Sponsored

The Analysis of Cardinal Strategic Wealth Guidance's Holdings & P&L

Currently, Cardinal Strategic Wealth Guidance holds 63 types of securities in its portfolio with a total value $379.2M. In the most recent quarter, they have increased their positions in IVV (+3.6K shares, valued at $2.4M), BAI (+43.1K shares, valued at $1.4M), SPYV (+15.9K shares, valued at $896.8K); decreased their positions in IXN (-9.3K shares, valued at $927.4K), QUAL (-3.7K shares, valued at $703.0K), MUB (-4.9K shares, valued at $519.9K); initiated new positions in N/A (+1.7K shares, valued at $204.9K), IEI (+214 shares, valued at $25.4K), IEF (+107 shares, valued at $10.2K).

1M P&L

+19.3M+4.92%

3M P&L

+26.9M+6.98%

HY P&L

+45.6M+12.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A359.2M

95.5%

2Consumer Electronics2.7M

0.7%

3Software - Infrastructure2.5M

0.7%

Top Industries by Stock Count

1N/A35 stocks

59.3%

2Drug Manufacturers - General3 stocks

5.1%

3Semiconductors2 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR134.7K shares2.78%2026-03-312026-04-20

IUSG ISHARES TR339.2K shares1.40%2026-03-312026-04-20

QUAL ISHARES TR155.8K shares-2.30%2026-03-312026-04-20

EMXC ISHARES INC339.0K shares0.08%2026-03-312026-04-20

EFV ISHARES TR328.6K shares-0.39%2026-03-312026-04-20

OEF ISHARES TR67.2K shares3.42%2026-03-312026-04-20

SPYV SPDR SERIES TRUST338.3K shares4.92%2026-03-312026-04-20

MUB ISHARES TR177.4K shares-2.69%2026-03-312026-04-20

Sponsored

GLDM WORLD GOLD TR134.2K shares0.72%2026-03-312026-04-20

EFG ISHARES TR106.7K shares-0.99%2026-03-312026-04-20

BAI BLACKROCK ETF TRUST286.1K shares17.72%2026-03-312026-04-20

JPST J P MORGAN EXCHANGE TRADED F147.4K shares7.43%2026-03-312026-04-20

SPMO INVESCO EXCH TRADED FD TR II64.7K shares2.86%2026-03-312026-04-20

IXN ISHARES TR65.3K shares-12.43%2026-03-312026-04-20

SHLD GLOBAL X FDS81.5K shares17.81%2026-03-312026-04-20

HIMU BLACKROCK ETF TRUST II75.2K shares31.27%2026-03-312026-04-20

Sponsored

USMV ISHARES TR38.2K shares5.16%2026-03-312026-04-20

TLT ISHARES TR32.4K shares3.11%2026-03-312026-04-20

EMB ISHARES TR29.8K shares1.74%2026-03-312026-04-20

AAPL APPLE INC10.8K shares-0.81%2026-03-312026-04-20

SIVR ABRDN SILVER ETF TRUST36.1K shares-2.77%2026-03-312026-04-20

MSFT MICROSOFT CORP5.9K shares-9.94%2026-03-312026-04-20

ALPHABET INC ALPHABET INC4.8K shares1.94%2026-03-312026-04-20

HD HOME DEPOT INC3.6K shares0.08%2026-03-312026-04-20

Sponsored

JPM JPMORGAN CHASE & CO3.5K shares-1.25%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares-3.34%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION954 shares-0.10%2026-03-312026-04-20

NVDA NVIDIA CORPORATION5.1K shares9.14%2026-03-312026-04-20

SHW SHERWIN WILLIAMS CO2.5K shares-2.46%2026-03-312026-04-20

ABBV ABBVIE INC3.3K shares-2.33%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON2.7K shares-0.07%2026-03-312026-04-20

XOM EXXON MOBIL CORP3.7K shares1.86%2026-03-312026-04-20

Sponsored

HON HONEYWELL INTL INC2.5K shares-1.15%2026-03-312026-04-20

IEFA ISHARES TR5.8K shares-6.41%2026-03-312026-04-20

VTI VANGUARD INDEX FDS1.6K shares0.26%2026-03-312026-04-20

PG PROCTER & GAMBLE CO3.3K shares0.58%2026-03-312026-04-20

ALPHABET INC ALPHABET INC1.6K shares-0.62%2026-03-312026-04-20

LLY ELI LILLY & CO494 shares-11.94%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC2.2K shares1.04%2026-03-312026-04-20

IWF ISHARES TR1.0K shares0.00%2026-03-312026-04-20

Sponsored

IAGG ISHARES TR8.0K shares1.81%2026-03-312026-04-20

CL COLGATE PALMOLIVE CO4.5K shares-1.64%2026-03-312026-04-20

TSLA TESLA INC1.0K shares4.62%2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN1.9K shares0.05%2026-03-312026-04-20

CSCO CISCO SYS INC4.7K shares1.24%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC2.4K shares1.28%2026-03-312026-04-20

UNP UNION PAC CORP1.3K shares1.48%2026-03-312026-04-20

ABT ABBOTT LABORATORIES2.8K shares2.08%2026-03-312026-04-20

Sponsored

NEE NEXTERA ENERGY INC2.6K shares-20.26%2026-03-312026-04-20

CHDN CHURCHILL DOWNS INC2.6K shares-3.14%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC1.7K sharesnew addition2026-03-312026-04-20

MA MASTERCARD INCORPORATED408 shares5.15%2026-03-312026-04-20

IVW ISHARES TR1.3K shares0.00%2026-03-312026-04-20

VBK VANGUARD INDEX FDS119 shares0.00%2026-03-312026-04-20

VUG VANGUARD INDEX FDS80 shares0.00%2026-03-312026-04-20

VTV VANGUARD INDEX FDS173 shares0.00%2026-03-312026-04-20

Sponsored

IEI ISHARES TR214 sharesnew addition2026-03-312026-04-20

IEF ISHARES TR107 sharesnew addition2026-03-312026-04-20

IWM ISHARES TR40 shares0.00%2026-03-312026-04-20

IYW ISHARES TR31 sharesnew addition2026-03-312026-04-20

KBWB INVESCO EXCH TRADED FD TR II51 sharesnew addition2026-03-312026-04-20

JEPI J P MORGAN EXCHANGE TRADED F46 sharesnew addition2026-03-312026-04-20

ITOT ISHARES TR7 shares-88.89%2026-03-312026-04-20

IVV

ISHARES TR

2.78%

Shares134.7K

Event2026-03-31

Filed2026-04-20

IUSG

ISHARES TR

1.40%

Shares339.2K

Event2026-03-31

Filed2026-04-20

QUAL

ISHARES TR

-2.30%

Shares155.8K

Event2026-03-31

Filed2026-04-20

EMXC

ISHARES INC

0.08%

Shares339.0K

Event2026-03-31

Filed2026-04-20

EFV

ISHARES TR

-0.39%

Shares328.6K

Event2026-03-31

Filed2026-04-20

OEF

ISHARES TR

3.42%

Shares67.2K

Event2026-03-31

Filed2026-04-20

SPYV

SPDR SERIES TRUST

4.92%

Shares338.3K

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

-2.69%

Shares177.4K

Event2026-03-31

Filed2026-04-20

GLDM

WORLD GOLD TR

0.72%

Shares134.2K

Event2026-03-31

Filed2026-04-20

EFG

ISHARES TR

-0.99%

Shares106.7K

Event2026-03-31

Filed2026-04-20

BAI

BLACKROCK ETF TRUST

17.72%

Shares286.1K

Event2026-03-31

Filed2026-04-20

JPST

J P MORGAN EXCHANGE TRADED F

7.43%

Shares147.4K

Event2026-03-31

Filed2026-04-20

SPMO

INVESCO EXCH TRADED FD TR II

2.86%

Shares64.7K

Event2026-03-31

Filed2026-04-20

IXN

ISHARES TR

-12.43%

Shares65.3K

Event2026-03-31

Filed2026-04-20

SHLD

GLOBAL X FDS

17.81%

Shares81.5K

Event2026-03-31

Filed2026-04-20

HIMU

BLACKROCK ETF TRUST II

31.27%

Shares75.2K

Event2026-03-31

Filed2026-04-20

USMV

ISHARES TR

5.16%

Shares38.2K

Event2026-03-31

Filed2026-04-20

TLT

ISHARES TR

3.11%

Shares32.4K

Event2026-03-31

Filed2026-04-20

EMB

ISHARES TR

1.74%

Shares29.8K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-0.81%

Shares10.8K

Event2026-03-31

Filed2026-04-20

SIVR

ABRDN SILVER ETF TRUST

-2.77%

Shares36.1K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-9.94%

Shares5.9K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

1.94%

Shares4.8K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

0.08%

Shares3.6K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-1.25%

Shares3.5K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

-3.34%

Shares2.1K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

-0.10%

Shares954

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

9.14%

Shares5.1K

Event2026-03-31

Filed2026-04-20

SHW

SHERWIN WILLIAMS CO

-2.46%

Shares2.5K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

-2.33%

Shares3.3K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

-0.07%

Shares2.7K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

1.86%

Shares3.7K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

-1.15%

Shares2.5K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

-6.41%

Shares5.8K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

0.26%

Shares1.6K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

0.58%

Shares3.3K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-0.62%

Shares1.6K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

-11.94%

Shares494

Event2026-03-31

Filed2026-04-20

AMD

ADVANCED MICRO DEVICES INC

1.04%

Shares2.2K

Event2026-03-31

Filed2026-04-20

IWF

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-20

IAGG

ISHARES TR

1.81%

Shares8.0K

Event2026-03-31

Filed2026-04-20

COLGATE PALMOLIVE CO

-1.64%

Shares4.5K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

4.62%

Shares1.0K

Event2026-03-31

Filed2026-04-20

ADP

AUTOMATIC DATA PROCESSING IN

0.05%

Shares1.9K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

1.24%

Shares4.7K

Event2026-03-31

Filed2026-04-20

PLTR

PALANTIR TECHNOLOGIES INC

1.28%

Shares2.4K

Event2026-03-31

Filed2026-04-20

UNP

UNION PAC CORP

1.48%

Shares1.3K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

2.08%

Shares2.8K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC

-20.26%

Shares2.6K

Event2026-03-31

Filed2026-04-20

CHDN

CHURCHILL DOWNS INC

-3.14%

Shares2.6K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED

5.15%

Shares408

Event2026-03-31

Filed2026-04-20

IVW

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-20

VBK

VANGUARD INDEX FDS

0.00%

Shares119

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

0.00%

Shares80

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

0.00%

Shares173

Event2026-03-31

Filed2026-04-20

IEI

ISHARES TR

New

Shares214

Event2026-03-31

Filed2026-04-20

IEF

ISHARES TR

New

Shares107

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

0.00%

Shares40

Event2026-03-31

Filed2026-04-20

IYW

ISHARES TR

New

Shares31

Event2026-03-31

Filed2026-04-20

KBWB

INVESCO EXCH TRADED FD TR II

New

Shares51

Event2026-03-31

Filed2026-04-20

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares46

Event2026-03-31

Filed2026-04-20

ITOT

ISHARES TR

-88.89%

Shares7

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available