Constant Guidance Financial LLC Portfolio Holdings

Constant Guidance Financial LLC

  • $122 Billion
  • Q3 2024

Constant Guidance Financial LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 31 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 $37.1B, Spdr S&P 500 ETF Trust with a value of $17.6B, Ishares Iboxx $ Investment Gra with a value of $9.93B, Ishares Msci Usa Min Vol Facto with a value of $9.4B, and Schwab Strategic Tr Us Dividen with a value of $8.48B.

Examining the 13F form we can see an increase of $25.7B in the current position value, from $96.4B to 122B.

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 $122 Billion
ETFs: $61.7 Billion
Financial Services: $39.7 Billion
Technology: $6.17 Billion
Communication Services: $5.2 Billion
Consumer Cyclical: $4.64 Billion
Energy: $466 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $122 Billion
  • Prior Value $96.4 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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