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CIK: 0001929349
Total reported value
$267.3M
$267.3M
72 檔
23.2%
In Q4 2024, Financial Guidance Group, Inc.'s U.S. equity holdings reached a combined market value of $267.3M, distributed across 72 disclosed stock positions.
During Q4 2024, Financial Guidance Group, Inc. performed routine portfolio adjustments (5 new buys, 19 additions, 21 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.41% | -0.23% | +180.68% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.56% | +1.48% | +3.55% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.36% | +0.34% | +2.78% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 6.12% | -0.51% | -0.79% | |
| 5 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 5.48% | -0.25% | +478.64% | |
| 6 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 4.97% | -0.10% | -0.28% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.08% | -0.17% | +5.31% | |
| 8 | XMAR | Ft Vest US Equity Enhance & | ETF-Other | 3.22% | -0.10% | -37.82% | |
| 9 | ACIO | Aptus Collared Invest Opp | ETF-Other | 3.15% | -0.08% | +23.71% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 3.04% | -0.40% | -2.11% | |
| 11 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 2.76% | -0.05% | -4.21% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.36% | +0.17% | +29.58% | |
| 13 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 2.26% | +0.27% | +5.27% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.23% | -0.01% | -7.44% | |
| 15 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 2.12% | -0.02% | -6.46% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.00% | -0.65% | -4.84% | |
| 17 | XDEC | Ft Vest US Equity Enhance & | ETF-Other | 1.95% | — | — | |
| 18 | ARKW | Ark Next Generation Internet | ETF-Other | 1.87% | +0.03% | -8.49% | |
| 19 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.82% | +0.09% | -10.58% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.82% | -0.05% | -3.78% | |
| 21 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.69% | -0.15% | +25.60% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.47% | -0.09% | -10.64% | |
| 23 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.37% | -0.06% | +10.94% | |
| 24 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.34% | — | +19.42% | |
| 25 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.34% | -0.10% | +12.02% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.34% | +27.19% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.14% | +0.03% | -13.38% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 1.12% | -0.34% | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.07% | +0.12% | +28.16% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.05% | — | |
| 31 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | ETF-Other | 0.92% | — | +7.92% | |
| 32 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.74% | -0.13% | -11.08% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.03% | -0.80% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.70% | -0.06% | -2.47% | |
| 35 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.70% | +0.34% | +15.90% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.62% | -0.03% | -18.58% | |
| 37 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.58% | -0.17% | +21.12% | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.57% | -0.03% | +0.02% | |
| 39 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 0.55% | -0.01% | -5.52% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.03% | -0.11% | |
| 41 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.44% | +0.01% | -4.51% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.43% | -0.01% | +75.85% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.42% | +0.01% | — | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.36% | +0.02% | — | |
| 45 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.35% | +0.02% | — | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.33% | +0.01% | — | |
| 47 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.31% | — | — | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | +0.02% | — | |
| 49 | GPN | Global Payments Inc | Stock-Industrials | 0.29% | — | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | -0.12% | — |
According to official SEC Form 13F filings, Financial Guidance Group, Inc. reported a total U.S. public equity portfolio value of $267.3M across 72 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, QQQ, SPY) accounted for 23.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
XDEC
市值: $3.6M
Top Position Liquidated / Trimmed
JEPI
前期市值: $11.6M
During Q4 2024, Financial Guidance Group, Inc.'s top holdings by market value included SCHD (8.4%)、QQQ (7.6%)、SPY (6.4%). The largest single position, SCHD, represented 8.4% of total portfolio value.
In Q4 2024, Financial Guidance Group, Inc. made 45 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 21 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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