Financial Guidance Group, Inc. Portfolio Holdings

Financial Guidance Group, Inc.

  • $163 Million
  • Q4 2024

Financial Guidance Group, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $163 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $15.4M, Invesco Qqq Trust, Series 1 with a value of $13.8M, Spdr S&P 500 ETF Trust with a value of $11.6M, J P Morgan Exchange Traded Fd with a value of $11.2M, and Spdr Index Shs Fds Msci Eafe S with a value of $9.37M.

Examining the 13F form we can see an increase of $7.11M in the current position value, from $156M to 163M.

Below you can find more details about Financial Guidance Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $163 Million
ETFs: $147 Million
Technology: $3.86 Million
Financial Services: $1.09 Million
Consumer Cyclical: $972,000
Industrials: $745,000
Healthcare: $303,000
Industrial Goods: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$255M
$68,000 0.04% of portfolio
21,945
Q2 2024 Added 83.72%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $163 Million
  • Prior Value $156 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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