The Analysis of Constant Guidance Financial LLC's Holdings
Currently, Constant Guidance Financial LLC holds 36 types of securities in its portfolio with a total value $125.2M. In the most recent quarter, they have increased their positions in SPY (+28.4K shares, valued at $18.9M), XLK (+28.4K shares, valued at $8.0M), PYLD (+289.1K shares, valued at $7.8M); decreased their positions in BRK.B (-12.9K shares, valued at $6.5M), HOOD (-14.9K shares, valued at $2.1M), NVDA (-8.8K shares, valued at $1.7M); initiated new positions in XLK (+28.4K shares, valued at $8.0M), PYLD (+289.1K shares, valued at $7.8M), XLC (+39.5K shares, valued at $4.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF46.8K shares154.44%2025-09-302025-11-10
BRK.B BERKSHIRE HATHAWAY CLASS B54.9K shares-19.08%2025-09-302025-11-10 XLK TECHNOLOGY SELECT SECTORSPDR ETF28.4K sharesnew addition2025-09-302025-11-10 PYLD PIMCO MULTISECTOR BOND ACTV ETF289.1K sharesnew addition2025-09-302025-11-10 XLC COMMUNICAT SVS SLCT SEC SPDR ETF39.5K sharesnew addition2025-09-302025-11-10 IEF ISHARES 7-10 YEAR TRSURYBOND ETF45.3K sharesnew addition2025-09-302025-11-10 AAPL APPLE INC15.2K shares-3.53%2025-09-302025-11-10 PNC PNC FINL SERVICES17.0K shares-25.44%2025-09-302025-11-10 GLD SPDR GOLD SHARES ETF9.5K shares169.49%2025-09-302025-11-10 MSFT MICROSOFT CORP6.4K shares42.45%2025-09-302025-11-10 AMZN AMAZON.COM INC13.7K shares6.25%2025-09-302025-11-10 NFLX NETFLIX INC2.3K shares-17.74%2025-09-302025-11-10 GOOGL ALPHABET INC CLASS CLASS A9.5K shares304.43%2025-09-302025-11-10 CB CHUBB LTD F7.9K shares-29.01%2025-09-302025-11-10 HD HOME DEPOT INC4.4K shares-7.52%2025-09-302025-11-10 GDX VANECK GOLD MINERS ETF18.8K sharesnew addition2025-09-302025-11-10 BAC BANK OF AMERICA CORP24.3K shares603.45%2025-09-302025-11-10 LQD ISHARES IBOXX INVT GRADEBOND ETF11.2K shares-54.06%2025-09-302025-11-10 XLY SPDR FUND CONSUMER DISCRE SELECT ETF5.0K sharesnew addition2025-09-302025-11-10 BIL SPDR BLOOMBERG 1 3 MNTH T BLL ETF12.0K shares-8.97%2025-09-302025-11-10 VTI VANGUARD TOTAL STOCK MARKET ETF3.3K shares20.77%2025-09-302025-11-10 META META PLATFORMS INC CLASS A1.3K shares-31.62%2025-09-302025-11-10 ORCL ORACLE CORP2.9K sharesnew addition2025-09-302025-11-10 DELL DELL TECHNOLOGIES INC CLASS C5.4K sharesnew addition2025-09-302025-11-10 XSD SPDR S&P 500 FOSSIL FUELRES FRE ETF13.1K sharesnew addition2025-09-302025-11-10 NVDA NVIDIA CORP3.8K shares-70.18%2025-09-302025-11-10 QQQ INVSC QQQ TRUST SRS 1 ETF1.0K shares-5.54%2025-09-302025-11-10 VIG VANGUARD DIVIDEND APPRECIATION ETF2.6K sharesnew addition2025-09-302025-11-10 IBIT ISHARES BITCOIN ETF8.4K shares-49.14%2025-09-302025-11-10 SPTM SPDR PORTFOLIO S P 1500 CMPST ST ETF6.5K sharesnew addition2025-09-302025-11-10 XOM EXXON MOBIL CORP4.0K shares-11.63%2025-09-302025-11-10 VYM VANGUARD HIGH DIVIDEND YIELD ETF2.9K shares-43.32%2025-09-302025-11-10 HOOD ROBINHOOD MKTS INC CLASS A2.4K shares-85.90%2025-09-302025-11-10 IVV ISHARES CORE S&P 500 ETF522 sharesnew addition2025-09-302025-11-10 TRV TRAVELERS COS INC965 sharesnew addition2025-09-302025-11-10 IBM IBM CORP950 sharesnew addition2025-09-302025-11-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available