Financial Guidance Group, Inc. Portfolio Holdings
Q3 2025•83 long positions•$219.2M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding85 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $18.0M 8.23% | +$466.5K Bought | — 30.0K shares | 29.3K → 30.0K +$466.5K | +2.65% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $14.0M 6.4% | -$497.4K Sold | — 513.5K shares | 531.7K → 513.5K −$497.4K | -3.43% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $13.4M 6.11% | +$41.3K Bought | — 20.1K shares | 20.0K → 20.1K +$41.3K | +0.31% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $12.3M 5.61% | +$267.3K Bought | — 139.9K shares | 136.9K → 139.9K +$267.3K | +2.22% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $10.9M 4.99% | -$93.7K Sold | — 191.4K shares | 193.1K → 191.4K −$93.7K | -0.85% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.5M 4.33% | +$1.0M Bought | — 218.4K shares | 194.4K → 218.4K +$1.0M | +12.31% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $7.0M 3.21% | -$910.8K Sold | — 141.7K shares | 160.0K → 141.7K −$910.8K | -11.46% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $6.1M 2.78% | -$122.9K Sold | — 155.1K shares | 158.2K → 155.1K −$122.9K | -1.98% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $6.0M 2.75% | +$540.8K Bought | — 31.8K shares | 28.9K → 31.8K +$540.8K | +9.87% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.9M 2.7% | +$160.9K Bought | — 94.9K shares | 92.3K → 94.9K +$160.9K | +2.8% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $5.8M 2.66% | +$78.4K Bought | — 76.2K shares | 75.2K → 76.2K +$78.4K | +1.36% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.5M 2.52% | +$713.5K Bought | — 70.5K shares | 61.4K → 70.5K +$713.5K | +14.84% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.5M 2.5% | +$685.7K Bought | — 190.3K shares | 166.5K → 190.3K +$685.7K | +14.29% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.3M 2.42% | -$111.3K Sold | — 170.5K shares | 174.0K → 170.5K −$111.3K | -2.06% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.7M 2.15% | +$588.3K Bought | — 123.3K shares | 107.9K → 123.3K +$588.3K | +14.26% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.6M 2.1% | -$335.9K Sold | — 26.3K shares | 28.2K → 26.3K −$335.9K | -6.82% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.3M 1.95% | -$176.1K Sold | — 74.4K shares | 77.5K → 74.4K −$176.1K | -3.96% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.0M 1.81% | +$544.3K Bought | — 105.5K shares | 91.0K → 105.5K +$544.3K | +15.94% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.9M 1.77% | -$137.4K Sold | — 69.4K shares | 71.9K → 69.4K −$137.4K | -3.42% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.9M 1.77% | -$53.8K Sold | — 77.4K shares | 78.5K → 77.4K −$53.8K | -1.37% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.8M 1.74% | -$213.7K Sold | — 42.6K shares | 45.0K → 42.6K −$213.7K | -5.32% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $3.8M 1.73% | -$2.4K Sold | — 94.3K shares | 94.4K → 94.3K −$2.4K | -0.06% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.5M 1.62% | -$95.8K Sold | — 16.4K shares | 16.9K → 16.4K −$95.8K | -2.63% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.5M 1.6% | +$331.2K Bought | — 104.7K shares | 94.8K → 104.7K +$331.2K | +10.45% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.3M 1.52% | +$203.1K Bought | — 95.7K shares | 89.8K → 95.7K +$203.1K | +6.49% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1M 1.43% | -$110.9K Sold | — 35.5K shares | 36.7K → 35.5K −$110.9K | -3.41% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.8M 1.29% | +$144.3K Bought | — 52.3K shares | 49.7K → 52.3K +$144.3K | +5.36% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $2.8M 1.28% | -$150.0K Sold | — 7.9K shares | 8.3K → 7.9K −$150.0K | -5.09% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.6M 1.19% | +$368.4K Bought | — 52.7K shares | 45.3K → 52.7K +$368.4K | +16.42% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.4M 1.1% | -$270.4K Sold | — 13.8K shares | 15.4K → 13.8K −$270.4K | -10.09% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $2.2M 0.993% | +$164.7K Bought | — 44.1K shares | 40.7K → 44.1K +$164.7K | +8.19% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.1M 0.957% | +$257.4K Bought | — 26.4K shares | 23.1K → 26.4K +$257.4K | +13.98% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $2.0M 0.902% | +$4.1K Bought | 0.0% 7.8K shares | 7.7K → 7.8K +$4.1K | +0.21% | $3.78T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.0M 0.892% | +$449.5K Bought | — 87.7K shares | 67.5K → 87.7K +$449.5K | +29.87% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.9M 0.859% | -$38.0K Sold | — 22.6K shares | 23.0K → 22.6K −$38.0K | -1.98% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.7M 0.758% | +$244.1K Bought | — 37.5K shares | 32.0K → 37.5K +$244.1K | +17.23% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $1.5M 0.699% | — | 0.0% 3.0K shares | — | — | $3.85T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.4M 0.621% | +$139.7 Bought | — 9.7K shares | 9.7K → 9.7K +$139.7 | +0.01% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $1.1M 0.509% | -$7.8K Sold | — 29.3K shares | 29.5K → 29.3K −$7.8K | -0.7% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.1M 0.505% | — | — 6.3K shares | — | — | — — | Q1 2022 Held for 3y 8m | |
Specialty Retail Consumer Cyclical | $1.1M 0.499% | +$4.4K Bought | 0.0% 5.0K shares | 5.0K → 5.0K +$4.4K | +0.4% | $2.34T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.0M 0.457% | -$3.0K Sold | — 41.5K shares | 41.6K → 41.5K −$3.0K | -0.3% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $980.3K 0.447% | — | 0.0% 5.3K shares | — | — | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $926.6K 0.423% | — | — 1.2K shares | — | — | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $901.5K 0.411% | -$132.0K Sold | — 9.0K shares | 10.3K → 9.0K −$132.0K | -12.77% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $755.3K 0.345% | -$48.9K Sold | — 28.0K shares | 29.9K → 28.0K −$48.9K | -6.08% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $753.1K 0.344% | — | — 6.3K shares | — | — | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $721.1K 0.329% | — | — 3.5K shares | — | — | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $652.0K 0.297% | — | — 1.4K shares | — | — | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $618.3K 0.282% | — | — 1.3K shares | — | — | — — | Q1 2022 Held for 3y 8m |
