Cardinal Point Wealth Management Partners, LLC New Holdings in Q1 2023

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

Stock	Shares change	Price Range	Shares Held	Trade History
TFLO Ishares Treasury Floating Rate ETFs	29.3K New	$50.39 - $50.59 $1.48M - $1.48M	29.3K $1.48M
XLV Select Sector Spdr Fund Health ETFs	6.78K New	$124.15 - $135.82 $841K - $920K	6.78K $877K
VFH Vanguard Financial ETF ETFs	7.14K New	$74.95 - $90.64 $535K - $647K	7.14K $556K
XLY Select Sector Spdr Consumer Di ETFs	3.11K New	$128.39 - $156.16 $399K - $485K	3.11K $464K
PFEB Innovator U.S. Equity Power Bu ETFs	15.5K New	$28.16 - $29.33 $436K - $454K	15.5K $452K
XLP Consumer Staples Sector Spdr ETFs	5.24K New	$71.11 - $75.78 $373K - $397K	5.24K $391K
XLE Energy Sector Spdr ETFs	4.63K New	$76.97 - $93.11 $356K - $431K	4.63K $383K
XLI Industrial Sector Spdr ETFs	3.3K New	$96.51 - $103.67 $318K - $342K	3.3K $333K
VMI Valmont Industries Inc Industrials	850 New	$297.26 - $338.26 $253K - $288K	850 $271K
IAPR Innovator Etfs Tr Internationa ETFs	10.1K New	$23.97 - $24.71 $243K - $250K	10.1K $248K
XLC Select Sector Spdr Tr Communic ETFs	4.2K New	$48.61 - $59.39 $204K - $249K	4.2K $243K
WFC Wells Fargo & Company Financial Services	6.35K New	$36.23 - $48.5 $230K - $308K	6.35K $237K
IWF Ishares Russell 1000 Gr ETF ETFs	923 New	$209.92 - $244.33 $194K - $226K	923 $225K
LULU Lululemon Athletica Inc. Consumer Cyclical	600 New	$292.9 - $364.19 $176K - $219K	600 $218K
GDX Vaneck ETF Tr Gold Miners ETF ETFs	6.29K New	$26.68 - $33.27 $168K - $209K	6.29K $203K

Activity Summary All Purchases 45 New Holdings 15 Increased Positions 30 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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