Cardinal Strategic Wealth Guidance Top Holdings and 13F Report (2025) About Cardinal Strategic Wealth GuidanceInvestment ActivityCardinal Strategic Wealth Guidance has $313.00 million in total holdings as of March 31, 2025.Cardinal Strategic Wealth Guidance owns shares of 64 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 8.32% of the portfolio was purchased this quarter.About 5.82% of the portfolio was sold this quarter.This quarter, Cardinal Strategic Wealth Guidance has purchased 83 new stocks and bought additional shares in 14 stocks.Cardinal Strategic Wealth Guidance sold shares of 32 stocks and completely divested from 20 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $77,875,437iShares Core S&P U.S. Growth ETF $45,357,031iShares MSCI USA Quality Factor ETF $36,870,202iShares National Muni Bond ETF $21,759,653iShares MSCI EAFE Value ETF $19,175,776 Largest New Holdings this Quarter 98149E303 - SPDR Gold MiniShares Trust $4,990,934 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 17,663 shares (about $9.92M)SPDR Gold MiniShares Trust 80,642 shares (about $4.99M)iShares S&P 100 ETF 14,354 shares (about $3.89M)iShares MSCI Emerging Markets ex China ETF 35,487 shares (about $1.95M)iShares Core S&P U.S. Growth ETF 12,780 shares (about $1.62M) Largest Sales this Quarter iShares MSCI USA Quality Factor ETF 21,360 shares (about $3.65M)iShares MSCI EAFE Growth ETF 24,450 shares (about $2.45M)Apple 2,305 shares (about $512.01K)Progressive 1,605 shares (about $454.23K)Berkshire Hathaway 828 shares (about $440.98K) 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$77,875,437$9,924,844 ▲14.6%138,59324.9%ETFIUSGiShares Core S&P U.S. Growth ETF$45,357,031$1,624,083 ▲3.7%356,91714.5%ManufacturingQUALiShares MSCI USA Quality Factor ETF$36,870,202$3,650,210 ▼-9.0%215,75411.8%ETFMUBiShares National Muni Bond ETF$21,759,653$208,033 ▲1.0%206,3707.0%ETFEFViShares MSCI EAFE Value ETF$19,175,776$102,497 ▲0.5%325,3446.1%ETFEFGiShares MSCI EAFE Growth ETF$19,125,200$2,445,000 ▼-11.3%191,2526.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$15,965,082$1,954,979 ▲14.0%289,8005.1%ManufacturingOEFiShares S&P 100 ETF$9,718,735$3,887,494 ▲66.7%35,8853.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$7,273,850$725,909 ▲11.1%142,4292.3%ETFIXNiShares Global Tech ETF$6,224,465$251,457 ▲4.2%82,1822.0%ETFJPSTJPMorgan Ultra-Short Income ETF$6,101,638$254,669 ▲4.4%120,5141.9%ETFGLDMSPDR Gold MiniShares Trust$4,990,934$4,990,934 ▲New Holding80,6421.6%FinanceIYWiShares U.S. Technology ETF$4,752,490$584,090 ▲14.0%33,8401.5%ManufacturingSPMOInvesco S&P 500 Momentum ETF$4,051,056$618,193 ▲18.0%43,7811.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,793,886$261,686 ▼-6.5%40,5071.2%ETFMSFTMicrosoft$3,116,113$400,166 ▼-11.4%8,3011.0%Computer and TechnologyAAPLApple$2,957,217$512,010 ▼-14.8%13,3130.9%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,421,924$601,789 ▲33.1%26,7350.8%ETFTLTiShares 20+ Year Treasury Bond ETF$2,409,565$298,396 ▼-11.0%26,4700.8%ETFIXCiShares Global Energy ETF$1,472,787$392,555 ▼-21.0%35,0080.5%ETFBRK.BBerkshire Hathaway$1,325,060$440,977 ▼-25.0%2,4880.4%FinanceHDHome Depot$1,302,872$253,611 ▼-16.3%3,5550.4%Retail/WholesaleCOSTCostco Wholesale$1,179,388$210,909 ▼-15.2%1,2470.4%Retail/WholesaleJPMJPMorgan Chase & Co.$1,013,089$415,538 ▼-29.1%4,1300.3%FinanceSHWSherwin-Williams$1,009,1600.0%2,8900.3%Basic MaterialsGOOGAlphabet$867,858$267,935 ▼-23.6%5,5550.3%Computer and TechnologyABBVAbbVie$802,672$11,105 ▼-1.4%3,8310.3%MedicalPGProcter & Gamble$741,498$40,049 ▼-5.1%4,3510.2%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$704,605$223,924 ▼-24.1%9,3140.2%ETFCHDNChurchill Downs$595,002$297,890 ▲100.3%5,3570.2%Consumer DiscretionaryJNJJohnson & Johnson$580,440$192,706 ▼-24.9%3,5000.2%MedicalADPAutomatic Data Processing$569,5080.0%1,8640.2%Business ServicesIWFiShares Russell 1000 Growth ETF$540,913$25,276 ▼-4.5%1,4980.2%ETFHONHoneywell International$540,598$65,643 ▼-10.8%2,5530.2%Multi-Sector ConglomeratesLLYEli Lilly and Company$528,5830.0%6400.2%MedicalCLColgate-Palmolive$487,522$12,181 ▼-2.4%5,2030.2%Consumer StaplesXOMExxon Mobil$448,010$71,477 ▼-13.8%3,7670.1%EnergyUNPUnion Pacific$427,359$120,483 ▼-22.0%1,8090.1%TransportationVTIVanguard Total Stock Market ETF$426,827$20,888 ▼-4.7%1,5530.1%ETFNVDANVIDIA$374,995$3,685 ▲1.0%3,4600.1%Computer and TechnologyABTAbbott Laboratories$370,0940.0%2,7900.1%MedicalMAMastercard$368,885$23,569 ▼-6.0%6730.1%Business ServicesCSCOCisco Systems$339,344$68,807 ▼-16.9%5,4990.1%Computer and TechnologyGOOGLAlphabet$333,095$69,588 ▼-17.3%2,1540.1%Computer and TechnologyPGRProgressive$268,860$454,232 ▼-62.8%9500.1%FinanceWATWaters$255,4200.0%6930.1%MedicalNEENextEra Energy$230,960$110,872 ▼-32.4%3,2580.1%UtilitiesAMDAdvanced Micro Devices$226,2340.0%2,2020.1%Computer and TechnologyDISWalt Disney$215,956$125,053 ▼-36.7%2,1880.1%Consumer DiscretionaryIEMGiShares Core MSCI Emerging Markets ETF$136,599$90,292 ▼-39.8%2,5310.0%ETFIVWiShares S&P 500 Growth ETF$123,0930.0%1,3260.0%ETFVBKVanguard Small-Cap Growth ETF$52,6200.0%2090.0%ETFVBRVanguard Small-Cap Value ETF$39,1210.0%2100.0%ETFVTVVanguard Value ETF$35,0670.0%2030.0%ETFVUGVanguard Growth ETF$29,6660.0%800.0%ETFIWMiShares Russell 2000 ETF$23,3410.0%1170.0%FinanceIJRiShares Core S&P Small-Cap ETF$14,013$201,515 ▼-93.5%1340.0%ETFIHIiShares U.S. Medical Devices ETF$11,6170.0%1930.0%ETFSPLVInvesco S&P 500 Low Volatility ETF$11,5070.0%1540.0%ETFVOTVanguard Mid-Cap Growth ETF$10,7650.0%440.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$10,7370.0%880.0%ETFIGViShares Expanded Tech-Software Sector ETF$8,188$15,931 ▼-66.1%920.0%ETFKRESPDR S&P Regional Banking ETF$5,288$8,302 ▼-61.1%930.0%ETFIJHiShares Core S&P Mid-Cap ETF$3,3260.0%570.0%ETFIAUiShares Gold Trust$0$1,545,505 ▼-100.0%00.0%FinanceIFRAiShares U.S. Infrastructure ETF$0$1,299,916 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$652,743 ▼-100.0%00.0%ETFBACBank of America$0$401,264 ▼-100.0%00.0%FinanceFASTFastenal$0$294,616 ▼-100.0%00.0%Retail/WholesaleGEGE Aerospace$0$287,713 ▼-100.0%00.0%IndustrialsGE VERNOVA INC$0$266,105 ▼-100.0%00.0%COMTJXTJX Companies$0$265,662 ▼-100.0%00.0%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$0$262,435 ▼-100.0%00.0%ETFTE CONNECTIVITY PLC$0$238,760 ▼-100.0%00.0%ORD SHSMRKMerck & Co., Inc.$0$226,815 ▼-100.0%00.0%MedicalPHParker-Hannifin$0$225,791 ▼-100.0%00.0%IndustrialsSCHWCharles Schwab$0$223,807 ▼-100.0%00.0%FinanceUSBU.S. Bancorp$0$220,832 ▼-100.0%00.0%FinancePEPPepsiCo$0$219,271 ▼-100.0%00.0%Consumer StaplesIWOiShares Russell 2000 Growth ETF$0$43,173 ▼-100.0%00.0%ETFVEUVanguard FTSE All-World ex-US ETF$0$18,716 ▼-100.0%00.0%ETFMCHIiShares MSCI China ETF$0$13,965 ▼-100.0%00.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$0$10,189 ▼-100.0%00.0%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$0$4,121 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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