Constant Guidance Financial LLC Portfolio Holdings

Constant Guidance Financial LLC

  • $96.2 Billion
  • Q2 2024

Constant Guidance Financial LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $96.2 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $33.9B, Spdr Bloomberg 1 3 Month T Bil with a value of $15.5B, Spdr S&P 500 ETF Trust with a value of $14.8B, Apple Inc. with a value of $4.21B, and Spdr Dow Jones Industrial Average ETF Trust with a value of $4.06B.

Examining the 13F form we can see an decrease of $12.3B in the current position value, from $109B to 96.2B.

Constant Guidance Financial LLC is based out at Attleboro Falls, MA

Below you can find more details about Constant Guidance Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $96.2 Billion
ETFs: $42.7 Billion
Financial Services: $38.3 Billion
Technology: $6.94 Billion
Consumer Cyclical: $3.71 Billion
Communication Services: $3.37 Billion
Energy: $907 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $96.2 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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