Guidance Point Advisors, LLC Portfolio Holdings by Sector
Guidance Point Advisors, LLC
- $375 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IVW IEFA IJH IJR IVE IBDX IBDU 63 stocks |
$234,876
65.12% of portfolio
|
  40  
|
  18  
|
  2  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$116,831
32.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,132
0.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,766
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO NVDA 2 stocks |
$1,632
0.45% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$979
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$656
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$489
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$401
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$372
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$367
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$200
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
HYPR 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|