Guidance Point Advisors, LLC Portfolio Holdings

Guidance Point Advisors, LLC

  • $339 Million
  • Q1 2025

Guidance Point Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $339 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $98.4M, Ishares Core S&P 500 ETF with a value of $45.3M, Ishares S&P 500 Growth ETF with a value of $18.4M, Ishares Tr with a value of $17.4M, and Ishares Core S&P Mid Cap ETF with a value of $14.6M.

Examining the 13F form we can see an decrease of $5.29M in the current position value, from $344M to 339M.

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

Portfolio value $339 Million
ETFs: $219 Million
Financial Services: $99.4 Million
Technology: $4.62 Million
Consumer Defensive: $1.09 Million
Communication Services: $322,000
Consumer Cyclical: $320,000
Healthcare: $224,000
Energy: $215,000
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.3 Million 13.34% of portfolio
80,536
Q1 2025 Added 1.25%
$0
$18.4 Million 5.44% of portfolio
198,665
Q1 2025 Added 0.75%
$0
$17.4 Million 5.14% of portfolio
230,296
Q1 2025 Reduced 6.85%
$0
$14.6 Million 4.31% of portfolio
250,594
Q1 2025 Added 2.06%
$0
$14.4 Million 4.26% of portfolio
138,181
Q1 2025 Reduced 1.95%
$0
$11.8 Million 3.47% of portfolio
61,793
Q1 2025 Added 0.84%
$0
$6.96 Million 2.05% of portfolio
300,780
Q1 2025 Added 0.95%
$0
$6.93 Million 2.04% of portfolio
319,171
Q1 2025 Added 0.52%
$0
$6.9 Million 2.03% of portfolio
276,152
Q1 2025 Added 1.29%
$0
$6.84 Million 2.02% of portfolio
329,569
Q1 2025 Added 0.94%
$0
$6.35 Million 1.87% of portfolio
118,429
Q1 2025 Reduced 9.23%
$0
$6.2 Million 1.83% of portfolio
11,075
Q1 2025 Reduced 1.47%
$0
$5.19 Million 1.53% of portfolio
62,353
Q1 2025 Added 0.28%
$0
$4.56 Million 1.34% of portfolio
180,394
Q1 2025 Added 2.19%
$0
$4.53 Million 1.34% of portfolio
187,290
Q1 2025 Added 1.17%
$0
$4.31 Million 1.27% of portfolio
181,283
Q1 2025 Added 0.81%
$0
$4.05 Million 1.19% of portfolio
161,051
Q1 2025 Reduced 4.23%
$0
$3.49 Million 1.03% of portfolio
9,667
Q1 2025 Reduced 4.85%
$0
$3.34 Million 0.98% of portfolio
24,871
Q1 2025 Reduced 2.24%
$0
$3.24 Million 0.96% of portfolio
52,514
Q1 2025 Added 0.49%
$0
$2.64 Million 0.78% of portfolio
28,630
Q1 2025 Added 2.82%
$0
$2.51 Million 0.74% of portfolio
36,013
Q1 2025 Added 0.63%
$0
$2.4 Million 0.71% of portfolio
20,023
Q1 2025 Added 0.9%
$0
$1.89 Million 0.56% of portfolio
15,495
Q1 2025 Added 0.01%
$0
$1.89 Million 0.56% of portfolio
20,198
Q1 2025 Added 84.84%
$0
$1.67 Million 0.49% of portfolio
9,780
Q1 2025 Added 1.4%
$0
$1.66 Million 0.49% of portfolio
8,907
Q1 2025 Added 0.66%
$1.1B
$1.31 Million 0.39% of portfolio
42,377
Q1 2025 New
$0
$1.18 Million 0.35% of portfolio
18,601
Q1 2025 Reduced 49.53%
$0
$1.02 Million 0.3% of portfolio
10,612
Q1 2025 Added 0.35%
$0
$997,000 0.29% of portfolio
6,213
Q1 2025 Added 0.66%
$0
$959,000 0.28% of portfolio
3,755
Q1 2025 Added 0.29%
$0
$872,000 0.26% of portfolio
28,388
Q1 2025 Reduced 5.87%
$0
$886,000 0.26% of portfolio
20,858
Q1 2025 Reduced 4.77%
$0
$859,000 0.25% of portfolio
4,570
Q1 2025 Reduced 0.24%
$0
$818,000 0.24% of portfolio
16,027
Q1 2025 Reduced 5.4%
$0
$710,000 0.21% of portfolio
8,812
Q1 2025 Added 0.08%
$0
$711,000 0.21% of portfolio
8,708
Q1 2025 Reduced 6.91%
$0
$691,000 0.2% of portfolio
4,578
Q1 2025 Added 0.28%
$0
$567,000 0.17% of portfolio
1,210
Q1 2025 Reduced 7.77%
$106B
$510,000 0.15% of portfolio
1,772
Q1 2025 Reduced 5.44%
$0
$482,000 0.14% of portfolio
2,647
Q1 2025 Added 2.04%
$0
$446,000 0.13% of portfolio
3,545
Q1 2025 Added 0.37%
$0
$423,000 0.12% of portfolio
2,051
Q1 2025 Added 0.15%
$0
$396,000 0.12% of portfolio
1,186
Q1 2025 Added 7.62%
$0
$366,000 0.11% of portfolio
3,663
Q4 2024 New
$0
$348,000 0.1% of portfolio
3,848
Q1 2025 Added 0.58%
$0
$325,000 0.1% of portfolio
1,766
Q1 2025 Added 7.03%
$0
$330,000 0.1% of portfolio
3,887
Q1 2025 Reduced 11.11%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $339 Million
  • Prior Value $344 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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