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CIK: 0001767710
Total reported value
$477.5M
$477.5M
84 檔
40.7%
The Q1 2025 SEC filing reveals that Guidance Point Advisors, LLC held a total portfolio value of $477.5M, covering 84 public equity positions.
In Q1 2025, Guidance Point Advisors, LLC displayed an active expansion posture, initiating 84 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 28.01% | +0.07% | -0.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.89% | +0.25% | +1.25% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.25% | +0.14% | +0.75% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.96% | +0.21% | -6.85% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.16% | -0.18% | +2.06% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.12% | -0.30% | -1.95% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.35% | +0.16% | +0.84% | |
| 8 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.98% | +0.03% | +0.95% | |
| 9 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.97% | +0.04% | +0.52% | |
| 10 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.97% | +0.02% | +1.29% | |
| 11 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.95% | +0.03% | +0.94% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.82% | -0.01% | -9.23% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.76% | -0.01% | -1.47% | |
| 14 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 1.70% | +0.05% | +1.34% | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.48% | -0.13% | +0.28% | |
| 16 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 1.45% | — | +5.52% | |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.30% | +0.04% | +2.19% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.29% | +0.05% | +1.17% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.25% | +0.01% | +0.81% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.18% | -0.14% | -0.03% | |
| 21 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.15% | — | -4.23% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.99% | — | -4.85% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.95% | -0.03% | -2.24% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.92% | -0.05% | +0.49% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.75% | -0.01% | +2.82% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.72% | — | +0.63% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.68% | -0.04% | +0.90% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.07% | -0.06% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.54% | -0.17% | +84.84% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.54% | — | +0.01% | |
| 31 | VPU | Vanguard Utilities ETF | ETF-Other | 0.48% | -0.06% | +1.40% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.47% | -0.02% | +0.66% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | +0.11% | +0.12% | |
| 34 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.37% | -0.17% | — | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.34% | +0.01% | -49.53% | |
| 36 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.29% | -0.01% | +0.35% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.28% | — | +0.66% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.27% | -0.03% | +0.29% | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.25% | — | -4.77% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-Other | 0.25% | -0.02% | -5.87% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.24% | — | -0.24% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.23% | — | -5.40% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.20% | — | -6.91% | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.20% | -0.02% | +0.08% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | — | +0.10% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.20% | -0.01% | +0.28% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | -0.03% | +0.21% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.01% | -7.77% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | — | — | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.15% | -0.01% | +0.31% |
According to official SEC Form 13F filings, Guidance Point Advisors, LLC reported a total U.S. public equity portfolio value of $477.5M across 84 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JPM, IVV, IVW) accounted for 40.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
JPM
市值: $98.4M
During Q1 2025, Guidance Point Advisors, LLC's top holdings by market value included JPM (28.0%)、IVV (12.9%)、IVW (5.3%). The largest single position, JPM, represented 28.0% of total portfolio value.
In Q1 2025, Guidance Point Advisors, LLC made 84 total portfolio adjustments, initiating 84 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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