Cardiff Park Advisors, LLC Purchases in Q3 2025

Cardiff Park Advisors, LLC

  • $1.27 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
2.35K
New
$116.31 - $125.93 $274K - $296K
2.35K $291K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.32K
+ 8.07%
$66.38 - $71.68 $154K - $166K
31.1K $2.22M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
6.18K
+ 13.76%
$29.97 - $32.38 $185K - $200K
51.1K $1.63M
ACN
Accenture PLC

Technology
1.12K
New
$232.56 - $304.78 $261K - $342K
1.12K $276K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.85K
New
$46.51 - $50.07 $272K - $293K
5.85K $274K
IRM
Iron Mountain Inc

Real Estate
2.68K
New
$89.46 - $104.46 $240K - $280K
2.68K $273K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
74
+ 0.03%
$48.5 - $50.19 $3.59K - $3.71K
257K $12.9M
PALL
Abrdn Palladium ETF Trust

ETFs
2.36K
New
$99.79 - $117.24 $235K - $277K
2.36K $269K
APP
App Lovin Corp

Technology
364
New
$335.1 - $718.54 $122K - $262K
364 $261K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
21
+ 0.07%
$133.48 - $144.38 $2.8K - $3.03K
31.5K $4.48M
KMI
Kinder Morgan, Inc.

Energy
7.88K
New
$26.23 - $28.5 $207K - $225K
7.88K $223K
CRWD
Crowd Strike Holdings, Inc.

Technology
434
New
$412.46 - $514.1 $179K - $223K
434 $212K
GD
General Dynamics Corp

Industrials
618
New
$293.92 - $341.0 $182K - $211K
618 $210K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
175
+ 5.85%
$224.68 - $282.71 $39.3K - $49.5K
3.17K $884K
IWM
Ishares Russell 2000 ETF

ETFs
273
+ 5.15%
$214.92 - $244.84 $58.7K - $66.8K
5.57K $1.35M
SLV
I Shares Silver Trust

ETFs
2.4K
+ 22.17%
$32.73 - $42.5 $78.5K - $102K
13.2K $559K
ABBV
Abb Vie Inc.

Healthcare
18
+ 0.42%
$184.85 - $231.54 $3.33K - $4.17K
4.34K $1M
EBND
Spdr Bloomberg Emerging Market

ETFs
9.3K
New
$20.95 - $21.57 $195K - $201K
9.3K $198K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.02%
$420.11 - $472.68 $420 - $473
4.44K $2.08M
ITOT
Ishares Core S&P Total U.S. St

ETFs
92
+ 0.55%
$135.0 - $146.02 $12.4K - $13.4K
16.8K $2.44M
AMD
Advanced Micro Devices Inc

Technology
54
+ 0.67%
$134.8 - $184.42 $7.28K - $9.96K
8.09K $1.31M
DFAI
Dimensional ETF Tr

ETFs
116
+ 0.13%
$34.05 - $36.55 $3.95K - $4.24K
91K $3.31M
JPM
Jpmorgan Chase & CO

Financial Services
26
+ 0.47%
$282.78 - $316.06 $7.35K - $8.22K
5.54K $1.75M
CMI
Cummins Inc

Industrials
73
+ 6.56%
$327.85 - $426.39 $23.9K - $31.1K
1.19K $500K
SNA
Snap On Inc

Industrials
127
+ 5.73%
$313.01 - $346.53 $39.8K - $44K
2.34K $811K
QCOM
Qualcomm Inc

Technology
47
+ 0.3%
$145.84 - $173.55 $6.85K - $8.16K
15.7K $2.62M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.27K
+ 4.34%
$72.57 - $74.72 $92.2K - $95K
30.6K $2.27M
VIG
Vanguard Dividend Appreciation

ETFs
602
+ 1.76%
N/A
34.7K $6.33M
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.24K
+ 11.69%
$29.65 - $31.77 $66.5K - $71.2K
21.4K $677K
VB
Vanguard Small Cap ETF

ETFs
125
+ 2.96%
$237.58 - $259.17 $29.7K - $32.4K
4.35K $1.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
42
+ 0.44%
$164.63 - $174.58 $6.91K - $7.33K
9.49K $1.66M
NIO
Nio Inc.

Consumer Cyclical
11.9K
New
$3.41 - $7.62 $40.4K - $90.3K
11.9K $90K
RTX
Raytheon Technologies Corp

Industrials
33
+ 0.84%
$144.19 - $167.33 $4.76K - $5.52K
3.97K $663K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
180
+ 31.36%
$275.84 - $326.36 $49.7K - $58.7K
754 $246K
IWN
Ishares Russell2000 Val ETF

ETFs
5
+ 0.12%
$157.1 - $178.94 $786 - $895
4.24K $748K
PKW
Invesco Exchange Traded Fd Tr

ETFs
600
New
$123.59 - $132.83 $74.2K - $79.7K
600 $79K
TLT
Ishares Barclays 20+ Year Trea

ETFs
858
+ 32.59%
$85.01 - $90.35 $72.9K - $77.5K
3.49K $311K
RZV
Invesco Fd Tr

ETFs
650
New
$103.86 - $120.22 $67.5K - $78.1K
650 $76K
MCD
Mcdonalds Corp

Consumer Cyclical
101
+ 2.79%
$291.67 - $316.99 $29.5K - $32K
3.72K $1.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.09%
$192.76 - $203.86 $1.35K - $1.43K
7.39K $1.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
917
+ 2.3%
$21.69 - $23.34 $19.9K - $21.4K
40.8K $950K
WMT
Walmart Inc.

Consumer Defensive
66
+ 0.56%
$94.4 - $104.27 $6.23K - $6.88K
11.8K $1.22M
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 1.0%
$357.4 - $423.42 $5.72K - $6.77K
1.62K $656K
VO
Vanguard Mid Cap ETF

ETFs
193
+ 36.9%
$279.83 - $293.74 $54K - $56.7K
716 $210K
XLE
Energy Sector Spdr

ETFs
17
+ 0.12%
$84.25 - $91.99 $1.43K - $1.56K
13.9K $1.24M
PEP
Pepsico Inc

Consumer Defensive
29
+ 0.44%
$133.81 - $152.16 $3.88K - $4.41K
6.66K $935K
RSP
Invesco S&P 500 Equal Weight E

ETFs
9
+ 0.13%
$181.56 - $190.33 $1.63K - $1.71K
7.08K $1.34M
VHT
Vanguard Health Care ETF

ETFs
10
+ 0.21%
$239.12 - $259.95 $2.39K - $2.6K
4.82K $1.25M
VCIT
Vanguard Intermediate Term Cor

ETFs
264
+ 1.03%
$81.75 - $84.54 $21.6K - $22.3K
25.9K $2.18M
Activity Summary
Buys All Purchases 193 New Holdings 41 Increased Positions 152 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 1
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