Cardinal Point Capital Management, Ulc has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $575 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $133B, Wisdomtree Floating Rate Treas with a value of $71.5B, Vanguard Intermediate Term Tre with a value of $43.3B, Vanguard Ftse All World Ex Us with a value of $35.3B, and Ishares Tr with a value of $34.1B.

Examining the 13F form we can see an increase of $49.2B in the current position value, from $526B to 575B.

Cardinal Point Capital Management, Ulc is based out at Toronto, Z4

Below you can find more details about Cardinal Point Capital Management, Ulc portfolio as well as his latest detailed transactions.

Portfolio value $575 Billion
ETFs: $509 Billion
Technology: $7.85 Billion
Financial Services: $6.24 Billion
Consumer Cyclical: $3.88 Billion
Communication Services: $1.92 Billion
Healthcare: $840 Million
Basic Materials: $588 Million
Consumer Defensive: $451 Million
Other: $221 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $575 Billion
  • Prior Value $526 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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