Cardinal Strategic Wealth Guidance
Latest statistics and disclosures from Cardinal Strategic Wealth Guidance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, QUAL, IUSG, MUB, EFG, and represent 65.29% of Cardinal Strategic Wealth Guidance's stock portfolio.
- Added to shares of these 10 stocks: QUAL (+$7.9M), SPYV, EMXC, IUSG, EMB, MUB, IXN, IXC, JPST, IVE.
- Started 2 new stock positions in SPYV, IVE.
- Reduced shares in these 10 stocks: IVV (-$5.7M), OEF, IEMG, SYBT, PNC, USMV, AAPL, , IEFA, AMZN.
- Sold out of its positions in AGEN, AMZN, BLK, CVS, META, IWR, IJH, VLUE, PNC, PFE. SPTS, XLV, XLE, XLK, SYBT, VT, VWO, VTWV, VGIT, VGLT.
- Cardinal Strategic Wealth Guidance was a net seller of stock by $-5.2M.
- Cardinal Strategic Wealth Guidance has $266M in assets under management (AUM), dropping by 5.70%.
- Central Index Key (CIK): 0001801989
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Portfolio Holdings for Cardinal Strategic Wealth Guidance
Cardinal Strategic Wealth Guidance holds 57 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 25.5 | $68M | -7% | 129k | 525.73 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 12.2 | $32M | +32% | 197k | 164.35 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 11.9 | $32M | +6% | 271k | 117.21 |
|
| Ishares Tr National Mun Etf (MUB) | 8.0 | $21M | +3% | 198k | 107.60 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 7.7 | $21M | 197k | 103.79 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 6.5 | $17M | 318k | 54.40 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 3.7 | $9.9M | +30% | 172k | 57.57 |
|
| Ishares Tr Global Tech Etf (IXN) | 2.2 | $5.8M | +8% | 78k | 74.81 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 2.1 | $5.6M | +2% | 112k | 50.45 |
|
| Ishares Tr S&p 100 Etf (OEF) | 2.0 | $5.4M | -46% | 22k | 247.41 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.9 | $5.1M | -15% | 61k | 83.58 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.7 | $4.6M | NEW | 91k | 50.10 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.6 | $4.2M | -5% | 31k | 135.06 |
|
| Microsoft Corporation (MSFT) | 1.4 | $3.8M | -6% | 9.1k | 420.72 |
|
| Ishares Tr Global Energ Etf (IXC) | 1.2 | $3.2M | +9% | 74k | 42.95 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.1 | $3.0M | +2% | 32k | 94.62 |
|
| Apple (AAPL) | 0.9 | $2.4M | -24% | 14k | 171.48 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.9 | $2.3M | +83% | 26k | 89.67 |
|
| Home Depot (HD) | 0.5 | $1.4M | 3.5k | 383.60 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.2M | -12% | 2.8k | 420.52 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $1.1M | 27k | 43.36 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.1M | -4% | 1.5k | 732.63 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $1.0M | 2.9k | 347.33 |
|
|
| Churchill Downs (CHDN) | 0.4 | $989k | -4% | 8.0k | 123.75 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $965k | -43% | 13k | 74.22 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $846k | 5.6k | 152.26 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $823k | -11% | 4.1k | 200.30 |
|
| Procter & Gamble Company (PG) | 0.3 | $751k | -14% | 4.6k | 162.25 |
|
| Abbvie (ABBV) | 0.3 | $718k | 3.9k | 182.10 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $607k | -22% | 3.8k | 158.19 |
|
| Honeywell International (HON) | 0.2 | $602k | -11% | 2.9k | 205.25 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $584k | -10% | 751.00 | 777.96 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $579k | -79% | 11k | 51.60 |
|
| Union Pacific Corporation (UNP) | 0.2 | $547k | -10% | 2.2k | 245.93 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $533k | 5.9k | 90.05 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $529k | -13% | 1.6k | 337.05 |
|
| Automatic Data Processing (ADP) | 0.2 | $466k | -12% | 1.9k | 249.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $440k | -29% | 2.9k | 150.93 |
|
| Advanced Micro Devices (AMD) | 0.1 | $397k | 2.2k | 180.49 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $388k | -24% | 805.00 | 481.57 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $364k | -47% | 1.4k | 259.90 |
|
| Merck & Co (MRK) | 0.1 | $346k | -15% | 2.6k | 131.95 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $322k | -5% | 2.8k | 116.24 |
|
| Abbott Laboratories (ABT) | 0.1 | $308k | 2.7k | 113.66 |
|
|
| Pepsi (PEP) | 0.1 | $305k | -6% | 1.7k | 175.01 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $302k | -62% | 334.00 | 903.56 |
|
| Walt Disney Company (DIS) | 0.1 | $269k | -17% | 2.2k | 122.36 |
|
| Cisco Systems (CSCO) | 0.1 | $261k | -18% | 5.2k | 49.91 |
|
| Waters Corporation (WAT) | 0.1 | $239k | 693.00 | 344.23 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $122k | -54% | 1.1k | 110.52 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $112k | 1.3k | 84.44 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $79k | NEW | 420.00 | 186.81 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $59k | 227.00 | 260.72 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $41k | -28% | 150.00 | 270.80 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $40k | 210.00 | 191.88 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $25k | -61% | 117.00 | 210.31 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $3.9k | 98.00 | 40.28 |
|
Past Filings by Cardinal Strategic Wealth Guidance
SEC 13F filings are viewable for Cardinal Strategic Wealth Guidance going back to 2019
- Cardinal Strategic Wealth Guidance 2024 Q1 filed April 25, 2024
- Cardinal Strategic Wealth Guidance 2023 Q4 filed Jan. 30, 2024
- Cardinal Strategic Wealth Guidance 2023 Q3 filed Oct. 31, 2023
- Cardinal Strategic Wealth Guidance 2023 Q2 filed July 20, 2023
- Cardinal Strategic Wealth Guidance 2023 Q1 filed April 21, 2023
- Cardinal Strategic Wealth Guidance 2022 Q4 filed Jan. 18, 2023
- Cardinal Strategic Wealth Guidance 2022 Q3 filed Oct. 20, 2022
- Cardinal Strategic Wealth Guidance 2022 Q2 filed July 27, 2022
- Cardinal Strategic Wealth Guidance 2022 Q1 filed April 26, 2022
- Cardinal Strategic Wealth Guidance 2021 Q4 filed Jan. 26, 2022
- Cardinal Strategic Wealth Guidance 2021 Q3 filed Nov. 5, 2021
- Cardinal Strategic Wealth Guidance 2021 Q2 filed July 27, 2021
- Cardinal Strategic Wealth Guidance 2021 Q1 filed April 29, 2021
- Cardinal Strategic Wealth Guidance 2020 Q4 filed Jan. 29, 2021
- Cardinal Strategic Wealth Guidance 2020 Q3 filed Oct. 21, 2020
- Cardinal Strategic Wealth Guidance 2020 Q2 filed Aug. 12, 2020