Financial Guidance Group, Inc. Portfolio Holdings

Financial Guidance Group, Inc.

  • $164 Million
  • Q1 2025

Financial Guidance Group, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $164 Million distributed in 72 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 $15.6M, Invesco Qqq Trust, Series 1 with a value of $12.9M, J P Morgan Exchange Traded Fd with a value of $11.6M, Spdr S&P 500 ETF Trust with a value of $11.2M, and Spdr Index Shs Fds Msci Eafe S with a value of $9.68M.

Examining the 13F form we can see an increase of $1.65M in the current position value, from $163M to 164M.

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

Portfolio value $164 Million
ETFs: $149 Million
Technology: $4.01 Million
Consumer Cyclical: $993,000
Financial Services: $888,000
Industrials: $711,000
Healthcare: $325,000
Industrial Goods: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.6 Million 9.5% of portfolio
558,352
Q1 2025 Reduced 0.68%
$0
$12.9 Million 7.84% of portfolio
27,492
Q1 2025 Added 1.84%
$0
$11.6 Million 7.03% of portfolio
202,325
Q1 2025 Added 4.2%
$0
$11.2 Million 6.8% of portfolio
19,969
Q1 2025 Added 0.76%
$0
$9.68 Million 5.89% of portfolio
129,388
Q1 2025 Added 3.36%
$0
$7.57 Million 4.61% of portfolio
138,245
Q1 2025 Added 4.74%
$0
$6.33 Million 3.85% of portfolio
163,657
Q1 2025 Added 14.67%
$0
$6.25 Million 3.8% of portfolio
66,834
Q1 2025 Added 3.15%
$0
$4.71 Million 2.86% of portfolio
177,911
Q1 2025 Reduced 1.14%
$0
$4.65 Million 2.83% of portfolio
26,840
Q1 2025 Added 9.26%
$9.66B
$4.53 Million 2.76% of portfolio
73,229
Q1 2025 Added 4.08%
$0
$3.95 Million 2.41% of portfolio
85,063
Q1 2025 Added 4.88%
$0
$3.96 Million 2.41% of portfolio
79,804
Q1 2025 Reduced 1.91%
$0
$3.83 Million 2.33% of portfolio
140,357
Q1 2025 Added 24.92%
$0
$3.73 Million 2.27% of portfolio
74,735
Q1 2025 Reduced 0.96%
$0
$3.5 Million 2.13% of portfolio
95,228
Q4 2024 New
$0
$2.91 Million 1.77% of portfolio
37,102
Q1 2025 Reduced 2.74%
$0
$2.85 Million 1.73% of portfolio
30,113
Q1 2025 Reduced 4.79%
$0
$2.68 Million 1.63% of portfolio
40,782
Q1 2025 Added 25.31%
$0
$2.65 Million 1.62% of portfolio
76,178
Q1 2025 Added 15.14%
$0
$2.64 Million 1.61% of portfolio
89,080
Q1 2025 Added 11.04%
$0
$2.54 Million 1.55% of portfolio
15,821
Q1 2025 Reduced 4.69%
$0
$2.53 Million 1.54% of portfolio
84,695
Q1 2025 Added 6.54%
$105B
$2.39 Million 1.46% of portfolio
8,306
Q1 2025 Reduced 1.38%
$0
$2.29 Million 1.39% of portfolio
50,538
Q1 2025 Added 14.21%
$0
$1.82 Million 1.11% of portfolio
23,659
Q1 2025 Reduced 9.08%
$3.42T
$1.72 Million 1.05% of portfolio
7,746
Q1 2025 Added 14.93%
$1.81B
$1.58 Million 0.96% of portfolio
51,141
Q1 2025 Reduced 2.63%
$0
$1.34 Million 0.81% of portfolio
36,771
Q1 2025 Added 11.26%
$0
$1.25 Million 0.76% of portfolio
9,894
Q1 2025 Added 0.01%
$2.95T
$1.23 Million 0.75% of portfolio
3,275
Q1 2025 Added 5.88%
$0
$1.1 Million 0.67% of portfolio
10,944
Q1 2025 Reduced 3.09%
$1.88T
$993,000 0.6% of portfolio
5,223
Q1 2025 Added 17.77%
$0
$968,000 0.59% of portfolio
43,150
Q1 2025 Reduced 3.95%
$0
$960,000 0.58% of portfolio
6,362
Q4 2024 Added 0.02%
$0
$725,000 0.44% of portfolio
30,477
Q1 2025 Reduced 7.22%
$0
$673,000 0.41% of portfolio
1,241
Q2 2024 Reduced 13.52%
$0
$666,000 0.41% of portfolio
3,542
Q3 2024 Reduced 0.56%
$0
$590,000 0.36% of portfolio
1,406
Q4 2023 Reduced 4.42%
$0
$579,000 0.35% of portfolio
6,250
Q1 2024 Reduced 15.54%
$0
$563,000 0.34% of portfolio
3,596
Q4 2022 Reduced 22.18%
$271B
$547,000 0.33% of portfolio
5,054
Q1 2025 Added 40.39%
$0
$491,000 0.3% of portfolio
1,788
Q1 2025 Added 0.17%
$0
$478,000 0.29% of portfolio
5,855
Q1 2025 Reduced 43.57%
$0
$476,000 0.29% of portfolio
1,320
Q3 2024 Reduced 1.49%
$21.2B
$459,000 0.28% of portfolio
4,690
Q4 2022 Reduced 5.06%
$0
$392,000 0.24% of portfolio
9,900
Q3 2022 New
$0
$360,000 0.22% of portfolio
6,175
Q1 2025 Added 4.22%
$0
$353,000 0.21% of portfolio
4,284
Q1 2022 New

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $164 Million
  • Prior Value $163 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Financial Guidance Group, Inc. Portfolio

Follow Financial Guidance Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Guidance Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Guidance Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email