Guidance Point Advisors, LLC Incresed Positions in Q1 2024

Guidance Point Advisors, LLC

  • $301 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
744
+ 0.19%
$167.09 - $200.3 $124K - $149K
402K $80.5M
IVV
Ishares Core S&P 500 ETF

ETFs
302
+ 0.38%
$469.56 - $525.73 $142K - $159K
79.6K $41.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.08K
+ 1.09%
$72.87 - $85.14 $152K - $177K
193K $16.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.36K
+ 26.47%
$467.28 - $523.17 $1.1M - $1.24M
11.3K $5.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.3K
+ 58.4%
$294.43 - $339.01 $973K - $1.12M
8.96K $3.02M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
172K
+ 394.75%
$56.98 - $284.98 $9.82M - $49.1M
216K $13.1M
IEFA
Ishares Tr

ETFs
1.13K
+ 0.53%
$68.14 - $74.43 $77.2K - $84.3K
215K $15.9M
IJK
Ishares S&P Midcap 400 Growth

ETFs
81
+ 0.13%
$76.81 - $91.25 $6.22K - $7.39K
62K $5.66M
IVE
Ishares S&P 500 Value ETF

ETFs
216
+ 0.41%
$171.09 - $186.81 $37K - $40.4K
53K $9.91M
MSFT
Microsoft Corp

Technology
1.06K
+ 27.47%
$367.75 - $429.37 $391K - $457K
4.94K $2.08M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
25.4K
+ 12.21%
$24.5 - $25.2 $623K - $641K
234K $5.8M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
23.4K
+ 9.91%
$22.61 - $23.1 $528K - $539K
259K $5.91M
IBDV
Ishares Tr

Technology
24.4K
+ 9.7%
$21.16 - $21.68 $517K - $530K
276K $5.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
787
+ 0.65%
$102.35 - $110.52 $80.5K - $87K
122K $13.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
815
+ 28.42%
$239.5 - $270.8 $195K - $221K
3.68K $997K
DGRO
Ishares Core Dividend Growth E

ETFs
282
+ 0.52%
$53.33 - $58.06 $15K - $16.4K
54.4K $3.16M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
43
+ 0.13%
$119.97 - $130.73 $5.16K - $5.62K
33.1K $4.33M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
140
+ 0.5%
$82.87 - $90.44 $11.6K - $12.7K
28.1K $2.54M
ITOT
Ishares Core S&P Total U.S. St

ETFs
238
+ 1.56%
$103.16 - $115.3 $24.6K - $27.4K
15.5K $1.79M
IEMG
Ishares Inc

ETFs
1.08K
+ 0.93%
$47.6 - $51.96 $51.6K - $56.3K
117K $6.04M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.92K
+ 5.14%
$23.67 - $24.03 $187K - $190K
162K $3.85M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.24K
+ 4.91%
$24.69 - $25.14 $179K - $182K
155K $3.85M
VBR
Vanguard Small Cap Value ETF

ETFs
42
+ 0.49%
$172.45 - $191.88 $7.24K - $8.06K
8.66K $1.66M
GOOGL
Alphabet Inc.

Communication Services
431
+ 16.65%
$131.4 - $153.51 $56.6K - $66.2K
3.02K $455K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
41
+ 0.21%
$109.27 - $118.29 $4.48K - $4.85K
19.6K $2.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
100
+ 8.93%
$396.28 - $446.38 $39.6K - $44.6K
1.22K $541K
IWD
Ishares Russell 1000 Val ETF

ETFs
109
+ 2.47%
$161.84 - $179.11 $17.6K - $19.5K
4.52K $809K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 2.89%
$359.29 - $420.52 $10.8K - $12.6K
1.07K $448K
PG
Procter & Gamble CO

Consumer Defensive
48
+ 1.16%
$147.42 - $162.61 $7.08K - $7.81K
4.18K $678K
VOE
Vanguard Mid Cap Value Index F

ETFs
29
+ 0.48%
$141.07 - $155.91 $4.09K - $4.52K
6.07K $946K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.86K
+ 1.87%
$23.76 - $23.98 $68K - $68.7K
156K $3.73M
AAPL
Apple Inc.

Technology
1.18K
+ 16.31%
$169.0 - $195.18 $199K - $230K
8.41K $1.44M
GD
General Dynamics Corp

Industrials
5
+ 0.32%
$249.34 - $282.55 $1.25K - $1.41K
1.56K $440K
VIG
Vanguard Dividend Appreciation

ETFs
65
+ 3.22%
$168.47 - $182.98 $11K - $11.9K
2.08K $380K
VTWO
Vanguard Russell 2000 ETF

ETFs
5
+ 0.06%
$76.54 - $85.06 $383 - $425
8.73K $742K
XLK
Technology Sector Spdr

ETFs
4
+ 0.2%
$184.12 - $211.02 $736 - $844
2.04K $424K
IWS
Ishares Russell Midcap Value E

ETFs
11
+ 0.32%
$112.43 - $125.33 $1.24K - $1.38K
3.49K $437K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.16%
$491.35 - $556.4 $491 - $556
639 $355K
VGT
Vanguard Information Technolog

ETFs
3
+ 0.6%
$462.18 - $530.16 $1.39K - $1.59K
506 $265K
IYH
Ishares Tr

ETFs
2.98K
+ 402.97%
$60.83 - $309.78 $181K - $924K
3.72K $230K
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.21%
$189.48 - $210.3 $758 - $841
1.9K $400K
IWN
Ishares Russell2000 Val ETF

ETFs
18
+ 0.4%
$145.61 - $158.81 $2.62K - $2.86K
4.52K $717K
VEA
Vanguard Ftse Developed Market

ETFs
33
+ 0.6%
$46.21 - $50.27 $1.52K - $1.66K
5.54K $278K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
202
+ 1.09%
$41.98 - $42.63 $8.48K - $8.61K
18.7K $795K
JNJ
Johnson & Johnson

Healthcare
66
+ 3.58%
$155.22 - $162.74 $10.2K - $10.7K
1.91K $301K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
25
+ 0.54%
$48.96 - $53.42 $1.22K - $1.34K
4.69K $250K
VGIT
Vanguard Intermediate Term Tre

ETFs
125
+ 2.65%
$58.07 - $59.52 $7.26K - $7.44K
4.84K $283K
Annaly Capital Management In
79
+ 0.52%
N/A
15.3K $0
Activity Summary
Buys All Purchases 68 New Holdings 19 Increased Positions 49 Sells All Sells 13 Reductions 13 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