Cardinal Strategic Wealth Guidance Reduced Holdings in Q2 2025

Cardinal Strategic Wealth Guidance

  • $342 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-45.8K
- 23.95%
$89.8 - $112.0 $4.11M - $5.13M
145K $16.3M
MUB
Ishares National Muni Bond ETF

ETFs
-21.1K
- 10.24%
$102.31 - $105.8 $2.16M - $2.24M
185K $19.4M
IXC
Ishares Tr Global Energy ETF

ETFs
-27K
- 77.02%
$34.69 - $42.32 $935K - $1.14M
8.05K $316K
IYW
Ishares Dj Us Tech ETF

ETFs
-11.8K
- 35.01%
$122.57 - $173.27 $1.45M - $2.05M
22K $3.81M
CHDN
Churchill Downs Inc

Consumer Cyclical
-2.71K
- 50.51%
$87.99 - $111.79 $238K - $303K
2.65K $267K
AAPL
Apple Inc.

Technology
-156
- 1.17%
$172.42 - $223.89 $26.9K - $34.9K
13.2K $2.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-42
- 1.69%
$483.48 - $539.8 $20.3K - $22.7K
2.45K $1.19M
ABBV
Abb Vie Inc.

Healthcare
-116
- 3.03%
$170.16 - $206.27 $19.7K - $23.9K
3.72K $689K
COST
Costco Wholesale Corp

Consumer Defensive
-142
- 11.39%
$908.13 - $1056.85 $129K - $150K
1.11K $1.09M
PG
Procter & Gamble CO

Consumer Defensive
-190
- 4.37%
$157.66 - $172.39 $30K - $32.8K
4.16K $662K
JNJ
Johnson & Johnson

Healthcare
-20
- 0.57%
$146.36 - $159.82 $2.93K - $3.2K
3.48K $531K
UNP
Union Pacific Corp

Industrials
-85
- 4.7%
$208.27 - $238.46 $17.7K - $20.3K
1.72K $396K
PGR
Progressive Corp

Financial Services
-50
- 5.26%
$255.27 - $288.74 $12.8K - $14.4K
900 $240K
SHW
Sherwin Williams CO

Basic Materials
-6
- 0.21%
$313.51 - $363.51 $1.88K - $2.18K
2.88K $990K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-118
- 88.06%
$90.56 - $109.49 $10.7K - $12.9K
16 $1K
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.25%
$335.24 - $380.78 $3.02K - $3.43K
3.55K $1.3M
MA
Mastercard Inc

Financial Services
-15
- 2.23%
$479.92 - $590.74 $7.2K - $8.86K
658 $369K
IEFA
Ishares Tr

ETFs
-866
- 9.3%
$67.83 - $84.09 $58.7K - $72.8K
8.45K $705K
ADP
Automatic Data Processing Inc

Industrials
-10
- 0.54%
$276.76 - $326.81 $2.77K - $3.27K
1.85K $571K
GOOGL
Alphabet Inc.

Communication Services
-227
- 10.54%
$144.7 - $178.6 $32.8K - $40.5K
1.93K $339K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-23
- 0.06%
$85.42 - $94.39 $1.96K - $2.17K
40.5K $3.8M
ABT
Abbott Laboratories

Healthcare
-6
- 0.22%
$123.95 - $138.08 $744 - $828
2.78K $378K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-194
- 12.95%
$320.42 - $424.58 $62.2K - $82.4K
1.3K $549K
CSCO
Cisco Systems, Inc.

Technology
-34
- 0.62%
$53.19 - $69.38 $1.81K - $2.36K
5.47K $379K
DIS
Walt Disney CO

Communication Services
-63
- 2.88%
$81.72 - $124.01 $5.15K - $7.81K
2.13K $263K
HON
Honeywell International Inc

Industrials
-10
- 0.39%
$182.86 - $232.88 $1.83K - $2.33K
2.54K $592K
GOOG
Alphabet Inc.

Communication Services
-20
- 0.36%
$146.58 - $180.01 $2.93K - $3.6K
5.54K $981K
JPM
Jpmorgan Chase & CO

Financial Services
-15
- 0.36%
$210.28 - $289.91 $3.15K - $4.35K
4.12K $1.19M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-2.89K
- 6.6%
$82.32 - $112.47 $238K - $325K
40.9K $4.6M
MSFT
Microsoft Corp

Technology
-266
- 3.2%
$354.56 - $497.45 $94.3K - $132K
8.04K $4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-11K
- 3.79%
$50.08 - $63.14 $550K - $693K
279K $17.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-348
- 0.16%
$152.42 - $182.82 $53K - $63.6K
215K $39.4M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-22.6K
- 6.32%
$113.67 - $150.4 $2.56M - $3.39M
334K $50.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-605
- 0.44%
$498.8 - $620.9 $302K - $376K
138K $85.7M
Activity Summary
Buys All Purchases 10 New Holdings 2 Increased Positions 8 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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