Constant Guidance Financial LLC Portfolio Holdings by Sector

Constant Guidance Financial LLC

$79.5 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$34.2 Million 45.7% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY BND LQD QQQ BIL VIG XNTK VYM 8 stocks	$19.3 Million 25.76% of portfolio	4	4	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB MKL 2 stocks	$4.84 Million 6.47% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.25 Million 4.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$2.18 Million 2.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.96 Million 2.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1.72 Million 2.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$1.65 Million 2.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$1.41 Million 1.88% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$913,057 1.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$909,797 1.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$771,567 1.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$675,920 0.9% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$542,796 0.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$308,289 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$253,574 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts

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