Cardinal Strategic Wealth Guidance Purchases in Q4 2024

Cardinal Strategic Wealth Guidance

  • $313 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
22K
+ 10.21%
$176.42 - $186.91 $3.88M - $4.11M
237K $42.2M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
37.1K
New
$89.97 - $98.59 $3.34M - $3.66M
37.1K $3.52M
IAU
Ishares Gold Trust

ETFs
31.2K
New
$48.37 - $52.65 $1.51M - $1.64M
31.2K $1.55M
VEA
Vanguard Ftse Developed Market

ETFs
13.7K
New
$47.57 - $52.44 $649K - $716K
13.7K $652K
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 34.69%
$205.18 - $250.29 $308K - $375K
5.82K $1.4M
GOOG
Alphabet Inc.

Communication Services
1.68K
+ 29.94%
$163.08 - $198.16 $273K - $332K
7.27K $1.38M
BAC
Bank Of America Corp

Financial Services
9.13K
New
$39.22 - $47.77 $358K - $436K
9.13K $401K
AAPL
Apple Inc.

Technology
486
+ 3.21%
$221.69 - $259.02 $108K - $126K
15.6K $3.91M
PGR
Progressive Corp

Financial Services
1.61K
+ 168.95%
$239.6 - $268.88 $385K - $432K
2.56K $612K
FAST
Fastenal CO

Industrials
4.1K
New
$69.99 - $84.35 $287K - $346K
4.1K $294K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
658
+ 24.76%
$442.29 - $483.08 $291K - $318K
3.32K $1.5M
TJX
Tjx Companies Inc

Consumer Cyclical
2.2K
New
$112.15 - $127.2 $247K - $280K
2.2K $265K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.96K
New
$44.04 - $49.49 $262K - $295K
5.96K $262K
PH
Parker Hannifin Corp

Industrials
355
New
$621.74 - $709.46 $221K - $252K
355 $225K
SCHW
Schwab Charles Corp

Financial Services
3.02K
New
$63.31 - $82.85 $191K - $251K
3.02K $223K
USB
Us Bancorp \De\

Financial Services
4.62K
New
$43.98 - $53.66 $203K - $248K
4.62K $220K
HD
Home Depot, Inc.

Consumer Cyclical
675
+ 18.9%
$385.02 - $431.37 $260K - $291K
4.25K $1.65M
DIS
Walt Disney CO

Communication Services
1.26K
+ 57.4%
$92.39 - $117.6 $116K - $148K
3.46K $384K
XOM
Exxon Mobil Corp

Energy
1.44K
+ 49.18%
$105.51 - $125.37 $152K - $181K
4.37K $469K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.1K
+ 114.91%
$113.92 - $127.38 $126K - $140K
2.06K $237K
CSCO
Cisco Systems, Inc.

Technology
1.12K
+ 20.28%
$52.45 - $60.02 $58.5K - $66.9K
6.61K $391K
VTI
Vanguard Total Stock Market Et

ETFs
227
+ 16.19%
$280.04 - $302.45 $63.6K - $68.7K
1.63K $472K
UNP
Union Pacific Corp

Industrials
446
+ 23.81%
$223.15 - $249.32 $99.5K - $111K
2.32K $528K
JNJ
Johnson & Johnson

Healthcare
895
+ 23.76%
$143.34 - $165.86 $128K - $148K
4.66K $674K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.48%
$873.59 - $994.69 $6.12K - $6.96K
1.47K $1.35M
MSFT
Microsoft Corp

Technology
288
+ 3.17%
$406.35 - $454.46 $117K - $131K
9.37K $3.95M
VTV
Vanguard Value ETF

ETFs
203
New
$168.32 - $181.87 $34.2K - $36.9K
203 $34K
VUG
Vanguard Growth ETF

ETFs
80
New
$378.79 - $428.11 $30.3K - $34.2K
80 $32K
IGV
Ishares Expanded Tech Software

ETFs
271
New
$87.5 - $110.17 $23.7K - $29.9K
271 $27K
VEU
Vanguard Ftse All World Ex Us

ETFs
326
New
$57.29 - $63.1 $18.7K - $20.6K
326 $18K
KRE
Spdr S&P Regional Banking ETF

ETFs
239
New
$54.6 - $68.9 $13K - $16.5K
239 $14K
MCHI
Ishares Msci China ETF

ETFs
298
New
$46.1 - $59.67 $13.7K - $17.8K
298 $13K
ITOT
Ishares Core S&P Total U.S. St

ETFs
88
New
$124.26 - $134.12 $10.9K - $11.8K
88 $11K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
193
New
$57.38 - $61.11 $11.1K - $11.8K
193 $11K
VOT
Vanguard Mid Cap Growth Index

ETFs
44
New
$241.48 - $274.89 $10.6K - $12.1K
44 $11K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
154
New
$69.58 - $74.87 $10.7K - $11.5K
154 $10K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
89
New
$114.08 - $125.68 $10.2K - $11.2K
89 $10K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
57
New
$61.68 - $67.87 $3.52K - $3.87K
57 $3K
Te Connectivity PLC
1.67K
New
N/A
1.67K $0
Ge Vernova Inc
809
New
N/A
809 $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
662
+ 0.58%
$50.37 - $50.6 $33.3K - $33.5K
115K $5.82M
EMB
Ishares Tr

ETFs
605
+ 3.1%
$88.94 - $93.46 $53.8K - $56.5K
20.1K $1.79M
IEFA
Ishares Tr

ETFs
535
+ 4.56%
$70.06 - $77.43 $37.5K - $41.4K
12.3K $862K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.72K
+ 1.36%
$51.09 - $55.27 $87.7K - $94.8K
128K $6.56M
EFV
Msci Eafe Value ETF

ETFs
17K
+ 5.55%
$51.78 - $57.15 $881K - $973K
324K $17M
EFG
Msci Eafe Growth ETF

ETFs
4.28K
+ 2.03%
$96.83 - $106.88 $415K - $458K
216K $20.9M
Activity Summary
Buys All Purchases 47 New Holdings 25 Increased Positions 22 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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