Cardinal Point Capital Management, Ulc New Holdings in Q1 2025

Cardinal Point Capital Management, Ulc

  • $1.09 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
YETI
Yeti Holdings, Inc.

Consumer Cyclical
28.8K
New
$31.92 - $38.83 $920K - $1.12M
28.8K $954M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
36.2K
New
$27.52 - $33.6 $997K - $1.22M
36.2K $949M
PBA
Pembina Pipeline Corp

Energy
23.5K
New
$35.13 - $40.12 $826K - $944K
23.5K $942M
BAC
Bank Of America Corp

Financial Services
20.6K
New
$39.61 - $47.74 $818K - $985K
20.6K $861M
PYPL
Pay Pal Holdings, Inc.

Financial Services
11.7K
New
$65.15 - $91.81 $763K - $1.07M
11.7K $764M
Canadian Pacific Kansas City
10.7K
New
N/A
10.7K $754M
TXT
Textron Inc

Industrials
9.49K
New
$70.19 - $81.2 $666K - $770K
9.49K $686M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.79K
New
$77.7 - $78.94 $606K - $615K
7.79K $615M
MGNI
Magnite, Inc.

Communication Services
53.8K
New
$11.41 - $21.17 $614K - $1.14M
53.8K $614M
CAE
Cae Inc

Industrials
23.5K
New
$23.09 - $26.78 $542K - $629K
23.5K $578M
FIVN
Five9, Inc.

Technology
20.4K
New
$27.15 - $42.82 $553K - $873K
20.4K $553M
ASA
Asa Gold & Precious Metals LTD

Financial Services
18.3K
New
$20.8 - $30.14 $381K - $552K
18.3K $552M
FTS
Fortis Inc.

Utilities
11.8K
New
$40.49 - $45.58 $479K - $539K
11.8K $539M
South Bow Corp
21.8K
New
N/A
21.8K $538M
EWC
Ishares Msci Canada ETF

ETFs
13K
New
$39.3 - $42.52 $511K - $552K
13K $529M
INTC
Intel Corp

Technology
23.1K
New
$19.1 - $27.39 $442K - $633K
23.1K $525M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.85K
New
$95.85 - $99.25 $465K - $482K
4.85K $480M
BTG
B2 Gold Corp

Basic Materials
165K
New
$2.3 - $3.3 $380K - $545K
165K $470M
BEP
Brookfield Renewable Partners L.P.

Utilities
27.3K
New
$20.03 - $23.79 $548K - $651K
27.3K $456M
DFAI
Dimensional ETF Tr

ETFs
14.5K
New
$28.88 - $32.4 $419K - $471K
14.5K $454M
EQX
Equinox Gold Corp.

Basic Materials
64.9K
New
$5.09 - $7.16 $330K - $465K
64.9K $446M
GOLD
Barrick Gold Corp

Basic Materials
22.7K
New
$15.45 - $19.56 $351K - $444K
22.7K $442M
PAAS
Pan American Silver Corp

Basic Materials
17.4K
New
$20.61 - $26.7 $359K - $465K
17.4K $438M
KGC
Kinross Gold Corp

Basic Materials
33.8K
New
$9.69 - $12.61 $327K - $426K
33.8K $413M
Fortuna Mng Corp
63.5K
New
N/A
63.5K $386M
IAG
Iamgold Corp

Basic Materials
61.1K
New
$5.11 - $6.61 $312K - $404K
61.1K $381M
T
At&T Inc.

Communication Services
13.2K
New
$21.56 - $28.28 $285K - $373K
13.2K $373M
VEA
Vanguard Ftse Developed Market

ETFs
7.3K
New
$47.4 - $52.99 $346K - $387K
7.3K $371M
MAG
Mag Silver Corp

Basic Materials
33K
New
$13.74 - $17.1 $454K - $565K
33K $369M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.6K
New
$25.69 - $26.89 $299K - $313K
11.6K $313M
Aris Mng Corp
67K
New
N/A
67K $310M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.58K
New
$42.5 - $46.71 $280K - $307K
6.58K $298M
PK
Park Hotels & Resorts Inc.

Real Estate
27.2K
New
$10.68 - $14.19 $291K - $386K
27.2K $291M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.73K
New
$102.49 - $119.96 $280K - $328K
2.73K $286M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.27K
New
$46.74 - $47.55 $246K - $251K
5.27K $251M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.01K
New
$48.43 - $49.9 $243K - $250K
5.01K $250M
FNDF
Schwab Fundamental Intl Large

ETFs
6.87K
New
$32.9 - $37.45 $226K - $257K
6.87K $248M
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.1K
New
$21.75 - $24.28 $242K - $271K
11.1K $246M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.92K
New
$25.81 - $28.52 $230K - $254K
8.92K $246M
SLSSF
Solaris Res Inc Com New
71.5K
New
N/A
71.5K $241M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.91K
New
$79.17 - $82.04 $230K - $239K
2.91K $238M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.64K
New
$26.09 - $30.21 $199K - $231K
7.64K $222M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.61K
New
$22.46 - $23.26 $216K - $223K
9.61K $222M
Ea Series Trust
11.4K
New
N/A
11.4K $222M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
4.11K
New
$46.83 - $56.05 $192K - $230K
4.11K $219M
ABBV
Abb Vie Inc.

Healthcare
970
New
$169.2 - $216.66 $164K - $210K
970 $203M
EMB
Ishares Tr

ETFs
2.22K
New
$88.64 - $92.03 $197K - $204K
2.22K $201M
VB
Vanguard Small Cap ETF

ETFs
907
New
$217.89 - $252.64 $198K - $229K
907 $201M
Activity Summary
Buys All Purchases 136 New Holdings 99 Increased Positions 37 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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