The Analysis of Cardinal Strategic Wealth Guidance's Holdings
Currently, Cardinal Strategic Wealth Guidance holds 59 types of securities in its portfolio with a total value $382.7M. In the most recent quarter, they have increased their positions in SPYV (+162.9K shares, valued at $9.3M), OEF (+20.5K shares, valued at $7.0M), BAI (+136.3K shares, valued at $4.5M); decreased their positions in QUAL (-54.0K shares, valued at $10.7M), EFV (-61.8K shares, valued at $4.4M), IVV (-6.0K shares, valued at $4.1M); initiated new positions in SHLD (+69.2K shares, valued at $4.5M), HIMU (+57.3K shares, valued at $2.8M), SIVR (+37.1K shares, valued at $2.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR131.1K shares-4.41%2025-12-312026-01-27
IUSG ISHARES TR334.5K shares0.55%2025-12-312026-01-27 QUAL ISHARES TR159.4K shares-25.30%2025-12-312026-01-27 EMXC ISHARES INC338.7K shares22.09%2025-12-312026-01-27 EFV ISHARES TR329.9K shares-15.78%2025-12-312026-01-27 OEF ISHARES TR65.0K shares46.01%2025-12-312026-01-27 MUB ISHARES TR182.3K shares-12.72%2025-12-312026-01-27 SPYV SPDR SERIES TRUST322.5K shares102.15%2025-12-312026-01-27 EFG ISHARES TR107.7K shares-22.79%2025-12-312026-01-27 GLDM WORLD GOLD TR133.3K shares-1.14%2025-12-312026-01-27 BAI BLACKROCK ETF TRUST243.1K shares127.74%2025-12-312026-01-27 IXN ISHARES TR74.6K shares-14.00%2025-12-312026-01-27 SPMO INVESCO EXCH TRADED FD TR II62.9K shares54.47%2025-12-312026-01-27 JPST J P MORGAN EXCHANGE TRADED F137.2K shares7.05%2025-12-312026-01-27 SHLD GLOBAL X FDS69.2K sharesnew addition2025-12-312026-01-27 USMV ISHARES TR36.3K shares0.38%2025-12-312026-01-27 MSFT MICROSOFT CORP6.5K shares-14.37%2025-12-312026-01-27 AAPL APPLE INC10.9K shares-10.62%2025-12-312026-01-27 EMB ISHARES TR29.2K shares1.37%2025-12-312026-01-27 HIMU BLACKROCK ETF TRUST II57.3K sharesnew addition2025-12-312026-01-27 TLT ISHARES TR31.4K shares5.68%2025-12-312026-01-27 SIVR ABRDN SILVER ETF TRUST37.1K sharesnew addition2025-12-312026-01-27 ALPHABET INC ALPHABET INC4.8K shares-7.50%2025-12-312026-01-27 HD HOME DEPOT INC3.6K shares4.60%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.3.6K shares-12.73%2025-12-312026-01-27 NVDA NVIDIA CORPORATION4.7K shares0.00%2025-12-312026-01-27 SHW SHERWIN WILLIAMS CO2.6K shares-0.23%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW955 shares0.00%2025-12-312026-01-27 ABBV ABBVIE INC3.3K shares-9.91%2025-12-312026-01-27 LLY ELI LILLY & CO561 shares0.00%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON2.7K shares-15.59%2025-12-312026-01-27 IEFA ISHARES TR6.2K shares-19.11%2025-12-312026-01-27 VTI VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC1.6K shares-4.16%2025-12-312026-01-27 HON HONEYWELL INTL INC2.5K shares0.00%2025-12-312026-01-27 IWF ISHARES TR1.0K shares-22.24%2025-12-312026-01-27 ADP AUTOMATIC DATA PROCESSING IN1.9K shares0.00%2025-12-312026-01-27 AMD ADVANCED MICRO DEVICES INC2.2K shares0.00%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO3.3K shares-21.03%2025-12-312026-01-27 XOM EXXON MOBIL CORP3.7K shares-3.05%2025-12-312026-01-27 TSLA TESLA INC975 shares0.00%2025-12-312026-01-27 PLTR PALANTIR TECHNOLOGIES INC2.4K shares0.00%2025-12-312026-01-27 IAGG ISHARES TR7.8K shares-89.81%2025-12-312026-01-27 CL COLGATE PALMOLIVE CO4.6K shares0.00%2025-12-312026-01-27 CSCO CISCO SYS INC4.6K shares-15.66%2025-12-312026-01-27 ABT ABBOTT LABS2.8K shares0.00%2025-12-312026-01-27 CHDN CHURCHILL DOWNS INC2.6K shares0.00%2025-12-312026-01-27 UNP UNION PAC CORP1.3K shares-20.86%2025-12-312026-01-27 NEE NEXTERA ENERGY INC3.3K shares0.00%2025-12-312026-01-27 WAT WATERS CORP623 sharesnew addition2025-12-312026-01-27 MA MASTERCARD INCORPORATED388 shares0.00%2025-12-312026-01-27 IVW ISHARES TR1.3K shares0.00%2025-12-312026-01-27 VUG VANGUARD INDEX FDS80 shares0.00%2025-12-312026-01-27 VBK VANGUARD INDEX FDS119 shares0.00%2025-12-312026-01-27 VTV VANGUARD INDEX FDS173 shares-14.78%2025-12-312026-01-27 VOT VANGUARD INDEX FDS44 shares0.00%2025-12-312026-01-27 IWM ISHARES TR40 shares-60.00%2025-12-312026-01-27 ITOT ISHARES TR63 shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available