Guidance Point Advisors, LLC Portfolio Holdings

Guidance Point Advisors, LLC

  • $344 Million
  • Q4 2024

Guidance Point Advisors, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $344 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $96.1M, Ishares Core S&P 500 ETF with a value of $46.8M, Ishares S&P 500 Growth ETF with a value of $20M, Ishares Tr with a value of $17.4M, and Ishares Core S&P Sm Cap ETF with a value of $16.2M.

Examining the 13F form we can see an increase of $13.4M in the current position value, from $331M to 344M.

Below you can find more details about Guidance Point Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $344 Million
ETFs: $226 Million
Financial Services: $97.1 Million
Technology: $5.41 Million
Consumer Defensive: $1.07 Million
Healthcare: $435,000
Communication Services: $395,000
Consumer Cyclical: $346,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$808B
$96.1 Million 27.9% of portfolio
400,953
Q4 2024 Reduced 0.19%
$0
$46.8 Million 13.59% of portfolio
79,543
Q4 2024 Added 0.9%
$0
$20 Million 5.81% of portfolio
197,193
Q4 2024 Added 1.79%
$0
$17.4 Million 5.04% of portfolio
247,224
Q4 2024 Added 2.32%
$0
$16.2 Million 4.71% of portfolio
140,928
Q4 2024 Added 2.98%
$0
$15.3 Million 4.44% of portfolio
245,528
Q4 2024 Added 1.74%
$0
$11.7 Million 3.4% of portfolio
61,278
Q4 2024 Added 2.72%
$0
$7 Million 2.03% of portfolio
130,474
Q4 2024 Added 2.68%
$0
$6.79 Million 1.97% of portfolio
297,938
Q4 2024 Added 2.05%
$0
$6.78 Million 1.97% of portfolio
317,523
Q4 2024 Added 2.11%
$0
$6.7 Million 1.95% of portfolio
272,625
Q4 2024 Added 2.22%
$0
$6.64 Million 1.93% of portfolio
326,503
Q4 2024 Added 2.26%
$0
$6.59 Million 1.91% of portfolio
11,240
Q4 2024 Added 0.35%
$0
$5.65 Million 1.64% of portfolio
62,181
Q4 2024 Added 0.42%
$0
$4.51 Million 1.31% of portfolio
33,333
Q4 2024 Added 0.05%
$0
$4.44 Million 1.29% of portfolio
185,127
Q4 2024 Added 2.38%
$0
$4.27 Million 1.24% of portfolio
179,829
Q4 2024 Added 2.24%
$0
$4.21 Million 1.22% of portfolio
168,160
Q4 2024 Added 2.11%
$0
$4.08 Million 1.18% of portfolio
10,160
Q4 2024 Added 13.67%
$0
$3.34 Million 0.97% of portfolio
25,441
Q4 2024 Added 0.44%
$0
$3.21 Million 0.93% of portfolio
52,256
Q4 2024 Reduced 2.16%
$0
$2.58 Million 0.75% of portfolio
27,846
Q4 2024 Added 0.15%
$0
$2.48 Million 0.72% of portfolio
19,844
Q4 2024 Added 0.32%
$0
$2.37 Million 0.69% of portfolio
35,788
Q4 2024 Added 2.17%
$0
$2.24 Million 0.65% of portfolio
36,857
Q4 2024 Added 3.4%
$3.81T
$2.16 Million 0.63% of portfolio
8,641
Q4 2024 Added 4.55%
$0
$1.99 Million 0.58% of portfolio
15,494
Q4 2024 Added 0.01%
$3.05T
$1.81 Million 0.53% of portfolio
4,294
Q4 2024 Added 0.59%
$0
$1.75 Million 0.51% of portfolio
8,849
Q4 2024 Added 1.12%
$0
$1.58 Million 0.46% of portfolio
9,645
Q4 2024 Added 2.33%
$0
$1.08 Million 0.31% of portfolio
3,744
Q4 2024 Added 1.13%
$0
$984,000 0.29% of portfolio
10,575
Q4 2024 Reduced 2.2%
$0
$998,000 0.29% of portfolio
6,172
Q4 2024 Added 0.62%
$0
$970,000 0.28% of portfolio
10,927
Q2 2024 Reduced 41.9%
$0
$948,000 0.28% of portfolio
30,157
Q4 2024 Added 4.21%
$0
$933,000 0.27% of portfolio
21,902
Q4 2024 Added 14.62%
$95.7B
$893,000 0.26% of portfolio
3,855
Q4 2024 Added 5.99%
$0
$862,000 0.25% of portfolio
16,942
Q4 2024 Added 1.37%
$0
$848,000 0.25% of portfolio
4,581
Q4 2024 Added 0.5%
$0
$786,000 0.23% of portfolio
8,805
Q4 2024 Added 0.7%
$0
$749,000 0.22% of portfolio
4,565
Q4 2024 Added 0.51%
$0
$707,000 0.21% of portfolio
9,354
Q4 2024 Added 1.37%
$402B
$694,000 0.2% of portfolio
4,145
Q4 2024 Reduced 0.58%
$0
$670,000 0.19% of portfolio
1,312
Q4 2024 Added 6.93%
$327B
$547,000 0.16% of portfolio
4,077
Q3 2024 Added 41.22%
$371B
$549,000 0.16% of portfolio
12,502
Q4 2024 Reduced 3.93%
$0
$476,000 0.14% of portfolio
2,048
Q4 2024 Added 0.15%
$0
$472,000 0.14% of portfolio
2,594
Q4 2024 Added 8.08%
$0
$456,000 0.13% of portfolio
3,532
Q4 2024 Added 0.43%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $344 Million
  • Prior Value $331 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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