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The Analysis of Constant Guidance Financial LLC's Holdings & P&L

Currently, Constant Guidance Financial LLC holds 42 types of securities in its portfolio with a total value $144.6M. In the most recent quarter, they have increased their positions in BIL (+282.6K shares, valued at $25.9M), N/A (+18.4K shares, valued at $10.6M), EFA (+95.4K shares, valued at $9.3M); decreased their positions in SPY (-8.0K shares, valued at $5.2M), N/A (-13.7K shares, valued at $3.9M), PYLD (-117.0K shares, valued at $3.1M); initiated new positions in BIL (+282.6K shares, valued at $25.9M), N/A (+18.4K shares, valued at $10.6M), EFA (+95.4K shares, valued at $9.3M).

1M P&L

+3.7M+3.90%

3M P&L

-6.9M-6.54%

HY P&L

-5.5M-5.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A48.5M

52.4%

2Internet Retail5.2M

5.7%

3Consumer Electronics5.0M

5.4%

Top Industries by Stock Count

1N/A10 stocks

26.3%

2Software - Infrastructure2 stocks

5.3%

3Insurance - Property & Casualty2 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL67.3K shares-6.62%2026-03-312026-05-18

SPY STATE STR SPDR S&P 500 ETF T44.5K shares-15.17%2026-03-312026-05-18

BIL SPDR SERIES TRUST282.6K sharesnew addition2026-03-312026-05-18

INVESCO QQQ TR INVESCO QQQ TR18.4K sharesnew addition2026-03-312026-05-18

EFA ISHARES TR95.4K sharesnew addition2026-03-312026-05-18

AAPL APPLE INC13.9K shares-24.32%2026-03-312026-05-18

CVX CHEVRON CORPORATION16.5K shares94.37%2026-03-312026-05-18

NFLX NETFLIX INC.30.9K shares4.26%2026-03-312026-05-18

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DIA STATE STR SPDR DOW JONES IND6.0K sharesnew addition2026-03-312026-05-18

AMZN AMAZON COM INC11.8K shares-47.86%2026-03-312026-05-18

CB CHUBB LTD SWITZ7.0K shares-32.07%2026-03-312026-05-18

COP CONOCOPHILLIPS15.8K sharesnew addition2026-03-312026-05-18

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12.6K shares51.81%2026-03-312026-05-18

HD HOME DEPOT INC4.4K shares-3.32%2026-03-312026-05-18

ALPHABET INC ALPHABET INC4.4K shares-75.68%2026-03-312026-05-18

VTI VANGUARD INDEX FDS3.2K shares-3.57%2026-03-312026-05-18

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MSFT MICROSOFT CORP2.6K shares-61.60%2026-03-312026-05-18

DIS DISNEY WALT CO9.9K shares-31.63%2026-03-312026-05-18

TXN TEXAS INSTRS INC4.4K shares184.14%2026-03-312026-05-18

SPYX SPDR SERIES TRUST12.8K sharesnew addition2026-03-312026-05-18

D DOMINION ENERGY INC11.0K shares-5.98%2026-03-312026-05-18

EEM ISHARES TR11.8K sharesnew addition2026-03-312026-05-18

DELL DELL TECHNOLOGIES INC4.0K sharesnew addition2026-03-312026-05-18

XOM EXXON MOBIL CORP3.9K shares0.00%2026-03-312026-05-18

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PYLD PIMCO ETF TR23.1K shares-83.50%2026-03-312026-05-18

VIG VANGUARD SPECIALIZED FUNDS2.6K sharesnew addition2026-03-312026-05-18

HON HONEYWELL INTL INC2.4K sharesnew addition2026-03-312026-05-18

VYM VANGUARD WHITEHALL FDS3.7K sharesnew addition2026-03-312026-05-18

SPTM SPDR SERIES TRUST6.5K sharesnew addition2026-03-312026-05-18

META META PLATFORMS INC847 shares-82.89%2026-03-312026-05-18

MO ALTRIA GROUP INC7.2K sharesnew addition2026-03-312026-05-18

PM PHILIP MORRIS INTL INC2.8K sharesnew addition2026-03-312026-05-18

Sponsored

IVV ISHARES TR503 sharesnew addition2026-03-312026-05-18

NVDA NVIDIA CORPORATION1.7K shares-87.18%2026-03-312026-05-18

T AT&T INC10.2K sharesnew addition2026-03-312026-05-18

SCHF SCHWAB STRATEGIC TR9.6K sharesnew addition2026-03-312026-05-18

OXY OCCIDENTAL PETE CORP3.4K sharesnew addition2026-03-312026-05-18

NEE NEXTERA ENERGY INC2.3K sharesnew addition2026-03-312026-05-18

TRV TRAVELERS COMPANIES INC725 shares0.00%2026-03-312026-05-18

XLU SELECT SECTOR SPDR TR4.6K sharesnew addition2026-03-312026-05-18

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC600 sharesnew addition2026-03-312026-05-18

BROADCOM INC BROADCOM INC645 sharesnew addition2026-03-312026-05-18

BERKSHIRE HATHAWAY INC DEL

-6.62%

Shares67.3K

Event2026-03-31

Filed2026-05-18

SPY

STATE STR SPDR S&P 500 ETF T

-15.17%

Shares44.5K

Event2026-03-31

Filed2026-05-18

BIL

SPDR SERIES TRUST

New

Shares282.6K

Event2026-03-31

Filed2026-05-18

INVESCO QQQ TR

New

Shares18.4K

Event2026-03-31

Filed2026-05-18

EFA

ISHARES TR

New

Shares95.4K

Event2026-03-31

Filed2026-05-18

AAPL

APPLE INC

-24.32%

Shares13.9K

Event2026-03-31

Filed2026-05-18

CVX

CHEVRON CORPORATION

94.37%

Shares16.5K

Event2026-03-31

Filed2026-05-18

NFLX

NETFLIX INC.

4.26%

Shares30.9K

Event2026-03-31

Filed2026-05-18

DIA

STATE STR SPDR DOW JONES IND

New

Shares6.0K

Event2026-03-31

Filed2026-05-18

AMZN

AMAZON COM INC

-47.86%

Shares11.8K

Event2026-03-31

Filed2026-05-18

CHUBB LTD SWITZ

-32.07%

Shares7.0K

Event2026-03-31

Filed2026-05-18

COP

CONOCOPHILLIPS

New

Shares15.8K

Event2026-03-31

Filed2026-05-18

DUKE ENERGY CORP NEW

51.81%

Shares12.6K

Event2026-03-31

Filed2026-05-18

HOME DEPOT INC

-3.32%

Shares4.4K

Event2026-03-31

Filed2026-05-18

ALPHABET INC

-75.68%

Shares4.4K

Event2026-03-31

Filed2026-05-18

VTI

VANGUARD INDEX FDS

-3.57%

Shares3.2K

Event2026-03-31

Filed2026-05-18

MSFT

MICROSOFT CORP

-61.60%

Shares2.6K

Event2026-03-31

Filed2026-05-18

DIS

DISNEY WALT CO

-31.63%

Shares9.9K

Event2026-03-31

Filed2026-05-18

TXN

TEXAS INSTRS INC

184.14%

Shares4.4K

Event2026-03-31

Filed2026-05-18

SPYX

SPDR SERIES TRUST

New

Shares12.8K

Event2026-03-31

Filed2026-05-18

DOMINION ENERGY INC

-5.98%

Shares11.0K

Event2026-03-31

Filed2026-05-18

EEM

ISHARES TR

New

Shares11.8K

Event2026-03-31

Filed2026-05-18

DELL

DELL TECHNOLOGIES INC

New

Shares4.0K

Event2026-03-31

Filed2026-05-18

XOM

EXXON MOBIL CORP

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-18

PYLD

PIMCO ETF TR

-83.50%

Shares23.1K

Event2026-03-31

Filed2026-05-18

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares2.6K

Event2026-03-31

Filed2026-05-18

HON

HONEYWELL INTL INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-18

VYM

VANGUARD WHITEHALL FDS

New

Shares3.7K

Event2026-03-31

Filed2026-05-18

SPTM

SPDR SERIES TRUST

New

Shares6.5K

Event2026-03-31

Filed2026-05-18