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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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