Cardinal Strategic Wealth Guidance Reduced Holdings in Q4 2025

Cardinal Strategic Wealth Guidance

  • $357 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-54K
- 25.3%
$191.01 - $199.18 $10.3M - $10.8M
159K $31M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-69.2K
- 89.81%
$51.27 - $51.8 $3.55M - $3.58M
7.85K $405K
EFG
Msci Eafe Growth ETF

ETFs
-31.8K
- 22.79%
$112.91 - $117.61 $3.59M - $3.74M
108K $12.4M
EFV
Msci Eafe Value ETF

ETFs
-61.8K
- 15.78%
$66.73 - $70.99 $4.13M - $4.39M
330K $23.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.04K
- 4.41%
$656.2 - $690.71 $3.96M - $4.17M
131K $88.5M
MUB
Ishares National Muni Bond ETF

ETFs
-26.6K
- 12.72%
$106.36 - $107.61 $2.83M - $2.86M
182K $19.5M
IXN
Ishares Global Information Tec

ETFs
-12.2K
- 14.0%
$102.05 - $112.09 $1.24M - $1.36M
74.6K $7.89M
MSFT
Microsoft Corp

Technology
-1.09K
- 14.37%
$496.82 - $542.07 $543K - $592K
6.51K $3.3M
JPM
Jpmorgan Chase & CO

Financial Services
-524
- 12.73%
$294.11 - $320.41 $154K - $168K
3.59K $1.08M
AAPL
Apple Inc.

Technology
-1.3K
- 10.62%
$245.27 - $275.25 $318K - $357K
10.9K $2.92M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-290
- 22.24%
$459.47 - $491.71 $133K - $143K
1.01K $477K
IEFA
Ishares Tr

ETFs
-1.46K
- 19.11%
$86.09 - $89.88 $126K - $131K
6.17K $547K
UNP
Union Pacific Corp

Industrials
-339
- 20.86%
$216.37 - $237.41 $73.3K - $80.5K
1.29K $284K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-191
- 7.94%
$475.68 - $513.11 $90.9K - $98K
2.22K $1.13M
ABBV
Abb Vie Inc.

Healthcare
-368
- 9.91%
$211.96 - $244.38 $78K - $89.9K
3.35K $783K
JNJ
Johnson & Johnson

Healthcare
-501
- 15.59%
$185.98 - $199.58 $93.2K - $100K
2.71K $541K
SHW
Sherwin Williams CO

Basic Materials
-6
- 0.23%
$330.74 - $354.45 $1.98K - $2.13K
2.56K $849K
IWM
Ishares Russell 2000 ETF

ETFs
-60
- 60.0%
$236.79 - $250.33 $14.2K - $15K
40 $9K
CSCO
Cisco Systems, Inc.

Technology
-856
- 15.66%
$67.46 - $78.0 $57.7K - $66.8K
4.61K $358K
VTV
Vanguard Value ETF

ETFs
-30
- 14.78%
$182.87 - $189.72 $5.49K - $5.69K
173 $32K
XOM
Exxon Mobil Corp

Energy
-115
- 3.05%
$110.64 - $119.78 $12.7K - $13.8K
3.65K $429K
GOOGL
Alphabet Inc.

Communication Services
-70
- 4.16%
$236.57 - $291.31 $16.6K - $20.4K
1.61K $445K
GOOG
Alphabet Inc.

Communication Services
-385
- 7.5%
$237.49 - $291.74 $91.4K - $112K
4.75K $1.36M
GLDM
World Gold Trust

ETFs
-1.53K
- 1.14%
$76.32 - $86.69 $117K - $133K
133K $10.8M
Activity Summary
Buys All Purchases 15 New Holdings 4 Increased Positions 11 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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