Cardinal Strategic Wealth Guidance Incresed Positions 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
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
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
BRK-B
Berkshire Hathaway Inc Class B

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