Cardiff Park Advisors, LLC Q4 2023 13F Top Portfolio Holdings

Cardiff Park Advisors, LLC top investments as of Q4 2023 based on public SEC filings. CARDIFF PARK ADVISORS, LLC Q4 2023 13F Holdings Location Carlsbad, CA Holdings as of …

CouponFollow Extension

$30297732
OFF

CARDIFF PARK ADVISORS, LLC Top 13F Holdings

1 week from now

Cardiff Park Advisors is based out of Carlsbad. Cardiff Park Advisors is a large advisory firm with 375 clients and discretionary assets under management (AUM) of $30,297,732 (Form ADV …

whalewisdom.com

$1047700
OFF

Cardiff Park Advisors LLC Top Holdings 13F Filings - Holdings …

1 week from now

Cardiff Park Advisors LLC Info: Size ($ in 1000's) At 06/30/2024: $1,047,700 At 03/31/2024: $1,055,626. Cardiff Park Advisors LLC AUM history. Cardiff Park Advisors LLC holdings …

holdingschannel.com

14%
OFF

Cardiff Park Advisors Llc 13F Portfolio - HedgeFollow

1 week from now

Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; Cardiff Park Advisors Llc: Cardiff Park Advisors Llc: 2.14%: $1340405000

hedgefollow.com

$100
OFF

John Gorlow - CARDIFF PARK ADVISORS LLC - Form 13F Portfolio …

1 week from now

CARDIFF PARK ADVISORS LLC Historical performance, showing investment return and comparing it to SP 500. ... Institutional investors with $100 million or more in holdings are …

secform4.com

$626
OFF

Cardiff Park Advisors 13F Annual Report (2024) - Wallmine

1 week from now

In the most recent 13F filing, Cardiff Park Advisors revealed that it had opened a new position in Palo Alto Networks Inc and bought 2,450 shares worth $626 million . This means they …

wallmine.com

$792
OFF

Cardiff Park Advisors, LLC Q3 2023 13F Top Portfolio Holdings

1 week from now

Nov 13, 2023 · Cardiff Park Advisors, LLC reported 307 holdings with total value $792 M as of Q3 2023. Top holdings included DFAC, VTI, META, DFAX, and DFUV. CARDIFF PARK …

13f.info

$000
OFF

Cardiff Park Advisors, LLC Q4 2022 13F Top Portfolio Holdings

1 week from now

Cardiff Park Advisors, LLC top investments as of Q4 2022 based on public SEC filings. ... Q4 2022 13F Holdings Location Carlsbad, CA Holdings as of 12/31/2022 Value ($000) $716,425 …

13f.info

$1.06
OFF

Cardiff Park Advisors, LLC Q1 2024 13F Top Portfolio Holdings

1 week from now

Cardiff Park Advisors, LLC reported 349 holdings with total value $1.06 B as of Q1 2024. Top holdings included META, DFAC, VTI, DFAX, and DFUV. CARDIFF PARK ADVISORS, LLC …

13f.info

6%
OFF

List Of Top New Jersey Private Equity Firms - Crunchbase

1 week from now

Aug 30, 2018 · Location New Jersey, United States, North America. CB Rank (Hub) 62,152. Number of Founders 63. Average Founded Date Sep 9, 2004. Percentage Acquired 6%. …

crunchbase.com

$1.04
OFF

Cardiff Park Advisors, LLC Q2 2024 13F Top Portfolio Holdings

1 week from now

Aug 14, 2024 · Cardiff Park Advisors, LLC reported 331 holdings with total value $1.04 B as of Q2 2024. Top holdings included META, DFAC, VTI, DFAX, and SPY. CARDIFF PARK …

13f.info

FAQs about Cardiff Park Advisors, LLC Q4 2023 13F Top Portfolio Holdings Coupon?

Who is Cardiff Park Advisors?

Cardiff Park Advisors is a fee-only investment advisor specializing in passive and index portfolio management. We help our clients reach their long-term financial objectives with goal-based portfolios, unbiased advice, a fiduciary approach, and a proven investment strategy rooted in Nobel prize-winning research. ...

Does Cardiff Park accept custody of client funds or securities?

Cardiff Park does not accept custody of client funds or securities. Securities are held by brokerage firms that carry SIPC and other private insurance, including TDAmeritrade, Schwab, and Fidelity. To learn about our strategy and thinking, please read our informative website ( About Us ). ...

Is Cardiff Park a fiduciary?

Cardiff Park is a fiduciary, meaning we’re pledged to serve our clients’ best interests. Our advice is independent, objective, and untarnished by conflicts of interest. We do not accept fees or commissions of any kind on financial products. ...