Constant Guidance Financial
Latest statistics and disclosures from Constant Guidance Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, LQD, SPY, BIL, BND, and represent 68.22% of Constant Guidance Financial's stock portfolio.
- Added to shares of these 10 stocks: LQD (+$16M), BND (+$5.7M), BRK.B, HYG, C, AMZN, SPHY, JPM.PM, NFLX, META.
- Started 13 new stock positions in BAC, VYM, META, HYG, SFTBY, SPHY, NFLX, JPM.PM, IVV, TOTL. C, AMZN, GM.
- Reduced shares in these 5 stocks: BIL (-$28M), VIG, SPY, AAPL, QQQ.
- Sold out of its position in VIG.
- Constant Guidance Financial was a net buyer of stock by $21M.
- Constant Guidance Financial has $99M in assets under management (AUM), dropping by 30.43%.
- Central Index Key (CIK): 0001995383
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Portfolio Holdings for Constant Guidance Financial
Constant Guidance Financial holds 28 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Constant Guidance Financial
SEC 13F filings are viewable for Constant Guidance Financial going back to 2023
- Constant Guidance Financial 2023 Q4 filed Jan. 18, 2024
- Constant Guidance Financial 2023 Q3 filed Oct. 11, 2023