Cardinal Strategic Wealth Guidance Top Holdings and 13F Report (2024) → Top 5 AI Stocks to Buy for 2024 (From Market Moving Trends) (Ad) About Cardinal Strategic Wealth GuidanceInvestment ActivityCardinal Strategic Wealth Guidance has $266.05 million in total holdings as of March 31, 2024.Cardinal Strategic Wealth Guidance owns shares of 57 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.24% of the portfolio was purchased this quarter.About 9.21% of the portfolio was sold this quarter.This quarter, Cardinal Strategic Wealth Guidance has purchased 75 new stocks and bought additional shares in 10 stocks.Cardinal Strategic Wealth Guidance sold shares of 36 stocks and completely divested from 20 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $67,761,894iShares MSCI USA Quality Factor ETF $32,385,497iShares Core S&P U.S. Growth ETF $31,786,080iShares National Muni Bond ETF $21,300,281iShares MSCI EAFE Growth ETF $20,481,400 Largest New Holdings this Quarter SPDR Portfolio S&P 500 Value ETF $4,579,491 HoldingiShares S&P 500 Value ETF $78,461 Holding Largest Purchases this Quarter iShares MSCI USA Quality Factor ETF 47,855 shares (about $7.86M)SPDR Portfolio S&P 500 Value ETF 91,407 shares (about $4.58M)iShares MSCI Emerging Markets ex China ETF 40,380 shares (about $2.32M)iShares Core S&P U.S. Growth ETF 15,481 shares (about $1.81M)iShares J.P. Morgan USD Emerging Markets Bond ETF 11,718 shares (about $1.05M) Largest Sales this Quarter iShares Core S&P 500 ETF 10,926 shares (about $5.74M)iShares S&P 100 ETF 18,741 shares (about $4.64M)iShares Core MSCI Emerging Markets ETF 42,297 shares (about $2.18M)iShares MSCI USA Min Vol Factor ETF 10,885 shares (about $909.77K)Apple 4,604 shares (about $789.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCardinal Strategic Wealth Guidance Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$67,761,894$5,744,128 ▼-7.8%128,89125.5%ETFQUALiShares MSCI USA Quality Factor ETF$32,385,497$7,864,969 ▲32.1%197,05212.2%ETFIUSGiShares Core S&P U.S. Growth ETF$31,786,080$1,814,529 ▲6.1%271,18911.9%ManufacturingMUBiShares National Muni Bond ETF$21,300,281$620,960 ▲3.0%197,9588.0%ETFEFGiShares MSCI EAFE Growth ETF$20,481,400$83,551 ▼-0.4%197,3357.7%ETFEFViShares MSCI EAFE Value ETF$17,276,516$9,248 ▲0.1%317,5836.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$9,885,806$2,324,677 ▲30.7%171,7183.7%ManufacturingIXNiShares Global Tech ETF$5,795,008$429,260 ▲8.0%77,4632.2%ETFJPSTJPMorgan Ultra-Short Income ETF$5,638,306$138,738 ▲2.5%111,7602.1%ETFOEFiShares S&P 100 ETF$5,443,020$4,636,711 ▼-46.0%22,0002.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$5,052,495$909,768 ▼-15.3%60,4511.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,579,491$4,579,491 ▲New Holding91,4071.7%ETFIYWiShares U.S. Technology ETF$4,237,238$249,456 ▼-5.6%31,3731.6%ManufacturingMSFTMicrosoft$3,815,089$286,510 ▼-7.0%9,0681.4%Computer and TechnologyIXCiShares Global Energy ETF$3,155,838$286,348 ▲10.0%73,4771.2%ETFTLTiShares 20+ Year Treasury Bond ETF$3,010,241$77,494 ▲2.6%31,8141.1%ETFAAPLApple$2,414,610$789,494 ▼-24.6%14,0810.9%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,311,424$1,050,753 ▲83.3%25,7770.9%ETFHDHome Depot$1,355,259$17,646 ▼-1.3%3,5330.5%Retail/WholesaleBRK.BBerkshire Hathaway$1,176,195$166,947 ▼-12.4%2,7970.4%FinanceIFRAiShares U.S. Infrastructure ETF$1,147,349$11,707 ▼-1.0%26,4610.4%ETFCOSTCostco Wholesale$1,079,897$52,017 ▼-4.6%1,4740.4%Retail/WholesaleSHWSherwin-Williams$1,003,784$5,557 ▼-0.6%2,8900.4%ConstructionCHDNChurchill Downs$989,382$49,624 ▼-4.8%7,9950.4%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$964,786$736,263 ▼-43.3%12,9990.4%ETFGOOGAlphabet$845,805$12,181 ▼-1.4%5,5550.3%Computer and TechnologyJPMJPMorgan Chase & Co.$822,633$102,554 ▼-11.1%4,1070.3%FinancePGProcter & Gamble$751,218$126,068 ▼-14.4%4,6300.3%Consumer StaplesABBVAbbVie$718,0210.0%3,9430.3%MedicalJNJJohnson & Johnson$606,501$177,173 ▼-22.6%3,8340.2%MedicalHONHoneywell International$602,409$80,048 ▼-11.7%2,9350.2%Multi-Sector ConglomeratesLLYEli Lilly and Company$584,248$71,572 ▼-10.9%7510.2%MedicalIEMGiShares Core MSCI Emerging Markets ETF$579,210$2,182,525 ▼-79.0%11,2250.2%ETFUNPUnion Pacific$546,703$61,974 ▼-10.2%2,2230.2%TransportationCLColgate-Palmolive$532,9160.0%5,9180.2%Consumer StaplesIWFiShares Russell 1000 Growth ETF$528,495$80,218 ▼-13.2%1,5680.2%ETFADPAutomatic Data Processing$465,516$68,679 ▼-12.9%1,8640.2%Business ServicesGOOGLAlphabet$440,414$186,851 ▼-29.8%2,9180.2%Computer and TechnologyAMDAdvanced Micro Devices$397,4390.0%2,2020.1%Computer and TechnologyMAMastercard$387,664$124,727 ▼-24.3%8050.1%Business ServicesVTIVanguard Total Stock Market ETF$364,380$332,932 ▼-47.7%1,4020.1%ETFMRKMerck & Co., Inc.$346,369$64,260 ▼-15.6%2,6250.1%MedicalXOMExxon Mobil$321,637$19,877 ▼-5.8%2,7670.1%Oils/EnergyABTAbbott Laboratories$308,2460.0%2,7120.1%MedicalPEPPepsiCo$304,868$22,226 ▼-6.8%1,7420.1%Consumer StaplesNVDANVIDIA$301,790$496,960 ▼-62.2%3340.1%Computer and TechnologyDISWalt Disney$268,581$55,307 ▼-17.1%2,1950.1%Consumer DiscretionaryCSCOCisco Systems$260,780$59,892 ▼-18.7%5,2250.1%Computer and TechnologyWATWaters$238,5520.0%6930.1%MedicalIJRiShares Core S&P Small-Cap ETF$122,125$147,987 ▼-54.8%1,1050.0%ETFIVWiShares S&P 500 Growth ETF$111,9680.0%1,3260.0%ETFIVEiShares S&P 500 Value ETF$78,461$78,461 ▲New Holding4200.0%ETFVBKVanguard Small-Cap Growth ETF$59,1840.0%2270.0%ETFIWOiShares Russell 2000 Growth ETF$40,620$15,977 ▼-28.2%1500.0%ETFVBRVanguard Small-Cap Value ETF$40,2950.0%2100.0%ETFIWMiShares Russell 2000 ETF$24,606$39,538 ▼-61.6%1170.0%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,9470.0%980.0%ETFSYBTStock Yards Bancorp$0$1,084,843 ▼-100.0%00.0%FinancePNCThe PNC Financial Services Group$0$1,064,594 ▼-100.0%00.0%FinanceAGENAgenus$0$753,608 ▼-100.0%00.0%MedicalAMZNAmazon.com$0$680,539 ▼-100.0%00.0%Retail/WholesaleVGLTVanguard Long-Term Treasury Index ETF$0$420,558 ▼-100.0%00.0%ETFMETAMeta Platforms$0$324,935 ▼-100.0%00.0%Computer and TechnologyVTVanguard Total World Stock ETF$0$313,887 ▼-100.0%00.0%ETFSPTSSPDR Portfolio Short Term Treasury ETF$0$287,363 ▼-100.0%00.0%ETFPFEPfizer$0$262,766 ▼-100.0%00.0%MedicalVGITVanguard Intermediate-Term Treasury Index ETF$0$260,355 ▼-100.0%00.0%ETFCVSCVS Health$0$215,571 ▼-100.0%00.0%Retail/WholesaleBLKBlackRock$0$210,256 ▼-100.0%00.0%FinanceXLKTechnology Select Sector SPDR Fund$0$193,250 ▼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$50,276 ▼-100.0%00.0%ETFVWOVanguard FTSE Emerging Markets ETF$0$43,040 ▼-100.0%00.0%ETFXLEEnergy Select Sector SPDR Fund$0$33,284 ▼-100.0%00.0%ETFVLUEiShares MSCI USA Value Factor ETF$0$28,628 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$3,049 ▼-100.0%00.0%ETFIWRiShares Russell Mid-Cap ETF$0$2,254 ▼-100.0%00.0%ETFVTWVVanguard Russell 2000 Value ETF$0$137 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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