Guidance Point Advisors, LLC Portfolio Holdings
Guidance Point Advisors, LLC
- $314 Million
- Q2 2024
Guidance Point Advisors, LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $314 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $81.3M, Ishares Core S&P 500 ETF with a value of $42.7M, Ishares S&P 500 Growth ETF with a value of $17.8M, Ishares Tr with a value of $17.3M, and Ishares Core S&P Sm Cap ETF with a value of $14.4M.
Examining the 13F form we can see an increase of $12.4M in the current position value, from $301M to 314M.
Below you can find more details about Guidance Point Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$314 Million
ETFs: $210 Million
Financial Services: $82.2 Million
Technology: $4.88 Million
Consumer Defensive: $1.04 Million
Industrials: $455,000
Communication Services: $413,000
Healthcare: $341,000
Consumer Cyclical: $313,000
Other: $224,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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