Cardiff Park Advisors, LLC Reduced Holdings in Q4 2024

Cardiff Park Advisors, LLC

  • $1.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-495
- 98.8%
$664750.0 - $724132.5 $329M - $358M
6 $4.09M
META
Meta Platforms, Inc.

Communication Services
-129K
- 41.68%
$554.08 - $632.68 $71.7M - $81.9M
181K $107M
VEA
Vanguard Ftse Developed Market

ETFs
-4.08K
- 1.14%
$47.57 - $52.44 $194K - $214K
353K $16.9M
MSFT
Microsoft Corp

Technology
-1.8K
- 6.16%
$406.35 - $454.46 $733K - $819K
27.5K $11.6M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.34K
- 6.5%
$197.36 - $217.3 $659K - $726K
48K $9.51M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-58.4K
- 1.38%
$33.92 - $36.6 $1.98M - $2.14M
4.16M $144M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.78K
- 0.24%
$40.38 - $44.35 $71.7K - $78.7K
752K $30.8M
XOM
Exxon Mobil Corp

Energy
-970
- 2.85%
$105.51 - $125.37 $102K - $122K
33.1K $3.56M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-358
- 1.11%
$114.08 - $125.68 $40.8K - $45K
31.8K $3.64M
PM
Philip Morris International Inc.

Consumer Defensive
-2.92K
- 21.37%
$118.38 - $133.06 $346K - $389K
10.8K $1.29M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.92K
- 40.66%
$106.33 - $110.69 $310K - $323K
4.26K $453K
QCOM
Qualcomm Inc

Technology
-326
- 2.54%
$150.4 - $178.04 $49K - $58K
12.5K $1.92M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.03K
- 3.37%
$57.29 - $63.1 $59.1K - $65.1K
29.6K $1.7M
DFAI
Dimensional ETF Tr

ETFs
-61
- 0.08%
$29.0 - $31.6 $1.77K - $1.93K
79.4K $2.32M
AVUV
American Centy ETF Tr Avantis

ETFs
-2.25K
- 6.99%
$94.37 - $106.41 $212K - $239K
29.9K $2.88M
SUB
Ishares Short Term National Mu

ETFs
-1.54K
- 5.01%
$104.94 - $106.2 $161K - $163K
29.2K $3.08M
JNJ
Johnson & Johnson

Healthcare
-43
- 0.42%
$143.34 - $165.86 $6.16K - $7.13K
10.1K $1.47M
ABBV
Abb Vie Inc.

Healthcare
-438
- 9.22%
$164.99 - $203.87 $72.3K - $89.3K
4.31K $765K
LMT
Lockheed Martin Corp

Industrials
-89
- 7.71%
$479.66 - $614.62 $42.7K - $54.7K
1.07K $518K
EFG
Msci Eafe Growth ETF

ETFs
-248
- 2.16%
$96.83 - $106.88 $24K - $26.5K
11.2K $1.09M
ARCC
Ares Capital Corp

Financial Services
-10.3K
- 10.44%
$20.74 - $22.27 $214K - $229K
88.4K $1.94M
PEP
Pepsico Inc

Consumer Defensive
-28
- 0.44%
$151.29 - $176.1 $4.24K - $4.93K
6.4K $973K
AVSF
American Centy ETF Tr Avantis

ETFs
-1.8K
- 6.76%
$46.02 - $47.0 $82.9K - $84.7K
24.9K $1.15M
LOW
Lowes Companies Inc

Consumer Cyclical
-39
- 1.06%
$244.52 - $284.07 $9.54K - $11.1K
3.65K $900K
MRK
Merck & Co., Inc.

Healthcare
-283
- 5.78%
$96.31 - $114.76 $27.3K - $32.5K
4.62K $459K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-314
- 0.36%
$48.33 - $49.08 $15.2K - $15.4K
85.8K $4.16M
WMT
Walmart Inc.

Consumer Defensive
-2.35K
- 16.41%
$79.1 - $95.7 $186K - $225K
12K $1.08M
SLV
I Shares Silver Trust

ETFs
-2K
- 19.05%
$26.33 - $31.74 $52.7K - $63.5K
8.5K $223K
VV
Vanguard Large Cap ETF

ETFs
-519
- 4.81%
$260.27 - $280.65 $135K - $146K
10.3K $2.77M
MCD
Mcdonalds Corp

Consumer Cyclical
-18
- 0.47%
$288.47 - $316.54 $5.19K - $5.7K
3.8K $1.1M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-160
- 0.63%
$24.25 - $26.7 $3.88K - $4.27K
25.2K $618K
IAU
Ishares Gold Trust

ETFs
-1.15K
- 6.24%
$48.37 - $52.65 $55.5K - $60.4K
17.2K $853K
SBUX
Starbucks Corp

Consumer Cyclical
-197
- 3.01%
$87.44 - $102.5 $17.2K - $20.2K
6.34K $577K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-497
- 1.43%
$23.63 - $26.47 $11.7K - $13.2K
34.3K $815K
COST
Costco Wholesale Corp

Consumer Defensive
-75
- 4.72%
$873.59 - $994.69 $65.5K - $74.6K
1.51K $1.39M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-408
- 1.47%
$104.59 - $118.05 $42.7K - $48.2K
27.4K $2.98M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-834
- 0.5%
$63.58 - $71.15 $53K - $59.3K
167K $10.9M
IWC
Russell Micro Cap ETF

ETFs
-300
- 9.76%
$120.3 - $138.84 $36.1K - $41.7K
2.77K $361K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-41
- 0.44%
$126.68 - $134.74 $5.19K - $5.52K
9.3K $1.19M
DE
Deere & CO

Industrials
-50
- 3.27%
$389.45 - $466.0 $19.5K - $23.3K
1.48K $627K
IBM
International Business Machines Corp

Technology
-20
- 0.59%
$204.9 - $238.04 $4.1K - $4.76K
3.34K $734K
SHV
Ishares Tr

ETFs
-3
- 2.19%
$109.92 - $110.57 $330 - $332
134 $14K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-294
- 9.15%
$77.25 - $91.3 $22.7K - $26.8K
2.92K $249K
American Centy ETF Tr
-545
- 7.18%
N/A
7.04K $0
DIS
Walt Disney CO

Communication Services
-350
- 13.36%
$92.39 - $117.6 $32.3K - $41.2K
2.27K $252K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-28
- 0.17%
$124.26 - $134.12 $3.48K - $3.76K
16.6K $2.14M
NFLX
Netflix Inc

Communication Services
-761
- 17.73%
$687.65 - $936.56 $523K - $713K
3.53K $3.15M
GOOGL
Alphabet Inc.

Communication Services
-2.85K
- 7.24%
$161.86 - $196.66 $461K - $560K
36.5K $6.91M
NVDA
Nvidia Corp

Technology
-353
- 0.55%
$117.0 - $148.88 $41.3K - $52.6K
64.2K $8.62M
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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