The Analysis of Cardinal Strategic Wealth Guidance's Holdings


Currently, Cardinal Strategic Wealth Guidance holds 58 types of securities in its portfolio with a total value $371.8M. In the most recent quarter, they have increased their positions in MUB (+23.7K shares, valued at $2.5M), GLDM (+8.4K shares, valued at $645.6K), TSLA (+975 shares, valued at $433.6K); decreased their positions in EFG (-5.9K shares, valued at $672.8K), IVV (-858 shares, valued at $574.3K), USMV (-4.3K shares, valued at $411.2K); initiated new positions in TSLA (+975 shares, valued at $433.6K), PLTR (+2.4K shares, valued at $428.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR137.1K shares-0.62%2025-09-302025-10-22history
IUSG ISHARES TR332.7K shares-0.50%2025-09-302025-10-22history
QUAL ISHARES TR213.4K shares-0.92%2025-09-302025-10-22history
EFV ISHARES TR391.7K shares-0.00%2025-09-302025-10-22history
MUB ISHARES TR208.9K shares12.78%2025-09-302025-10-22history
EMXC ISHARES INC277.4K shares-0.49%2025-09-302025-10-22history
EFG ISHARES TR139.5K shares-4.06%2025-09-302025-10-22history
OEF ISHARES TR44.5K shares-1.23%2025-09-302025-10-22history
Sponsored
GLDM WORLD GOLD TR134.8K shares6.68%2025-09-302025-10-22history
IXN ISHARES TR86.8K shares-1.90%2025-09-302025-10-22history
SPYV SPDR SERIES TRUST159.5K shares0.82%2025-09-302025-10-22history
JPST J P MORGAN EXCHANGE TRADED F128.2K shares6.13%2025-09-302025-10-22history
SPMO INVESCO EXCH TRADED FD TR II40.7K shares-0.50%2025-09-302025-10-22history
IYW ISHARES TR21.7K shares-1.35%2025-09-302025-10-22history
IAGG ISHARES TR77.0K shares3.67%2025-09-302025-10-22history
MSFT MICROSOFT CORP7.6K shares-5.40%2025-09-302025-10-22history
Sponsored
BAI BLACKROCK ETF TRUST106.7K shares-0.28%2025-09-302025-10-22history
USMV ISHARES TR36.2K shares-10.68%2025-09-302025-10-22history
AAPL APPLE INC12.2K shares-7.18%2025-09-302025-10-22history
EMB ISHARES TR28.8K shares4.31%2025-09-302025-10-22history
TLT ISHARES TR29.7K shares3.45%2025-09-302025-10-22history
HD HOME DEPOT INC3.5K shares-1.97%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.4.1K shares0.00%2025-09-302025-10-22history
GOOG ALPHABET INC5.1K shares-7.23%2025-09-302025-10-22history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares-1.59%2025-09-302025-10-22history
SHW SHERWIN WILLIAMS CO2.6K shares-11.10%2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW955 shares-13.57%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION4.7K shares34.68%2025-09-302025-10-22history
ABBV ABBVIE INC3.7K shares0.00%2025-09-302025-10-22history
IEFA ISHARES TR7.6K shares-9.65%2025-09-302025-10-22history
PG PROCTER AND GAMBLE CO4.2K shares0.00%2025-09-302025-10-22history
IWF ISHARES TR1.3K shares0.00%2025-09-302025-10-22history
Sponsored
JNJ JOHNSON & JOHNSON3.2K shares-7.64%2025-09-302025-10-22history
ADP AUTOMATIC DATA PROCESSING IN1.9K shares0.00%2025-09-302025-10-22history
HON HONEYWELL INTL INC2.5K shares-0.47%2025-09-302025-10-22history
VTI VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-10-22history
TSLA TESLA INC975 sharesnew addition2025-09-302025-10-22history
PLTR PALANTIR TECHNOLOGIES INC2.4K sharesnew addition2025-09-302025-10-22history
LLY ELI LILLY & CO561 shares-8.18%2025-09-302025-10-22history
XOM EXXON MOBIL CORP3.8K shares0.00%2025-09-302025-10-22history
Sponsored
GOOGL ALPHABET INC1.7K shares-12.77%2025-09-302025-10-22history
UNP UNION PAC CORP1.6K shares-5.74%2025-09-302025-10-22history
CSCO CISCO SYS INC5.5K shares0.00%2025-09-302025-10-22history
ABT ABBOTT LABS2.8K shares0.00%2025-09-302025-10-22history
CL COLGATE PALMOLIVE CO4.6K shares-12.01%2025-09-302025-10-22history
AMD ADVANCED MICRO DEVICES INC2.2K shares0.00%2025-09-302025-10-22history
CHDN CHURCHILL DOWNS INC2.6K shares-0.38%2025-09-302025-10-22history
NEE NEXTERA ENERGY INC3.3K shares0.00%2025-09-302025-10-22history
Sponsored
DIS DISNEY WALT CO2.0K shares-4.71%2025-09-302025-10-22history
PGR PROGRESSIVE CORP900 shares0.00%2025-09-302025-10-22history
MA MASTERCARD INCORPORATED388 shares-41.03%2025-09-302025-10-22history
IVW ISHARES TR1.3K shares0.00%2025-09-302025-10-22history
VUG VANGUARD INDEX FDS80 shares0.00%2025-09-302025-10-22history
VTV VANGUARD INDEX FDS203 shares0.00%2025-09-302025-10-22history
VBK VANGUARD INDEX FDS119 shares-43.06%2025-09-302025-10-22history
IWM ISHARES TR100 shares-14.53%2025-09-302025-10-22history
Sponsored
VOT VANGUARD INDEX FDS44 shares0.00%2025-09-302025-10-22history
ITOT ISHARES TR63 shares-28.41%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available