Life Guide Financial Advisors, LLC Portfolio Holdings

Life Guide Financial Advisors, LLC

  • $232 Million
  • Q4 2024

Life Guide Financial Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $232 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Specialized Funds Van with a value of $59.2M, Schwab Strategic Us Tips ETF with a value of $40.5M, Ishares Barclays with a value of $33.1M, Dimensional ETF Tr U S Core Eq with a value of $18.8M, and Vanguard World Fd Esg U.S. Sto with a value of $15.3M.

Examining the 13F form we can see an decrease of $916K in the current position value, from $233M to 232M.

Below you can find more details about Life Guide Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $232 Million
ETFs: $226 Million
Technology: $1.97 Million
Consumer Defensive: $1.65 Million
Industrials: $861,000
Energy: $656,000
Healthcare: $289,000
Communication Services: $244,000
Consumer Cyclical: $230,000
Other: $178,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$59.2 Million 25.5% of portfolio
664,726
Q4 2024 Added 0.99%
$0
$40.5 Million 17.44% of portfolio
1,567,621
Q4 2024 Added 110.62%
$0
$33.1 Million 14.26% of portfolio
358,228
Q4 2024 Added 6.08%
$0
$18.8 Million 8.12% of portfolio
544,716
Q4 2024 Added 0.67%
$0
$15.3 Million 6.57% of portfolio
145,434
Q4 2024 Added 13.64%
$0
$12.8 Million 5.52% of portfolio
44,202
Q4 2024 Added 2.74%
$0
$10.4 Million 4.46% of portfolio
182,799
Q4 2024 Added 18.72%
$0
$9.63 Million 4.14% of portfolio
372,355
Q4 2024 Added 6.37%
$0
$5.35 Million 2.3% of portfolio
111,892
Q4 2024 Added 10.43%
$0
$3.25 Million 1.4% of portfolio
124,074
Q4 2024 Added 4.62%
$0
$2.49 Million 1.07% of portfolio
4,628
Q4 2024 Added 3.05%
$0
$2.34 Million 1.01% of portfolio
23,300
Q4 2024 Added 13.41%
$0
$2.34 Million 1.01% of portfolio
28,499
Q4 2024 Added 14.82%
$0
$1.4 Million 0.6% of portfolio
31,708
Q4 2024 Added 21.05%
$0
$1.39 Million 0.6% of portfolio
35,786
Q4 2024 Added 4.25%
$18.4B
$1.24 Million 0.53% of portfolio
16,229
Q4 2024 Reduced 0.17%
$0
$961,000 0.41% of portfolio
33,159
Q4 2024 Added 8.25%
$0
$897,000 0.39% of portfolio
15,477
Q4 2024 New
$0
$871,000 0.38% of portfolio
88,521
Q4 2024 Reduced 6.91%
$0
$831,000 0.36% of portfolio
1,419
Q4 2024 Reduced 7.44%
$3.67T
$727,000 0.31% of portfolio
2,906
Q4 2024 Added 34.23%
$200B
$678,000 0.29% of portfolio
3,087
Q3 2024 Reduced 21.65%
$464B
$656,000 0.28% of portfolio
6,102
Q4 2024 Reduced 17.75%
$0
$571,000 0.25% of portfolio
27,968
Q4 2024 Reduced 2.31%
$94.8B
$551,000 0.24% of portfolio
4,371
Q4 2024 Reduced 4.69%
$3.17T
$563,000 0.24% of portfolio
1,338
Q4 2024 Added 54.5%
$86.5B
$489,000 0.21% of portfolio
2,022
Q4 2024 Added 6.25%
$0
$433,000 0.19% of portfolio
1,806
Q1 2024 Reduced 21.58%
$22.6B
$409,000 0.18% of portfolio
2,418
Q4 2024 Added 0.79%
$0
$390,000 0.17% of portfolio
16,668
Q4 2024 Reduced 4.55%
$0
$360,000 0.16% of portfolio
1,364
Q1 2024 Reduced 30.73%
$0
$339,000 0.15% of portfolio
2,886
Q4 2024 Added 22.24%
$20.5B
$310,000 0.13% of portfolio
843
Q4 2024 Reduced 31.69%
$207B
$289,000 0.12% of portfolio
4,426
Q3 2024 Reduced 2.06%
$0
$254,000 0.11% of portfolio
8,850
Q4 2024 Reduced 10.89%
$1.37T
$244,000 0.11% of portfolio
415
Q4 2024 Reduced 2.12%
$206B
$230,000 0.1% of portfolio
795
Q4 2024 Reduced 0.75%
$0
$200,000 0.09% of portfolio
1,881
Q4 2024 New
$0
$207,000 0.09% of portfolio
4,958
Q4 2024 Reduced 30.09%
$105M
$178,000 0.08% of portfolio
23,880
Q1 2024 Reduced 62.62%
Direxion Shs ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 Added 2.23%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $232 Million
  • Prior Value $233 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Life Guide Financial Advisors, LLC Portfolio

Follow Life Guide Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Guide Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Guide Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email