The Analysis of Financial Guidance Group, Inc.'s Holdings
Currently, Financial Guidance Group, Inc. holds 85 types of securities in its portfolio with a total value $223.0M. In the most recent quarter, they have increased their positions in ACIO (+23.9K shares, valued at $1.0M), SPYM (+9.1K shares, valued at $713.5K), DRSK (+23.8K shares, valued at $685.7K); decreased their positions in XONE (-18.3K shares, valued at $910.8K), SCHD (-18.2K shares, valued at $497.4K), ARKW (-1.9K shares, valued at $335.9K); initiated new positions in IDUB (+9.9K shares, valued at $233.3K), WMT (+2.0K shares, valued at $204.1K), EEM (+3.8K shares, valued at $201.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
QQQ INVESCO QQQ TR30.0K shares2.65%2025-09-302025-11-05
SCHD SCHWAB STRATEGIC TR513.5K shares-3.43%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR20.1K shares0.31%2025-09-302025-11-05 QEFA SPDR INDEX SHS FDS139.9K shares2.22%2025-09-302025-11-05 JEPI J P MORGAN EXCHANGE TRADED F191.4K shares-0.85%2025-09-302025-11-05 ACIO ETF SER SOLUTIONS218.4K shares12.31%2025-09-302025-11-05 XONE BONDBLOXX ETF TRUST141.7K shares-11.46%2025-09-302025-11-05 XMAR FIRST TR EXCHNG TRADED FD VI155.1K shares-1.98%2025-09-302025-11-05 RSP INVESCO EXCHANGE TRADED FD T31.8K shares9.87%2025-09-302025-11-05 KOMP SPDR SERIES TRUST94.9K shares2.80%2025-09-302025-11-05 GLDM WORLD GOLD TR76.2K shares1.36%2025-09-302025-11-05 SPYM SPDR SERIES TRUST70.5K shares14.84%2025-09-302025-11-05 DRSK ETF SER SOLUTIONS190.3K shares14.29%2025-09-302025-11-05 QJUN FIRST TR EXCHNG TRADED FD VI170.5K shares-2.06%2025-09-302025-11-05 OSCV ETF SER SOLUTIONS123.3K shares14.26%2025-09-302025-11-05 ARKW ARK ETF TR26.3K shares-6.82%2025-09-302025-11-05 COWZ PACER FDS TR74.4K shares-3.96%2025-09-302025-11-05 VFLO VICTORY PORTFOLIOS II105.5K shares15.94%2025-09-302025-11-05 FJUN FIRST TR EXCHNG TRADED FD VI69.4K shares-3.42%2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS77.4K shares-1.37%2025-09-302025-11-05 XLE SELECT SECTOR SPDR TR42.6K shares-5.32%2025-09-302025-11-05 XDEC FIRST TR EXCHNG TRADED FD VI94.3K shares-0.06%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS16.4K shares-2.63%2025-09-302025-11-05 BUFR FIRST TR EXCHNG TRADED FD VI104.7K shares10.45%2025-09-302025-11-05 UPSD ETF SER SOLUTIONS127.4K shares14.51%2025-09-302025-11-05 BUFQ FIRST TR EXCHNG TRADED FD VI95.7K shares6.49%2025-09-302025-11-05 SLYV SPDR SERIES TRUST35.5K shares-3.41%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F52.3K shares5.36%2025-09-302025-11-05 GLD SPDR GOLD TR7.9K shares-5.09%2025-09-302025-11-05 XFIV BONDBLOXX ETF TRUST52.7K shares16.42%2025-09-302025-11-05 VOE VANGUARD INDEX FDS13.8K shares-10.09%2025-09-302025-11-05 AIQ GLOBAL X FDS44.0K shares8.19%2025-09-302025-11-05 RSPG INVESCO EXCHANGE TRADED FD T26.4K shares13.98%2025-09-302025-11-05 AAPL APPLE INC7.8K shares0.21%2025-09-302025-11-05 JUCY ETF SER SOLUTIONS87.7K shares29.87%2025-09-302025-11-05 MDYV SPDR SERIES TRUST22.6K shares-1.98%2025-09-302025-11-05 FRDM EA SERIES TRUST37.5K shares17.23%2025-09-302025-11-05 MSFT MICROSOFT CORP3.0K shares0.00%2025-09-302025-11-05 IWS ISHARES TR9.7K shares0.01%2025-09-302025-11-05 BAR GRANITESHARES GOLD TR29.3K shares-0.70%2025-09-302025-11-05 IWN ISHARES TR6.3K shares0.00%2025-09-302025-11-05 AMZN AMAZON COM INC5.0K shares0.40%2025-09-302025-11-05 BUFT FIRST TR EXCHNG TRADED FD VI41.5K shares-0.30%2025-09-302025-11-05 NVDA NVIDIA CORPORATION5.3K shares0.00%2025-09-302025-11-05 VGT VANGUARD WORLD FD1.2K shares0.00%2025-09-302025-11-05 MINT PIMCO ETF TR9.0K shares-12.77%2025-09-302025-11-05 BUFG FIRST TR EXCHNG TRADED FD VI28.0K shares-6.08%2025-09-302025-11-05 VONG VANGUARD SCOTTSDALE FDS6.3K shares0.00%2025-09-302025-11-05 IWD ISHARES TR3.5K shares0.00%2025-09-302025-11-05 DIA SPDR DOW JONES INDL AVERAGE1.4K shares0.00%2025-09-302025-11-05 IWF ISHARES TR1.3K shares0.00%2025-09-302025-11-05 QUS SPDR SERIES TRUST3.6K shares0.00%2025-09-302025-11-05 BITB BITWISE BITCOIN ETF TR9.7K shares10.31%2025-09-302025-11-05 VTI VANGUARD INDEX FDS1.7K shares-3.73%2025-09-302025-11-05 JEPQ J P MORGAN EXCHANGE TRADED F9.8K shares104.82%2025-09-302025-11-05 AVGO BROADCOM INC1.6K shares0.00%2025-09-302025-11-05 EFA ISHARES TR5.6K shares0.00%2025-09-302025-11-05 XHLF BONDBLOXX ETF TRUST9.6K shares0.00%2025-09-302025-11-05 TBIL RBB FD INC8.9K shares0.00%2025-09-302025-11-05 DSEP FIRST TR EXCHNG TRADED FD VI9.9K shares0.00%2025-09-302025-11-05 IWO ISHARES TR1.3K shares0.00%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL788 shares0.00%2025-09-302025-11-05 GPN GLOBAL PMTS INC4.7K shares0.00%2025-09-302025-11-05 IJH ISHARES TR5.9K shares0.00%2025-09-302025-11-05 VONV VANGUARD SCOTTSDALE FDS4.3K shares0.00%2025-09-302025-11-05 XSEP FIRST TR EXCHNG TRADED FD VI8.2K shares0.00%2025-09-302025-11-05 HCA HCA HEALTHCARE INC784 shares0.00%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.1.0K shares0.00%2025-09-302025-11-05 SPEM SPDR INDEX SHS FDS6.7K shares0.00%2025-09-302025-11-05 XTWO BONDBLOXX ETF TRUST6.1K shares-25.50%2025-09-302025-11-05 PNC PNC FINL SVCS GROUP INC1.5K shares0.00%2025-09-302025-11-05 BAC BANK AMERICA CORP5.5K shares0.00%2025-09-302025-11-05 KLAC KLA CORP260 shares0.00%2025-09-302025-11-05 GS GOLDMAN SACHS GROUP INC351 shares0.00%2025-09-302025-11-05 BNDX VANGUARD CHARLOTTE FDS5.4K shares0.00%2025-09-302025-11-05 PFM INVESCO EXCHANGE TRADED FD T5.1K shares0.00%2025-09-302025-11-05 VOO VANGUARD INDEX FDS413 shares0.00%2025-09-302025-11-05 SGOV ISHARES TR2.5K shares0.00%2025-09-302025-11-05 BSY BENTLEY SYS INC4.7K shares0.00%2025-09-302025-11-05 WM WASTE MGMT INC DEL1.1K shares-2.29%2025-09-302025-11-05 IDUB ETF SER SOLUTIONS9.9K sharesnew addition2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS3.6K shares0.00%2025-09-302025-11-05 WMT WALMART INC2.0K sharesnew addition2025-09-302025-11-05 EEM ISHARES TR3.8K sharesnew addition2025-09-302025-11-05 DRTS ALPHA TAU MEDICAL LTD21.9K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available