Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Guidance Point Advisors

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

Top 5 stock holdings are JPM, IVV, IVW, IEFA, IJR, and represent 54.81% of Guidance Point Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH (+$11M), IBDY, USMV, SPY, IWF, IBDX, IBDW, GLD, IBDU, IBDV.
Started 19 new stock positions in NVDA, AMZN, IBDP, GLD, LRCX, URA, USMV, VOOG, XOM, COST. CCJ, GBTC, LLY, IWR, IGM, VUG, CRWD, VZ, IBDY.
Reduced shares in these 10 stocks: TIP, IYR, VPU, VNQ, DVY, IBDQ, SCZ, AVGO, PFF, IXUS.
Guidance Point Advisors was a net buyer of stock by $23M.
Guidance Point Advisors has $307M in assets under management (AUM), dropping by 13.36%.
Central Index Key (CIK): 0001767710

Tip: Access up to 7 years of quarterly data

Positions held by Guidance Point Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 86 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
JPMorgan Chase & Co. (JPM)	26.3	$81M		402k	200.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	13.7	$42M		80k	526.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.3	$16M		193k	84.46	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.2	$16M		215k	74.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.4	$14M		122k	110.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.3	$13M	+394%	216k	60.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.2	$9.9M		53k	186.97	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$6.0M		117k	51.63	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.9	$5.9M	+9%	276k	21.40	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.9	$5.9M	+9%	259k	22.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$5.9M	+26%	11k	523.28	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.9	$5.8M	+12%	284k	20.49	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.9	$5.8M	+12%	234k	24.81	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.8	$5.7M		62k	91.27	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	1.5	$4.6M	NEW	179k	25.48	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.4	$4.3M		33k	130.77	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	1.3	$3.9M	+5%	162k	23.80	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.3	$3.8M	+4%	155k	24.91	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	1.2	$3.7M		156k	23.85	View chart
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)	1.2	$3.6M		145k	24.81	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$3.2M		54k	58.07	View chart
Ishares Tr Select Divid Etf (DVY)	1.0	$3.1M		25k	123.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$3.0M	+58%	9.0k	337.43	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$2.5M		28k	90.44	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$2.3M		35k	67.88	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.8	$2.3M		20k	118.36	View chart
Microsoft Corporation (MSFT)	0.7	$2.1M	+27%	4.9k	420.95	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$1.9M		30k	63.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$1.8M		16k	115.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$1.7M		8.7k	191.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.6M	NEW	19k	83.58	View chart
Apple (AAPL)	0.5	$1.4M	+16%	8.4k	171.54	View chart
Vanguard World Utilities Etf (VPU)	0.4	$1.3M	-9%	9.3k	142.83	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.4	$1.1M	-64%	12k	90.03	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1000k	+28%	3.7k	271.51	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$946k		6.1k	155.92	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$875k		27k	32.24	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$868k		17k	51.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$810k	+2%	4.5k	179.32	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$796k		19k	42.56	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$742k		8.7k	85.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$727k		9.1k	79.89	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$719k		4.5k	159.05	View chart
Procter & Gamble Company (PG)	0.2	$678k		4.2k	162.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$612k	NEW	3.0k	205.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$543k	+8%	1.2k	445.39	View chart
Broadcom (AVGO)	0.2	$525k	-3%	395.00	1330.12	View chart
NVIDIA Corporation (NVDA)	0.2	$492k	NEW	544.00	904.87	View chart
Bank of America Corporation (BAC)	0.2	$491k		13k	37.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$456k	+16%	3.0k	150.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$449k	+2%	1.1k	420.52	View chart
General Dynamics Corporation (GD)	0.1	$441k		1.6k	282.59	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$437k		3.5k	125.36	View chart
Eli Lilly & Co. (LLY)	0.1	$425k	NEW	546.00	778.23	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$424k		2.0k	208.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$401k		1.9k	210.64	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$396k	NEW	1.2k	320.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$381k	+3%	2.1k	182.96	View chart
Amazon (AMZN)	0.1	$372k	NEW	2.1k	180.38	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$357k		639.00	558.84	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$357k	NEW	4.2k	84.10	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$311k	NEW	1.0k	304.97	View chart
Johnson & Johnson (JNJ)	0.1	$302k	+3%	1.9k	158.26	View chart
Annaly Capital Management In Com New (NLY)	0.1	$301k		15k	19.69	View chart
Costco Wholesale Corporation (COST)	0.1	$299k	NEW	407.00	735.71	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$283k	+2%	4.8k	58.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$278k		5.5k	50.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$270k	NEW	785.00	344.51	View chart
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP)	0.1	$269k	NEW	11k	25.05	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$267k		506.00	526.85	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$251k		4.7k	53.43	View chart
Verizon Communications (VZ)	0.1	$240k	NEW	5.7k	41.97	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$239k	NEW	3.8k	63.17	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$231k	+402%	3.7k	61.94	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$230k	NEW	2.7k	86.22	View chart
Cameco Corporation (CCJ)	0.1	$226k	NEW	5.2k	43.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$218k	-31%	2.5k	86.63	View chart
Global X Fds Global X Uranium (URA)	0.1	$218k	NEW	7.6k	28.83	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$216k		2.1k	103.01	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$210k	-94%	2.0k	107.45	View chart
Exxon Mobil Corporation (XOM)	0.1	$210k	NEW	1.8k	116.29	View chart
Lam Research Corporation (LRCX)	0.1	$205k	NEW	210.00	974.80	View chart
Quantum Si Com Cl A (QSI)	0.0	$51k		26k	1.97	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$36k		34k	1.08	View chart
Ginkgo Bioworks Holdings Cl A Shs (DNA)	0.0	$29k		25k	1.16	View chart
Hyperfine Com Cl A (HYPR)	0.0	$11k		11k	1.00	View chart

Past Filings by Guidance Point Advisors

SEC 13F filings are viewable for Guidance Point Advisors going back to 2018

Guidance Point Advisors 2024 Q1 filed May 10, 2024
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z