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%
$20.1B
$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%
$3.43T
$727,000 0.31% of portfolio
2,906
Q4 2024 Added 34.23%
$223B
$678,000 0.29% of portfolio
3,087
Q3 2024 Reduced 21.65%
$466B
$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%
$85.2B
$551,000 0.24% of portfolio
4,371
Q4 2024 Reduced 4.69%
$2.9T
$563,000 0.24% of portfolio
1,338
Q4 2024 Added 54.5%
$95B
$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%
$25B
$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%
$17.4B
$310,000 0.13% of portfolio
843
Q4 2024 Reduced 31.69%
$240B
$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%
$221B
$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
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