Financial Guidance Group, Inc. Portfolio Holdings

Financial Guidance Group, Inc.

  • $148 Million
  • Q2 2024

Financial Guidance Group, Inc. has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $148 Million distributed in 69 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 $11.9M, J P Morgan Exchange Traded Fd with a value of $11.4M, Spdr S&P 500 ETF Trust with a value of $10.5M, and Spdr Index Shs Fds Msci Eafe S with a value of $9.39M.

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

Portfolio value $148 Million
ETFs: $132 Million
Technology: $3.76 Million
Consumer Cyclical: $858,000
Industrials: $685,000
Financial Services: $539,000
Healthcare: $331,000
Industrial Goods: $0

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$1.42 Million 0.96% of portfolio
6,738
Q2 2024 Reduced 60.82%
$3.21T
$1.39 Million 0.94% of portfolio
3,118
Q1 2024 Reduced 3.71%
$1.9T
$858,000 0.58% of portfolio
4,440
Q3 2023 Reduced 1.77%
$303B
$444,000 0.3% of portfolio
3,600
Q2 2024 Added 900.0%
$318B
$218,000 0.15% of portfolio
5,485
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $148 Million
  • Prior Value $148 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR/A
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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