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| Name: |
Cardinal Strategic Wealth Guidance |
| City: |
Louisville |
| State: |
KY |
| Zip: |
40223 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ABBV |
Abbvie Inc. |
29 |
- |
$162.73 |
$718,000 |
3,943 |
0.27% |
107,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
CL |
Colgate Palmolive Co |
35 |
- |
$93.18 |
$533,000 |
5,918 |
0.2% |
61,000 |
0 |
0.001 |
Personal Products |
|
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AMD |
Advanced Micro Devices Inc |
39 |
- |
$155.78 |
$397,000 |
2,202 |
0.15% |
72,000 |
0 |
0 |
Semiconductor- Broad... |
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ABT |
Abbott Laboratories |
44 |
- |
$105.64 |
$308,000 |
2,712 |
0.12% |
9,000 |
0 |
0 |
Drug Manufacturers - ... |
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WAT |
Waters Corp |
49 |
- |
$319.86 |
$239,000 |
693 |
0.09% |
11,000 |
0 |
0.001 |
Scientific & Technica... |
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IVW |
ishares tr S&P 500 BARRA GR |
51 |
- |
$84.53 |
$112,000 |
1,326 |
0.04% |
12,000 |
0 |
0 |
Closed - End Fund - E... |
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VBK |
Vanguard Small Cap Gr VIPERS |
53 |
- |
$252.02 |
$59,000 |
227 |
0.02% |
4,000 |
0 |
0 |
Closed - End Fund - E... |
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VBR |
Vanguard Small Cap Val VIPER |
55 |
- |
$186.45 |
$40,000 |
210 |
0.02% |
2,000 |
0 |
0 |
Closed - End Fund - E... |
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ESML |
iShares MSCI USA Sml-Cp ESG... |
57 |
- |
$0.00 |
$4,000 |
98 |
0% |
0 |
0 |
0 |
N/A |
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