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 54.94% of Guidance Point Advisors's stock portfolio.
- Added to shares of these 10 stocks: IBDX, IBDW, IBDV, IBDU, IBDS, IBDT, IBDR, IBDQ, TIP, MSFT.
- Reduced shares in these 10 stocks: IUSV, IVV, SCZ, IEFA, IJR, IEMG, DGRO, IYR, , IJH.
- Sold out of its positions in AMZN, AGG, IYE, ISTB, LRCX, XLF, VSS.
- Guidance Point Advisors was a net seller of stock by $-4.0M.
- Guidance Point Advisors has $270M in assets under management (AUM), dropping by 10.07%.
- Central Index Key (CIK): 0001767710
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Guidance Point Advisors holds 67 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Guidance Point Advisors
SEC 13F filings are viewable for Guidance Point Advisors going back to 2018
- 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
- Guidance Point Advisors 2020 Q4 filed Jan. 15, 2021
- Guidance Point Advisors 2020 Q3 filed Oct. 16, 2020
- Guidance Point Advisors 2020 Q2 filed Aug. 3, 2020