Cardinal Point Wealth Management Partners, LLC Incresed Positions in Q1 2023

Cardinal Point Wealth Management Partners, LLC

  • $328 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
25.8K
+ 5.75%
$189.85 - $210.01 $4.9M - $5.42M
474K $96.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
37.1K
+ 7.24%
$50.42 - $55.03 $1.87M - $2.04M
549K $29.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
71.5K
+ 7.01%
$50.21 - $50.41 $3.59M - $3.6M
1.09M $54.9M
LRGF
Ishares Tr

ETFs
40.7K
+ 7.76%
$38.59 - $42.55 $1.57M - $1.73M
565K $23.4M
IAU
Ishares Gold Trust

ETFs
30.1K
+ 7.24%
$34.33 - $37.9 $1.03M - $1.14M
446K $16.7M
IHDG
Wisdomtree Tr

ETFs
30K
+ 10.48%
$36.38 - $39.42 $1.09M - $1.18M
317K $12.5M
AAPL
Apple Inc.

Technology
1.01K
+ 3.65%
$125.02 - $164.9 $127K - $167K
28.8K $4.74M
VGT
Vanguard Information Technolog

ETFs
2.72K
+ 312.53%
$311.14 - $385.47 $846K - $1.05M
3.59K $1.38M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.24K
+ 1.53%
$90.4 - $94.23 $202K - $211K
149K $13.8M
WTMF
Wisdomtree Tr Managed Futures

ETFs
7.72K
+ 6.05%
$31.55 - $33.56 $244K - $259K
135K $4.54M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.28K
+ 20.71%
$96.32 - $100.79 $316K - $331K
19.1K $1.91M
PJUL
Innovator U.S. Equity Power Bu

ETFs
8.2K
+ 23.52%
$29.97 - $31.76 $246K - $260K
43.1K $1.36M
AVEM
American Centy ETF Tr Avantis

ETFs
5.38K
+ 53.31%
$50.27 - $56.2 $271K - $302K
15.5K $818K
FTLS
First Tr Long/Short Equity ETF

ETFs
2.99K
+ 3.71%
$48.33 - $50.81 $144K - $152K
83.4K $4.24M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.13K
+ 26.98%
$44.84 - $46.8 $275K - $287K
28.9K $1.33M
GOOG
Alphabet Inc.

Communication Services
2.21K
+ 50.23%
$86.77 - $108.8 $192K - $240K
6.61K $687K
AMZN
Amazon Com Inc

Consumer Cyclical
1.54K
+ 42.07%
$83.12 - $112.91 $128K - $174K
5.2K $537K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
210
+ 0.13%
$74.67 - $76.76 $15.7K - $16.1K
160K $12.2M
MSFT
Microsoft Corp

Technology
184
+ 6.78%
$222.31 - $288.3 $40.9K - $53K
2.9K $835K
V
Visa Inc.

Financial Services
590
+ 44.97%
$207.4 - $231.44 $122K - $137K
1.9K $428K
DGRO
Ishares Core Dividend Growth E

ETFs
2.97K
+ 25.87%
$47.94 - $51.79 $143K - $154K
14.5K $723K
DXCM
Dexcom Inc

Healthcare
1.2K
+ 37.5%
$104.0 - $122.92 $125K - $148K
4.4K $511K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
390
+ 6.47%
$138.3 - $151.49 $53.9K - $59.1K
6.42K $949K
IRM
Iron Mountain Inc

Real Estate
1.7K
+ 21.79%
$48.96 - $56.63 $83.2K - $96.3K
9.5K $502K
AVUV
American Centy ETF Tr Avantis

ETFs
1.43K
+ 15.46%
$70.61 - $84.06 $101K - $120K
10.7K $792K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
330
+ 9.39%
$84.05 - $92.64 $27.7K - $30.6K
3.85K $347K
ICLN
Ishares

ETFs
2.58K
+ 6.31%
$18.32 - $21.36 $47.3K - $55.1K
43.4K $859K
EAOR
Ishares Esg Aware Growth Alloc

Technology
255
+ 0.93%
$0.0 - $27.86 $0 - $7.1K
27.5K $754K
REET
Ishares Global Reit ETF

ETFs
750
+ 2.09%
$21.44 - $25.55 $16.1K - $19.2K
36.6K $839K
Activity Summary
Buys All Purchases 45 New Holdings 15 Increased Positions 30 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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