Cardinal Point Capital Management, Ulc Reduced Holdings in Q1 2025

Cardinal Point Capital Management, Ulc

  • $1.09 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-98.3K
- 24.08%
$49.74 - $58.96 $4.89M - $5.79M
310K $18.3B
VGT
Vanguard Information Technolog

ETFs
-790
- 11.93%
$542.38 - $646.34 $428K - $511K
5.83K $3.16B
PJUN
Innovator U.S. Equity Power Bu

ETFs
-19K
- 53.94%
$36.56 - $38.35 $695K - $729K
16.2K $601M
TFLO
Ishares Treasury Floating Rate

ETFs
-12.7K
- 7.73%
$50.48 - $50.68 $643K - $645K
152K $7.7B
PAUG
Innovator U.S. Equity Power Bu

ETFs
-15.2K
- 70.68%
$37.4 - $39.42 $568K - $598K
6.3K $238M
BOND
Pimco Active Bond Exchange Tra

ETFs
-5.02K
- 43.08%
$89.27 - $92.9 $448K - $466K
6.63K $613M
IRM
Iron Mountain Inc

Real Estate
-2K
- 19.61%
$82.79 - $111.31 $166K - $223K
8.2K $714M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-7.98K
- 50.06%
$41.09 - $43.24 $328K - $345K
7.96K $330M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-8.3K
- 53.58%
$35.54 - $37.44 $295K - $311K
7.19K $258M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-7.01K
- 23.08%
$39.81 - $42.17 $279K - $295K
23.3K $938M
GLD
Spdr Gold Trust

ETFs
-1.52K
- 46.09%
$243.19 - $288.14 $370K - $438K
1.78K $512M
FTLS
First Tr Long/Short Equity ETF

ETFs
-1.02K
- 0.81%
$63.42 - $68.17 $64.7K - $69.5K
124K $7.96B
AVUV
American Centy ETF Tr Avantis

ETFs
-720
- 9.41%
$84.95 - $100.62 $61.2K - $72.4K
6.93K $604M
EAOA
Ishares Esg Aware Aggressive A

Technology
-3.26K
- 9.35%
$35.04 - $37.29 $114K - $121K
31.5K $1.12B
EAOR
Ishares Esg Aware Growth Alloc

Technology
-3.89K
- 7.43%
$31.02 - $32.41 $121K - $126K
48.5K $1.52B
ECL
Ecolab Inc.

Basic Materials
-620
- 32.86%
$229.72 - $269.82 $142K - $167K
1.27K $322M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.39K
- 28.68%
$44.41 - $45.98 $106K - $110K
5.93K $272M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-3.19K
- 5.53%
$24.6 - $24.99 $78.4K - $79.6K
54.4K $1.36B
XLE
Energy Sector Spdr

ETFs
-1.02K
- 23.28%
$85.7 - $93.96 $87.5K - $95.9K
3.37K $314M
DFSE
Dimensional ETF Tr Dimen Emrgn
-2.08K
- 8.27%
N/A
23K $775M
MS
Morgan Stanley

Financial Services
-69
- 2.56%
$111.68 - $141.08 $7.71K - $9.73K
2.63K $307M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-665
- 7.0%
$46.26 - $47.48 $30.8K - $31.6K
8.84K $419M
VNQ
Vanguard Specialized Funds Van

ETFs
-170
- 3.05%
$85.55 - $94.34 $14.5K - $16K
5.41K $490M
MCK
Mckesson Corp

Healthcare
-70
- 9.99%
$566.21 - $672.99 $39.6K - $47.1K
631 $425M
WM
Waste Management Inc

Industrials
-125
- 5.43%
$200.54 - $233.78 $25.1K - $29.2K
2.18K $504M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.39K
- 17.92%
$442.66 - $534.52 $1.06M - $1.28M
11K $13.4B
GOOG
Alphabet Inc.

Communication Services
-2.24K
- 15.17%
$156.06 - $207.71 $349K - $465K
12.5K $17B
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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