Financial Guidance Group, Inc. Portfolio Holdings

Financial Guidance Group, Inc.

  • $176 Million
  • Q2 2025

Financial Guidance Group, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $176 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $16.1M, Schwab Strategic Tr Us Dividen with a value of $14.1M, Spdr S&P 500 ETF Trust with a value of $12.4M, J P Morgan Exchange Traded Fd with a value of $11M, and Spdr Index Shs Fds Msci Eafe S with a value of $10.2M.

Examining the 13F form we can see an increase of $12.1M in the current position value, from $164M to 176M.

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

Portfolio value $176 Million
ETFs: $159 Million
Technology: $4.83 Million
Financial Services: $1.6 Million
Consumer Cyclical: $1.09 Million
Industrials: $624,000
Healthcare: $368,000
Communication Services: $227,000
Industrial Goods: $0
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$1.59 Million 0.9% of portfolio
7,746
Q1 2025 Added 14.93%
$3.95T
$1.47 Million 0.83% of portfolio
2,960
Q2 2025 Reduced 9.62%
$2.26T
$1.09 Million 0.62% of portfolio
4,963
Q2 2025 Reduced 4.98%
$456B
$830,000 0.47% of portfolio
5,254
Q2 2025 Added 3.96%
$621B
$382,000 0.22% of portfolio
788
Q2 2025 New
$859B
$293,000 0.17% of portfolio
1,011
Q1 2025 Added 13.09%
$381B
$259,000 0.15% of portfolio
5,485
Q1 2024 New
$254B
$248,000 0.14% of portfolio
351
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $176 Million
  • Prior Value $164 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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