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 Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|