K
+ 32.97%
$23.37 - $29.39 $9.85M - $12.4M
1.7M $49.9B
RY
Royal Bank Of Canada

Financial Services
86.1K
+ 73.46%
$108.36 - $131.55 $9.33M - $11.3M
203K $26.7B
JNJ
Johnson & Johnson

Healthcare
76.1K
+ 99.33%
$146.36 - $159.82 $11.1M - $12.2M
153K $23.2B
VEU
Vanguard Ftse All World Ex Us

ETFs
66.1K
+ 10.07%
$54.19 - $67.22 $3.58M - $4.45M
723K $48.6B
TFLO
Ishares Treasury Floating Rate

ETFs
166K
+ 109.45%
$50.47 - $50.66 $8.4M - $8.43M
318K $16.1B
MSFT
Microsoft Corp

Technology
22.3K
+ 406.17%
$354.56 - $497.45 $7.92M - $11.1M
27.8K $13.8B
COST
Costco Wholesale Corp

Consumer Defensive
7.29K
+ 1665.3%
$908.13 - $1056.85 $6.62M - $7.71M
7.73K $7.65B
ORCL
Oracle Corp

Technology
8.22K
+ 13.94%
$122.82 - $218.63 $1.01M - $1.8M
67.2K $14.7B
LRGF
Ishares Tr

ETFs
16.6K
+ 2.44%
$51.37 - $64.13 $853K - $1.06M
698K $44.7B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
37.5K
+ 4.45%
$29.12 - $35.84 $1.09M - $1.34M
880K $31.6B
JPM
Jpmorgan Chase & CO

Financial Services
79
+ 0.13%
$210.28 - $289.91 $16.6K - $22.9K
61K $17.7B
V
Visa Inc.

Financial Services
19.3K
+ 597.03%
$308.27 - $373.31 $5.96M - $7.21M
22.6K $8.01B
NFLX
Netflix Inc

Communication Services
1.38K
+ 306.21%
$855.86 - $1339.13 $1.18M - $1.85M
1.83K $2.45B
META
Meta Platforms, Inc.

Communication Services
2.37K
+ 188.08%
$484.66 - $738.09 $1.15M - $1.75M
3.62K $2.67B
NVDA
Nvidia Corp

Technology
20.5K
+ 117.07%
$94.31 - $157.99 $1.93M - $3.24M
38K $6B
BNS
Bank Of Nova Scotia

Financial Services
465
+ 0.21%
$44.56 - $55.27 $20.7K - $25.7K
222K $12.3B
CSCO
Cisco Systems, Inc.

Technology
240
+ 0.11%
$53.19 - $69.38 $12.8K - $16.7K
227K $15.8B
GIB
Cgi Inc

Technology
8.83K
+ 8.33%
$96.47 - $109.59 $851K - $967K
115K $12B
VGT
Vanguard Information Technolog

ETFs
1.07K
+ 18.4%
$470.37 - $663.28 $505K - $712K
6.9K $4.58B
TSLA
Tesla, Inc.

Consumer Cyclical
1.45K
+ 9.33%
$221.86 - $362.89 $322K - $527K
17K $5.42B
VGIT
Vanguard Intermediate Term Tre

ETFs
16.4K
+ 1.81%
$58.63 - $59.9 $962K - $983K
924K $55.2B
Pimco ETF Tr
41.5K
+ 4.75%
N/A
915K $24.3B
RCI
Rogers Communications Inc

Communication Services
8.71K
+ 2.66%
$23.54 - $29.66 $205K - $258K
336K $9.96B
USFR
Wisdomtree Floating Rate Treas

ETFs
25.4K
+ 1.8%
$50.28 - $50.47 $1.28M - $1.28M
1.44M $72.4B
XLK
Technology Sector Spdr

ETFs
4.59K
+ 314.9%
$179.73 - $253.23 $824K - $1.16M
6.04K $1.53B
FISV
Fiserv Inc

Technology
7.35K
+ 585.82%
N/A
8.61K $1.48B
DIS
Walt Disney CO

Communication Services
1.24K
+ 3.08%
$81.72 - $124.01 $101K - $153K
41.3K $5.12B
ABBV
Abb Vie Inc.

Healthcare
5.96K
+ 614.43%
$170.16 - $206.27 $1.01M - $1.23M
6.93K $1.29B
AMZN
Amazon Com Inc

Consumer Cyclical
19.3K
+ 173.28%
$167.32 - $223.3 $3.23M - $4.31M
30.4K $6.67B
CNI
Canadian National Railway CO

Industrials
2.35K
+ 2.49%
$92.66 - $108.13 $218K - $254K
96.6K $10B
EQX
Equinox Gold Corp.

Basic Materials
136K
+ 209.97%
$5.68 - $7.31 $774K - $996K
201K $1.16B
BBUC
Brookfield Business Corp

Financial Services
250
+ 0.21%
$22.01 - $31.32 $5.5K - $7.83K
118K $3.7B
TAC
Transalta Corp

Utilities
28.2K
+ 19.45%
$8.16 - $11.47 $230K - $323K
173K $1.86B
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.39K
+ 46.05%
$57.41 - $74.81 $309K - $403K
17.1K $1.27B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
19.2K
+ 35.21%
$24.66 - $25.17 $473K - $483K
73.6K $1.85B
CM
Canadian Imperial Bank Of Commerce

Financial Services
782
+ 2.71%
$54.6 - $70.83 $42.7K - $55.4K
29.6K $2.1B
MFC
Manulife Financial Corp

Financial Services
323
+ 0.07%
$26.93 - $32.44 $8.7K - $10.5K
462K $14.7B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
626K
+ 6517.71%
$22.68 - $23.28 $14.2M - $14.6M
636K $636M
QQQ
Invesco Qqq Trust, Series 1

ETFs
95
+ 2.36%
$416.06 - $551.64 $39.5K - $52.4K
4.11K $2.27B
FIVN
Five9, Inc.

Technology
14.8K
+ 72.8%
$21.54 - $29.56 $320K - $439K
35.2K $933M
EAOR
Ishares Esg Aware Growth Alloc

Technology
8.12K
+ 16.74%
$28.94 - $33.44 $235K - $271K
56.6K $1.89B
NKE
Nike, Inc.

Consumer Cyclical
1.59K
+ 5.01%
$53.27 - $72.04 $84.7K - $115K
33.3K $2.37B
C
Citigroup Inc

Financial Services
1.25K
+ 7.39%
$58.13 - $85.12 $72.7K - $106K
18.2K $1.55B
BAC
Bank Of America Corp

Financial Services
4.64K
+ 22.5%
$34.39 - $47.46 $160K - $220K
25.3K $1.2B
TU
Telus Corp

Communication Services
500
+ 0.28%
$13.82 - $16.49 $6.91K - $8.25K
182K $2.91B
UBER
Uber Technologies, Inc

Technology
200
+ 1.51%
$64.62 - $93.3 $12.9K - $18.7K
13.4K $1.25B
NOW
Service Now, Inc.

Technology
135
+ 30.54%
$721.65 - $1040.18 $97.4K - $140K
577 $593M
GLW
Corning Inc

Technology
500
+ 1.64%
$39.07 - $52.59 $19.5K - $26.3K
31K $1.63B
Activity Summary
Buys All Purchases 152 New Holdings 76 Increased Positions 76 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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