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
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
34
+ 0.34%
$79.76 - $85.78 $2.71K - $2.92K
10.1K $858K
NEE
Nextera Energy Inc

Utilities
55
+ 0.85%
$69.77 - $77.54 $3.84K - $4.26K
6.54K $493K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20
+ 0.17%
$62.09 - $66.51 $1.24K - $1.33K
11.9K $774K
SPIB
Spdr Portfolio Intermediate Te

ETFs
931
+ 3.65%
$33.26 - $34.01 $31K - $31.7K
26.4K $896K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
689
+ 6.26%
$52.39 - $53.11 $36.1K - $36.6K
11.7K $620K
XLK
Technology Sector Spdr

ETFs
1
+ 0.07%
$250.97 - $282.66 $251 - $283
1.37K $385K
JMBS
Janus Detroit Str Tr Henderson

ETFs
769
New
$44.34 - $45.94 $34.1K - $35.3K
769 $35K
MO
Altria Group, Inc.

Consumer Defensive
82
+ 2.2%
$57.75 - $67.68 $4.74K - $5.55K
3.8K $251K
MGV
Vanguard Mega Cap Value

ETFs
11
+ 0.24%
$129.46 - $137.85 $1.42K - $1.52K
4.68K $644K
AMZN
Amazon Com Inc

Consumer Cyclical
109
+ 0.24%
$211.65 - $238.24 $23.1K - $26K
44.7K $9.82M
ADP
Automatic Data Processing Inc

Industrials
135
+ 17.0%
$288.69 - $310.94 $39K - $42K
929 $272K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.14%
$393.18 - $439.39 $393 - $439
707 $307K
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.07%
$282.75 - $294.19 $566 - $588
2.91K $856K
MRK
Merck & Co., Inc.

Healthcare
65
+ 1.44%
$77.6 - $87.37 $5.04K - $5.68K
4.56K $383K
PFF
Ishares Trust Ishares Pfd And

ETFs
294
+ 1.59%
$30.67 - $32.13 $9.02K - $9.45K
18.7K $592K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.12%
$567.09 - $607.37 $567 - $607
856 $510K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.25K
New
$20.38 - $21.7 $25.4K - $27K
1.25K $26K
IEF
Ishares Barclays

ETFs
242
+ 16.35%
$93.91 - $97.26 $22.7K - $23.5K
1.72K $166K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
498
New
$50.47 - $50.74 $25.1K - $25.3K
498 $25K
AOS
Smith A O Corp

Industrials
14
+ 0.46%
$67.24 - $74.3 $941 - $1.04K
3.08K $225K
EMR
Emerson Electric CO

Industrials
228
+ 10.25%
$128.6 - $149.63 $29.3K - $34.1K
2.45K $321K
BAC
Bank Of America Corp

Financial Services
15
+ 0.27%
$44.92 - $52.42 $674 - $786
5.64K $290K
SJNK
Spdr Bloomberg Short Term High

ETFs
537
+ 1.03%
$25.28 - $25.63 $13.6K - $13.8K
52.6K $1.35M
DIHP
Dimensional ETF Tr Dimensional

ETFs
10
+ 0.05%
$28.69 - $30.59 $287 - $306
21.1K $642K
SUB
Ishares Short Term National Mu

ETFs
60
+ 0.21%
$106.17 - $107.3 $6.37K - $6.44K
28.3K $3.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
124
+ 0.65%
$26.38 - $27.95 $3.27K - $3.47K
19.1K $521K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3
+ 0.02%
$92.18 - $95.14 $277 - $285
14.9K $1.42M
VIS
Vanguard Industrial ETF

ETFs
51
+ 44.35%
$281.0 - $296.29 $14.3K - $15.1K
166 $49K
JEPI
J P Morgan Exchange Traded Fd

ETFs
194
+ 1.05%
$55.61 - $57.37 $10.8K - $11.1K
18.7K $1.07M
MA
Mastercard Inc

Financial Services
11
+ 0.84%
$550.18 - $598.96 $6.05K - $6.59K
1.32K $751K
GNMA
Ishares Gnma Bond ETF

ETFs
10
+ 0.03%
$43.21 - $44.75 $432 - $448
33.8K $1.5M
KRE
Spdr S&P Regional Banking ETF

ETFs
20
+ 0.63%
$58.82 - $66.17 $1.18K - $1.32K
3.22K $203K
DHS
Wisdomtree Tr U.S

ETFs
9
+ 0.39%
$96.42 - $101.82 $868 - $916
2.33K $235K
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.09%
$91.03 - $98.69 $182 - $197
2.31K $220K
DFSD
Dimensional ETF Tr Short Durat

ETFs
121
+ 0.78%
$47.86 - $48.43 $5.79K - $5.86K
15.6K $754K
DFAR
Dimensional ETF Tr Dimensional

ETFs
19
+ 0.09%
$22.9 - $24.1 $435 - $458
22K $524K
IAT
Ishares Tr

ETFs
18
+ 0.75%
$48.92 - $54.5 $881 - $981
2.42K $127K
AVSF
American Centy ETF Tr Avantis

ETFs
73
+ 0.28%
$46.71 - $47.3 $3.41K - $3.45K
25.7K $1.21M
TXN
Texas Instruments Inc

Technology
37
+ 2.88%
N/A
1.32K $257K
TIP
Ishares Tr Tips Bd ETF

ETFs
17
+ 0.4%
$109.11 - $111.88 $1.85K - $1.9K
4.29K $477K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
10
+ 0.42%
$58.7 - $62.94 $587 - $629
2.41K $149K
IWS
Ishares Russell Midcap Value E

ETFs
2
+ 0.3%
$132.83 - $140.61 $266 - $281
674 $94K
CMF
Ishares California Muni Bond E

ETFs
23
+ 0.76%
$55.16 - $57.13 $1.27K - $1.31K
3.03K $173K
MUB
Ishares National Muni Bond ETF

ETFs
12
+ 0.48%
$103.24 - $106.68 $1.24K - $1.28K
2.54K $269K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
56
+ 1.04%
$91.44 - $91.77 $5.12K - $5.14K
5.46K $501K
HYG
Ishares Tr

ETFs
49
+ 1.44%
$79.85 - $81.32 $3.91K - $3.98K
3.44K $279K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
42
+ 0.65%
$78.11 - $79.07 $3.28K - $3.32K
6.49K $512K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
126
+ 1.02%
$22.9 - $23.58 $2.89K - $2.97K
12.4K $291K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
27
+ 0.73%
$45.72 - $47.27 $1.23K - $1.28K
3.71K $174K
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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