LifeGuide Financial Advisors, LLC Portfolio Holdings
Q3 2025•47 long positions•$268.2M portfolio value
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Holding47 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $59.0M 22.0% | +$45.4K Bought | — 2.2M shares | 2.2M → 2.2M +$45.4K | +0.08% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $44.7M 16.67% | +$62.6K Bought | — 1.7M shares | 1.7M → 1.7M +$62.6K | +0.14% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $38.3M 14.3% | +$30.0K Bought | — 402.3K shares | 402.0K → 402.3K +$30.0K | +0.08% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $22.3M 8.33% | +$109.6K Bought | — 620.1K shares | 617.0K → 620.1K +$109.6K | +0.49% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $15.7M 5.86% | -$8.3K Sold | — 143.6K shares | 143.7K → 143.6K −$8.3K | -0.05% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $15.3M 5.7% | -$1.5K Sold | — 50.3K shares | 50.3K → 50.3K −$1.5K | -0.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $13.2M 4.92% | +$50.0K Bought | — 424.6K shares | 422.9K → 424.6K +$50.0K | +0.38% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $12.5M 4.65% | -$4.8K Sold | — 190.3K shares | 190.3K → 190.3K −$4.8K | -0.04% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.4M 2.38% | -$1.5K Sold | — 111.9K shares | 111.9K → 111.9K −$1.5K | -0.02% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.5M 1.67% | +$15.0K Bought | — 150.0K shares | 149.5K → 150.0K +$15.0K | +0.34% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.3M 1.6% | — | — 47.9K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $3.3M 1.24% | +$23.9K Bought | — 102.3K shares | 101.6K → 102.3K +$23.9K | +0.72% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.8M 1.04% | +$4.0K Bought | — 4.9K shares | 4.9K → 4.9K +$4.0K | +0.14% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.2M 0.818% | +$6.4K Bought | — 52.8K shares | 52.6K → 52.8K +$6.4K | +0.29% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 0.804% | -$512.2 Sold | — 21.0K shares | 21.1K → 21.0K −$512.2 | -0.02% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.1M 0.801% | -$165.0 Sold | — 26.0K shares | 26.1K → 26.0K −$165.0 | -0.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.7M 0.641% | +$248.3 Bought | — 34.6K shares | 34.6K → 34.6K +$248.3 | +0.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.6M 0.612% | +$19.6K Bought | — 47.9K shares | 47.3K → 47.9K +$19.6K | +1.21% | — — | Q2 2023 Held for 2y 5m | |
Packaged Foods Consumer Defensive | $1.3M 0.473% | — | 0.006% 16.4K shares | — | — | $18.0B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.1M 0.399% | +$4.3K Bought | — 6.2K shares | 6.2K → 6.2K +$4.3K | +0.41% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $967.3K 0.361% | +$8.4K Bought | — 24.5K shares | 24.3K → 24.5K +$8.4K | +0.88% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $903.6K 0.337% | — | — 1.5K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Information Technology Services Technology | $899.0K 0.335% | — | 0.0% 3.1K shares | — | — | $262.84B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $864.4K 0.322% | -$15.3K Sold | — 88.8K shares | 90.4K → 88.8K −$15.3K | -1.74% | — — | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $767.8K 0.286% | — | 0.0% 3.7K shares | — | — | $3.78T Mega Cap | Q3 2023 Held for 2y 2m | |
Oil & Gas Integrated Energy | $677.3K 0.253% | — | 0.0% 6.2K shares | — | — | $480.68B Mega Cap | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $654.2K 0.244% | — | — 2.1K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $641.1K 0.239% | — | 0.0% 1.3K shares | — | — | $3.85T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $611.8K 0.228% | — | — 7.1K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $582.7K 0.217% | +$9.4K Bought | — 16.9K shares | 16.6K → 16.9K +$9.4K | +1.63% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $544.1K 0.203% | +$2.1K Bought | — 22.6K shares | 22.5K → 22.6K +$2.1K | +0.39% | — — | Q3 2023 Held for 2y 2m | |
Integrated Freight & Logistics Industrials | $514.0K 0.192% | — | 0.001% 4.9K shares | — | — | $70.8B Large Cap | Q4 2021 Held for 3y 11m | |
Food Confectioners Consumer Defensive | $512.3K 0.191% | — | 0.001% 2.9K shares | — | — | $37.9B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $477.2K 0.178% | — | — 3.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $452.6K 0.169% | — | 0.0% 4.6K shares | — | — | $821.68B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $416.4K 0.155% | — | — 1.7K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $383.9K 0.143% | — | — 1.4K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $361.8K 0.135% | — | 0.0% 1.6K shares | — | — | $2.34T Mega Cap | Q2 2025 Held for 5 months | |
Restaurants Consumer Cyclical | $323.1K 0.12% | — | 0.0% 1.1K shares | — | — | $216.86B Mega Cap | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $316.3K 0.118% | — | — 4.4K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $298.7K 0.111% | — | 0.001% 8.8K shares | — | — | $27.5B Large Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $298.5K 0.111% | — | 0.0% 415.0 shares | — | — | $1.84T Mega Cap | Q1 2024 Held for 1y 8m | |
Banks - Regional Financial Services | $292.1K 0.109% | — | 0.0% 1.5K shares | — | — | $79.1B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $258.4K 0.096% | +$2.2K Bought | — 6.6K shares | 6.5K → 6.6K +$2.2K | +0.88% | — — | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $258.0K 0.096% | — | 0.0% 527.0 shares | — | — | $1.08T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $209.1K 0.078% | -$7.7K Sold | — 6.0K shares | 6.3K → 6.0K −$7.7K | -3.57% | — — | Q4 2021 Held for 3y 11m | |
Banks - Regional Financial Services | $179.1K 0.067% | — | 0.064% 23.9K shares | — | — | $267.0M Micro Cap | Q3 2022 Held for 3y 2m |
