Constant Guidance Financial

Constant Guidance Financial as of Dec. 31, 2024

Portfolio Holdings for Constant Guidance Financial

Constant Guidance Financial holds 36 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 29.5 $34M 76k 453.28
Vanguard Value Etf Etf (VTV) 12.3 $14M 85k 169.30
Spdr S&p 500 Etf S&p 500 Etf Shs (SPY) 9.1 $11M 18k 586.09
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo 7.8 $9.1M 99k 91.43
Chubb (CB) 5.0 $5.8M 21k 276.30
Netflix (NFLX) 4.3 $5.0M 5.6k 891.37
Chevron Corporation (CVX) 3.7 $4.3M 29k 144.84
Citigroup (C) 3.0 $3.5M 49k 70.39
Amazon (AMZN) 2.6 $3.0M 14k 219.39
Apple (AAPL) 2.4 $2.8M 11k 250.44
Microsoft Corporation (MSFT) 1.6 $1.9M 4.5k 421.57
Facebook Inc cl a (META) 1.6 $1.9M 3.2k 585.63
Home Depot (HD) 1.5 $1.7M 4.5k 389.01
Alphabet Inc Class A cs (GOOGL) 1.5 $1.7M 8.9k 189.30
Vanguard High Dividend Yield Etf Div App Etf (VYM) 1.3 $1.5M 12k 127.59
Pfizer (PFE) 1.2 $1.4M 51k 26.53
At&t (T) 1.1 $1.3M 56k 22.77
Walt Disney Company (DIS) 1.0 $1.2M 11k 111.35
Ishares 20 Pls Year Treasury Bnd Etf Etf (TLT) 1.0 $1.1M 13k 87.33
Vanguard Total Stock Market Etf Ut Ser 1 (VTI) 0.9 $1.0M 3.5k 289.84
Spdr Dow Jones Industrial Avrg Etf Ut Ser 1 (DIA) 0.8 $946k 2.2k 425.50
Boeing Company (BA) 0.7 $805k 4.5k 177.00
Markel Corporation (MKL) 0.7 $801k 464.00 1726.23
Spdr S&p 500 Fossil Fuel Res Fre Etf S&p 500 Etf Shs (BIL) 0.6 $751k 16k 48.15
Spdr Portfolio High Yield Bnd Etf High Yld Corp BD (JNK) 0.6 $740k 32k 23.47
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ) 0.6 $684k 1.3k 511.26
Altria (MO) 0.5 $612k 12k 52.29
Spdr Portfolio S P 1500 Cmpst St Etf Portfolio S&p1500 (XNTK) 0.5 $524k 7.3k 71.43
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 0.4 $519k 2.6k 195.85
Ishares Bitcoin Etf Etf 0.4 $458k 8.6k 53.05
Delta Air Lines (DAL) 0.4 $452k 7.5k 60.50
Exxon Mobil Corporation (XOM) 0.4 $427k 4.0k 107.57
NVIDIA Corporation (NVDA) 0.3 $323k 2.4k 134.32
Ishares Core S&p 500 Etf S&p 500 Etf Shs (IVV) 0.3 $307k 522.00 588.68
Metropcs Communications (TMUS) 0.3 $304k 1.4k 220.73
Vanguard 500 Index Admir Al S&p 500 Etf Shs (VFIAX) 0.2 $280k 515.00 543.55