Guidance Point Advisors, LLC Portfolio Holdings
Q3 2025•98 long positions•$414.7M 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
Holding98 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Banks - Diversified Financial Services | $126.5M 31.19% | +$64.7K Bought | 0.015% 401.1K shares | 400.9K → 401.1K +$64.7K | +0.05% | $867.35B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $54.0M 13.3% | -$1.9M Sold | — 80.5K shares | 83.3K → 80.5K −$1.9M | -3.33% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $23.2M 5.72% | -$708.1K Sold | — 192.0K shares | 197.9K → 192.0K −$708.1K | -2.96% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $19.5M 4.8% | -$793.4K Sold | — 222.9K shares | 232.0K → 222.9K −$793.4K | -3.92% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $15.3M 3.77% | -$244.7K Sold | — 234.5K shares | 238.2K → 234.5K −$244.7K | -1.57% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $14.7M 3.62% | -$687.8K Sold | — 123.6K shares | 129.4K → 123.6K −$687.8K | -4.47% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $12.5M 3.08% | -$190.2K Sold | — 60.5K shares | 61.4K → 60.5K −$190.2K | -1.5% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $8.0M 1.98% | -$307.7K Sold | — 122.0K shares | 126.7K → 122.0K −$307.7K | -3.68% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $7.3M 1.79% | +$229.7K Bought | — 342.9K shares | 332.0K → 342.9K +$229.7K | +3.26% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.2M 1.78% | +$90.9K Bought | — 282.0K shares | 278.4K → 282.0K +$90.9K | +1.27% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.2M 1.77% | +$124.2K Bought | — 306.4K shares | 301.1K → 306.4K +$124.2K | +1.76% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.2M 1.77% | +$102.9K Bought | — 324.4K shares | 319.7K → 324.4K +$102.9K | +1.45% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.0M 1.71% | -$426.0K Sold | — 10.4K shares | 11.1K → 10.4K −$426.0K | -5.77% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $6.6M 1.62% | +$187.4K Bought | — 250.6K shares | 243.5K → 250.6K +$187.4K | +2.94% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $6.3M 1.56% | +$677.5K Bought | — 238.5K shares | 212.9K → 238.5K +$677.5K | +12.02% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.7M 1.41% | -$264.7K Sold | — 59.7K shares | 62.5K → 59.7K −$264.7K | -4.42% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $5.1M 1.24% | +$431.2K Bought | — 197.9K shares | 181.0K → 197.9K +$431.2K | +9.33% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.6M 1.13% | — | — - shares | — | — | — — | — | |
ETF ETF | $4.5M 1.11% | -$27.4K Sold | — 179.6K shares | 180.7K → 179.6K −$27.4K | -0.6% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.5M 1.1% | -$66.1K Sold | — 9.5K shares | 9.7K → 9.5K −$66.1K | -1.46% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.4M 1.09% | -$284.2K Sold | — 31.4K shares | 33.4K → 31.4K −$284.2K | -6.02% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.4M 1.09% | — | — - shares | — | — | — — | — | |
ETF ETF | $3.6M 0.884% | -$6.5K Sold | — 52.7K shares | 52.8K → 52.7K −$6.5K | -0.18% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $3.4M 0.833% | -$184.8K Sold | — 23.7K shares | 25.0K → 23.7K −$184.8K | -5.19% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $3.2M 0.792% | +$191.0K Bought | — 38.9K shares | 36.6K → 38.9K +$191.0K | +6.32% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.8M 0.689% | -$98.5K Sold | — 28.0K shares | 29.0K → 28.0K −$98.5K | -3.4% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.6M 0.64% | -$5.8K Sold | — 20.0K shares | 20.0K → 20.0K −$5.8K | -0.22% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.3M 0.556% | -$2.0K Sold | — 15.5K shares | 15.5K → 15.5K −$2.0K | -0.09% | — — | Q1 2020 Held for 5y 8m | |
Software - Infrastructure Technology | $2.1M 0.513% | -$142.1K Sold | 0.0% 4.0K shares | 4.3K → 4.0K −$142.1K | -6.39% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
Consumer Electronics Technology | $2.1M 0.511% | -$121.5K Sold | 0.0% 8.1K shares | 8.6K → 8.1K −$121.5K | -5.54% | $3.78T Mega Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $1.9M 0.472% | +$24.9K Bought | — 10.1K shares | 10.0K → 10.1K +$24.9K | +1.32% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.9M 0.46% | +$8.3K Bought | — 8.9K shares | 8.9K → 8.9K +$8.3K | +0.45% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $1.4M 0.343% | -$124.1K Sold | — 36.5K shares | 39.8K → 36.5K −$124.1K | -8.19% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $1.4M 0.337% | +$87.1K Bought | 0.0% 4.1K shares | 3.9K → 4.1K +$87.1K | +6.81% | $1.56T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $1.3M 0.324% | -$143.8K Sold | — 17.1K shares | 19.0K → 17.1K −$143.8K | -9.86% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.1M 0.273% | -$13.2K Sold | — 3.5K shares | 3.5K → 3.5K −$13.2K | -1.17% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.1M 0.269% | +$5.4K Bought | — 6.2K shares | 6.2K → 6.2K +$5.4K | +0.5% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $1.0M 0.259% | -$25.9K Sold | — 1.7K shares | 1.8K → 1.7K −$25.9K | -2.4% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.0M 0.256% | -$41.0K Sold | — 10.9K shares | 11.4K → 10.9K −$41.0K | -3.8% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.0M 0.249% | +$7.1K Bought | — 10.4K shares | 10.3K → 10.4K +$7.1K | +0.71% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.0M 0.247% | +$60.1K Bought | — 23.1K shares | 21.7K → 23.1K +$60.1K | +6.39% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $926.3K 0.228% | +$62.9K Bought | — 29.3K shares | 27.3K → 29.3K +$62.9K | +7.28% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $923.3K 0.228% | -$12.4K Sold | — 4.5K shares | 4.6K → 4.5K −$12.4K | -1.33% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $863.6K 0.213% | +$587.1 Bought | — 8.8K shares | 8.8K → 8.8K +$587.1 | +0.07% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $817.8K 0.202% | +$19.1K Bought | — 16.0K shares | 15.6K → 16.0K +$19.1K | +2.39% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $809.4K 0.2% | -$5.1K Sold | — 4.6K shares | 4.6K → 4.6K −$5.1K | -0.63% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $778.8K 0.192% | -$65.5K Sold | — 8.3K shares | 9.0K → 8.3K −$65.5K | -7.76% | — — | Q4 2018 Held for 6y 11m | |
Unknown Unknown | $708.8K 0.175% | +$489.1K Bought | — 27.2K shares | 8.4K → 27.2K +$489.1K | +222.55% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $697.4K 0.172% | +$90.3K Bought | — 7.0K shares | 6.1K → 7.0K +$90.3K | +14.87% | — — | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $624.1K 0.154% | -$43.3K Sold | 0.0% 3.3K shares | 3.6K → 3.3K −$43.3K | -6.49% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m |
