Constant Guidance Financial LLC Portfolio Holdings

Constant Guidance Financial LLC

  • $79.5 Billion
  • Q1 2025

Constant Guidance Financial LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $79.5 Billion distributed in 30 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, Spdr S&P 500 ETF Trust with a value of $11.1B, Pimco Multisector Bond Actv ETF with a value of $3.53B, Apple Inc. with a value of $3.25B, and Vanguard Bd Index Fd Inc Total with a value of $2.8B.

Examining the 13F form we can see an decrease of $36.6B in the current position value, from $116B to 79.5B.

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 $79.5 Billion
Financial Services: $40 Billion
ETFs: $20.1 Billion
Technology: $6.61 Billion
Communication Services: $3.83 Billion
Consumer Cyclical: $2.63 Billion
Basic Materials: $676 Million
Energy: $543 Million
Consumer Defensive: $308 Million
Other: $254 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$648B
$34.2 Billion 43.05% of portfolio
64,259
Q1 2025 Reduced 14.96%
$0
$11.1 Billion 13.92% of portfolio
19,777
Q1 2025 Added 9.82%
Pimco Multisector Bond Actv ETF
-
$3.53 Billion 4.44% of portfolio
-
Q1 2025 New
$3.14T
$3.25 Billion 4.08% of portfolio
14,613
Q1 2025 Added 31.79%
$0
$2.8 Billion 3.52% of portfolio
38,113
Q1 2025 New
$0
$2.78 Billion 3.5% of portfolio
25,612
Q1 2025 New
$118B
$2.61 Billion 3.29% of portfolio
8,650
Q1 2025 Reduced 58.47%
$26.3B
$2.23 Billion 2.81% of portfolio
1,193
Q1 2025 Added 157.11%
$543B
$2.18 Billion 2.74% of portfolio
2,334
Q1 2025 Reduced 58.57%
$3.56T
$1.96 Billion 2.46% of portfolio
5,215
Q1 2025 Added 16.35%
$357B
$1.72 Billion 2.16% of portfolio
4,693
Q1 2025 Added 4.47%
$101B
$1.14 Billion 1.44% of portfolio
6,825
Q1 2025 New
$1.57T
$962 Million 1.21% of portfolio
1,669
Q1 2025 Reduced 47.68%
$2.19T
$913 Million 1.15% of portfolio
4,799
Q1 2025 Reduced 65.07%
$355B
$910 Million 1.14% of portfolio
21,802
Q1 2025 New
$0
$772 Million 0.97% of portfolio
2,807
Q1 2025 Reduced 19.25%
$993B
$687 Million 0.86% of portfolio
4,442
Q1 2025 Reduced 50.08%
$46.4B
$676 Million 0.85% of portfolio
14,000
Q1 2025 New
$0
$615 Million 0.77% of portfolio
13,435
Q1 2025 Reduced 13.91%
$475B
$543 Million 0.68% of portfolio
4,564
Q1 2025 Added 14.9%
Spdr Bloomberg 1 3 Mnth T Bll ETF
-
$482 Million 0.61% of portfolio
-
Q1 2025 Reduced 94.69%
$0
$482 Million 0.61% of portfolio
2,486
Q1 2025 Reduced 6.15%
$0
$462 Million 0.58% of portfolio
6,798
Q1 2025 Reduced 7.33%
Vanguard 500 Index Admir Al
-
$346 Million 0.44% of portfolio
-
Q1 2025 Added 29.71%
$0
$315 Million 0.4% of portfolio
2,444
Q1 2025 Reduced 79.78%
$376B
$308 Million 0.39% of portfolio
1,809
Q1 2025 New
$359B
$266 Million 0.33% of portfolio
2,455
Q1 2025 Added 2.25%
$141B
$254 Million 0.32% of portfolio
3,577
Q1 2025 New
Spdr Dow Jones Industrial Avrg ETF
-
$241 Million 0.3% of portfolio
-
Q1 2025 Reduced 93.36%

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $79.5 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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