Cardiff Park Advisors, LLC Purchases in Q4 2024

Cardiff Park Advisors, LLC

  • $1.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
12.3K
+ 2.6%
$280.04 - $302.45 $3.44M - $3.72M
485K $141M
AMAT
Applied Materials Inc

Technology
15.3K
New
$161.44 - $213.89 $2.47M - $3.27M
15.3K $2.49M
VUG
Vanguard Growth ETF

ETFs
4.23K
+ 17.86%
$378.79 - $428.11 $1.6M - $1.81M
27.9K $11.5M
TER
Teradyne, Inc

Technology
15K
New
$102.58 - $133.62 $1.54M - $2M
15K $1.89M
TSLA
Tesla, Inc.

Consumer Cyclical
74
+ 0.63%
$213.65 - $479.86 $15.8K - $35.5K
11.7K $4.74M
KLIC
Kulicke & Soffa Industries Inc

Technology
25K
New
$42.42 - $50.54 $1.06M - $1.26M
25K $1.17M
GOOG
Alphabet Inc.

Communication Services
162
+ 0.34%
$163.08 - $198.16 $26.4K - $32.1K
48.4K $9.21M
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.24K
+ 2.25%
$61.52 - $66.5 $507K - $548K
375K $23.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
165
+ 0.3%
$567.81 - $607.81 $93.7K - $100K
55.7K $32.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
52.6K
+ 20.89%
$26.18 - $28.77 $1.38M - $1.51M
305K $8.09M
VGIT
Vanguard Intermediate Term Tre

ETFs
11.2K
+ 70.03%
$57.78 - $60.4 $649K - $678K
27.3K $1.58M
AME
Ametek Inc

Industrials
3.38K
New
$165.89 - $197.38 $560K - $666K
3.38K $608K
PLTR
Palantir Technologies Inc.

Technology
81
+ 0.53%
$36.46 - $82.38 $2.95K - $6.67K
15.5K $1.17M
VGSH
Vanguard

ETFs
10.3K
+ 22.96%
$58.02 - $58.88 $600K - $609K
55.4K $3.23M
AVUS
American Centy ETF Tr Avantis

ETFs
209
+ 0.11%
$94.36 - $102.06 $19.7K - $21.3K
188K $18.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.3K
+ 577.93%
$26.93 - $84.95 $547K - $1.73M
23.8K $651K
IGV
Ishares Expanded Tech Software

ETFs
3.5K
New
$87.5 - $110.17 $306K - $386K
3.5K $350K
SJNK
Spdr Bloomberg Short Term High

ETFs
14.5K
+ 39.4%
$25.09 - $25.69 $363K - $372K
51.2K $1.29M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.51K
New
$198.04 - $221.51 $298K - $334K
1.51K $316K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.35K
New
$201.32 - $217.44 $272K - $294K
1.35K $279K
TWLO
Twilio Inc

Communication Services
2.28K
New
$63.73 - $114.96 $145K - $262K
2.28K $246K
BKNG
Booking Holdings Inc.

Consumer Cyclical
47
New
$4100.99 - $5300.34 $193K - $249K
47 $233K
DJP
Barclays Bank PLC

ETFs
6.36K
New
N/A
6.36K $205K
TJX
Tjx Companies Inc

Consumer Cyclical
1.69K
New
$112.15 - $127.2 $189K - $215K
1.69K $203K
IVV
Ishares Core S&P 500 ETF

ETFs
28
+ 0.18%
$570.51 - $610.59 $16K - $17.1K
15.4K $9.05M
USFR
Wisdomtree Floating Rate Treas

ETFs
3.86K
New
$50.23 - $50.46 $194K - $195K
3.86K $194K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.12K
New
$91.29 - $91.8 $194K - $195K
2.12K $193K
WFC
Wells Fargo & Company

Financial Services
14
+ 0.1%
$54.98 - $77.35 $770 - $1.08K
13.6K $952K
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.07%
$205.18 - $250.29 $821 - $1K
5.54K $1.33M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
170K
+ 201.14%
$22.01 - $66.82 $3.73M - $11.3M
254K $5.77M
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.75K
+ 1.5%
$30.18 - $33.87 $143K - $161K
320K $9.86M
V
Visa Inc.

Financial Services
2
+ 0.06%
$273.87 - $320.91 $548 - $642
3.28K $1.04M
FISV
Fiserv Inc

Technology
1.06K
New
N/A
1.06K $133K
VGT
Vanguard Information Technolog

ETFs
58
+ 2.35%
$571.78 - $647.97 $33.2K - $37.6K
2.53K $1.57M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.02%
$370.24 - $418.94 $370 - $419
4.5K $1.81M
CB
Chubb LTD

Financial Services
506
+ 28.65%
$271.57 - $301.89 $137K - $153K
2.27K $627K
SNA
Snap On Inc

Industrials
13
+ 0.6%
$285.44 - $371.35 $3.71K - $4.83K
2.19K $742K
OKE
Oneok Inc

Energy
14
+ 0.12%
$92.28 - $117.05 $1.29K - $1.64K
11.9K $1.2M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.01%
$52.45 - $60.02 $105 - $120
17K $1M
AVLV
American Centy ETF Tr Avantis
269
+ 0.33%
$65.51 - $71.22 $17.6K - $19.2K
81.1K $5.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
697
+ 9.83%
$113.92 - $127.38 $79.4K - $88.8K
7.79K $897K
TLT
Ishares Barclays 20+ Year Trea

ETFs
756
+ 82.8%
$87.1 - $98.49 $65.8K - $74.5K
1.67K $145K
DFAT
Dimensional ETF Tr U S Target

ETFs
770
+ 0.21%
$54.54 - $61.04 $42K - $47K
363K $20.2M
INTC
Intel Corp

Technology
5.29K
+ 30.1%
$19.07 - $26.23 $101K - $139K
22.9K $458K
MA
Mastercard Inc

Financial Services
1
+ 0.08%
$491.3 - $536.15 $491 - $536
1.31K $689K
VOT
Vanguard Mid Cap Growth Index

ETFs
48
+ 1.68%
$241.48 - $274.89 $11.6K - $13.2K
2.9K $735K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.21K
+ 7.24%
$57.53 - $60.83 $69.4K - $73.4K
17.9K $1.03M
VBK
Vanguard Small Cap Growth ETF

ETFs
74
+ 5.78%
$264.18 - $304.19 $19.5K - $22.5K
1.35K $379K
VIS
Vanguard Industrial ETF

ETFs
115
New
$254.39 - $279.7 $29.3K - $32.2K
115 $29K
Activity Summary
Buys All Purchases 167 New Holdings 16 Increased Positions 151 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 2
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