Guidance Point Advisors, LLC Portfolio Holdings by Sector
Guidance Point Advisors, LLC
- $398 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV IVW IEFA IJH IJR IVE IBDX IBDU 70 stocks |
$245,174
64.13% of portfolio
|
  29  
|
  35  
|
  7  
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$127,056
33.24% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT HOOD 2 stocks |
$2,314
0.61% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,071
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA 2 stocks |
$1,989
0.52% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$1,010
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
$614
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$581
0.15% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$486
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$420
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$331
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$227
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
HYPR 1 stocks |
$15
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|