Cardinal-Strategic-Wealth-Guidance
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ABT", "ABBV", null, "GOOGL", "HON", "HD", null, "UNP", "EMXC", "MUB", "IVW", "IJH", null, null, null, "MA", "MSFT", "IJR", "EFG", "IWF", null, null, "PGR", "IEMG", "IVV", "AAPL", "NVDA", "PG", null, null, "IEFA", "SHW", null, "AMD", null, null, "VUG", "VBK", "VBR", "VOT", "VTV", "WAT", "IUSG", null, "SPYV", "ADP", "BRK-B", "CHDN", "CSCO", "CL", "COST", "USMV", "NEE", "IWM", "DIS", "GOOG", "XOM", "JNJ", "LLY", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-01
- Total Holdings
- 64
- Total Value
- 313002796
- Accession Number
- 0001398344-25-008407
- Form Type
- 13F-HR
- Manager Name
- Cardinal-Strategic-Wealth-Guidance
Data Enrichment
78% identified50 identified14 unidentified
Holdings
64 positions • $313.0M total value
Manager:
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464287515
Shares:92
Value:$8.2K
% of Portfolio:0.0% ($8.2K/$313.0M)
78464A698
Shares:93
Value:$5.3K
% of Portfolio:0.0% ($5.3K/$313.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 88 | QoQ 0.00% (-0)YoY NEW(+88) | All Managers (Combined) | $10.7K | 0.0% ($10.7K/$313.0M) | YoY NEW(+$10.7K) | |
(cusip464287515)✕ | 92 | YoY NEW(+92) | All Managers (Combined) | $8.2K | 0.0% ($8.2K/$313.0M) | YoY NEW(+$8.2K) |
(cusip78464A698)✕ | 93 | YoY NEW(+93) | All Managers (Combined) | $5.3K | 0.0% ($5.3K/$313.0M) | YoY NEW(+$5.3K) |
| 57 | QoQ 0.00% (-0)YoY NEW(+57) | All Managers (Combined) | $3.3K | 0.0% ($3.3K/$313.0M) | YoY NEW(+$3.3K) |