Guidance Point Advisors, LLC Purchases in Q1 2025

Guidance Point Advisors, LLC

  • $339 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAAU
Goldman Sachs Physical Gold ETF

ETFs
42.4K
New
$26.05 - $30.88 $1.1M - $1.31M
42.4K $1.31M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.27K
+ 84.84%
$87.68 - $94.52 $813K - $876K
20.2K $1.89M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
10.2K
New
$21.92 - $22.89 $223K - $233K
10.2K $233K
XOM
Exxon Mobil Corp

Energy
1.82K
New
$105.44 - $118.93 $191K - $216K
1.82K $215K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
9.65K
New
$21.16 - $21.77 $204K - $210K
9.65K $210K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
10.3K
New
$19.55 - $20.33 $201K - $209K
10.3K $209K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
3.53K
+ 1.29%
$24.21 - $25.09 $85.4K - $88.5K
276K $6.9M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.07K
+ 0.94%
$20.1 - $20.8 $61.6K - $63.8K
330K $6.84M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.84K
+ 0.95%
$22.61 - $23.14 $64.3K - $65.8K
301K $6.96M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.86K
+ 2.19%
$24.79 - $25.26 $95.7K - $97.5K
180K $4.56M
IXUS
Ishares Tr

ETFs
225
+ 0.63%
$65.06 - $72.31 $14.6K - $16.3K
36K $2.51M
VPU
Vanguard Utilities ETF

ETFs
135
+ 1.4%
$161.24 - $173.33 $21.8K - $23.4K
9.78K $1.67M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.16K
+ 1.17%
$23.9 - $24.18 $51.7K - $52.3K
187K $4.53M
IVE
Ishares S&P 500 Value ETF

ETFs
515
+ 0.84%
$185.78 - $198.58 $95.7K - $102K
61.8K $11.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
784
+ 2.82%
$90.0 - $96.32 $70.6K - $75.5K
28.6K $2.64M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.2K
+ 17.82%
$19.0 - $19.66 $41.8K - $43.3K
14.5K $286K
DGRO
Ishares Core Dividend Growth E

ETFs
258
+ 0.49%
$60.46 - $64.42 $15.6K - $16.6K
52.5K $3.24M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.45K
+ 0.81%
N/A
181K $4.31M
IYR
Ishares Tr

ETFs
37
+ 0.35%
$89.49 - $98.98 $3.31K - $3.66K
10.6K $1.02M
VEA
Vanguard Ftse Developed Market

ETFs
75
+ 1.26%
$47.4 - $52.99 $3.56K - $3.97K
6.04K $307K
VOOV
Vanguard S&P 500 Value ETF

ETFs
116
+ 7.03%
$179.71 - $192.06 $20.8K - $22.3K
1.77K $325K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.1%
$158.56 - $176.26 $634 - $705
4.15K $707K
IYH
Ishares Tr

ETFs
11
+ 0.28%
$58.32 - $62.76 $642 - $690
3.96K $241K
VIG
Vanguard Dividend Appreciation

ETFs
53
+ 2.04%
N/A
2.65K $482K
VNQ
Vanguard Specialized Funds Van

ETFs
9
+ 0.25%
$85.55 - $94.34 $770 - $849
3.56K $322K
Annaly Capital Management In
519
+ 3.14%
N/A
17K $0
Ishares Tr
3.08K
+ 1.34%
N/A
233K $0
Ishares Tr
10.3K
+ 5.52%
N/A
197K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
41
+ 0.66%
$156.61 - $168.02 $6.42K - $6.89K
6.21K $997K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.21%
$408.78 - $448.82 $409 - $449
482 $202K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
84
+ 7.62%
$333.37 - $384.99 $28K - $32.3K
1.19K $396K
VUG
Vanguard Growth ETF

ETFs
37
+ 6.5%
$369.1 - $427.61 $13.7K - $15.8K
606 $224K
IWS
Ishares Russell Midcap Value E

ETFs
13
+ 0.37%
$122.59 - $135.24 $1.59K - $1.76K
3.55K $446K
IYW
Ishares Dj Us Tech ETF

ETFs
155
+ 8.19%
$140.44 - $166.79 $21.8K - $25.9K
2.05K $287K
IJS
Ishares S&P Smallcap 600 Value

ETFs
7
+ 0.33%
$96.3 - $112.23 $674 - $786
2.13K $207K
BAC
Bank Of America Corp

Financial Services
39
+ 0.31%
$39.61 - $47.74 $1.54K - $1.86K
12.5K $523K
AMZN
Amazon Com Inc

Consumer Cyclical
105
+ 6.65%
$190.26 - $242.06 $20K - $25.4K
1.69K $320K
VGT
Vanguard Information Technolog

ETFs
5
+ 0.94%
$542.38 - $646.34 $2.71K - $3.23K
539 $292K
IGM
Ishares Expanded Tech Sector E

ETFs
22
+ 0.58%
$90.67 - $108.46 $1.99K - $2.39K
3.85K $348K
XLK
Technology Sector Spdr

ETFs
3
+ 0.15%
$206.38 - $242.18 $619 - $727
2.05K $423K
IWN
Ishares Russell2000 Val ETF

ETFs
13
+ 0.28%
$149.27 - $169.4 $1.94K - $2.2K
4.58K $691K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.05%
$154.33 - $206.19 $154 - $206
2.09K $322K
VTWO
Vanguard Russell 2000 ETF

ETFs
7
+ 0.08%
$80.08 - $92.93 $561 - $651
8.81K $710K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
179
+ 0.9%
$117.4 - $131.02 $21K - $23.5K
20K $2.4M
VBR
Vanguard Small Cap Value ETF

ETFs
58
+ 0.66%
$183.02 - $207.75 $10.6K - $12K
8.91K $1.66M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.01%
$120.29 - $134.6 $120 - $135
15.5K $1.89M
NVDA
Nvidia Corp

Technology
4
+ 0.1%
$106.98 - $149.43 $428 - $598
4.08K $442K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
11
+ 0.29%
$254.58 - $302.92 $2.8K - $3.33K
3.76K $959K
MSFT
Microsoft Corp

Technology
5
+ 0.12%
$375.39 - $447.2 $1.88K - $2.24K
4.3K $1.61M
Activity Summary
Buys All Purchases 55 New Holdings 5 Increased Positions 50 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Guidance Point Advisors, LLC Portfolio

Follow Guidance Point Advisors, LLC 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 Guidance Point Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guidance Point Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email