Constant Guidance Financial as of June 30, 2025
Portfolio Holdings for Constant Guidance Financial
Constant Guidance Financial holds 38 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 33.1 | $33M | 68k | 485.77 | |
| Spdr S&p 500 Etf S&p 500 Etf Shs (SPY) | 11.4 | $11M | 18k | 617.85 | |
| PNC Financial Services (PNC) | 4.3 | $4.2M | 23k | 186.42 | |
| Netflix (NFLX) | 3.7 | $3.7M | 2.8k | 1339.00 | |
| Chubb (CB) | 3.2 | $3.2M | 11k | 289.72 | |
| Apple (AAPL) | 3.2 | $3.2M | 16k | 204.94 | |
| Walt Disney Company (DIS) | 3.2 | $3.2M | 25k | 124.00 | |
| Amazon (AMZN) | 2.8 | $2.8M | 13k | 219.39 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $2.8M | 9.7k | 288.52 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.7 | $2.7M | 24k | 109.61 | |
| Citizens Financial (CFG) | 2.3 | $2.3M | 52k | 44.36 | |
| Microsoft Corporation (MSFT) | 2.2 | $2.2M | 4.5k | 497.41 | |
| UnitedHealth (UNH) | 2.1 | $2.1M | 6.8k | 311.97 | |
| NVIDIA Corporation (NVDA) | 2.0 | $2.0M | 13k | 157.99 | |
| Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo | 1.9 | $1.9M | 20k | 91.72 | |
| Home Depot (HD) | 1.8 | $1.8M | 4.8k | 366.64 | |
| Robinhood Mkts (HOOD) | 1.6 | $1.6M | 17k | 93.63 | |
| Facebook Inc cl a (META) | 1.4 | $1.4M | 1.9k | 738.09 | |
| Morgan Stanley (MS) | 1.4 | $1.4M | 9.8k | 139.89 | |
| Ishares Russell 2000 Etf Etf Shs (IWM) | 1.3 | $1.3M | 6.2k | 215.79 | |
| FedEx Corporation (FDX) | 1.2 | $1.2M | 5.2k | 227.31 | |
| Ishares Bitcoin Etf Etf Shs (IBIT) | 1.1 | $1.1M | 17k | 67.81 | |
| SPDR Gold Trust (GLD) | 1.1 | $1.1M | 3.5k | 304.83 | |
| Vanguard Dividend Appreciation Etf Div App Etf (VYM) | 1.0 | $1.0M | 5.1k | 204.67 | |
| Travelers Companies | 1.0 | $986k | 3.7k | 267.54 | |
| Merck & Co (MRK) | 0.8 | $845k | 11k | 79.16 | |
| Constellation Brands (STZ) | 0.8 | $843k | 5.2k | 161.74 | |
| Vanguard Total Stock Market Etf Ut Ser 1 (VTI) | 0.8 | $826k | 2.7k | 303.93 | |
| Spdr S&p 500 Fossil Fuel Res Fre Etf S&p 500 Etf Shs (BIL) | 0.7 | $669k | 13k | 50.93 | |
| Invesco Qqq Etf Unit Ser 1 (QQQ) | 0.6 | $597k | 1.1k | 551.64 | |
| Spdr Portfolio S P 1500 Cmpst St Etf Portfolio S&p1500 (XNTK) | 0.5 | $504k | 6.7k | 74.89 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $492k | 4.6k | 107.80 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $414k | 2.3k | 176.23 | |
| salesforce (CRM) | 0.2 | $224k | 820.00 | 272.69 | |
| Procter & Gamble Company (PG) | 0.2 | $204k | 1.3k | 158.24 | |
| Bank of America Corporation (BAC) | 0.2 | $163k | 3.5k | 47.32 | |
| Nextera Energy (NEE) | 0.2 | $160k | 2.3k | 69.42 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $158k | 310.00 | 509.31 |
