CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC
Latest 13F filing data - Q1 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 29K | $4.74M |
 | TSLA | 16K | $3.22M |
 | FSV | 13K | $1.87M |
 | EPC | 12K | $526.89K |
 | CIM | 12K | $71.76K |
 | BRK-B | 10K | $3.01M |
 | IRM | 10K | $508.52K |
 | GOOG | 7K | $687.44K |
 | WFC | 6K | $237.25K |
 | AMZN | 5K | $537.21K |
 | CL | 5K | $384.02K |
 | DXCM | 4K | $511.19K |
 | ECL | 4K | $587.52K |
 | MSFT | 3K | $835.49K |
 | XOM | 2K | $264.94K |
 | V | 2K | $428.82K |
 | CVX | 2K | $289.28K |
 | MCK | 878 | $313.23K |
 | VMI | 850 | $272.41K |
 | LULU | 600 | $218.51K |
Apple Inc.
AAPL
Shares Held
29K
Value
$4.74M
Tesla, Inc.
TSLA
Shares Held
16K
Value
$3.22M
FirstService Corporation
FSV
Shares Held
13K
Value
$1.87M
Edgewell Personal Care Company
EPC
Shares Held
12K
Value
$526.89K
Chimera Investment Corporation
CIM
Shares Held
12K
Value
$71.76K
Berkshire Hathaway Inc.
BRK-B
Shares Held
10K
Value
$3.01M
Iron Mountain Incorporated
IRM
Shares Held
10K
Value
$508.52K
Alphabet Inc.
GOOG
Shares Held
7K
Value
$687.44K
Wells Fargo & Company
WFC
Shares Held
6K
Value
$237.25K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$537.21K
Colgate-Palmolive Company
CL
Shares Held
5K
Value
$384.02K
DexCom, Inc.
DXCM
Shares Held
4K
Value
$511.19K
Ecolab Inc.
ECL
Shares Held
4K
Value
$587.52K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$835.49K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$264.94K
Visa Inc.
V
Shares Held
2K
Value
$428.82K
Chevron Corporation
CVX
Shares Held
2K
Value
$289.28K
McKesson Corporation
MCK
Shares Held
878
Value
$313.23K
Valmont Industries, Inc.
VMI
Shares Held
850
Value
$272.41K
Lululemon Athletica Inc.
LULU
Shares Held
600
Value
$218.51K