Guidance Point Advisors, LLC
CIK: 0001767710SEC EDGAR →
Portfolio Value
$431.4M
Holdings
95
As of
Q4 2025
New Positions
95
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 401,005 | $129.2M | 29.95% |
| 2 | ISHARES TR | 81,327 | $55.8M | 12.93% |
| 3 | ISHARES TR | 188,093 | $23.2M | 5.38% |
| 4 | ISHARES TR | 234,354 | $21.0M | 4.86% |
| 5 | ISHARES TR | 249,719 | $16.5M | 3.82% |
| 6 | ISHARES TR | 124,582 | $15.0M | 3.47% |
| 7 | ISHARES TR | 61,646 | $13.1M | 3.03% |
| 8 | ISHARES TR | 397,616 | $8.8M | 2.03% |
| 9 | ISHARES TR | 407,781 | $8.6M | 2.00% |
| 10 | ISHARES INC | 124,373 | $8.4M | 1.94% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (95)
$129.2M · 401K shares
$55.8M · 81K shares
$23.2M · 188K shares
$21.0M · 234K shares
$16.5M · 250K shares
$15.0M · 125K shares
$13.1M · 62K shares
$8.8M · 398K shares
$8.6M · 408K shares
$8.4M · 124K shares
$7.8M · 304K shares
$7.4M · 314K shares
$7.2M · 11K shares
$6.9M · 265K shares
$6.8M · 258K shares
$6.2M · 243K shares
$5.8M · 60K shares
$5.7M · 222K shares
$5.1M · 211K shares
$5.1M · 209K shares
$4.5M · 10K shares
$4.3M · 30K shares
$3.6M · 43K shares
$3.6M · 51K shares
$3.4M · 24K shares
$2.9M · 28K shares
$2.7M · 20K shares
$2.3M · 15K shares
$2.1M · 8K shares
$1.9M · 10K shares
$1.9M · 9K shares
$1.9M · 4K shares
$1.4M · 33K shares
$1.4M · 33K shares
$1.3M · 17K shares
$1.2M · 2K shares
$1.1M · 3K shares
$1.1M · 6K shares
$1.0M · 11K shares
$953K · 5K shares
$950K · 10K shares
$879K · 9K shares
$865K · 17K shares
$840K · 5K shares
$830K · 2K shares
$809K · 8K shares
$634K · 3K shares
$628K · 5K shares
$618K · 3K shares
$615K · 1K shares
$612K · 20K shares
$581K · 3K shares
$573K · 1K shares
$572K · 8K shares
$562K · 4K shares
$562K · 10K shares
$542K · 2K shares
$510K · 4K shares
$506K · 4K shares
$486K · 967 shares
$480K · 22K shares
$420K · 18K shares
$417K · 4K shares
$405K · 6K shares
$404K · 1K shares
$385K · 509 shares
$374K · 4K shares
$366K · 2K shares
$358K · 18K shares
$351K · 4K shares
$345K · 2K shares
$327K · 6K shares
$318K · 5K shares
$316K · 14K shares
$313K · 517 shares
$311K · 637 shares
$289K · 6K shares
$288K · 333 shares
$282K · 1K shares
$271K · 4K shares
$264K · 13K shares
$251K · 3K shares
$248K · 11K shares
$242K · 2K shares
$231K · 1K shares
$224K · 10K shares
$222K · 10K shares
$222K · 10K shares
$220K · 1K shares
$214K · 1K shares
$212K · 2K shares
$210K · 5K shares
$200K · 5K shares
$200K · 8K shares
$10K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 76 | $396.3M | 91.9% |
| Unknown | 7 | $27.0M | 6.3% |
| Technology | 6 | $6.2M | 1.4% |
| Consumer Defensive | 2 | $850K | 0.2% |
| Communication Services | 1 | $542K | 0.1% |
| Consumer Cyclical | 1 | $282K | 0.1% |
| Healthcare | 2 | $224K | 0.1% |