Cardinal Point Capital Management, Ulc Portfolio Holdings

Cardinal Point Capital Management, Ulc

  • $630 Billion
  • Q4 2024

Cardinal Point Capital Management, Ulc has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $630 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $153B, Wisdomtree Floating Rate Treas with a value of $71B, Vanguard Intermediate Term Tre with a value of $50.7B, Ishares Tr with a value of $40.7B, and Vanguard Ftse All World Ex Us with a value of $36.9B.

Examining the 13F form we can see an increase of $29.9B in the current position value, from $600B to 630B.

Cardinal Point Capital Management, Ulc is based out at Toronto, Z4

Below you can find more details about Cardinal Point Capital Management, Ulc portfolio as well as his latest detailed transactions.

Portfolio value $630 Billion
ETFs: $522 Billion
Technology: $14.7 Billion
Consumer Cyclical: $8.94 Billion
Financial Services: $8.76 Billion
Communication Services: $4.81 Billion
Real Estate: $1.08 Billion
Healthcare: $962 Million
Industrials: $952 Million
Other: $1.18 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.2B
$1.08 Billion 0.17% of portfolio
10,200
Q4 2024 New
$76.9B
$670 Million 0.11% of portfolio
1,446
Q4 2024 Reduced 23.09%
$66.7B
$443 Million 0.07% of portfolio
1,887
Q4 2024 Added 1.29%
$85B
$465 Million 0.07% of portfolio
2,302
Q4 2024 Added 5.99%
$73.1B
$429 Million 0.07% of portfolio
4,720
Q4 2024 Added 1.51%
$85.3B
$400 Million 0.06% of portfolio
701
Q4 2024 Reduced 13.67%
$79.5B
$258 Million 0.04% of portfolio
1,255
Q4 2024 New
$193B
$244 Million 0.04% of portfolio
1,463
Q4 2024 Added 16.02%
$19.7B
$243 Million 0.04% of portfolio
7,200
Q4 2024 New
$47.5B
$229 Million 0.04% of portfolio
600
Q4 2024 New
$30.6B
$249 Million 0.04% of portfolio
3,200
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $630 Billion
  • Prior Value $600 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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