Guidance Point Advisors, LLC Portfolio Holdings by Sector
Guidance Point Advisors, LLC
- $339 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IVW IEFA IJH IJR IVE IBDU IBDX 61 stocks |
$217,671
67.0% of portfolio
|
  39  
|
  20  
|
  3  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$98,873
30.43% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,918
0.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,613
0.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO NVDA 2 stocks |
$1,088
0.33% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$1,016
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$707
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$536
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$383
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$322
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$320
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$217
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$215
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
HYPR 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|