Guidance Point Advisors, LLC Portfolio Holdings
Guidance Point Advisors, LLC
- $331 Million
- Q3 2024
Guidance Point Advisors, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $331 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 $84.7M, Ishares Core S&P 500 ETF with a value of $45.5M, Ishares Tr with a value of $18.9M, Ishares S&P 500 Growth ETF with a value of $18.5M, and Ishares Core S&P Sm Cap ETF with a value of $16M.
Examining the 13F form we can see an increase of $17.1M in the current position value, from $314M to 331M.
Below you can find more details about Guidance Point Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$331 Million
ETFs: $224 Million
Financial Services: $85.7 Million
Technology: $4.88 Million
Consumer Defensive: $1.08 Million
Industrials: $476,000
Healthcare: $394,000
Communication Services: $355,000
Consumer Cyclical: $302,000
Other: $412,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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