Guidance Point Advisors, LLC Portfolio Holdings
Guidance Point Advisors, LLC
- $339 Million
- Q1 2025
Guidance Point Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $339 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $98.4M, Ishares Core S&P 500 ETF with a value of $45.3M, Ishares S&P 500 Growth ETF with a value of $18.4M, Ishares Tr with a value of $17.4M, and Ishares Core S&P Mid Cap ETF with a value of $14.6M.
Examining the 13F form we can see an decrease of $5.29M in the current position value, from $344M to 339M.
Below you can find more details about Guidance Point Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$339 Million
ETFs: $219 Million
Financial Services: $99.4 Million
Technology: $4.62 Million
Consumer Defensive: $1.09 Million
Communication Services: $322,000
Consumer Cyclical: $320,000
Healthcare: $224,000
Energy: $215,000
Other: $0