Sponsored

The Analysis of Financial Guidance Group, Inc.'s Holdings & P&L

Currently, Financial Guidance Group, Inc. holds 89 types of securities in its portfolio with a total value $248.8M. In the most recent quarter, they have increased their positions in ACIO (+15.5K shares, valued at $649.5K), SPYM (+7.8K shares, valued at $597.8K), N/A (+1.0K shares, valued at $582.4K); decreased their positions in XOCT (-12.6K shares, valued at $469.6K), ARKW (-2.8K shares, valued at $337.0K), BNDX (-6.0K shares, valued at $288.0K); initiated new positions in UI (+274 shares, valued at $216.5K).

1M P&L

+4.7M+2.10%

3M P&L

+2.0M+0.89%

HY P&L

+14.7M+6.79%

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/A214.4M

96.4%

2Consumer Electronics1.8M

0.8%

3Software - Infrastructure1.1M

0.5%

Top Industries by Stock Count

1N/A69 stocks

82.1%

2Banks - Diversified2 stocks

2.4%

3Biotechnology1 stocks

1.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR31.8K shares3.28%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR516.5K shares-1.13%2026-03-312026-04-23

QEFA SPDR INDEX SHS FDS148.2K shares2.60%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T20.0K shares0.86%2026-03-312026-04-23

JEPI J P MORGAN EXCHANGE TRADED F224.8K shares1.65%2026-03-312026-04-23

ACIO ETF SER SOLUTIONS284.9K shares5.74%2026-03-312026-04-23

GLDM WORLD GOLD TR80.1K shares-1.47%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T36.5K shares1.67%2026-03-312026-04-23

Sponsored

SPYM SPDR SERIES TRUST90.6K shares9.44%2026-03-312026-04-23

DRSK ETF SER SOLUTIONS249.0K shares4.27%2026-03-312026-04-23

OSCV ETF SER SOLUTIONS166.6K shares8.89%2026-03-312026-04-23

XONE BONDBLOXX ETF TRUST131.2K shares-0.34%2026-03-312026-04-23

XMAR FIRST TR EXCHNG TRADED FD VI149.5K shares-1.49%2026-03-312026-04-23

KOMP SPDR SERIES TRUST100.5K shares1.20%2026-03-312026-04-23

VFLO VICTORY PORTFOLIOS II134.9K shares6.56%2026-03-312026-04-23

QJUN FIRST TR EXCHNG TRADED FD VI167.7K shares-1.35%2026-03-312026-04-23

Sponsored

XLE SELECT SECTOR SPDR TR82.7K shares-1.92%2026-03-312026-04-23

COWZ PACER FDS TR69.3K shares-2.54%2026-03-312026-04-23

BUFR FIRST TR EXCHNG TRADED FD VI127.3K shares0.74%2026-03-312026-04-23

BUFQ FIRST TR EXCHNG TRADED FD VI117.4K shares0.77%2026-03-312026-04-23

UPSD ETF SER SOLUTIONS160.5K shares14.81%2026-03-312026-04-23

FJUN FIRST TR EXCHNG TRADED FD VI67.9K shares-1.37%2026-03-312026-04-23

JUCY ETF SER SOLUTIONS170.7K shares8.95%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS75.4K shares-0.20%2026-03-312026-04-23

Sponsored

XFIV BONDBLOXX ETF TRUST76.5K shares2.14%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS16.4K shares-0.29%2026-03-312026-04-23

RSPG INVESCO EXCHANGE TRADED FD T31.3K shares6.43%2026-03-312026-04-23

GLD SPDR GOLD TR7.7K shares-1.20%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F59.4K shares7.31%2026-03-312026-04-23

XOCT FIRST TR EXCHNG TRADED FD VI85.7K shares-12.82%2026-03-312026-04-23

SLYV SPDR SERIES TRUST32.9K shares-6.61%2026-03-312026-04-23

ARKW ARK ETF TR21.4K shares-11.56%2026-03-312026-04-23

Sponsored

AIQ GLOBAL X FDS51.9K shares10.23%2026-03-312026-04-23

FRDM EA SERIES TRUST43.6K shares8.70%2026-03-312026-04-23

VOE VANGUARD INDEX FDS12.4K shares-8.71%2026-03-312026-04-23

AAPL APPLE INC7.3K shares-0.25%2026-03-312026-04-23

JEPQ J P MORGAN EXCHANGE TRADED F31.7K shares14.57%2026-03-312026-04-23

MDYV SPDR SERIES TRUST20.3K shares-7.20%2026-03-312026-04-23

IWS ISHARES TR9.6K shares-1.28%2026-03-312026-04-23

BAR GRANITESHARES GOLD TR28.9K shares-0.35%2026-03-312026-04-23

Sponsored

IWN ISHARES TR6.2K shares0.00%2026-03-312026-04-23

MSFT MICROSOFT CORP3.0K shares-6.73%2026-03-312026-04-23

XNOV FIRST TR EXCHNG TRADED FD VI28.3K shares0.00%2026-03-312026-04-23

AMZN AMAZON COM INC4.9K shares0.00%2026-03-312026-04-23

BUFT FIRST TR EXCHNG TRADED FD VI40.6K shares-1.22%2026-03-312026-04-23

NVDA NVIDIA CORPORATION5.3K shares0.00%2026-03-312026-04-23

MINT PIMCO ETF TR8.5K shares0.00%2026-03-312026-04-23

SGOV ISHARES TR8.4K shares0.07%2026-03-312026-04-23

Sponsored

VGT VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-23

IWD ISHARES TR3.5K shares0.00%2026-03-312026-04-23

BUFG FIRST TR EXCHNG TRADED FD VI28.0K shares0.00%2026-03-312026-04-23

VONG VANGUARD SCOTTSDALE FDS6.3K shares0.00%2026-03-312026-04-23

DIA STATE STR SPDR DOW JONES IND1.4K shares0.00%2026-03-312026-04-23

QUS SPDR SERIES TRUST3.3K shares-6.95%2026-03-312026-04-23

IWF ISHARES TR1.3K shares0.00%2026-03-312026-04-23

BITB BITWISE BITCOIN ETF TR15.2K shares50.83%2026-03-312026-04-23

Sponsored

VTI VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-23

EFA ISHARES TR5.6K shares0.00%2026-03-312026-04-23

SPYD SPDR SERIES TRUST11.1K shares15.84%2026-03-312026-04-23

BROADCOM INC BROADCOM INC1.6K shares0.00%2026-03-312026-04-23

XHLF BONDBLOXX ETF TRUST9.6K shares0.00%2026-03-312026-04-23

TBIL RBB FD INC8.9K shares0.00%2026-03-312026-04-23

DSEP FIRST TR EXCHNG TRADED FD VI9.9K shares0.00%2026-03-312026-04-23

VONV VANGUARD SCOTTSDALE FDS4.3K shares0.00%2026-03-312026-04-23

Sponsored

IWO ISHARES TR1.3K shares0.00%2026-03-312026-04-23

USTB VICTORY PORTFOLIOS II7.8K shares17.24%2026-03-312026-04-23

IDUB ETF SER SOLUTIONS15.9K shares60.57%2026-03-312026-04-23

DMBS DOUBLELINE ETF TRUST7.9K shares17.20%2026-03-312026-04-23

KLAC KLA CORP260 shares0.00%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL788 shares-1.13%2026-03-312026-04-23

IJH ISHARES TR5.4K shares-8.44%2026-03-312026-04-23

XSEP FIRST TR EXCHNG TRADED FD VI8.2K shares0.00%2026-03-312026-04-23

Sponsored

HCA HCA HEALTHCARE INC703 shares-10.33%2026-03-312026-04-23

GPN GLOBAL PMTS INC4.7K shares0.00%2026-03-312026-04-23

SPEM SPDR INDEX SHS FDS6.7K shares0.00%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC1.5K shares0.00%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO1.0K shares0.00%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC351 shares0.00%2026-03-312026-04-23

XTWO BONDBLOXX ETF TRUST5.8K shares-4.91%2026-03-312026-04-23

BAC BANK AMERICA CORP5.5K shares0.00%2026-03-312026-04-23

Sponsored

PFM INVESCO EXCHANGE TRADED FD T5.1K shares0.00%2026-03-312026-04-23

BNDX VANGUARD CHARLOTTE FDS5.4K shares-52.63%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS413 shares0.00%2026-03-312026-04-23

WMT WALMART INC2.0K shares0.00%2026-03-312026-04-23

WM WASTE MGMT INC DEL1.0K shares-3.28%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS3.6K shares0.00%2026-03-312026-04-23

UI UBIQUITI INC274 sharesnew addition2026-03-312026-04-23

EEM ISHARES TR3.8K shares0.00%2026-03-312026-04-23

Sponsored

DRTS ALPHA TAU MEDICAL LTD20.0K shares-8.86%2026-03-312026-04-23

INVESCO QQQ TR

3.28%

Shares31.8K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

-1.13%

Shares516.5K

Event2026-03-31

Filed2026-04-23

QEFA

SPDR INDEX SHS FDS

2.60%

Shares148.2K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

0.86%

Shares20.0K

Event2026-03-31

Filed2026-04-23

JEPI

J P MORGAN EXCHANGE TRADED F

1.65%

Shares224.8K

Event2026-03-31

Filed2026-04-23

ACIO

ETF SER SOLUTIONS

5.74%

Shares284.9K

Event2026-03-31

Filed2026-04-23

GLDM

WORLD GOLD TR

-1.47%

Shares80.1K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

1.67%

Shares36.5K

Event2026-03-31

Filed2026-04-23

SPYM

SPDR SERIES TRUST

9.44%

Shares90.6K

Event2026-03-31

Filed2026-04-23

DRSK

ETF SER SOLUTIONS

4.27%

Shares249.0K

Event2026-03-31

Filed2026-04-23

OSCV

ETF SER SOLUTIONS

8.89%

Shares166.6K

Event2026-03-31

Filed2026-04-23

XONE

BONDBLOXX ETF TRUST

-0.34%

Shares131.2K

Event2026-03-31

Filed2026-04-23

XMAR

FIRST TR EXCHNG TRADED FD VI

-1.49%

Shares149.5K

Event2026-03-31

Filed2026-04-23

KOMP

SPDR SERIES TRUST

1.20%

Shares100.5K

Event2026-03-31

Filed2026-04-23

VFLO

VICTORY PORTFOLIOS II

6.56%

Shares134.9K

Event2026-03-31

Filed2026-04-23

QJUN

FIRST TR EXCHNG TRADED FD VI

-1.35%

Shares167.7K

Event2026-03-31

Filed2026-04-23

XLE

SELECT SECTOR SPDR TR

-1.92%

Shares82.7K

Event2026-03-31

Filed2026-04-23

COWZ

PACER FDS TR

-2.54%

Shares69.3K

Event2026-03-31

Filed2026-04-23

BUFR

FIRST TR EXCHNG TRADED FD VI

0.74%

Shares127.3K

Event2026-03-31

Filed2026-04-23

BUFQ

FIRST TR EXCHNG TRADED FD VI

0.77%

Shares117.4K

Event2026-03-31

Filed2026-04-23

UPSD

ETF SER SOLUTIONS

14.81%

Shares160.5K

Event2026-03-31

Filed2026-04-23

FJUN

FIRST TR EXCHNG TRADED FD VI

-1.37%

Shares67.9K

Event2026-03-31

Filed2026-04-23

JUCY

ETF SER SOLUTIONS

8.95%

Shares170.7K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

-0.20%

Shares75.4K

Event2026-03-31

Filed2026-04-23

XFIV

BONDBLOXX ETF TRUST

2.14%

Shares76.5K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

-0.29%

Shares16.4K

Event2026-03-31

Filed2026-04-23

RSPG

INVESCO EXCHANGE TRADED FD T

6.43%

Shares31.3K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

-1.20%

Shares7.7K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

7.31%

Shares59.4K

Event2026-03-31

Filed2026-04-23

XOCT

FIRST TR EXCHNG TRADED FD VI

-12.82%

Shares85.7K

Event2026-03-31

Filed2026-04-23

SLYV

SPDR SERIES TRUST

-6.61%

Shares32.9K

Event2026-03-31

Filed2026-04-23

ARKW

ARK ETF TR

-11.56%

Shares21.4K

Event2026-03-31

Filed2026-04-23

AIQ

GLOBAL X FDS

10.23%

Shares51.9K

Event2026-03-31

Filed2026-04-23

FRDM

EA SERIES TRUST

8.70%

Shares43.6K

Event2026-03-31

Filed2026-04-23

VOE

VANGUARD INDEX FDS

-8.71%

Shares12.4K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-0.25%

Shares7.3K

Event2026-03-31

Filed2026-04-23

JEPQ

J P MORGAN EXCHANGE TRADED F

14.57%

Shares31.7K

Event2026-03-31

Filed2026-04-23

MDYV

SPDR SERIES TRUST

-7.20%

Shares20.3K

Event2026-03-31

Filed2026-04-23

IWS

ISHARES TR

-1.28%

Shares9.6K

Event2026-03-31

Filed2026-04-23

BAR

GRANITESHARES GOLD TR

-0.35%

Shares28.9K

Event2026-03-31

Filed2026-04-23

IWN

ISHARES TR

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-6.73%

Shares3.0K

Event2026-03-31

Filed2026-04-23

XNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares28.3K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-23

BUFT

FIRST TR EXCHNG TRADED FD VI

-1.22%

Shares40.6K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-23

MINT

PIMCO ETF TR

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-23

SGOV

ISHARES TR

0.07%

Shares8.4K

Event2026-03-31

Filed2026-04-23

VGT

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-23

BUFG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares28.0K

Event2026-03-31

Filed2026-04-23

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-23

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-23

QUS

SPDR SERIES TRUST

-6.95%

Shares3.3K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

BITB

BITWISE BITCOIN ETF TR

50.83%

Shares15.2K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

EFA

ISHARES TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-23

SPYD

SPDR SERIES TRUST

15.84%

Shares11.1K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

XHLF

BONDBLOXX ETF TRUST

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-23

TBIL

RBB FD INC

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-23

DSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-23

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-23

IWO

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

USTB

VICTORY PORTFOLIOS II

17.24%

Shares7.8K

Event2026-03-31

Filed2026-04-23

IDUB

ETF SER SOLUTIONS

60.57%

Shares15.9K

Event2026-03-31

Filed2026-04-23

DMBS

DOUBLELINE ETF TRUST

17.20%

Shares7.9K

Event2026-03-31

Filed2026-04-23

KLAC

KLA CORP

0.00%

Shares260

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-1.13%

Shares788

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

-8.44%

Shares5.4K

Event2026-03-31

Filed2026-04-23

XSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-23

HCA

HCA HEALTHCARE INC

-10.33%

Shares703

Event2026-03-31

Filed2026-04-23

GPN

GLOBAL PMTS INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-23

SPEM

SPDR INDEX SHS FDS

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-23

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-23

GOLDMAN SACHS GROUP INC

0.00%

Shares351

Event2026-03-31

Filed2026-04-23

XTWO

BONDBLOXX ETF TRUST

-4.91%

Shares5.8K

Event2026-03-31

Filed2026-04-23

BAC

BANK AMERICA CORP

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-23

PFM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-23

BNDX

VANGUARD CHARLOTTE FDS

-52.63%

Shares5.4K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.00%

Shares413

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

WASTE MGMT INC DEL

-3.28%

Shares1.0K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-23

UBIQUITI INC

New

Shares274

Event2026-03-31

Filed2026-04-23

EEM

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-23

DRTS

ALPHA TAU MEDICAL LTD

-8.86%

Shares20.0K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available