Cardinal Strategic Wealth Guidance Portfolio Holdings

Cardinal Strategic Wealth Guidance

  • $313 Million
  • Q4 2024

Cardinal Strategic Wealth Guidance has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $313 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $71.2M, Ishares Core S&P U.S Growth Et with a value of $48M, Ishares Msci Usa Quality Facto with a value of $42.2M, Ishares National Muni Bond ETF with a value of $21.8M, and Msci Eafe Growth ETF with a value of $20.9M.

Examining the 13F form we can see an increase of $7.61M in the current position value, from $305M to 313M.

Below you can find more details about Cardinal Strategic Wealth Guidance portfolio as well as his latest detailed transactions.

Portfolio value $313 Million
ETFs: $285 Million
Technology: $8.98 Million
Financial Services: $4.73 Million
Consumer Defensive: $2.82 Million
Healthcare: $2.66 Million
Industrials: $2.53 Million
Consumer Cyclical: $2.27 Million
Communication Services: $2.26 Million
Other: $1.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$71.2 Million 22.76% of portfolio
120,930
Q4 2024 Reduced 3.11%
$0
$48 Million 15.33% of portfolio
344,137
Q4 2024 Reduced 1.6%
$0
$42.2 Million 13.5% of portfolio
237,114
Q4 2024 Added 10.21%
$0
$21.8 Million 6.96% of portfolio
204,397
Q4 2024 Reduced 0.16%
$0
$20.9 Million 6.68% of portfolio
215,702
Q4 2024 Added 2.03%
$0
$17 Million 5.43% of portfolio
323,605
Q4 2024 Added 5.55%
$0
$14.1 Million 4.51% of portfolio
254,313
Q4 2024 Reduced 2.53%
$0
$6.68 Million 2.14% of portfolio
78,862
Q4 2024 Reduced 0.95%
$0
$6.56 Million 2.1% of portfolio
128,215
Q4 2024 Added 1.36%
$0
$5.82 Million 1.86% of portfolio
115,484
Q4 2024 Added 0.58%
$0
$5.73 Million 1.83% of portfolio
21,531
Q4 2024 Reduced 3.21%
$0
$4.73 Million 1.51% of portfolio
29,681
Q4 2024 Reduced 6.34%
$3.09T
$3.95 Million 1.26% of portfolio
9,367
Q4 2024 Added 3.17%
$3.79T
$3.91 Million 1.25% of portfolio
15,618
Q4 2024 Added 3.21%
$0
$3.84 Million 1.23% of portfolio
43,301
Q4 2024 Reduced 13.98%
$0
$3.52 Million 1.13% of portfolio
37,100
Q4 2024 New
$0
$1.79 Million 0.57% of portfolio
20,092
Q4 2024 Added 3.1%
$0
$1.69 Million 0.54% of portfolio
44,339
Q4 2024 Reduced 1.92%
$422B
$1.65 Million 0.53% of portfolio
4,247
Q4 2024 Added 18.9%
$44.8B
$1.55 Million 0.49% of portfolio
31,216
Q4 2024 New
$610B
$1.5 Million 0.48% of portfolio
3,316
Q4 2024 Added 24.76%
$784B
$1.4 Million 0.45% of portfolio
5,824
Q4 2024 Added 34.69%
$1.25T
$1.38 Million 0.44% of portfolio
7,270
Q4 2024 Added 29.94%
$434B
$1.35 Million 0.43% of portfolio
1,470
Q4 2024 Added 0.48%
$0
$1.3 Million 0.42% of portfolio
28,082
Q4 2024 Reduced 9.32%
$92.8B
$982,000 0.31% of portfolio
2,890
Q1 2024 Reduced 0.55%
$0
$862,000 0.28% of portfolio
12,274
Q4 2024 Added 4.56%
$393B
$768,000 0.25% of portfolio
4,586
Q3 2024 Reduced 1.84%
$398B
$674,000 0.22% of portfolio
4,662
Q4 2024 Added 23.76%
$325B
$690,000 0.22% of portfolio
3,884
Q2 2024 Reduced 1.5%
$150B
$646,000 0.21% of portfolio
2,863
Q3 2024 Reduced 1.11%
$0
$652,000 0.21% of portfolio
13,650
Q4 2024 New
$144B
$612,000 0.2% of portfolio
2,555
Q4 2024 Added 168.95%
$0
$629,000 0.2% of portfolio
1,568
Q3 2024 Reduced 3.09%
$126B
$545,000 0.17% of portfolio
1,864
Q1 2024 Reduced 12.86%
$152B
$528,000 0.17% of portfolio
2,319
Q4 2024 Added 23.81%
$1.22T
$492,000 0.16% of portfolio
2,604
Q4 2024 Reduced 3.16%
$771B
$494,000 0.16% of portfolio
640
Q3 2024 Reduced 0.93%
$0
$472,000 0.15% of portfolio
1,629
Q4 2024 Added 16.19%
$72.3B
$484,000 0.15% of portfolio
5,333
Q4 2024 Reduced 8.18%
$299B
$460,000 0.15% of portfolio
3,426
Q3 2024 Added 2.57%
$445B
$469,000 0.15% of portfolio
4,368
Q4 2024 Added 49.18%
$249B
$391,000 0.13% of portfolio
6,614
Q4 2024 Added 20.28%
$372B
$401,000 0.13% of portfolio
9,130
Q4 2024 New
$206B
$384,000 0.12% of portfolio
3,455
Q4 2024 Added 57.4%
$530B
$377,000 0.12% of portfolio
716
Q4 2024 Reduced 4.79%
$141B
$345,000 0.11% of portfolio
4,822
Q3 2024 New
$4.62B
$357,000 0.11% of portfolio
2,675
Q4 2024 Reduced 66.54%
$224B
$315,000 0.1% of portfolio
2,790
Q2 2024 Added 2.88%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $313 Million
  • Prior Value $305 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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