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Financial Guidance Group

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

Top 5 stock holdings are SCHD, JEPI, QQQ, SPY, XMAR, and represent 38.02% of Financial Guidance Group's stock portfolio.
Added to shares of these 10 stocks: XMAR (+$9.1M), COWZ, SPY, IJH, NVDA, JEPI, WM, JEPQ, BAC, SCHD.
Started 5 new stock positions in NVDA, WM, XMAR, BAC, JEPQ.
Reduced shares in these 10 stocks: XJUN (-$8.9M), VOE, VONG, BSY, IWS, GLDM, QEFA, SLYV, MSFT, ARKW.
Sold out of its position in XJUN.
Financial Guidance Group was a net buyer of stock by $2.6M.
Financial Guidance Group has $154M in assets under management (AUM), dropping by 6.99%.
Central Index Key (CIK): 0001929349

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Portfolio Holdings for Financial Guidance Group

Financial Guidance Group holds 57 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
Schwab Strategic Tr Us Dividend Eq (SCHD)	12.4	$19M		237k	80.63	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	7.4	$11M	+2%	196k	57.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.4	$9.8M		22k	444.02	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.0	$9.2M	+3%	18k	523.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	5.9	$9.1M	NEW	272k	33.62	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	5.8	$9.0M		118k	76.09	View chart
Select Sector Spdr Tr Energy (XLE)	4.2	$6.5M		69k	94.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	4.2	$6.4M		253k	25.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	3.6	$5.6M		118k	47.02	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.6	$5.5M	+9%	95k	58.11	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	3.4	$5.2M		63k	82.97	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.1	$4.8M		96k	50.60	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.0	$4.6M	-6%	30k	155.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.7	$4.1M		22k	182.61	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	2.5	$3.9M		47k	83.30	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	2.5	$3.8M		50k	76.00	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.3	$3.6M		81k	44.05	View chart
Apple (AAPL)	1.9	$2.9M		17k	171.48	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	1.8	$2.7M		57k	48.08	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.7	$2.7M		26k	100.54	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	1.5	$2.4M		48k	49.63	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$1.8M		9.0k	205.72	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.0	$1.5M	-4%	12k	125.33	View chart
Microsoft Corporation (MSFT)	0.9	$1.3M	-3%	3.1k	420.72	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.8	$1.3M	+6%	58k	21.96	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.7	$1.1M	+3%	50k	22.52	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.7	$1.1M		7.1k	158.80	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.7	$1.1M	+11%	50k	21.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)	0.5	$822k	+6%	29k	28.33	View chart
Amazon (AMZN)	0.5	$801k		4.4k	180.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$752k	+8%	1.4k	524.34	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$638k		3.6k	179.11	View chart
Global Payments (GPN)	0.4	$627k		4.7k	133.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$575k		2.2k	259.90	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$559k		1.4k	397.76	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$548k		6.9k	79.86	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$542k	-15%	6.3k	86.67	View chart
Bentley Sys Com Cl B (BSY)	0.3	$538k	-14%	10k	52.22	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.3	$524k		3.6k	145.63	View chart
RBB Us Treas 3 Mnth (TBIL)	0.3	$493k		9.9k	50.03	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.3	$488k		9.7k	50.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$452k		1.3k	337.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$409k	+400%	6.7k	60.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.2	$378k		9.9k	38.19	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$341k		1.3k	270.80	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$337k		4.3k	78.64	View chart
PNC Financial Services (PNC)	0.2	$335k		2.1k	161.60	View chart
NVIDIA Corporation (NVDA)	0.2	$325k	NEW	360.00	903.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$319k		8.6k	37.05	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$297k		6.2k	48.09	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$268k		5.5k	49.19	View chart
Waste Management (WM)	0.2	$233k	NEW	1.1k	213.15	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$227k	NEW	4.2k	54.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$221k		4.4k	50.17	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$218k		5.1k	42.57	View chart
Bank of America Corporation (BAC)	0.1	$208k	NEW	5.5k	37.92	View chart
Alpha Tau Medical Ordinary Shares (DRTS)	0.0	$35k		12k	2.95	View chart

Past Filings by Financial Guidance Group

SEC 13F filings are viewable for Financial Guidance Group going back to 2022

Financial Guidance Group 2024 Q1 filed May 1, 2024
Financial Guidance Group 2023 Q4 filed Jan. 26, 2024
Financial Guidance Group 2023 Q3 filed Oct. 23, 2023
Financial Guidance Group 2023 Q2 filed July 26, 2023
Financial Guidance Group 2023 Q1 filed April 18, 2023
Financial Guidance Group 2022 Q4 filed Jan. 27, 2023
Financial Guidance Group 2022 Q3 filed Oct. 25, 2022
Financial Guidance Group 2022 Q2 filed July 29, 2022
Financial Guidance Group 2022 Q1 filed May 19, 2022

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