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Constant Guidance Financial

Latest statistics and disclosures from Constant Guidance Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, SPY, BIL, BAC, OXY, and represent 52.60% of Constant Guidance Financial's stock portfolio.
Added to shares of these 10 stocks: OXY, BAC, CVX, DIA, GLD, VLO, NEM, DIS, BMY, PFE.
Started 20 new stock positions in NEM, VFIAX, GROY, PFE, JETS, PLTR, BITO, SCHD, GLD, PYLD. OXY, FCX, DIS, VIG, MU, VLO, NVDA, BMY, CVX, T.
Reduced shares in these 10 stocks: LQD (-$14M), BND, HYG, BRK.B, JPM.PM, C, SPHY, NFLX, GOOGL, META.
Sold out of its positions in GOOGL, JPM.PM, TOTL.
Constant Guidance Financial was a net buyer of stock by $1.7M.
Constant Guidance Financial has $109M in assets under management (AUM), dropping by 10.05%.
Central Index Key (CIK): 0001995383

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Portfolio Holdings for Constant Guidance Financial

Constant Guidance Financial holds 45 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway (BRK.B)	29.3	$32M	-7%	76k	417.13	View chart
Spdr S&p 500 Etf S&p 500 Etf Shs (SPY)	9.2	$10M	+10%	20k	515.36	View chart
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo (BIL)	6.9	$7.5M	+3%	82k	91.49	View chart
Bank of America Corporation (BAC)	3.7	$4.1M	+542%	110k	37.02	View chart
Occidental Petroleum Corporation (OXY)	3.5	$3.8M	NEW	56k	67.73	View chart
Spdr Dow Jones Industrial Avrg Etf @ Ut Ser 1 (DIA)	3.4	$3.7M	+171%	9.6k	387.30	View chart
Amazon (AMZN)	2.8	$3.0M		17k	181.78	View chart
Apple (AAPL)	2.5	$2.7M	+37%	16k	169.66	View chart
Citigroup (C)	2.4	$2.6M	-29%	43k	61.30	View chart
Microsoft Corporation (MSFT)	2.3	$2.5M	+16%	6.0k	421.06	View chart
Chevron Corporation (CVX)	2.2	$2.4M	NEW	15k	160.43	View chart
Facebook Inc cl a (META)	1.8	$1.9M	-12%	3.7k	516.24	View chart
Spdr Gold Shares Etf Gold Shs (GLD)	1.8	$1.9M	NEW	9.0k	212.79	View chart
Netflix (NFLX)	1.7	$1.8M	-28%	3.0k	622.22	View chart
Ishares Iboxx Invt Gradebond Etf Iboxx Inv Cp Etf (LQD)	1.7	$1.8M	-88%	17k	107.49	View chart
General Motors Company (GM)	1.6	$1.7M	+56%	38k	43.99	View chart
Vanguard Total Bond Market Etf U.S Fixed Income (BND)	1.5	$1.6M	-74%	23k	72.01	View chart
Valero Energy Corporation (VLO)	1.5	$1.6M	NEW	9.0k	181.56	View chart
Spdr Portfolio High Yield Bnd Etf High Yld Corp BD (SPHY)	1.4	$1.6M	-32%	68k	23.18	View chart
Newmont Mining Corporation (NEM)	1.3	$1.4M	NEW	38k	38.08	View chart
Vanguard High Dividend Yield Etf Div App Etf (VYM)	1.2	$1.3M	-15%	11k	118.91	View chart
Walt Disney Company (DIS)	1.2	$1.3M	NEW	11k	117.81	View chart
Bristol Myers Squibb (BMY)	1.2	$1.3M	NEW	25k	51.33	View chart
Pfizer (PFE)	1.1	$1.2M	NEW	45k	26.75	View chart
Softbank Corp-un (SFTBY)	1.1	$1.2M	+129%	42k	28.24	View chart
Home Depot (HD)	1.0	$1.1M		3.1k	358.01	View chart
Ishares Iboxx High Yieldbond Etf High Yld Corp BD (HYG)	1.0	$1.1M	-72%	14k	76.90	View chart
Vanguard Total Stock Market Etf Ut Ser 1 (VOO)	1.0	$1.1M		4.1k	255.70	View chart
NVIDIA Corporation (NVDA)	0.9	$953k	NEW	1.1k	869.42	View chart
Exxon Mobil Corporation (XOM)	0.8	$907k	+47%	7.6k	119.32	View chart
Proshares Bitcoin Strategy Etf Bitcoin Strategy (BITO)	0.7	$752k	NEW	25k	30.04	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.7	$731k	NEW	9.3k	78.88	View chart
Pimco Multisector Bond Actv Etf Multi Sector Bd (PYLD)	0.7	$708k	NEW	28k	25.57	View chart
Us Global Jets Etf Us Glb Jets (JETS)	0.6	$683k	NEW	34k	20.09	View chart
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)	0.6	$610k	+9%	1.4k	437.89	View chart
Freeport-mcmoran CL B (FCX)	0.5	$585k	NEW	12k	49.41	View chart
At&t (T)	0.5	$572k	NEW	32k	17.64	View chart
Spdr S&p 500 Fossil Fuelres Fre Etf S&p 500 Etf Shs (SPYX)	0.5	$563k	-3%	13k	42.09	View chart
Spdr Portfolio S P 1500 Cmpst St Etf Portfolio S&p1500 (SPTM)	0.5	$489k		7.7k	63.16	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	0.4	$449k	NEW	2.5k	178.67	View chart
Gold Royalty Corp (GROY)	0.4	$408k	NEW	23k	17.43	View chart
Palantir Technologies Inclass A Cl A (PLTR)	0.3	$332k	NEW	15k	22.55	View chart
Ishares Core S&p 500 Etf S&p 500 Etf Shs (IVV)	0.2	$257k		497.00	517.85	View chart
Vanguard 500 Index Admiral S&p 500 Etf Shs (VFIAX)	0.2	$246k	NEW	510.00	481.60	View chart
Micron Technology (MU)	0.2	$234k	NEW	1.9k	124.80	View chart

Past Filings by Constant Guidance Financial

SEC 13F filings are viewable for Constant Guidance Financial going back to 2023

Constant Guidance Financial 2024 Q1 filed May 1, 2024
Constant Guidance Financial 2023 Q4 filed Jan. 18, 2024
Constant Guidance Financial 2023 Q3 filed Oct. 11, 2023

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