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
LQD
Ishares Iboxx $ Investment Gra

ETFs
4
+ 0.22%
$107.66 - $112.36 $431 - $449
1.81K $201K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
31
+ 0.87%
$100.16 - $100.7 $3.1K - $3.12K
3.59K $361K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.28%
$24.46 - $26.5 $147 - $159
2.15K $56K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14
+ 0.85%
$97.75 - $100.75 $1.37K - $1.41K
1.67K $167K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
56
New
$59.11 - $67.35 $3.31K - $3.77K
56 $3K
VTWO
Vanguard Russell 2000 ETF

ETFs
21
+ 42.0%
$86.92 - $99.32 $1.83K - $2.09K
71 $6K
EWJ
Ishares Msci Japan ETF

ETFs
30
New
$71.69 - $81.49 $2.15K - $2.44K
30 $2K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
34
New
$80.0 - $88.06 $2.72K - $2.99K
34 $2K
BBAX
J P Morgan Betabuilders Develo

ETFs
36
New
$53.96 - $58.06 $1.94K - $2.09K
36 $2K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1
+ 0.72%
$85.31 - $97.03 $85.3 - $97
140 $13K
Vanguard Mun Bd Fds
2.85K
New
N/A
2.85K $0
DFSU
Dimensional ETF Tr Dimen Us Su
3
+ 0.23%
N/A
1.29K $0
DFSI
Dimensional ETF Tr Dimen Intl
16
+ 0.36%
N/A
4.5K $0
Blackrock Inc
194
New
N/A
194 $0
Dimensional ETF Trust
1.75K
New
N/A
1.75K $0
Dimensional ETF Trust
62
+ 0.34%
N/A
18.5K $0
Dimensional ETF Trust
129
+ 0.39%
N/A
33.3K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
11
+ 0.8%
N/A
1.38K $0
Ferguson Enterprises Inc
1.18K
New
N/A
1.18K $0
Gsk PLC
7.52K
New
N/A
7.52K $0
Linde PLC
484
New
N/A
484 $0
VUSB
Vanguard Bd Index Fds
724
+ 2.42%
N/A
30.6K $0
Vanguard Instl Index Fd
31
+ 0.97%
N/A
3.21K $0
Ishares Bitcoin Trust ETF
3.87K
+ 32.48%
N/A
15.8K $0
ABT
Abbott Laboratories

Healthcare
37
+ 0.82%
$120.51 - $136.62 $4.46K - $5.05K
4.56K $610K
VDC
Vanguard Consumer Staples ETF

ETFs
2
+ 0.15%
$212.64 - $225.25 $425 - $451
1.31K $279K
T
At&T Inc.

Communication Services
58
+ 0.4%
$26.94 - $29.62 $1.56K - $1.72K
14.5K $410K
KMB
Kimberly Clark Corp

Consumer Defensive
12
+ 0.63%
$121.72 - $136.77 $1.46K - $1.64K
1.93K $239K
CSCO
Cisco Systems, Inc.

Technology
123
+ 0.72%
$66.2 - $71.79 $8.14K - $8.83K
17.1K $1.17M
CB
Chubb LTD

Financial Services
7
+ 0.34%
$265.99 - $289.59 $1.86K - $2.03K
2.07K $583K
DIS
Walt Disney CO

Communication Services
15
+ 0.66%
$112.25 - $124.0 $1.68K - $1.86K
2.29K $262K
MSTR
Microstrategy Inc

Technology
100
+ 15.06%
$300.7 - $455.9 $30.1K - $45.6K
764 $246K
HON
Honeywell International Inc

Industrials
97
+ 4.8%
$207.7 - $240.4 $20.1K - $23.3K
2.12K $445K
KO
Coca Cola CO

Consumer Defensive
106
+ 1.35%
$65.67 - $71.67 $6.96K - $7.6K
7.98K $529K
OKE
Oneok Inc

Energy
21
+ 0.49%
$71.36 - $83.47 $1.5K - $1.75K
4.3K $313K
PG
Procter & Gamble CO

Consumer Defensive
16
+ 0.23%
$150.47 - $161.22 $2.41K - $2.58K
6.98K $1.07M
V
Visa Inc.

Financial Services
15
+ 0.46%
$332.09 - $358.86 $4.98K - $5.38K
3.3K $1.12M
CSL
Carlisle Companies Inc

Industrials
3
+ 0.28%
$327.52 - $435.11 $983 - $1.31K
1.08K $353K
DOV
Dover Corp

Industrials
9
+ 0.29%
$165.59 - $190.9 $1.49K - $1.72K
3.13K $522K
ARCC
Ares Capital Corp

Financial Services
1.95K
+ 2.12%
$20.41 - $23.25 $39.8K - $45.3K
93.8K $1.92M
PM
Philip Morris International Inc.

Consumer Defensive
127
+ 0.96%
$157.77 - $183.27 $20K - $23.3K
13.4K $2.17M
CRM
Salesforce, Inc.

Technology
18
+ 0.24%
$231.66 - $273.65 $4.17K - $4.93K
7.44K $1.76M
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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