Guidance Point Advisors, LLC Reduced Holdings in Q3 2024

Guidance Point Advisors, LLC

  • $331 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-7.37K
- 4.02%
$23.75 - $23.75 $175K - $175K
176K $4.18M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-5.84K
- 3.42%
$24.78 - $25.11 $145K - $147K
165K $4.13M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-15.3K
- 4.98%
$22.51 - $23.57 $345K - $361K
292K $6.86M
IBDV
Ishares Tr

Technology
-17.1K
- 5.22%
$21.11 - $22.24 $361K - $381K
311K $6.89M
MSFT
Microsoft Corp

Technology
-17
- 0.4%
$395.15 - $467.56 $6.72K - $7.95K
4.27K $1.84M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-8.2K
- 4.34%
$23.63 - $24.42 $194K - $200K
181K $4.41M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-18.1K
- 5.37%
$20.12 - $21.28 $365K - $386K
319K $6.78M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-7.95K
- 4.39%
$24.62 - $25.59 $196K - $204K
173K $4.42M
GOOGL
Alphabet Inc.

Communication Services
-128
- 5.63%
$148.65 - $191.18 $19K - $24.5K
2.14K $355K
XOM
Exxon Mobil Corp

Energy
-136
- 6.98%
$109.72 - $119.0 $14.9K - $16.2K
1.81K $212K
Ishares Tr
-14.4K
- 6.14%
N/A
221K $0
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.98%
$801.83 - $917.05 $3.21K - $3.67K
405 $359K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-11.6K
- 4.17%
$24.34 - $25.83 $282K - $300K
267K $6.86M
PG
Procter & Gamble CO

Consumer Defensive
-55
- 1.3%
$160.76 - $177.82 $8.84K - $9.78K
4.17K $721K
AAPL
Apple Inc.

Technology
-60
- 0.72%
$207.23 - $234.82 $12.4K - $14.1K
8.27K $1.92M
IXUS
Ishares Tr

ETFs
-29
- 0.08%
$64.9 - $73.35 $1.88K - $2.13K
35K $2.54M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-333
- 1.18%
$87.56 - $95.49 $29.2K - $31.8K
27.8K $2.66M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.25K
- 2.29%
$57.47 - $62.76 $72K - $78.6K
53.4K $3.35M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-177
- 0.29%
$84.81 - $93.54 $15K - $16.6K
61.9K $5.69M
JPM
Jpmorgan Chase & CO

Financial Services
-45
- 0.01%
$194.9 - $224.8 $8.77K - $10.1K
402K $84.7M
Activity Summary
Buys All Purchases 54 New Holdings 7 Increased Positions 47 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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