Constant Guidance Financial LLC Portfolio Holdings

Constant Guidance Financial LLC

  • $116 Billion
  • Q4 2024

Constant Guidance Financial LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 36 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 $34.2B, Vanguard Value ETF with a value of $14.3B, Spdr S&P 500 ETF Trust with a value of $10.6B, Spdr Bloomberg 1 3 Mnth T Bll ETF with a value of $9.05B, and Chubb LTD with a value of $5.75B.

Examining the 13F form we can see an decrease of $6.09B in the current position value, from $122B to 116B.

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 $116 Billion
Financial Services: $44.3 Billion
ETFs: $33 Billion
Communication Services: $11.3 Billion
Technology: $4.99 Billion
Consumer Cyclical: $4.76 Billion
Energy: $4.68 Billion
Healthcare: $1.36 Billion
Industrials: $1.26 Billion
Other: $612 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 36
  • Current Value $116 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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