The Analysis of Constant Guidance Financial LLC's Holdings
Currently, Constant Guidance Financial LLC holds 48 types of securities in its portfolio with a total value $142.2M. In the most recent quarter, they have increased their positions in N/A (+17.2K shares, valued at $8.6M), QQQ (+7.0K shares, valued at $4.3M), SPY (+5.6K shares, valued at $3.8M); decreased their positions in PYLD (-149.0K shares, valued at $4.0M), IEF (-36.7K shares, valued at $3.5M), PNC (-15.5K shares, valued at $3.2M); initiated new positions in QQQ (+7.0K shares, valued at $4.3M), N/A (+30.7K shares, valued at $2.8M), TSLA (+3.7K shares, valued at $1.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF52.4K shares11.88%2025-12-312026-02-10
AMZN AMAZON.COM INC22.7K shares66.01%2025-12-312026-02-10 AAPL APPLE INC18.4K shares20.74%2025-12-312026-02-10 QQQ INVSC QQQ TRUST SRS 1 ETF7.0K sharesnew addition2025-12-312026-02-10 PYLD PIMCO MULTISECTOR BOND ACTV ETF IV140.1K shares-51.54%2025-12-312026-02-10 MSFT MICROSOFT CORP6.9K shares7.61%2025-12-312026-02-10 META META PLATFORMS INC CLASS A4.9K shares282.75%2025-12-312026-02-10 CB CHUBB LTD F10.3K shares30.16%2025-12-312026-02-10 NFLX NETFLIX INC29.7K shares1208.33%2025-12-312026-02-10 BAC BANK OF AMERICA CORP46.0K shares89.52%2025-12-312026-02-10 NVDA NVIDIA CORP13.6K shares260.65%2025-12-312026-02-10 TSLA TESLA INC3.7K sharesnew addition2025-12-312026-02-10 DIS DISNEY WALT CO14.4K sharesnew addition2025-12-312026-02-10 HD HOME DEPOT INC4.5K shares2.03%2025-12-312026-02-10 DAL DELTA AIR LINES INC DEL19.9K sharesnew addition2025-12-312026-02-10 CVX CHEVRON CORP NEW8.5K sharesnew addition2025-12-312026-02-10 PG PROCTER & GAMBLE CO8.5K sharesnew addition2025-12-312026-02-10 TMUS T-MOBILE US INC6.0K sharesnew addition2025-12-312026-02-10 ORCL ORACLE CORP5.9K shares102.31%2025-12-312026-02-10 VTI VANGUARD TOTAL STOCK MARKET ETF3.3K shares0.00%2025-12-312026-02-10 GLD SPDR GOLD SHARES ETF2.5K shares-73.56%2025-12-312026-02-10 BA BOEING CO4.0K sharesnew addition2025-12-312026-02-10 IEF ISHARES 7-10 YEAR TRSURYBOND ETF8.6K shares-80.93%2025-12-312026-02-10 D DOMINION ENERGY INC11.7K sharesnew addition2025-12-312026-02-10 LOW LOWES COS INC2.7K sharesnew addition2025-12-312026-02-10 VGT VANGUARD DIVIDEND APPRECIATION ETF2.6K sharesnew addition2025-12-312026-02-10 ONEY ST SRT SPDR PTFL S&P 1500 CMPST ETF6.5K sharesnew addition2025-12-312026-02-10 XOM EXXON MOBIL CORP3.9K shares-3.72%2025-12-312026-02-10 IWM ISHARES CORE S&P 500 ETF522 sharesnew addition2025-12-312026-02-10 FSLR FIRST SOLAR INC1.3K sharesnew addition2025-12-312026-02-10 LQD ISHARES IBOXX INVT GRADEBOND ETF3.1K shares-72.21%2025-12-312026-02-10 PNC PNC FINL SERVICES1.5K shares-91.27%2025-12-312026-02-10 TGT TARGET CORP EQUITY CLASS EQUITY3.1K sharesnew addition2025-12-312026-02-10 ABNB AIRBNB INC CLASS A2.2K sharesnew addition2025-12-312026-02-10 HOOD ROBINHOOD MKTS INC CLASS A2.6K shares5.28%2025-12-312026-02-10 NOC NORTHROP GRUMMAN CORP505 sharesnew addition2025-12-312026-02-10 TXN TEXAS INSTRS INC1.6K sharesnew addition2025-12-312026-02-10 TRV TRAVELERS COS INC725 shares-24.87%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available