Guidance Point Advisors, LLC Reduced Holdings in Q3 2025

Guidance Point Advisors, LLC

  • $398 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
-4.67K
- 3.68%
N/A
122K $6.55M
BAC
Bank Of America Corp

Financial Services
-2.43K
- 19.28%
$44.92 - $52.42 $109K - $127K
10.2K $524K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.87K
- 9.86%
$72.04 - $77.35 $135K - $145K
17.1K $1.31M
MSFT
Microsoft Corp

Technology
-274
- 6.39%
$491.09 - $535.64 $135K - $147K
4.01K $2.08M
PG
Procter & Gamble CO

Consumer Defensive
-121
- 2.93%
$150.47 - $161.22 $18.2K - $19.5K
4K $614K
AMZN
Amazon Com Inc

Consumer Cyclical
-185
- 10.91%
$211.65 - $238.24 $39.2K - $44.1K
1.51K $331K
XLK
Technology Sector Spdr

ETFs
-339
- 16.5%
$250.97 - $282.66 $85.1K - $95.8K
1.72K $483K
IWM
Ishares Russell 2000 ETF

ETFs
-312
- 21.07%
$214.92 - $244.84 $67.1K - $76.4K
1.17K $282K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-701
- 7.76%
$87.29 - $93.61 $61.2K - $65.6K
8.34K $778K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.49%
$915.95 - $994.57 $1.83K - $1.99K
404 $373K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.09K
- 0.61%
$25.09 - $25.19 $27.4K - $27.6K
180K $4.52M
VIG
Vanguard Dividend Appreciation

ETFs
-31
- 1.16%
N/A
2.65K $482K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-39
- 3.87%
$459.11 - $506.91 $17.9K - $19.8K
968 $486K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2.01K
- 6.02%
$131.47 - $143.64 $264K - $288K
31.4K $4.44M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-12
- 2.33%
$567.09 - $607.37 $6.81K - $7.29K
502 $299K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-69
- 1.46%
$60.01 - $65.01 $4.14K - $4.49K
4.67K $303K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-46
- 2.18%
$98.99 - $112.2 $4.55K - $5.16K
2.07K $228K
JNJ
Johnson & Johnson

Healthcare
-88
- 6.69%
$155.17 - $185.42 $13.7K - $16.3K
1.23K $227K
IYW
Ishares Dj Us Tech ETF

ETFs
-1
- 0.08%
$171.38 - $197.01 $171 - $197
1.22K $238K
IWD
Ishares Russell 1000 Val ETF

ETFs
-61
- 1.33%
$192.76 - $203.86 $11.8K - $12.4K
4.53K $922K
VGT
Vanguard Information Technolog

ETFs
-16
- 2.94%
$656.44 - $753.15 $10.5K - $12.1K
529 $394K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.76K
- 4.42%
$91.28 - $97.59 $252K - $269K
59.7K $5.72M
DVY
Ishares Tr

ETFs
-1.3K
- 5.19%
$133.88 - $142.57 $174K - $185K
23.7K $3.37M
GLD
Spdr Gold Trust

ETFs
-7
- 0.67%
$300.96 - $355.47 $2.11K - $2.49K
1.04K $370K
GOOGL
Alphabet Inc.

Communication Services
-354
- 16.99%
$174.36 - $254.72 $61.7K - $90.2K
1.73K $420K
IGM
Ishares Expanded Tech Sector E

ETFs
-101
- 2.02%
$110.96 - $127.67 $11.2K - $12.9K
4.9K $616K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-985
- 3.4%
$94.17 - $99.95 $92.8K - $98.5K
28K $2.8M
NVDA
Nvidia Corp

Technology
-232
- 6.49%
$153.3 - $186.58 $35.6K - $43.3K
3.34K $623K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-43
- 2.4%
$546.99 - $602.2 $23.5K - $25.9K
1.75K $1.05M
IWN
Ishares Russell2000 Val ETF

ETFs
-29
- 0.63%
$157.1 - $178.94 $4.56K - $5.19K
4.57K $808K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-3.26K
- 8.19%
$32.29 - $38.12 $105K - $124K
36.5K $1.39M
IEFA
Ishares Tr

ETFs
-9.09K
- 3.92%
$81.7 - $87.53 $742K - $795K
223K $19.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-41
- 1.17%
$284.45 - $324.95 $11.7K - $13.3K
3.46K $1.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
-639
- 5.77%
$617.65 - $666.84 $395K - $426K
10.4K $6.95M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-45
- 0.22%
$122.57 - $132.57 $5.52K - $5.97K
20K $2.59M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-14
- 0.09%
$135.0 - $146.02 $1.89K - $2.04K
15.5K $2.25M
DGRO
Ishares Core Dividend Growth E

ETFs
-95
- 0.18%
$64.12 - $68.08 $6.09K - $6.47K
52.7K $3.59M
AAPL
Apple Inc.

Technology
-477
- 5.54%
$202.38 - $256.87 $96.5K - $123K
8.14K $2.07M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-141
- 1.46%
$420.11 - $472.68 $59.2K - $66.6K
9.52K $4.46M
IVE
Ishares S&P 500 Value ETF

ETFs
-920
- 1.5%
$194.44 - $206.51 $179K - $190K
60.5K $12.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.75K
- 1.57%
$62.09 - $66.51 $233K - $249K
234K $15.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.79K
- 4.47%
$108.46 - $120.63 $627K - $698K
124K $14.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.86K
- 2.96%
$108.97 - $121.65 $639K - $713K
192K $23.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.77K
- 3.33%
$620.67 - $670.08 $1.72M - $1.86M
80.5K $53.9M
Activity Summary
Buys All Purchases 46 New Holdings 12 Increased Positions 34 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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