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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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