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CIK: 0001767710
Total reported value
$473.6M
$473.6M
85 檔
41.5%
In Q4 2024, Guidance Point Advisors, LLC's U.S. equity holdings reached a combined market value of $473.6M, distributed across 85 disclosed stock positions.
During Q4 2024, Guidance Point Advisors, 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 | JPM | Jpmorgan Chase & Co | Stock-Financials | 27.02% | -0.22% | -0.19% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.16% | +0.15% | +0.90% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.63% | +0.43% | +1.79% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.88% | -0.13% | +2.32% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.56% | +0.17% | +2.98% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.30% | +0.07% | +1.74% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.29% | -0.10% | +2.72% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.92% | +0.10% | +2.68% | |
| 9 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.91% | -0.11% | +2.05% | |
| 10 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.91% | -0.15% | +2.11% | |
| 11 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.88% | -0.16% | +2.22% | |
| 12 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.87% | -0.19% | +2.26% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.85% | +0.04% | +0.35% | |
| 14 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 1.63% | -0.13% | +4.44% | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.59% | +0.05% | +0.41% | |
| 16 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 1.34% | -0.13% | +16.17% | |
| 17 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.27% | +0.10% | +0.05% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.25% | -0.06% | +2.38% | |
| 19 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.24% | -0.09% | +1.90% | |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.22% | -0.10% | +2.24% | |
| 21 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.18% | — | +2.11% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.15% | +0.03% | +13.67% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.94% | -0.07% | +0.44% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.90% | -0.04% | -2.16% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.72% | -0.02% | +0.15% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.70% | -0.01% | +0.32% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.67% | -0.01% | +2.17% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.63% | -0.02% | +3.40% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.61% | — | +4.55% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.56% | +0.01% | +0.01% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.03% | +0.59% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.49% | — | +1.12% | |
| 33 | VPU | Vanguard Utilities ETF | ETF-Other | 0.44% | -0.06% | +2.33% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.30% | +0.03% | +1.13% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.28% | -0.01% | +0.62% | |
| 36 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.28% | -0.02% | -2.20% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.27% | -0.01% | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-Other | 0.27% | -0.02% | +4.21% | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.26% | -0.03% | +14.62% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | +0.06% | +5.99% | |
| 41 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.24% | -0.01% | +1.37% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.24% | — | +0.50% | |
| 43 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.22% | +0.02% | +0.70% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.21% | — | +0.51% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.20% | -0.01% | +1.37% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.01% | -0.58% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.04% | +6.93% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.15% | — | -3.93% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.02% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.14% | -0.01% | +8.08% |
According to official SEC Form 13F filings, Guidance Point Advisors, LLC reported a total U.S. public equity portfolio value of $473.6M across 85 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JPM, IVV, IVW) accounted for 41.5% of total reported equity market value during Q4 2024.
During Q4 2024, Guidance Point Advisors, LLC's top holdings by market value included JPM (27.0%)、IVV (13.2%)、IVW (5.6%). The largest single position, JPM, represented 27.0% of total portfolio value.
In Q4 2024, Guidance Point Advisors, 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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