Cardinal Strategic Wealth Guidance 13F annual report
Cardinal Strategic Wealth Guidance is an investment fund managing more than $277 billion ran by Emily Saling. There are currently 36 companies in Mrs. Saling’s portfolio. The largest investments include Ishares Tr and Ishares Inc, together worth $242 billion.
$277 billion Assets Under Management (AUM)
As of 15th July 2024, Cardinal Strategic Wealth Guidance’s top holding is 1,614,575 shares of Ishares Tr currently worth over $228 billion and making up 82.2% of the portfolio value.
In addition, the fund holds 231,557 shares of Ishares Inc worth $13.7 billion.
The third-largest holding is J P Morgan Exchange Traded F worth $5.66 billion and the next is Spdr Ser Tr worth $5.46 billion, with 112,114 shares owned.
Currently, Cardinal Strategic Wealth Guidance's portfolio is worth at least $277 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Cardinal Strategic Wealth Guidance
The Cardinal Strategic Wealth Guidance office and employees reside in Louisville, Kentucky. According to the last 13-F report filed with the SEC, Emily Saling serves as the Chief Compliance Officer at Cardinal Strategic Wealth Guidance.
Recent trades
In the most recent 13F filing, Cardinal Strategic Wealth Guidance revealed that it had opened a new position in
AMGEN and bought 654 shares worth $204 million.
This means they effectively own approximately 0.1% of the company.
AMGEN makes up
10.4%
of the fund's Health Care sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Ishares Inc by buying
48,614 additional shares.
This makes their stake in Ishares Inc total 231,557 shares worth $13.7 billion.
On the other hand, Emily Saling disclosed a decreased stake in Ishares Tr by approximately 0.1%.
This leaves the value of the investment at $228 billion and 1,614,575 shares.
One of the smaller hedge funds
The two most similar investment funds to Cardinal Strategic Wealth Guidance are Syverson Strege & Co and Bbjs Financial Advisors. They manage $277 billion and $277 billion respectively.
Emily Saling investment strategy
Cardinal Strategic Wealth Guidance’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Technology — making up 2.3% of
the total portfolio value.
The fund focuses on investments in the United States as
52.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
47% of the total holdings value.
On the other hand, small-cap stocks make up only 2.8% of the portfolio.
The average market cap of the portfolio companies is close to $466 billion.
The complete list of Cardinal Strategic Wealth Guidance trades based on 13F SEC filings
These positions were updated on July 22nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
3.70%
1,614,575
|
$228,119,796,000 | 82.24% |
| Ishares Inc |
26.57%
231,557
|
$13,659,306,000 | 4.92% |
| J P Morgan Exchange Traded F |
0.31%
112,101
|
$5,657,751,000 | 2.04% |
| Spdr Ser Tr |
22.65%
112,114
|
$5,464,437,000 | 1.97% |
| Microsoft Corporation |
0.43%
9,107
|
$4,070,374,000 | 1.47% |
| Apple Inc |
4.68%
14,740
|
$3,104,539,000 | 1.12% |
| Costco Whsl Corp New |
0.75%
1,463
|
$1,243,536,000 | 0.45% |
| Home Depot, Inc. |
1.10%
3,572
|
$1,229,626,000 | 0.44% |
| Churchill Downs, Inc. |
No change
7,995
|
$1,116,102,000 | 0.40% |
| Berkshire Hathaway Inc. |
3.86%
2,689
|
$1,093,886,000 | 0.39% |
| Alphabet Inc |
1.58%
8,339
|
$1,526,005,000 | 0.55% |
| JPMorgan Chase & Co. |
5.28%
4,324
|
$874,573,000 | 0.32% |
| Sherwin-Williams Co. |
No change
2,890
|
$862,463,000 | 0.31% |
| Procter And Gamble Co |
0.91%
4,672
|
$770,507,000 | 0.28% |
| Abbvie Inc |
1.50%
3,884
|
$666,184,000 | 0.24% |
| Honeywell International Inc |
1.36%
2,895
|
$618,199,000 | 0.22% |
| Johnson & Johnson |
4.72%
4,015
|
$586,833,000 | 0.21% |
| Eli Lilly & Co |
13.98%
646
|
$584,876,000 | 0.21% |
| Colgate-Palmolive Co. |
1.86%
5,808
|
$563,609,000 | 0.20% |
| Automatic Data Processing In |
No change
1,864
|
$444,919,000 | 0.16% |
| Union Pac Corp |
15.74%
1,873
|
$423,785,000 | 0.15% |
| NVIDIA Corp |
900.00%
3,340
|
$412,624,000 | 0.15% |
| Vanguard Index Fds |
0.98%
1,821
|
$465,658,000 | 0.17% |
| Advanced Micro Devices Inc. |
No change
2,202
|
$357,187,000 | 0.13% |
| Mastercard Incorporated |
2.86%
782
|
$344,988,000 | 0.12% |
| Exxon Mobil Corp. |
3.61%
2,867
|
$330,050,000 | 0.12% |
| Merck & Co Inc |
6.90%
2,444
|
$302,568,000 | 0.11% |
| Abbott Labs |
2.88%
2,790
|
$289,909,000 | 0.10% |
| Pepsico Inc |
No change
1,742
|
$287,309,000 | 0.10% |
| Cisco Sys Inc |
5.24%
5,499
|
$261,258,000 | 0.09% |
| Disney Walt Co |
No change
2,195
|
$217,942,000 | 0.08% |
| AMGEN Inc. |
Opened
654
|
$204,343,000 | 0.07% |
| Waters Corp. |
No change
693
|
$201,054,000 | 0.07% |
| Schwab Strategic Tr |
Opened
23,394
|
$975,972,000 | 0.35% |
| Ishares Tr |
Opened
1,508
|
$43,971,000 | 0.02% |
| Spdr Ser Tr |
Opened
401
|
$10,232,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 36 holdings | |||
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