Financial Guidance Group, Inc. Portfolio Holdings

Financial Guidance Group, Inc.

  • $156 Million
  • Q3 2024

Financial Guidance Group, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $156 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $16.9M, Invesco Qqq Trust, Series 1 with a value of $12.7M, J P Morgan Exchange Traded Fd with a value of $11.6M, Spdr S&P 500 ETF Trust with a value of $11.1M, and Spdr Index Shs Fds Msci Eafe S with a value of $9.39M.

Examining the 13F form we can see an increase of $7.43M in the current position value, from $148M to 156M.

Below you can find more details about Financial Guidance Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $156 Million
ETFs: $140 Million
Technology: $3.79 Million
Consumer Cyclical: $827,000
Industrials: $706,000
Financial Services: $599,000
Healthcare: $369,000
Industrial Goods: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$1.57 Million 1.01% of portfolio
6,740
Q3 2024 Added 0.03%
$3.11T
$1.34 Million 0.86% of portfolio
3,118
Q1 2024 Reduced 3.71%
$2.01T
$827,000 0.53% of portfolio
4,440
Q3 2023 Reduced 1.77%
$32.5B
$480,000 0.31% of portfolio
4,690
Q4 2022 Reduced 5.06%
$13.4B
$447,000 0.29% of portfolio
8,800
Q3 2024 Reduced 14.56%
$354B
$437,000 0.28% of portfolio
3,600
Q2 2024 Added 900.0%
$84.9B
$382,000 0.25% of portfolio
2,071
Q2 2022 Reduced 3.09%
$93.3B
$317,000 0.2% of portfolio
782
Q3 2024 Reduced 9.18%
$92.1B
$226,000 0.15% of portfolio
1,092
Q1 2024 New
$377B
$217,000 0.14% of portfolio
5,485
Q1 2024 New
$157M
$52,000 0.03% of portfolio
21,945
Q2 2024 Added 83.72%
$597M
$0 0.0% of portfolio
-
Q3 2024 Reduced 8.42%
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 1.03%
-
$0 0.0% of portfolio
-
Q3 2024 Added 16.12%
-
$0 0.0% of portfolio
-
Q3 2022 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 26.81%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $156 Million
  • Prior Value $148 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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