The Analysis of Guidance Point Advisors, LLC's Holdings
Currently, Guidance Point Advisors, LLC holds 98 types of securities in its portfolio with a total value $414.7M. In the most recent quarter, they have increased their positions in IBDZ (+25.6K shares, valued at $677.5K), IBCA (+18.8K shares, valued at $489.1K), IBDT (+16.9K shares, valued at $431.2K); decreased their positions in IVV (-2.8K shares, valued at $1.9M), IEFA (-9.1K shares, valued at $793.4K), IVW (-5.9K shares, valued at $708.1K); initiated new positions in LRCX (+2.0K shares, valued at $269.7K), ISTB (+5.2K shares, valued at $256.5K), IBHG (+11.2K shares, valued at $252.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JPM JPMORGAN CHASE & CO.401.1K shares0.05%2025-09-302025-10-23
IVV ISHARES TR80.5K shares-3.33%2025-09-302025-10-23 IVW ISHARES TR192.0K shares-2.96%2025-09-302025-10-23 IEFA ISHARES TR222.9K shares-3.92%2025-09-302025-10-23 IJH ISHARES TR234.5K shares-1.57%2025-09-302025-10-23 IJR ISHARES TR123.6K shares-4.47%2025-09-302025-10-23 IVE ISHARES TR60.5K shares-1.50%2025-09-302025-10-23 IEMG ISHARES INC122.0K shares-3.68%2025-09-302025-10-23 IBDW ISHARES TR342.9K shares3.26%2025-09-302025-10-23 IBDX ISHARES TR282.0K shares1.27%2025-09-302025-10-23 IBDU ISHARES TR306.4K shares1.76%2025-09-302025-10-23 IBDV ISHARES TR324.4K shares1.45%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR10.4K shares-5.77%2025-09-302025-10-23 IBDY ISHARES TR250.6K shares2.94%2025-09-302025-10-23 IBDZ ISHARES TR238.5K shares12.02%2025-09-302025-10-23 IJK ISHARES TR59.7K shares-4.42%2025-09-302025-10-23 IBDT ISHARES TR197.9K shares9.33%2025-09-302025-10-23 IBDS ISHARES TR188.3K shares0.68%2025-09-302025-10-23 IBDQ ISHARES TR179.6K shares-0.61%2025-09-302025-10-23 IWF ISHARES TR9.5K shares-1.46%2025-09-302025-10-23 IJT ISHARES TR31.4K shares-6.02%2025-09-302025-10-23 IBDR ISHARES TR181.7K shares1.79%2025-09-302025-10-23 DGRO ISHARES TR52.7K shares-0.18%2025-09-302025-10-23 DVY ISHARES TR23.7K shares-5.19%2025-09-302025-10-23 IXUS ISHARES TR38.9K shares6.32%2025-09-302025-10-23 IUSV ISHARES TR28.0K shares-3.40%2025-09-302025-10-23 IJJ ISHARES TR20.0K shares-0.22%2025-09-302025-10-23 ITOT ISHARES TR15.5K shares-0.09%2025-09-302025-10-23 MSFT MICROSOFT CORP4.0K shares-6.39%2025-09-302025-10-23 AAPL APPLE INC8.1K shares-5.54%2025-09-302025-10-23 VPU VANGUARD WORLD FD10.1K shares1.32%2025-09-302025-10-23 VBR VANGUARD INDEX FDS8.9K shares0.45%2025-09-302025-10-23 AAAU GOLDMAN SACHS PHYSICAL GOLD36.5K shares-8.19%2025-09-302025-10-23 AVGO BROADCOM INC4.1K shares6.81%2025-09-302025-10-23 SCZ ISHARES TR17.1K shares-9.86%2025-09-302025-10-23 IWO ISHARES TR3.5K shares-1.17%2025-09-302025-10-23 VOE VANGUARD INDEX FDS6.2K shares0.50%2025-09-302025-10-23 QQQ INVESCO QQQ TR1.7K shares-2.40%2025-09-302025-10-23 USMV ISHARES TR10.9K shares-3.80%2025-09-302025-10-23 IYR ISHARES TR10.4K shares0.71%2025-09-302025-10-23 SHYG ISHARES TR23.1K shares6.39%2025-09-302025-10-23 PFF ISHARES TR29.3K shares7.28%2025-09-302025-10-23 IWD ISHARES TR4.5K shares-1.33%2025-09-302025-10-23 VTWO VANGUARD SCOTTSDALE FDS8.8K shares0.07%2025-09-302025-10-23 FLOT ISHARES TR16.0K shares2.39%2025-09-302025-10-23 IWN ISHARES TR4.6K shares-0.63%2025-09-302025-10-23 EFA ISHARES TR8.3K shares-7.76%2025-09-302025-10-23 IBCA ISHARES TR27.2K shares222.55%2025-09-302025-10-23 FBTC FIDELITY WISE ORIGIN BITCOIN7.0K shares14.87%2025-09-302025-10-23 NVDA NVIDIA CORPORATION3.3K shares-6.49%2025-09-302025-10-23 IGM ISHARES TR4.9K shares-2.02%2025-09-302025-10-23 PG PROCTER AND GAMBLE CO4.0K shares-2.93%2025-09-302025-10-23 DIA SPDR DOW JONES INDL AVERAGE1.3K shares0.00%2025-09-302025-10-23 VIG VANGUARD SPECIALIZED FUNDS2.6K shares-1.16%2025-09-302025-10-23 BAC BANK AMERICA CORP10.2K shares-19.28%2025-09-302025-10-23 VOOG VANGUARD ADMIRAL FDS INC1.2K shares0.00%2025-09-302025-10-23 IWS ISHARES TR3.6K shares0.39%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL968 shares-3.87%2025-09-302025-10-23 XLK SELECT SECTOR SPDR TR1.7K shares-16.50%2025-09-302025-10-23 GOOGL ALPHABET INC1.7K shares-16.99%2025-09-302025-10-23 EFG ISHARES TR3.7K shares0.00%2025-09-302025-10-23 VGT VANGUARD WORLD FD529 shares-2.94%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW404 shares-0.49%2025-09-302025-10-23 IWR ISHARES TR3.9K shares0.03%2025-09-302025-10-23 GLD SPDR GOLD TR1.0K shares-0.67%2025-09-302025-10-23 VEA VANGUARD TAX-MANAGED FDS6.2K shares0.85%2025-09-302025-10-23 NLY ANNALY CAPITAL MANAGEMENT IN18.2K shares3.27%2025-09-302025-10-23 VOOV VANGUARD ADMIRAL FDS INC1.8K shares0.45%2025-09-302025-10-23 IBTK ISHARES TR17.8K shares15.39%2025-09-302025-10-23 IAU ISHARES GOLD TR4.6K shares0.00%2025-09-302025-10-23 AMZN AMAZON COM INC1.5K shares-10.91%2025-09-302025-10-23 IBTM ISHARES TR13.5K shares22.89%2025-09-302025-10-23 ACWX ISHARES TR4.7K shares-1.46%2025-09-302025-10-23 MDY SPDR S&P MIDCAP 400 ETF TR502 shares-2.33%2025-09-302025-10-23 VUG VANGUARD INDEX FDS606 shares0.00%2025-09-302025-10-23 IBHH ISHARES TR11.9K shares25.61%2025-09-302025-10-23 IWM ISHARES TR1.2K shares-21.07%2025-09-302025-10-23 LRCX LAM RESEARCH CORP2.0K sharesnew addition2025-09-302025-10-23 VNQ VANGUARD INDEX FDS2.9K shares0.67%2025-09-302025-10-23 IBTJ ISHARES TR11.8K shares22.37%2025-09-302025-10-23 IBTL ISHARES TR12.6K shares22.12%2025-09-302025-10-23 ISTB ISHARES TR5.2K sharesnew addition2025-09-302025-10-23 IBHG ISHARES TR11.2K sharesnew addition2025-09-302025-10-23 IYW ISHARES TR1.2K shares-0.08%2025-09-302025-10-23 HOOD ROBINHOOD MKTS INC1.7K sharesnew addition2025-09-302025-10-23 IYH ISHARES TR4.0K shares0.03%2025-09-302025-10-23 IJS ISHARES TR2.1K shares-2.18%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON1.2K shares-6.69%2025-09-302025-10-23 IBTI ISHARES TR9.8K sharesnew addition2025-09-302025-10-23 IBTH ISHARES TR9.7K sharesnew addition2025-09-302025-10-23 RSP INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2025-09-302025-10-23 IBTG ISHARES TR9.5K sharesnew addition2025-09-302025-10-23 IBTF ISHARES TR9.0K sharesnew addition2025-09-302025-10-23 WMT WALMART INC2.0K sharesnew addition2025-09-302025-10-23 APUE TRUST FOR PROFESSIONAL MANAG5.0K sharesnew addition2025-09-302025-10-23 DFUV DIMENSIONAL ETF TRUST4.5K sharesnew addition2025-09-302025-10-23 EEMA ISHARES INC2.2K sharesnew addition2025-09-302025-10-23 HYPR HYPERFINE INC10.6K shares0.00%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available