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CIK: 0001995383
Total reported value
$159.2M
$159.2M
36 檔
46.4%
As reported in its official Q4 2024 Form 13F filing, Constant Guidance Financial LLC's tracked investment portfolio stood at $159.2M with 36 total positions.
During Q4 2024, Constant Guidance Financial LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 29.50% | -5.16% | -6.31% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 12.34% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.09% | -1.98% | -41.42% | |
| 4 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-Other | 7.80% | — | — | |
| 5 | CB | Chubb Limited | Stock-Financials | 4.96% | -1.58% | EXIT | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 4.32% | -1.11% | +78.94% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 3.67% | -2.37% | EXIT | |
| 8 | C | Citigroup Inc | Stock-Financials | 2.99% | — | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.60% | +0.67% | -10.76% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.39% | +1.23% | -22.48% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.63% | — | -7.83% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | +0.10% | +6.65% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.51% | +0.18% | +2.51% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +0.74% | — | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.33% | +0.02% | +0.67% | |
| 16 | PFE | Pfizer Inc | Stock-Healthcare | 1.17% | — | — | |
| 17 | T | At&t Inc | Stock-Comm Services | 1.09% | +0.09% | — | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.03% | +0.79% | +27.95% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.97% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | +0.01% | — | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.82% | +0.62% | +70.03% | |
| 22 | BA | Boeing Co/the | Stock-Industrials | 0.69% | — | — | |
| 23 | MKL | Markel Group Inc | Stock-Financials | 0.69% | — | — | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.65% | -14.19% | -44.53% | |
| 25 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.64% | — | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | -5.55% | -70.02% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 0.53% | -0.08% | — | |
| 28 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.45% | — | — | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.45% | +0.02% | -1.23% | |
| 30 | ✓ | Stock-Other | 0.39% | — | — | ||
| 31 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.39% | — | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.13% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +1.15% | -60.64% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.01% | +5.03% | |
| 35 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.26% | +0.43% | NEW | |
| 36 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.24% | — | — |
According to official SEC Form 13F filings, Constant Guidance Financial LLC reported a total U.S. public equity portfolio value of $159.2M across 36 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, VTV, SPY) accounted for 46.4% of total reported equity market value during Q4 2024.
During Q4 2024, Constant Guidance Financial LLC's top holdings by market value included BRK-B (29.5%)、VTV (12.3%)、SPY (9.1%). The largest single position, BRK-B, represented 29.5% of total portfolio value.
In Q4 2024, Constant Guidance Financial LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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