The Analysis of Financial Guidance Group, Inc.'s Holdings
Currently, Financial Guidance Group, Inc. holds 89 types of securities in its portfolio with a total value $244.5M. In the most recent quarter, they have increased their positions in XOCT (+98.3K shares, valued at $3.7M), ACIO (+51.1K shares, valued at $2.2M), XLE (+41.7K shares, valued at $1.9M); decreased their positions in XONE (-10.1K shares, valued at $499.6K), ARKW (-2.1K shares, valued at $313.9K), COWZ (-3.3K shares, valued at $199.5K); initiated new positions in XOCT (+98.3K shares, valued at $3.7M), XNOV (+28.3K shares, valued at $1.1M), SPYD (+9.6K shares, valued at $414.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHD SCHWAB STRATEGIC TR522.4K shares1.74%2025-12-312026-01-26
SPY SPDR S&P 500 ETF TR19.8K shares-1.25%2025-12-312026-01-26 QEFA SPDR INDEX SHS FDS144.4K shares3.20%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F221.2K shares15.54%2025-12-312026-01-26 ACIO ETF SER SOLUTIONS269.5K shares23.40%2025-12-312026-01-26 GLDM WORLD GOLD TR81.3K shares6.60%2025-12-312026-01-26 DRSK ETF SER SOLUTIONS238.8K shares25.52%2025-12-312026-01-26 SPYM SPDR SERIES TRUST82.7K shares17.42%2025-12-312026-01-26 XONE BONDBLOXX ETF TRUST131.6K shares-7.12%2025-12-312026-01-26 XMAR FIRST TR EXCHNG TRADED FD VI151.7K shares-2.17%2025-12-312026-01-26 KOMP SPDR SERIES TRUST99.3K shares4.59%2025-12-312026-01-26 OSCV ETF SER SOLUTIONS153.0K shares24.04%2025-12-312026-01-26 QJUN FIRST TR EXCHNG TRADED FD VI170.0K shares-0.25%2025-12-312026-01-26 VFLO VICTORY PORTFOLIOS II126.6K shares19.97%2025-12-312026-01-26 BUFR FIRST TR EXCHNG TRADED FD VI126.4K shares20.67%2025-12-312026-01-26 COWZ PACER FDS TR71.1K shares-4.45%2025-12-312026-01-26 BUFQ FIRST TR EXCHNG TRADED FD VI116.5K shares21.80%2025-12-312026-01-26 FJUN FIRST TR EXCHNG TRADED FD VI68.8K shares-0.87%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS75.6K shares-2.31%2025-12-312026-01-26 XLE SELECT SECTOR SPDR TR84.3K shares97.99%2025-12-312026-01-26 UPSD ETF SER SOLUTIONS139.8K shares9.73%2025-12-312026-01-26 XOCT FIRST TR EXCHNG TRADED FD VI98.3K sharesnew addition2025-12-312026-01-26 XFIV BONDBLOXX ETF TRUST74.9K shares42.03%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS16.4K shares0.00%2025-12-312026-01-26 ARKW ARK ETF TR24.2K shares-8.08%2025-12-312026-01-26 JUCY ETF SER SOLUTIONS156.7K shares78.65%2025-12-312026-01-26 SLYV SPDR SERIES TRUST35.3K shares-0.54%2025-12-312026-01-26 GLD SPDR GOLD TR7.8K shares-0.81%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F55.4K shares5.81%2025-12-312026-01-26 VOE VANGUARD INDEX FDS13.6K shares-1.46%2025-12-312026-01-26 AIQ GLOBAL X FDS47.1K shares6.93%2025-12-312026-01-26 RSPG INVESCO EXCHANGE TRADED FD T29.4K shares11.69%2025-12-312026-01-26 FRDM EA SERIES TRUST40.2K shares7.14%2025-12-312026-01-26 AAPL APPLE INC7.3K shares-5.99%2025-12-312026-01-26 MDYV SPDR SERIES TRUST21.8K shares-3.31%2025-12-312026-01-26 JEPQ J P MORGAN EXCHANGE TRADED F27.7K shares181.64%2025-12-312026-01-26 MSFT MICROSOFT CORP3.2K shares6.93%2025-12-312026-01-26 IWS ISHARES TR9.7K shares0.01%2025-12-312026-01-26 BAR GRANITESHARES GOLD TR29.0K shares-1.12%2025-12-312026-01-26 AMZN AMAZON COM INC4.9K shares-0.80%2025-12-312026-01-26 IWN ISHARES TR6.2K shares-0.37%2025-12-312026-01-26 XNOV FIRST TR EXCHNG TRADED FD VI28.3K sharesnew addition2025-12-312026-01-26 BUFT FIRST TR EXCHNG TRADED FD VI41.1K shares-0.90%2025-12-312026-01-26 NVDA NVIDIA CORPORATION5.3K shares0.95%2025-12-312026-01-26 VGT VANGUARD WORLD FD1.2K shares-6.85%2025-12-312026-01-26 MINT PIMCO ETF TR8.5K shares-4.57%2025-12-312026-01-26 SGOV ISHARES TR8.4K shares244.20%2025-12-312026-01-26 BUFG FIRST TR EXCHNG TRADED FD VI28.0K shares0.00%2025-12-312026-01-26 VONG VANGUARD SCOTTSDALE FDS6.3K shares0.00%2025-12-312026-01-26 IWD ISHARES TR3.5K shares0.00%2025-12-312026-01-26 DIA SPDR DOW JONES INDL AVERAGE1.4K shares0.00%2025-12-312026-01-26 QUS SPDR SERIES TRUST3.6K shares0.00%2025-12-312026-01-26 IWF ISHARES TR1.3K shares0.00%2025-12-312026-01-26 VTI VANGUARD INDEX FDS1.7K shares0.17%2025-12-312026-01-26 BROADCOM INC BROADCOM INC1.6K shares0.00%2025-12-312026-01-26 BNDX VANGUARD CHARLOTTE FDS11.4K shares111.10%2025-12-312026-01-26 EFA ISHARES TR5.6K shares-0.53%2025-12-312026-01-26 XHLF BONDBLOXX ETF TRUST9.6K shares0.00%2025-12-312026-01-26 BITB BITWISE BITCOIN ETF TR10.1K shares3.61%2025-12-312026-01-26 DSEP FIRST TR EXCHNG TRADED FD VI9.9K shares0.00%2025-12-312026-01-26 TBIL RBB FD INC8.9K shares0.00%2025-12-312026-01-26 SPYD SPDR SERIES TRUST9.6K sharesnew addition2025-12-312026-01-26 IWO ISHARES TR1.3K shares0.00%2025-12-312026-01-26 VONV VANGUARD SCOTTSDALE FDS4.3K shares0.00%2025-12-312026-01-26 IJH ISHARES TR5.9K shares0.00%2025-12-312026-01-26 HCA HCA HEALTHCARE INC784 shares0.00%2025-12-312026-01-26 GPN GLOBAL PMTS INC4.7K shares0.00%2025-12-312026-01-26 XSEP FIRST TR EXCHNG TRADED FD VI8.2K shares0.00%2025-12-312026-01-26 USTB VICTORY PORTFOLIOS II6.6K sharesnew addition2025-12-312026-01-26 DMBS DOUBLELINE ETF TRUST6.8K sharesnew addition2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.1.0K shares0.00%2025-12-312026-01-26 KLAC KLA CORP260 shares0.00%2025-12-312026-01-26 PNC PNC FINL SVCS GROUP INC1.5K shares0.00%2025-12-312026-01-26 SPEM SPDR INDEX SHS FDS6.7K shares0.00%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC351 shares0.00%2025-12-312026-01-26 BAC BANK AMERICA CORP5.5K shares0.00%2025-12-312026-01-26 XTWO BONDBLOXX ETF TRUST6.1K shares0.02%2025-12-312026-01-26 PFM INVESCO EXCHANGE TRADED FD T5.1K shares0.00%2025-12-312026-01-26 TWLO TWILIO INC1.8K sharesnew addition2025-12-312026-01-26 IDUB ETF SER SOLUTIONS9.9K shares0.00%2025-12-312026-01-26 WM WASTE MGMT INC DEL1.1K shares0.00%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS3.6K shares0.00%2025-12-312026-01-26 WMT WALMART INC2.0K shares0.00%2025-12-312026-01-26 EEM ISHARES TR3.8K shares0.00%2025-12-312026-01-26 DRTS ALPHA TAU MEDICAL LTD21.9K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available