Cardinal Point Capital Management, Ulc Sells in Q3 2025

Cardinal Point Capital Management, Ulc

  • $1.43 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-77K
- 50.45%
$155.17 - $185.42 $12M - $14.3M
75.7K $14B
GIB
Cgi Inc

Technology
-7.38K
- 6.43%
$88.14 - $106.19 $650K - $783K
107K $9.56B
Kenvue Inc
-4.15K
- 1.21%
N/A
338K $5.48B
PM
Philip Morris International Inc.

Consumer Defensive
-415
- 0.6%
$157.77 - $183.27 $65.5K - $76.1K
68.8K $11.2B
ZTS
Zoetis Inc.

Healthcare
-8.26K
- 74.67%
$141.13 - $159.19 $1.17M - $1.31M
2.8K $410M
FIX
Comfort Systems Usa Inc

Industrials
-3.98K
- 47.08%
$521.66 - $825.18 $2.08M - $3.28M
4.47K $3.69B
USFR
Wisdomtree Floating Rate Treas

ETFs
-13.9K
- 0.96%
$50.23 - $50.48 $696K - $699K
1.43M $71.8B
MFC
Manulife Financial Corp

Financial Services
-8.42K
- 1.82%
$29.9 - $32.34 $252K - $272K
453K $14.1B
DIS
Walt Disney CO

Communication Services
-122
- 0.3%
$112.25 - $124.0 $13.7K - $15.1K
41.2K $4.71B
IHDG
Wisdomtree Tr

ETFs
-9.12K
- 49.68%
$43.81 - $46.31 $400K - $422K
9.24K $430M
MGNI
Magnite, Inc.

Communication Services
-12K
- 24.44%
$21.75 - $26.52 $261K - $318K
37.1K $808M
SLF
Sun Life Financial Inc

Financial Services
-2.5K
- 7.25%
$56.54 - $66.41 $141K - $166K
32K $1.92B
V
Visa Inc.

Financial Services
-179
- 0.79%
$332.09 - $358.86 $59.4K - $64.2K
22.4K $7.65B
TU
Telus Corp

Communication Services
-17.4K
- 9.55%
$15.6 - $16.63 $271K - $289K
164K $2.59B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.3K
- 4.27%
$211.65 - $238.24 $275K - $310K
29.1K $6.4B
CNQ
Canadian Natural Resources LTD

Energy
-12.8K
- 5.51%
$29.31 - $32.93 $375K - $421K
219K $7.01B
NFLX
Netflix Inc

Communication Services
-3
- 0.16%
$1147.87 - $1297.18 $3.44K - $3.89K
1.83K $2.2B
MSFT
Microsoft Corp

Technology
-1.45K
- 5.22%
$491.09 - $535.64 $714K - $778K
26.4K $13.6B
HON
Honeywell International Inc

Industrials
-735
- 42.14%
$207.7 - $240.4 $153K - $177K
1.01K $212M
NOW
Service Now, Inc.

Technology
-132
- 22.88%
$850.86 - $1044.69 $112K - $138K
445 $411M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.06K
- 8.22%
$291.67 - $316.99 $308K - $335K
11.8K $3.59B
PJUL
Innovator U.S. Equity Power Bu

ETFs
-3.87K
- 16.58%
$43.83 - $45.64 $170K - $177K
19.5K $885M
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.38K
- 30.06%
$60.99 - $64.39 $145K - $153K
5.53K $354M
PG
Procter & Gamble CO

Consumer Defensive
-585
- 8.58%
$150.47 - $161.22 $88K - $94.3K
6.24K $958M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-377K
- 97.4%
$24.46 - $26.5 $9.23M - $10M
10.1K $264M
UBER
Uber Technologies, Inc

Technology
-1.88K
- 13.97%
$86.91 - $99.57 $163K - $187K
11.6K $1.13B
PJUN
Innovator U.S. Equity Power Bu

ETFs
-3.46K
- 21.32%
$39.79 - $41.15 $138K - $142K
12.8K $524M
GILD
Gilead Sciences, Inc.

Healthcare
-1.06K
- 8.92%
$108.22 - $120.47 $115K - $128K
10.8K $1.2B
SBUX
Starbucks Corp

Consumer Cyclical
-785
- 12.21%
$81.9 - $96.86 $64.3K - $76K
5.65K $478M
HD
Home Depot, Inc.

Consumer Cyclical
-600
- 17.42%
$357.4 - $423.42 $214K - $254K
2.84K $1.15B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-323
- 24.77%
$339.37 - $366.46 $110K - $118K
981 $357M
PSEP
Innovator U.S. Equity Power Bu
-2K
- 26.01%
N/A
5.69K $244M
BA
Boeing CO

Industrials
-300
- 13.57%
$209.79 - $237.38 $62.9K - $71.2K
1.91K $412M
VMD
Viemed Healthcare, Inc.

Healthcare
-6K
- 32.47%
$5.93 - $7.44 $35.6K - $44.6K
12.5K $84.7M
LLY
Eli Lilly & CO

Healthcare
-66
- 9.28%
$625.65 - $812.69 $41.3K - $53.6K
645 $512M
ABT
Abbott Laboratories

Healthcare
-200
- 5.12%
$120.51 - $136.62 $24.1K - $27.3K
3.71K $497M
BCE
Bce Inc

Communication Services
-4.7K
- 7.22%
$22.63 - $25.74 $106K - $121K
60.4K $1.41B
BOND
Pimco Active Bond Exchange Tra

ETFs
-380
- 9.21%
$90.83 - $93.81 $34.5K - $35.6K
3.75K $351M
BMY
Bristol Myers Squibb CO

Healthcare
-200
- 1.2%
$43.31 - $48.98 $8.66K - $9.8K
16.4K $740M
ECL
Ecolab Inc.

Basic Materials
-105
- 8.29%
$259.39 - $285.47 $27.2K - $30K
1.16K $315M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-370
- 12.56%
$87.29 - $93.61 $32.3K - $34.6K
2.58K $240M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-334
- 14.47%
$108.46 - $120.63 $36.2K - $40.3K
1.98K $230M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-50
- 8.93%
$435.72 - $463.74 $21.8K - $23.2K
510 $237M
DISV
Dimensional ETF Tr Dimensional

ETFs
-689
- 10.81%
$32.78 - $35.79 $22.6K - $24.7K
5.69K $201M
AVUV
American Centy ETF Tr Avantis

ETFs
-458
- 7.4%
$90.37 - $102.12 $41.4K - $46.8K
5.73K $559M
NTR
Nutrien Ltd.

Basic Materials
-164
- 1.78%
$55.69 - $62.11 $9.13K - $10.2K
9.07K $533M
MA
Mastercard Inc

Financial Services
-30
- 1.56%
$550.18 - $598.96 $16.5K - $18K
1.9K $1.08B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-449
- 9.92%
$49.43 - $54.52 $22.2K - $24.5K
4.08K $220M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-50
- 1.12%
$49.78 - $50.75 $2.49K - $2.54K
4.42K $222M
Activity Summary
Buys All Purchases 115 New Holdings 39 Increased Positions 76 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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