Cardinal Strategic Wealth Guidance Portfolio Holdings

Cardinal Strategic Wealth Guidance

  • $313 Million
  • Q1 2025

Cardinal Strategic Wealth Guidance has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $313 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $77.9M, Ishares Core S&P U.S Growth Et with a value of $45.4M, Ishares Msci Usa Quality Facto with a value of $36.9M, Ishares National Muni Bond ETF with a value of $21.8M, and Msci Eafe Value ETF with a value of $19.2M.

Examining the 13F form we can see an increase of $8K in the current position value, from $313M to 313M.

Below you can find more details about Cardinal Strategic Wealth Guidance portfolio as well as his latest detailed transactions.

Portfolio value $313 Million
ETFs: $291 Million
Technology: $7.01 Million
Financial Services: $2.97 Million
Healthcare: $2.54 Million
Consumer Defensive: $2.41 Million
Consumer Cyclical: $1.9 Million
Industrials: $1.54 Million
Communication Services: $1.42 Million
Other: $1.69 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$77.9 Million 24.9% of portfolio
138,593
Q1 2025 Added 14.61%
$0
$45.4 Million 14.5% of portfolio
356,917
Q1 2025 Added 3.71%
$0
$36.9 Million 11.79% of portfolio
215,754
Q1 2025 Reduced 9.01%
$0
$21.8 Million 6.96% of portfolio
206,370
Q1 2025 Added 0.97%
$0
$19.2 Million 6.13% of portfolio
325,344
Q1 2025 Added 0.54%
$0
$19.1 Million 6.11% of portfolio
191,252
Q1 2025 Reduced 11.34%
$0
$16 Million 5.1% of portfolio
289,800
Q1 2025 Added 13.95%
$0
$9.55 Million 3.05% of portfolio
35,885
Q1 2025 Added 66.67%
$0
$7.27 Million 2.33% of portfolio
142,429
Q1 2025 Added 11.09%
$0
$6.22 Million 1.99% of portfolio
82,182
Q1 2025 Added 4.21%
$0
$6.1 Million 1.95% of portfolio
120,514
Q1 2025 Added 4.36%
$9.75B
$4.99 Million 1.6% of portfolio
80,642
Q1 2025 New
$0
$4.75 Million 1.52% of portfolio
33,840
Q1 2025 Added 14.01%
$0
$4.05 Million 1.3% of portfolio
43,781
Q1 2025 Added 18.01%
$0
$3.79 Million 1.21% of portfolio
40,507
Q1 2025 Reduced 6.45%
$3.51T
$3.12 Million 1.0% of portfolio
8,301
Q1 2025 Reduced 11.38%
$0
$2.42 Million 0.77% of portfolio
26,735
Q1 2025 Added 33.06%
$0
$2.41 Million 0.77% of portfolio
26,470
Q1 2025 Reduced 11.02%
$0
$1.47 Million 0.47% of portfolio
35,008
Q1 2025 Reduced 21.04%
$377B
$1.3 Million 0.42% of portfolio
3,555
Q1 2025 Reduced 16.29%
$648B
$1.33 Million 0.42% of portfolio
2,488
Q1 2025 Reduced 24.97%
$446B
$1.18 Million 0.38% of portfolio
1,247
Q1 2025 Reduced 15.17%
$93.5B
$1.01 Million 0.32% of portfolio
2,890
Q1 2024 Reduced 0.55%
$788B
$1.01 Million 0.32% of portfolio
4,130
Q1 2025 Reduced 29.09%
$1.1T
$867,000 0.28% of portfolio
5,555
Q1 2025 Reduced 23.59%
$335B
$802,000 0.26% of portfolio
3,831
Q1 2025 Reduced 1.36%
$386B
$741,000 0.24% of portfolio
4,351
Q1 2025 Reduced 5.12%
$0
$704,000 0.23% of portfolio
9,314
Q1 2025 Reduced 24.12%
$3.72B
$595,000 0.19% of portfolio
5,357
Q1 2025 Added 100.26%
$409B
$580,000 0.19% of portfolio
3,500
Q1 2025 Reduced 24.92%
$131B
$569,000 0.18% of portfolio
1,864
Q1 2024 Reduced 12.86%
$152B
$540,000 0.17% of portfolio
2,553
Q1 2025 Reduced 10.83%
$0
$540,000 0.17% of portfolio
1,498
Q1 2025 Reduced 4.46%
$767B
$528,000 0.17% of portfolio
640
Q3 2024 Reduced 0.93%
$76.7B
$487,000 0.16% of portfolio
5,203
Q1 2025 Reduced 2.44%
$0
$426,000 0.14% of portfolio
1,553
Q1 2025 Reduced 4.67%
$447B
$448,000 0.14% of portfolio
3,767
Q1 2025 Reduced 13.76%
$139B
$427,000 0.14% of portfolio
1,809
Q1 2025 Reduced 21.99%
$235B
$370,000 0.12% of portfolio
2,790
Q2 2024 Added 2.88%
$359B
$374,000 0.12% of portfolio
3,460
Q1 2025 Added 0.99%
$562B
$368,000 0.12% of portfolio
673
Q1 2025 Reduced 6.01%
$268B
$339,000 0.11% of portfolio
5,499
Q1 2025 Reduced 16.86%
$993B
$333,000 0.11% of portfolio
2,154
Q1 2025 Reduced 17.28%
$155B
$268,000 0.09% of portfolio
950
Q1 2025 Reduced 62.82%
$20.9B
$255,000 0.08% of portfolio
693
Q4 2023 Reduced 18.76%
$199B
$226,000 0.07% of portfolio
2,202
Q3 2023 Reduced 4.34%
$143B
$230,000 0.07% of portfolio
3,258
Q1 2025 Reduced 32.43%
$216B
$215,000 0.07% of portfolio
2,188
Q1 2025 Reduced 36.67%
$0
$135,000 0.04% of portfolio
2,531
Q1 2025 Reduced 39.8%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $313 Million
  • Prior Value $313 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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