Life Guide Financial Advisors, LLC Portfolio Holdings

Life Guide Financial Advisors, LLC

  • $205 Million
  • Q2 2024

Life Guide Financial Advisors, LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $205 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 $54.3M, Schwab Strategic Us Tips ETF with a value of $35.7M, Ishares Barclays with a value of $29.8M, Dimensional ETF Tr U S Core Eq with a value of $16.1M, and Vanguard World Fd Esg U.S. Sto with a value of $11.3M.

Examining the 13F form we can see an increase of $6.66M in the current position value, from $198M to 205M.

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

Portfolio value $205 Million
ETFs: $198 Million
Technology: $1.69 Million
Consumer Defensive: $1.58 Million
Industrials: $1.14 Million
Energy: $867,000
Healthcare: $352,000
Communication Services: $295,000
Consumer Cyclical: $208,000
Other: $146,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.8B
$1.15 Million 0.56% of portfolio
16,164
Q2 2024 New
$180B
$681,000 0.33% of portfolio
3,940
Q2 2024 Added 0.72%
$93B
$642,000 0.31% of portfolio
4,697
Q2 2024 Added 0.23%
$20.8B
$500,000 0.24% of portfolio
1,234
Q2 2024 Reduced 15.19%
$29.3B
$437,000 0.21% of portfolio
2,380
Q2 2024 Added 0.08%
$10.6B
$29,000 0.01% of portfolio
10,339
Q4 2023 Reduced 0.86%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $205 Million
  • Prior Value $198 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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