Cardinal Point Wealth Management Partners, LLC Portfolio Holdings

Cardinal Point Wealth Management Partners, LLC

  • $328 Million
  • Q1 2023

Cardinal Point Wealth Management Partners, LLC has filed its 13F form on May 10, 2023 for Q1 2023 where it was disclosed a total value porftolio of $328 Million distributed in 80 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 $96.8M, Wisdomtree Floating Rate Treas with a value of $54.9M, Vanguard Ftse All World Ex Us with a value of $29.4M, Ishares Tr with a value of $23.4M, and Ishares Gold Trust with a value of $16.7M.

Examining the 13F form we can see an increase of $39.6M in the current position value, from $288M to 328M.

Below you can find more details about Cardinal Point Wealth Management Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $328 Million
ETFs: $305 Million
Technology: $5.58 Million
Financial Services: $4.6 Million
Consumer Cyclical: $3.98 Million
Real Estate: $2.44 Million
Healthcare: $1.04 Million
Consumer Defensive: $909,000
Communication Services: $687,000
Other: $1.41 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $328 Million
  • Prior Value $288 Million
  • Filing
  • Period Q1 2023
  • Filing Date May 10, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 15 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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