Guidance Point Advisors, LLC Portfolio Holdings

Guidance Point Advisors, LLC

  • $375 Million
  • Q2 2025

Guidance Point Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $375 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $116M, Ishares Core S&P 500 ETF with a value of $51.7M, Ishares S&P 500 Growth ETF with a value of $21.8M, Ishares Tr with a value of $19.4M, and Ishares Core S&P Mid Cap ETF with a value of $14.8M.

Examining the 13F form we can see an increase of $36.1M in the current position value, from $339M to 375M.

Below you can find more details about Guidance Point Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $375 Million
ETFs: $236 Million
Financial Services: $117 Million
Technology: $5.53 Million
Consumer Defensive: $1.06 Million
Consumer Cyclical: $372,000
Communication Services: $367,000
Healthcare: $207,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$859B
$116 Million 30.97% of portfolio
400,939
Q1 2025 Reduced -0.0%
$3.95T
$2.13 Million 0.57% of portfolio
4,287
Q2 2025 Reduced 0.28%
$3.69T
$1.77 Million 0.47% of portfolio
8,612
Q2 2025 Reduced 0.28%
$127B
$1.07 Million 0.28% of portfolio
3,877
Q2 2025 Added 0.36%
$368B
$656,000 0.17% of portfolio
4,123
Q2 2025 Reduced 0.63%
$381B
$595,000 0.16% of portfolio
12,590
Q2 2025 Added 0.39%
$456B
$564,000 0.15% of portfolio
3,576
Q2 2025 Reduced 12.37%
$621B
$489,000 0.13% of portfolio
1,007
Q4 2024 Reduced 5.45%
$439B
$401,000 0.11% of portfolio
406
Q4 2024 Added 0.25%
$2.26T
$372,000 0.1% of portfolio
1,696
Q2 2025 Added 0.65%
$1.21T
$367,000 0.1% of portfolio
2,084
Q2 2025 Reduced 0.19%
$452B
$200,000 0.05% of portfolio
1,315
Q2 2025 Added 0.38%
$66.6M
$7,000 0.0% of portfolio
10,571
Q1 2022 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $375 Million
  • Prior Value $339 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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