News + Filings Holdings
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Cardinal Point Wealth Management Partners, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| LRGF | Common | 564,522 | 564,522 | 23,393,792,000 | 23,393,792,000 | 7.11 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 19,143 | 19,143 | 1,907,409,000 | 1,907,409,000 | 0.58 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| TFLO | Common | 29,330 | 29,330 | 1,483,805,000 | 1,483,805,000 | 0.45 | |
Hist
| 03/31/2023 |
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VANGUARD INDEX FUNDS
| VGT | Common | 3,589 | 3,589 | 1,383,452,000 | 1,383,452,000 | 0.42 | |
Hist
| 03/31/2023 |
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Innovator ETFs Trust
| PJUL | Common | 43,065 | 43,065 | 1,362,577,000 | 1,362,577,000 | 0.41 | |
Hist
| 03/31/2023 |
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Innovator ETFs Trust
| PNOV | Common | 30,880 | 30,880 | 981,984,000 | 981,984,000 | 0.30 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| EAOA | Common | 31,340 | 31,340 | 925,480,000 | 925,480,000 | 0.28 | |
Hist
| 03/31/2023 |
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SELECT SECTOR SPDR TRUST
| XLV | Common | 6,777 | 6,777 | 877,350,000 | 877,350,000 | 0.27 | |
Hist
| 03/31/2023 |
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MICROSOFT CORP
| MSFT | Common | 2,898 | 2,898 | 835,493,000 | 835,493,000 | 0.25 | 0.00 |
Hist
| 03/31/2023 |
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Alphabet Inc.
| GOOG | COM | 6,610 | 6,610 | 687,440,000 | 687,440,000 | 0.21 | |
Hist
| 03/31/2023 |
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VANGUARD WORLD FUND
| VFH | Common | 7,140 | 7,140 | 556,135,000 | 556,135,000 | 0.17 | |
Hist
| 03/31/2023 |
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AMAZON COM INC
| AMZN | Common | 5,201 | 5,201 | 537,211,000 | 537,211,000 | 0.16 | |
Hist
| 03/31/2023 |
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Innovator ETFs Trust
| PJAN | Common | 15,940 | 15,940 | 529,367,000 | 529,367,000 | 0.16 | |
Hist
| 03/31/2023 |
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EDGEWELL PERSONAL CARE Co
| EPC | COM | 12,377 | 12,377 | 526,889,000 | 526,889,000 | 0.16 | 0.02 |
Hist
| 03/31/2023 |
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DEXCOM INC
| DXCM | COM | 4,400 | 4,400 | 511,192,000 | 511,192,000 | 0.16 | 0.00 |
Hist
| 03/31/2023 |
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IRON MOUNTAIN INC
| IRM | COM | 9,500 | 9,500 | 508,521,000 | 508,521,000 | 0.15 | |
Hist
| 03/31/2023 |
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SELECT SECTOR SPDR TRUST
| XLY | Common | 3,105 | 3,105 | 464,322,000 | 464,322,000 | 0.14 | |
Hist
| 03/31/2023 |
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Innovator ETFs Trust
| PFEB | Common | 15,490 | 15,490 | 452,773,000 | 452,773,000 | 0.14 | |
Hist
| 03/31/2023 |
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VISA INC.
| V | CL A | 1,902 | 1,902 | 428,825,000 | 428,825,000 | 0.13 | |
Hist
| 03/31/2023 |
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SELECT SECTOR SPDR TRUST
| XLP | Common | 5,243 | 5,243 | 391,705,000 | 391,705,000 | 0.12 | |
Hist
| 03/31/2023 |
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SELECT SECTOR SPDR TR SBI INT-ENERGY
| XLE | OPTION | 4,626 | 4,626 | 383,172,000 | 383,172,000 | 0.12 | |
Hist
| 03/31/2023 |
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SELECT SECTOR SPDR TRUST
| XLI | OPTIONS | 3,300 | 3,300 | 333,894,000 | 333,894,000 | 0.10 | |
Hist
| 03/31/2023 |
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MCKESSON CORP
| MCK | Common | 878 | 878 | 313,233,000 | 313,233,000 | 0.10 | |
Hist
| 03/31/2023 |
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CHEVRON CORP
| CVX | Common | 1,773 | 1,773 | 289,283,000 | 289,283,000 | 0.09 | 0.00 |
Hist
| 03/31/2023 |
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VALMONT INDUSTRIES INC
| VMI | Common | 850 | 850 | 272,408,000 | 272,408,000 | 0.08 | 0.00 |
Hist
| 03/31/2023 |
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EXXON MOBIL CORP
| XOM | Common | 2,416 | 2,416 | 264,939,000 | 264,939,000 | 0.08 | 0.00 |
Hist
| 03/31/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 6,027 | 6,027 | 243,491,000 | 243,491,000 | 0.07 | |
Hist
| 03/31/2023 |
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SELECT SECTOR SPDR TRUST
| XLC | Common | 4,199 | 4,199 | 243,416,000 | 243,416,000 | 0.07 | |
Hist
| 03/31/2023 |
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WELLS FARGO & COMPANY/MN
| WFC | Common | 6,347 | 6,347 | 237,251,000 | 237,251,000 | 0.07 | 0.00 |
Hist
| 03/31/2023 |
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lululemon athletica inc.
| LULU | Common | 600 | 600 | 218,514,000 | 218,514,000 | 0.07 | 0.00 |
Hist
| 03/31/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 457 | 457 | 215,974,000 | 215,974,000 | 0.07 | 0.00 |
Hist
| 03/31/2023 |
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VANECK VECTORS ETF TR GOLD MINERS
| GDX | STOCK | 6,291 | 6,291 | 203,530,000 | 203,530,000 | 0.06 | |
Hist
| 03/31/2023 |
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SPDR SERIES TRUST
| BIL | Common | 2,190 | 2,190 | 201,086,000 | 201,086,000 | 0.06 | |
Hist
| 03/31/2023 |
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