Cardinal Strategic Wealth Guidance Sells in Q1 2025

Cardinal Strategic Wealth Guidance

  • $313 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-21.4K
- 9.01%
$168.16 - $186.21 $3.59M - $3.98M
216K $36.9M
EFG
Msci Eafe Growth ETF

ETFs
-24.5K
- 11.34%
$96.1 - $106.37 $2.35M - $2.6M
191K $19.1M
AAPL
Apple Inc.

Technology
-2.31K
- 14.76%
$209.68 - $247.1 $483K - $570K
13.3K $2.96M
MSFT
Microsoft Corp

Technology
-1.07K
- 11.38%
$375.39 - $447.2 $400K - $477K
8.3K $3.12M
GOOG
Alphabet Inc.

Communication Services
-1.72K
- 23.59%
$156.06 - $207.71 $268K - $356K
5.56K $867K
JPM
Jpmorgan Chase & CO

Financial Services
-1.69K
- 29.09%
$225.19 - $279.95 $381K - $474K
4.13K $1.01M
HD
Home Depot, Inc.

Consumer Cyclical
-692
- 16.29%
$347.25 - $424.87 $240K - $294K
3.56K $1.3M
PGR
Progressive Corp

Financial Services
-1.61K
- 62.82%
$235.61 - $291.22 $378K - $467K
950 $268K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.93K
- 93.5%
$102.49 - $119.96 $197K - $231K
134 $14K
IXC
Ishares Tr Global Energy ETF

ETFs
-9.33K
- 21.04%
$38.48 - $42.16 $359K - $393K
35K $1.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-828
- 24.97%
$442.66 - $534.52 $367K - $443K
2.49K $1.33M
DIS
Walt Disney CO

Communication Services
-1.27K
- 36.67%
$96.87 - $114.0 $123K - $144K
2.19K $215K
COST
Costco Wholesale Corp

Consumer Defensive
-223
- 15.17%
$890.62 - $1076.86 $199K - $240K
1.25K $1.18M
GOOGL
Alphabet Inc.

Communication Services
-450
- 17.28%
$154.33 - $206.19 $69.4K - $92.8K
2.15K $333K
IEFA
Ishares Tr

ETFs
-2.96K
- 24.12%
$69.57 - $78.65 $206K - $233K
9.31K $704K
NEE
Nextera Energy Inc

Utilities
-1.56K
- 32.43%
$66.96 - $76.16 $105K - $119K
3.26K $230K
HON
Honeywell International Inc

Industrials
-310
- 10.83%
$202.75 - $226.52 $62.9K - $70.2K
2.55K $540K
UNP
Union Pacific Corp

Industrials
-510
- 21.99%
$225.21 - $254.42 $115K - $130K
1.81K $427K
JNJ
Johnson & Johnson

Healthcare
-1.16K
- 24.92%
$142.06 - $167.7 $165K - $195K
3.5K $580K
IEMG
Ishares Inc

ETFs
-1.67K
- 39.8%
N/A
2.53K $135K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-70
- 4.46%
$360.07 - $417.26 $25.2K - $29.2K
1.5K $540K
CSCO
Cisco Systems, Inc.

Technology
-1.12K
- 16.86%
$58.74 - $64.87 $65.5K - $72.3K
5.5K $339K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.79K
- 6.45%
$87.68 - $94.52 $245K - $264K
40.5K $3.79M
VTI
Vanguard Total Stock Market Et

ETFs
-76
- 4.67%
$271.18 - $303.12 $20.6K - $23K
1.55K $426K
PG
Procter & Gamble CO

Consumer Defensive
-235
- 5.12%
$158.56 - $176.26 $37.3K - $41.4K
4.35K $741K
XOM
Exxon Mobil Corp

Energy
-601
- 13.76%
$105.44 - $118.93 $63.4K - $71.5K
3.77K $448K
IGV
Ishares Expanded Tech Software

ETFs
-179
- 66.05%
$88.3 - $107.83 $15.8K - $19.3K
92 $8K
MA
Mastercard Inc

Financial Services
-43
- 6.01%
$504.67 - $576.31 $21.7K - $24.8K
673 $368K
KRE
Spdr S&P Regional Banking ETF

ETFs
-146
- 61.09%
$55.11 - $65.5 $8.05K - $9.56K
93 $5K
CL
Colgate Palmolive CO

Consumer Defensive
-130
- 2.44%
$85.68 - $97.5 $11.1K - $12.7K
5.2K $487K
ABBV
Abb Vie Inc.

Healthcare
-53
- 1.36%
$169.2 - $216.66 $8.97K - $11.5K
3.83K $802K
Activity Summary
Buys All Purchases 15 New Holdings 1 Increased Positions 14 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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