Guidance Point Advisors, LLC Closed Holding Positions

Guidance Point Advisors, LLC

  • $398 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 28, 2022
1,487
$93.29 - $138.58 $139K - $206K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
Q2 2022 Filed on Jul 28, 2022
1,958
$91.12 - $109.86 $178K - $215K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q2 2022 Filed on Jul 28, 2022
5,592
$49.13 - $51.51 $275K - $288K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2022 Filed on Jul 28, 2022
11,530
$107.41 - $121.51 $1.24M - $1.4M
Mfa Finl Inc
Q2 2022 Filed on Jul 28, 2022
61,576
N/A
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2022 Filed on May 05, 2022
1,765
$89.52 - $114.03 $158K - $201K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 05, 2022
494
$331.01 - $597.37 $164K - $295K
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on May 05, 2022
3,527
$45.75 - $56.69 $161K - $200K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
578
$299.33 - $412.84 $173K - $239K
VGSH
Vanguard

ETFs
Q1 2022 Filed on May 05, 2022
6,691
$59.19 - $60.79 $396K - $407K
NVS
Novartis Ag

Healthcare
Q4 2021 Filed on Jan 28, 2022
26
$79.7 - $88.13 $2.07K - $2.29K
NVO
Novo Nordisk A S

Healthcare
Q4 2021 Filed on Jan 28, 2022
274
$95.88 - $117.08 $26.3K - $32.1K
NRG
Nrg Energy, Inc.

Utilities
Q4 2021 Filed on Jan 28, 2022
8
$34.89 - $43.08 $279 - $345
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Jan 28, 2022
2,875
$14.93 - $15.96 $42.9K - $45.9K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
Q4 2021 Filed on Jan 28, 2022
2,655
$14.51 - $15.15 $38.5K - $40.2K
NVEC
Nve Corp

Technology
Q4 2021 Filed on Jan 28, 2022
36
$63.24 - $74.57 $2.28K - $2.68K
NKE
Nike, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
199
$147.06 - $177.51 $29.3K - $35.3K
NEE
Nextera Energy Inc

Utilities
Q4 2021 Filed on Jan 28, 2022
122
$77.83 - $93.36 $9.5K - $11.4K
MORN
Morningstar, Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
89
$255.01 - $346.61 $22.7K - $30.8K
MSCI
Msci Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
5
$579.3 - $675.15 $2.9K - $3.38K
NRC
National Research Corp

Healthcare
Q4 2021 Filed on Jan 28, 2022
207
$40.05 - $49.0 $8.29K - $10.1K
NTCO
Natura &Co Holding S.A.

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
7
$8.79 - $16.96 $61.5 - $119
Ncino Inc Com
Q4 2021 Filed on Jan 28, 2022
222
N/A
NCR
Ncr Corp

Technology
Q4 2021 Filed on Jan 28, 2022
165
$37.35 - $44.19 $6.16K - $7.29K
NTAP
Net App, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
66
$86.0 - $94.42 $5.68K - $6.23K
NTES
Net Ease, Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
10
$82.14 - $115.55 $821 - $1.16K
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q4 2021 Filed on Jan 28, 2022
267
$21.11 - $24.45 $5.64K - $6.53K
NWSA
News Corp

Communication Services
Q4 2021 Filed on Jan 28, 2022
248
$20.88 - $24.37 $5.18K - $6.04K
OKTA
Okta, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
2
$198.08 - $268.28 $396 - $537
PEP
Pepsico Inc

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
289
$150.2 - $173.71 $43.4K - $50.2K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
77
$85.94 - $98.85 $6.62K - $7.61K
NXPI
Nxp Semiconductors N.V.

Technology
Q4 2021 Filed on Jan 28, 2022
16
$183.1 - $238.9 $2.93K - $3.82K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
Q4 2021 Filed on Jan 28, 2022
195
$54.79 - $55.7 $10.7K - $10.9K
BPOP
Popular, Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
78
$76.0 - $86.22 $5.93K - $6.73K
POR
Portland General Electric CO

Utilities
Q4 2021 Filed on Jan 28, 2022
185
$47.29 - $52.92 $8.75K - $9.79K
PSMT
Pricesmart Inc

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
65
$69.8 - $81.14 $4.54K - $5.27K
IGHG
Proshares Investment Grade Int

ETFs
Q4 2021 Filed on Jan 28, 2022
75
$73.75 - $75.81 $5.53K - $5.69K
QCOM
Qualcomm Inc

Technology
Q4 2021 Filed on Jan 28, 2022
79
$122.95 - $189.28 $9.71K - $15K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
79
$179.32 - $271.7 $14.2K - $21.5K
PANW
Palo Alto Networks Inc

Technology
Q4 2021 Filed on Jan 28, 2022
70
$469.54 - $568.34 $32.9K - $39.8K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q4 2021 Filed on Jan 28, 2022
22
$283.36 - $364.0 $6.23K - $8.01K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
432
$46.21 - $73.43 $20K - $31.7K
OLO
Olo Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
164
$20.81 - $30.07 $3.41K - $4.93K
OFLX
Omega Flex, Inc.

Industrials
Q4 2021 Filed on Jan 28, 2022
79
$111.31 - $146.65 $8.79K - $11.6K
OTEX
Open Text Corp

Technology
Q4 2021 Filed on Jan 28, 2022
94
$45.63 - $52.24 $4.29K - $4.91K
OPRT
Oportun Financial Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
217
$19.46 - $27.74 $4.22K - $6.02K
ORCL
Oracle Corp

Technology
Q4 2021 Filed on Jan 28, 2022
199
$87.21 - $103.65 $17.4K - $20.6K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
180
$598.28 - $708.14 $108K - $127K
OC
Owens Corning

Industrials
Q4 2021 Filed on Jan 28, 2022
72
$84.26 - $97.7 $6.07K - $7.03K
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