Guidance Point Advisors, LLC Portfolio Holdings by Sector

Guidance Point Advisors, LLC

$331 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IEFA IVW IJR IJH IVE IBDU IBDX 59 stocks	$222,210 70.07% of portfolio	42	11	3	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$85,185 26.86% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,924 0.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,836 0.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR IXJ 2 stocks	$1,334 0.42% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$1,122 0.35% of portfolio	2	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$721 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$490 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD 1 stocks	$476 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$359 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$355 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$302 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$302 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$212 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ED 1 stocks	$200 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare BFLY HYPR 2 stocks	$70 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare QSI 1 stocks	$22 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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