Cardinal Strategic Wealth Guidance Purchases in Q3 2024

Cardinal Strategic Wealth Guidance

  • $305 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
79.7K
+ 35.14%
$51.72 - $57.96 $4.12M - $4.62M
307K $17.6M
IVV
Ishares Core S&P 500 ETF

ETFs
3.31K
+ 2.73%
$520.18 - $576.82 $1.72M - $1.91M
125K $72M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
30.2K
+ 9.46%
$116.79 - $133.54 $3.53M - $4.04M
350K $46.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
17K
+ 8.56%
$162.64 - $179.3 $2.76M - $3.04M
215K $38.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
38K
+ 17.03%
$56.04 - $62.99 $2.13M - $2.39M
261K $15.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.4K
+ 12.83%
$48.51 - $52.86 $698K - $760K
126K $6.69M
MUB
Ishares National Muni Bond ETF

ETFs
5.22K
+ 2.62%
$106.13 - $108.7 $554K - $567K
205K $22.2M
AAPL
Apple Inc.

Technology
392
+ 2.66%
$207.23 - $234.82 $81.2K - $92K
15.1K $3.52M
NEE
Nextera Energy Inc

Utilities
4.82K
New
$69.9 - $84.97 $337K - $410K
4.82K $407K
IFRA
Ishares Tr

ETFs
3.55K
+ 12.96%
$41.55 - $46.97 $148K - $167K
31K $1.45M
PGR
Progressive Corp

Financial Services
950
New
$209.46 - $259.24 $199K - $246K
950 $241K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.72K
+ 2.43%
$50.25 - $50.74 $137K - $138K
115K $5.83M
OEF
Ishares S&P 100 ETF

ETFs
313
+ 1.43%
$266.03 - $266.03 $83.3K - $83.3K
22.2K $5.92M
IXN
Ishares Global Information Tec

ETFs
1.4K
+ 1.79%
$73.0 - $87.81 $102K - $123K
79.6K $6.57M
IXC
Ishares Tr Global Energy ETF

ETFs
2.08K
+ 4.81%
$38.94 - $42.35 $80.8K - $87.9K
45.2K $1.83M
XOM
Exxon Mobil Corp

Energy
61
+ 2.13%
$109.72 - $119.0 $6.69K - $7.26K
2.93K $343K
NVDA
Nvidia Corp

Technology
86
+ 2.57%
$98.91 - $134.91 $8.51K - $11.6K
3.43K $416K
GOOG
Alphabet Inc.

Communication Services
40
+ 0.72%
$149.54 - $192.66 $5.98K - $7.71K
5.6K $935K
Activity Summary
Buys All Purchases 19 New Holdings 2 Increased Positions 17 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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