Stock Taper

CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

Latest 13F filing data - Q1 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A2$931.2K
UnitedHealth Group IncorporatedUNH457$215.97K
Lululemon Athletica Inc.LULU600$218.51K
Valmont Industries, Inc.VMI850$272.41K
McKesson CorporationMCK878$313.23K
Chevron CorporationCVX1.77K$289.28K
Visa Inc.V1.9K$428.82K
Exxon Mobil CorporationXOM2.42K$264.94K
Microsoft CorporationMSFT2.9K$835.49K
Ecolab Inc.ECL3.54K$587.52K
DexCom, Inc.DXCM4.4K$511.19K
Colgate-Palmolive CompanyCL5.11K$384.02K
Amazon.com, Inc.AMZN5.2K$537.21K
Wells Fargo & CompanyWFC6.35K$237.25K
Alphabet Inc.GOOG6.61K$687.44K
Iron Mountain IncorporatedIRM9.5K$508.52K
Berkshire Hathaway Inc.BRK-B9.74K$3.01M
Chimera Investment CorporationCIM12.22K$71.76K
Edgewell Personal Care CompanyEPC12.38K$526.89K
FirstService CorporationFSV13.24K$1.87M