Cardinal Strategic Wealth Guidance Top Holdings and 13F Report (2025) About Cardinal Strategic Wealth GuidanceInvestment ActivityCardinal Strategic Wealth Guidance has $313.82 million in total holdings as of December 31, 2024.Cardinal Strategic Wealth Guidance owns shares of 83 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.32% of the portfolio was purchased this quarter.About 1.94% of the portfolio was sold this quarter.This quarter, Cardinal Strategic Wealth Guidance has purchased 60 new stocks and bought additional shares in 22 stocks.Cardinal Strategic Wealth Guidance sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $71,189,104iShares Core S&P U.S. Growth ETF $47,955,511iShares MSCI USA Quality Factor ETF $42,225,262iShares National Muni Bond ETF $21,778,501iShares MSCI EAFE Growth ETF $20,886,425 Largest New Holdings this Quarter Invesco S&P 500 Momentum ETF $3,524,871 HoldingiShares Gold Trust $1,545,505 HoldingVanguard FTSE Developed Markets ETF $652,743 HoldingBank of America $401,264 HoldingFastenal $294,616 Holding Largest Purchases this Quarter iShares MSCI USA Quality Factor ETF 21,974 shares (about $3.91M)Invesco S&P 500 Momentum ETF 37,100 shares (about $3.52M)iShares Gold Trust 31,216 shares (about $1.55M)iShares MSCI EAFE Value ETF 17,019 shares (about $892.99K)Vanguard FTSE Developed Markets ETF 13,650 shares (about $652.74K) Largest Sales this Quarter iShares Core S&P 500 ETF 3,880 shares (about $2.28M)iShares Core S&P U.S. Growth ETF 5,599 shares (about $780.22K)Churchill Downs 5,320 shares (about $710.43K)iShares MSCI USA Min Vol Factor ETF 7,036 shares (about $624.73K)iShares MSCI Emerging Markets ex China ETF 6,591 shares (about $365.47K) 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$71,189,104$2,284,079 ▼-3.1%120,93022.7%ETFIUSGiShares Core S&P U.S. Growth ETF$47,955,511$780,221 ▼-1.6%344,13715.3%ManufacturingQUALiShares MSCI USA Quality Factor ETF$42,225,262$3,913,130 ▲10.2%237,11413.5%ETFMUBiShares National Muni Bond ETF$21,778,501$35,588 ▼-0.2%204,3976.9%ETFEFGiShares MSCI EAFE Growth ETF$20,886,425$414,723 ▲2.0%215,7026.7%ETFEFViShares MSCI EAFE Value ETF$16,979,555$892,987 ▲5.6%323,6055.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$14,101,656$365,471 ▼-2.5%254,3134.5%ManufacturingIXNiShares Global Tech ETF$6,683,555$64,071 ▼-0.9%78,8622.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$6,556,916$87,756 ▲1.4%128,2152.1%ETFOEFiShares S&P 100 ETF$6,219,230$206,239 ▼-3.2%21,5312.0%ETFJPSTJPMorgan Ultra-Short Income ETF$5,816,987$33,345 ▲0.6%115,4841.9%ETFIYWiShares U.S. Technology ETF$4,734,714$320,476 ▼-6.3%29,6811.5%ManufacturingMSFTMicrosoft$3,948,191$121,392 ▲3.2%9,3671.3%Computer and TechnologyAAPLApple$3,911,060$121,704 ▲3.2%15,6181.2%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$3,844,696$624,726 ▼-14.0%43,3011.2%ETFSPMOInvesco S&P 500 Momentum ETF$3,524,871$3,524,871 ▲New Holding37,1001.1%ETFTLTiShares 20+ Year Treasury Bond ETF$2,597,893$124,620 ▼-4.6%29,7480.8%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,789,007$53,870 ▲3.1%20,0920.6%ETFIXCiShares Global Energy ETF$1,692,864$33,102 ▼-1.9%44,3390.5%ETFHDHome Depot$1,652,041$262,568 ▲18.9%4,2470.5%Retail/WholesaleIAUiShares Gold Trust$1,545,505$1,545,505 ▲New Holding31,2160.5%FinanceBRK.BBerkshire Hathaway$1,503,077$298,258 ▲24.8%3,3160.5%FinanceJPMJPMorgan Chase & Co.$1,396,072$359,565 ▲34.7%5,8240.4%FinanceGOOGAlphabet$1,384,499$318,987 ▲29.9%7,2700.4%Computer and TechnologyCOSTCostco Wholesale$1,346,917$6,414 ▲0.5%1,4700.4%Retail/WholesaleIFRAiShares U.S. Infrastructure ETF$1,299,916$133,639 ▼-9.3%28,0820.4%ETFSHWSherwin-Williams$982,3980.0%2,8900.3%Basic MaterialsIEFAiShares Core MSCI EAFE ETF$862,617$37,600 ▲4.6%12,2740.3%ETFPGProcter & Gamble$768,8430.0%4,5860.2%Consumer StaplesABBVAbbVie$690,1870.0%3,8840.2%MedicalJNJJohnson & Johnson$674,219$129,435 ▲23.8%4,6620.2%MedicalVEAVanguard FTSE Developed Markets ETF$652,743$652,743 ▲New Holding13,6500.2%ETFHONHoneywell International$646,7240.0%2,8630.2%Multi-Sector ConglomeratesIWFiShares Russell 1000 Growth ETF$629,6780.0%1,5680.2%ETFPGRProgressive$612,204$384,574 ▲168.9%2,5550.2%FinanceADPAutomatic Data Processing$545,6490.0%1,8640.2%Business ServicesUNPUnion Pacific$528,825$101,706 ▲23.8%2,3190.2%TransportationLLYEli Lilly and Company$494,0800.0%6400.2%MedicalGOOGLAlphabet$492,938$16,091 ▼-3.2%2,6040.2%Computer and TechnologyCLColgate-Palmolive$484,824$43,182 ▼-8.2%5,3330.2%Consumer StaplesVTIVanguard Total Stock Market ETF$472,101$65,787 ▲16.2%1,6290.2%ETFXOMExxon Mobil$469,866$154,901 ▲49.2%4,3680.1%Oils/EnergyNVDANVIDIA$460,0780.0%3,4260.1%Computer and TechnologyBACBank of America$401,264$401,264 ▲New Holding9,1300.1%FinanceCSCOCisco Systems$391,549$66,008 ▲20.3%6,6140.1%Computer and TechnologyDISWalt Disney$384,715$140,301 ▲57.4%3,4550.1%Consumer DiscretionaryMAMastercard$377,025$18,957 ▼-4.8%7160.1%Business ServicesCHDNChurchill Downs$357,220$710,434 ▼-66.5%2,6750.1%Consumer DiscretionaryNEENextEra Energy$345,6900.0%4,8220.1%UtilitiesABTAbbott Laboratories$315,5770.0%2,7900.1%MedicalFASTFastenal$294,616$294,616 ▲New Holding4,0970.1%Retail/WholesaleGEGeneral Electric$287,713$287,713 ▲New Holding1,7250.1%TransportationGE VERNOVA INC$266,105$266,105 ▲New Holding8090.1%COMAMDAdvanced Micro Devices$265,9800.0%2,2020.1%Computer and TechnologyTJXTJX Companies$265,662$265,662 ▲New Holding2,1990.1%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$262,435$262,435 ▲New Holding5,9590.1%ETFWATWaters$257,0900.0%6930.1%MedicalTE CONNECTIVITY PLC$238,760$238,760 ▲New Holding1,6700.1%ORD SHSIJRiShares Core S&P Small-Cap ETF$237,469$126,973 ▲114.9%2,0610.1%ETFMRKMerck & Co., Inc.$226,815$4,477 ▼-1.9%2,2800.1%MedicalPHParker-Hannifin$225,791$225,791 ▲New Holding3550.1%Industrial ProductsSCHWCharles Schwab$223,807$223,807 ▲New Holding3,0240.1%FinanceUSBU.S. Bancorp$220,832$220,832 ▲New Holding4,6170.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$219,533$92,638 ▼-29.7%4,2040.1%ETFPEPPepsiCo$219,2710.0%1,4420.1%Consumer StaplesIVWiShares S&P 500 Growth ETF$134,6290.0%1,3260.0%ETFVBKVanguard Small-Cap Growth ETF$58,5330.0%2090.0%ETFIWOiShares Russell 2000 Growth ETF$43,1730.0%1500.0%ETFVBRVanguard Small-Cap Value ETF$41,6180.0%2100.0%ETFVTVVanguard Value ETF$34,368$34,368 ▲New Holding2030.0%ETFVUGVanguard Growth ETF$32,836$32,836 ▲New Holding800.0%ETFIGViShares Expanded Tech-Software Sector ETF$27,133$27,133 ▲New Holding2710.0%ETFIWMiShares Russell 2000 ETF$25,8530.0%1170.0%FinanceVEUVanguard FTSE All-World ex-US ETF$18,716$18,716 ▲New Holding3260.0%ETFKRESPDR S&P Regional Banking ETF$14,424$14,424 ▲New Holding2390.0%ETFMCHIiShares MSCI China ETF$13,965$13,965 ▲New Holding2980.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$11,319$11,319 ▲New Holding880.0%ETFIHIiShares U.S. Medical Devices ETF$11,262$11,262 ▲New Holding1930.0%ETFVOTVanguard Mid-Cap Growth ETF$11,165$11,165 ▲New Holding440.0%ETFSPLVInvesco S&P 500 Low Volatility ETF$10,780$10,780 ▲New Holding1540.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$10,189$10,189 ▲New Holding890.0%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$4,1210.0%980.0%ETFIJHiShares Core S&P Mid-Cap ETF$3,552$3,552 ▲New Holding570.0%ETFAMGNAmgen$0$210,726 ▼-100.0%00.0%MedicalIVEiShares S&P 500 Value ETF$0$13,014 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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