Constant Guidance Financial LLC Portfolio Holdings by Sector
Constant Guidance Financial LLC
- $109 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY BIL DIA GLD LQD BND SPHY VYM 18 stocks |
$36.1 Million
33.59% of portfolio
|
  10  
|
  7  
|
  5  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$31.8 Million
29.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC C 2 stocks |
$6.66 Million
6.19% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$3.81 Million
3.54% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$3.28 Million
3.04% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$3.15 Million
2.93% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.02 Million
2.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$2.84 Million
2.64% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.74 Million
2.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
BMY PFE 2 stocks |
$2.47 Million
2.3% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$1.91 Million
1.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
SFTBY T 2 stocks |
$1.76 Million
1.64% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
GM 1 stocks |
$1.69 Million
1.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$1.64 Million
1.52% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Gold | Basic Materials
NEM 1 stocks |
$1.44 Million
1.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA MU 2 stocks |
$1.19 Million
1.1% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.12 Million
1.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Copper | Basic Materials
FCX 1 stocks |
$584,520
0.54% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Other Precious Metals & Mining | Basic Materials
GROY 1 stocks |
$407,862
0.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|