Constant Guidance Financial

Constant Guidance Financial as of March 31, 2024

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