Life Guide Financial Advisors, LLC Portfolio Holdings

Life Guide Financial Advisors, LLC

  • $233 Million
  • Q3 2024

Life Guide Financial Advisors, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $233 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Specialized Funds Van with a value of $64.1M, Schwab Strategic Us Tips ETF with a value of $39.9M, Ishares Barclays with a value of $33.1M, Dimensional ETF Tr U S Core Eq with a value of $18.6M, and Vanguard World Fd Esg U.S. Sto with a value of $13M.

Examining the 13F form we can see an increase of $28.5M in the current position value, from $205M to 233M.

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

Portfolio value $233 Million
ETFs: $227 Million
Consumer Defensive: $1.8 Million
Technology: $1.56 Million
Industrials: $1.18 Million
Energy: $869,000
Healthcare: $344,000
Consumer Cyclical: $243,000
Communication Services: $242,000
Other: $153,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.1B
$1.34 Million 0.57% of portfolio
16,256
Q3 2024 Added 0.57%
$92.9B
$625,000 0.27% of portfolio
4,586
Q3 2024 Reduced 2.36%
$20.9B
$554,000 0.24% of portfolio
1,234
Q2 2024 Reduced 15.19%
$26.1B
$459,000 0.2% of portfolio
2,399
Q3 2024 Added 0.8%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $233 Million
  • Prior Value $205 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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