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Guidance Point Advisors

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

Top 5 stock holdings are JPM, IVV, IEFA, IVW, IJR, and represent 53.61% of Guidance Point Advisors's stock portfolio.
Added to shares of these 10 stocks: IBDZ, AVGO, IVV, FBTC, EMXC, IEFA, IJR, IXJ, IJH, IYW.
Started 7 new stock positions in IBDZ, ED, RSP, FBTC, EMXC, IYW, IXJ.
Reduced shares in these 10 stocks: IBDW, IBDY, IBDV, IBDU, IBDX, IBDP, LRCX, IBDT, IBDS, IBDR.
Sold out of its positions in DNA, IBDP, LRCX.
Guidance Point Advisors was a net buyer of stock by $5.3M.
Guidance Point Advisors has $343M in assets under management (AUM), dropping by 6.93%.
Central Index Key (CIK): 0001767710

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Positions held by Guidance Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 86 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
JPMorgan Chase & Co. (JPM)	24.7	$85M		402k	210.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	13.3	$46M		79k	576.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.5	$19M		242k	78.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.4	$19M		194k	95.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.7	$16M		137k	116.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$15M		241k	62.32	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.4	$12M		60k	197.17	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$7.3M		127k	57.41	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.0	$6.9M	-5%	311k	22.17	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.0	$6.9M	-4%	292k	23.51	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	2.0	$6.9M	-4%	267k	25.71	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.0	$6.8M	-5%	319k	21.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$6.4M		11k	573.79	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	1.7	$5.8M	-6%	221k	26.40	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.7	$5.7M		62k	91.93	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.4	$4.6M		33k	139.49	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.3	$4.4M	-4%	173k	25.53	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	1.3	$4.4M	-4%	181k	24.37	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	1.3	$4.3M	NEW	161k	26.71	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	1.2	$4.3M	-4%	176k	24.30	View chart
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)	1.2	$4.1M	-3%	165k	25.10	View chart
Ishares Tr Select Divid Etf (DVY)	1.0	$3.4M		25k	135.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$3.4M		8.9k	375.41	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$3.3M	-2%	53k	62.69	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$2.7M		28k	95.49	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$2.5M		35k	72.63	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.7	$2.4M		20k	123.61	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$2.4M		36k	67.70	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$1.9M		16k	125.62	View chart
Apple (AAPL)	0.6	$1.9M		8.3k	233.03	View chart
Microsoft Corporation (MSFT)	0.5	$1.8M		4.3k	430.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$1.8M		8.8k	200.78	View chart
Vanguard World Utilities Etf (VPU)	0.5	$1.6M	+2%	9.4k	174.08	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.3	$1.1M		11k	101.88	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.1M		3.7k	284.01	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.0M		6.1k	167.67	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$998k		11k	91.31	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$962k	+3%	29k	33.23	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$865k		4.6k	189.85	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$853k		17k	51.04	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$830k		19k	43.41	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$781k		8.7k	89.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$772k		9.2k	83.63	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$758k		4.5k	166.82	View chart
Procter & Gamble Company (PG)	0.2	$722k		4.2k	173.19	View chart
Broadcom (AVGO)	0.2	$627k	+820%	3.6k	172.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$598k		1.2k	487.69	View chart
Bank of America Corporation (BAC)	0.2	$516k		13k	39.68	View chart
NVIDIA Corporation (NVDA)	0.1	$495k	+41%	4.1k	121.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$490k		1.1k	460.26	View chart
General Dynamics Corporation (GD)	0.1	$477k		1.6k	302.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$475k		2.4k	197.98	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$465k		3.5k	132.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$463k		1.9k	243.05	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$462k		2.0k	225.71	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$423k		1.9k	220.78	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$385k		4.4k	88.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$367k		643.00	570.28	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$360k	+18%	1.0k	345.13	View chart
Costco Wholesale Corporation (COST)	0.1	$360k		405.00	888.15	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$357k		5.9k	60.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$356k	-5%	2.1k	165.87	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$320k	NEW	5.8k	55.53	View chart
Annaly Capital Management In Com New (NLY)	0.1	$316k	+2%	16k	20.07	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$312k	+3%	532.00	587.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$310k	+4%	5.9k	52.82	View chart
Johnson & Johnson (JNJ)	0.1	$303k		1.9k	162.10	View chart
Amazon (AMZN)	0.1	$303k		1.6k	186.33	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$290k	+29%	1.5k	190.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$289k	+10%	3.0k	97.36	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$275k	NEW	4.5k	61.11	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$272k		4.8k	57.22	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$256k		2.7k	95.94	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$256k	+3%	3.9k	65.00	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$248k	+3%	12k	20.05	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$234k	NEW	2.4k	98.16	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$230k		4.6k	49.70	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$228k		2.1k	107.61	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$220k	NEW	1.5k	151.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$218k		568.00	383.90	View chart
Exxon Mobil Corporation (XOM)	0.1	$212k	-6%	1.8k	117.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$206k	NEW	1.2k	179.16	View chart
Consolidated Edison (ED)	0.1	$201k	NEW	1.9k	104.13	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$59k		34k	1.77	View chart
Quantum Si Com Cl A (QSI)	0.0	$23k		26k	0.88	View chart
Hyperfine Com Cl A (HYPR)	0.0	$11k		11k	1.08	View chart

Past Filings by Guidance Point Advisors

SEC 13F filings are viewable for Guidance Point Advisors going back to 2018

Guidance Point Advisors 2024 Q3 filed Oct. 30, 2024
Guidance Point Advisors 2024 Q2 filed July 26, 2024
Guidance Point Advisors 2024 Q1 filed May 10, 2024
Guidance Point Advisors 2023 Q4 filed Jan. 30, 2024
Guidance Point Advisors 2023 Q2 restated filed Nov. 6, 2023
Guidance Point Advisors 2023 Q3 filed Nov. 6, 2023
Guidance Point Advisors 2023 Q2 filed July 24, 2023
Guidance Point Advisors 2023 Q1 filed April 20, 2023
Guidance Point Advisors 2022 Q4 filed Jan. 18, 2023
Guidance Point Advisors 2022 Q3 filed Oct. 14, 2022
Guidance Point Advisors 2022 Q2 filed July 28, 2022
Guidance Point Advisors 2022 Q1 filed May 5, 2022
Guidance Point Advisors 2021 Q4 filed Jan. 28, 2022
Guidance Point Advisors 2021 Q3 filed Oct. 20, 2021
Guidance Point Advisors 2021 Q2 filed July 20, 2021
Guidance Point Advisors 2021 Q1 filed April 30, 2021

View all past filings

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