Cardinal Strategic Wealth Guidance Portfolio Holdings

Cardinal Strategic Wealth Guidance

  • $313 Million
  • Q1 2025

Cardinal Strategic Wealth Guidance has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $313 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $77.9M, Ishares Core S&P U.S Growth Et with a value of $45.4M, Ishares Msci Usa Quality Facto with a value of $36.9M, Ishares National Muni Bond ETF with a value of $21.8M, and Msci Eafe Value ETF with a value of $19.2M.

Examining the 13F form we can see an increase of $8K in the current position value, from $313M to 313M.

Below you can find more details about Cardinal Strategic Wealth Guidance portfolio as well as his latest detailed transactions.

Portfolio value $313 Million
ETFs: $291 Million
Technology: $7.01 Million
Financial Services: $2.97 Million
Healthcare: $2.54 Million
Consumer Defensive: $2.41 Million
Consumer Cyclical: $1.9 Million
Industrials: $1.54 Million
Communication Services: $1.42 Million
Other: $1.69 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$123,000 0.04% of portfolio
1,326
Q1 2023 Reduced 19.15%
$0
$52,000 0.02% of portfolio
209
Q2 2024 Reduced 7.93%
$0
$39,000 0.01% of portfolio
210
Q1 2022 New
$0
$23,000 0.01% of portfolio
117
Q1 2024 Reduced 61.64%
$0
$35,000 0.01% of portfolio
203
Q4 2024 New
$0
$29,000 0.01% of portfolio
80
Q4 2024 New
$0
$14,000 0.0% of portfolio
134
Q1 2025 Reduced 93.5%
$0
$11,000 0.0% of portfolio
154
Q4 2024 New
$0
$3,000 0.0% of portfolio
57
Q4 2024 New
$0
$10,000 0.0% of portfolio
88
Q4 2024 New
$0
$10,000 0.0% of portfolio
44
Q4 2024 New
$0
$11,000 0.0% of portfolio
193
Q4 2024 New
$0
$8,000 0.0% of portfolio
92
Q1 2025 Reduced 66.05%
$0
$5,000 0.0% of portfolio
93
Q1 2025 Reduced 61.09%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $313 Million
  • Prior Value $313 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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