Cardinal Strategic Wealth Guidance Reduced Holdings in Q3 2025

Cardinal Strategic Wealth Guidance

  • $365 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-5.91K
- 4.06%
$106.99 - $114.46 $632K - $676K
140K $15.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.32K
- 10.68%
$92.18 - $95.14 $398K - $411K
36.2K $3.44M
COST
Costco Wholesale Corp

Consumer Defensive
-150
- 13.57%
$915.95 - $994.57 $137K - $149K
955 $883K
MA
Mastercard Inc

Financial Services
-270
- 41.03%
$550.18 - $598.96 $149K - $162K
388 $220K
OEF
Ishares S&P 100 ETF

ETFs
-554
- 1.23%
N/A
44.5K $11.8M
CL
Colgate Palmolive CO

Consumer Defensive
-625
- 12.01%
$79.36 - $93.33 $49.6K - $58.3K
4.58K $365K
SHW
Sherwin Williams CO

Basic Materials
-320
- 11.1%
$330.88 - $375.23 $106K - $120K
2.56K $887K
MSFT
Microsoft Corp

Technology
-434
- 5.4%
$491.09 - $535.64 $213K - $232K
7.6K $3.94M
HON
Honeywell International Inc

Industrials
-12
- 0.47%
$207.7 - $240.4 $2.49K - $2.88K
2.53K $532K
LLY
Eli Lilly & CO

Healthcare
-50
- 8.18%
$625.65 - $812.69 $31.3K - $40.6K
561 $428K
DIS
Walt Disney CO

Communication Services
-100
- 4.71%
$112.25 - $124.0 $11.2K - $12.4K
2.03K $231K
VBK
Vanguard Small Cap Growth ETF

ETFs
-90
- 43.06%
$276.51 - $305.12 $24.9K - $27.5K
119 $35K
UNP
Union Pacific Corp

Industrials
-99
- 5.74%
$214.91 - $237.16 $21.3K - $23.5K
1.63K $384K
CHDN
Churchill Downs Inc

Consumer Cyclical
-10
- 0.38%
$95.3 - $113.75 $953 - $1.14K
2.64K $256K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-25
- 28.41%
$135.0 - $146.02 $3.38K - $3.65K
63 $9K
IWM
Ishares Russell 2000 ETF

ETFs
-17
- 14.53%
$214.92 - $244.84 $3.65K - $4.16K
100 $24K
Blackrock ETF Trust
-305
- 0.28%
N/A
107K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-39
- 1.59%
$459.11 - $506.91 $17.9K - $19.8K
2.41K $1.21M
JNJ
Johnson & Johnson

Healthcare
-266
- 7.64%
$155.17 - $185.42 $41.3K - $49.3K
3.21K $595K
GOOGL
Alphabet Inc.

Communication Services
-246
- 12.77%
$174.36 - $254.72 $42.9K - $62.7K
1.68K $408K
HD
Home Depot, Inc.

Consumer Cyclical
-70
- 1.97%
$357.4 - $423.42 $25K - $29.6K
3.48K $1.41M
GOOG
Alphabet Inc.

Communication Services
-400
- 7.23%
$175.16 - $255.24 $70.1K - $102K
5.14K $1.25M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-204
- 0.5%
$110.74 - $122.12 $22.6K - $24.9K
40.7K $4.93M
AAPL
Apple Inc.

Technology
-945
- 7.18%
$202.38 - $256.87 $191K - $243K
12.2K $3.11M
IYW
Ishares Dj Us Tech ETF

ETFs
-298
- 1.35%
$171.38 - $197.01 $51.1K - $58.7K
21.7K $4.25M
IXN
Ishares Global Information Tec

ETFs
-1.69K
- 1.9%
$91.28 - $103.32 $154K - $174K
86.8K $8.96M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.38K
- 0.49%
$62.54 - $68.42 $86.1K - $94.2K
277K $18.7M
EFV
Msci Eafe Value ETF

ETFs
-19
- -0.0%
$62.79 - $68.42 $1.19K - $1.3K
392K $26.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.99K
- 0.92%
$182.33 - $194.5 $363K - $387K
213K $41.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.68K
- 0.5%
$148.97 - $165.88 $250K - $278K
333K $54.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-858
- 0.62%
$620.67 - $670.08 $533K - $575K
137K $91.8M
Activity Summary
Buys All Purchases 10 New Holdings 2 Increased Positions 8 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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