Guidance Point Advisors, LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$355.7B
Holdings
85
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (85 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPMJPMORGAN CHASE & CO. | 400,953 | $96.1B | 27.02% | |
| 2 | IVVISHARES TR | 79,543 | $46.8B | 13.16% | |
| 3 | IVWISHARES TR | 197,193 | $20.0B | 5.63% | |
| 4 | AQLTISHARES TR | 247,224 | $17.4B | 4.88% | |
| 5 | IJRISHARES TR | 140,928 | $16.2B | 4.56% | |
| 6 | IJHISHARES TR | 245,528 | $15.3B | 4.30% | |
| 7 | IVEISHARES TR | 61,278 | $11.7B | 3.29% | |
| 8 | IEMGISHARES INC | 130,474 | $6.8B | 1.92% | |
| 9 | IBDUISHARES TR | 297,938 | $6.8B | 1.91% | |
| 10 | IBDVISHARES TR | 317,523 | $6.8B | 1.91% | |
| 11 | IBDXISHARES TR | 272,625 | $6.7B | 1.88% | |
| 12 | IBDWISHARES TR | 326,503 | $6.6B | 1.87% | |
| 13 | SPYSPDR S&P 500 ETF TR | 11,240 | $6.6B | 1.85% | |
| 14 | IBDYISHARES TR | 230,378 | $5.8B | 1.63% | |
| 15 | IJKISHARES TR | 62,181 | $5.7B | 1.59% | |
| 16 | IBDZISHARES TR | 186,758 | $4.8B | 1.34% | |
| 17 | IJTISHARES TR | 33,333 | $4.5B | 1.27% | |
| 18 | IBDSISHARES TR | 185,127 | $4.4B | 1.25% | |
| 19 | IBDTISHARES TR | 176,533 | $4.4B | 1.24% | |
| 20 | IBDRISHARES TR | 179,829 | $4.3B | 1.22% | |
| 21 | IBDQISHARES TR | 168,160 | $4.2B | 1.18% | |
| 22 | IWFISHARES TR | 10,160 | $4.1B | 1.15% | |
| 23 | AQLTISHARES TR | 25,441 | $3.3B | 0.94% | |
| 24 | DGROISHARES TR | 52,256 | $3.2B | 0.90% | |
| 25 | IUSVISHARES TR | 27,846 | $2.6B | 0.72% | |
| 26 | IJJISHARES TR | 19,844 | $2.5B | 0.70% | |
| 27 | IXUSISHARES TR | 35,788 | $2.4B | 0.67% | |
| 28 | SCZISHARES TR | 36,857 | $2.2B | 0.63% | |
| 29 | AAPLAPPLE INC | 8,641 | $2.2B | 0.61% | |
| 30 | ITOTISHARES TR | 15,494 | $2.0B | 0.56% | |
| 31 | MSFTMICROSOFT CORP | 4,294 | $1.8B | 0.51% | |
| 32 | VBRVANGUARD INDEX FDS | 8,849 | $1.8B | 0.49% | |
| 33 | VPUVANGUARD WORLD FD | 9,645 | $1.6B | 0.44% | |
| 34 | IWOISHARES TR | 3,744 | $1.1B | 0.30% | |
| 35 | VOEVANGUARD INDEX FDS | 6,172 | $998.4M | 0.28% | |
| 36 | IYRISHARES TR | 10,575 | $983.9M | 0.28% | |
| 37 | USMVISHARES TR | 10,927 | $970.2M | 0.27% | |
| 38 | PFFISHARES TR | 30,157 | $948.2M | 0.27% | |
| 39 | SHYGISHARES TR | 21,902 | $933.3M | 0.26% | |
| 40 | AVGOBROADCOM INC | 3,855 | $893.6M | 0.25% | |
| 41 | FLOTISHARES TR | 16,942 | $862.0M | 0.24% | |
| 42 | IWDISHARES TR | 4,581 | $847.9M | 0.24% | |
| 43 | VTWOVANGUARD SCOTTSDALE FDS | 8,805 | $786.5M | 0.22% | |
| 44 | IWNISHARES TR | 4,565 | $749.4M | 0.21% | |
| 45 | EFAISHARES TR | 9,354 | $707.2M | 0.20% | |
| 46 | PGPROCTER AND GAMBLE CO | 4,145 | $694.9M | 0.20% | |
| 47 | NDQINVESCO QQQ TR | 1,312 | $670.6M | 0.19% | |
| 48 | BACBANK AMERICA CORP | 12,502 | $549.5M | 0.15% | |
| 49 | NVDANVIDIA CORPORATION | 4,077 | $547.6M | 0.15% | |
| 50 | VIGVANGUARD SPECIALIZED FUNDS | 2,594 | $507.9M | 0.14% | |
| 51 | XLKSELECT SECTOR SPDR TR | 2,048 | $476.2M | 0.13% | |
| 52 | FBTCFIDELITY WISE ORIGIN BITCOIN | 5,808 | $473.8M | 0.13% | |
| 53 | IWSISHARES TR | 3,532 | $456.9M | 0.13% | |
| 54 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,007 | $456.7M | 0.13% | |
| 55 | GQ9SPDR GOLD TR | 1,874 | $453.7M | 0.13% | |
| 56 | IWMISHARES TR | 1,923 | $424.9M | 0.12% | |
| 57 | VOOGVANGUARD ADMIRAL FDS INC | 1,102 | $403.5M | 0.11% | |
| 58 | GOOGLALPHABET INC | 2,087 | $395.1M | 0.11% | |
| 59 | IGMISHARES TR | 3,826 | $390.6M | 0.11% | |
| 60 | IWRISHARES TR | 4,373 | $386.6M | 0.11% | |
| 61 | MDYSPDR S&P MIDCAP 400 ETF TR | 668 | $380.3M | 0.11% | |
| 62 | COSTCOSTCO WHSL CORP NEW | 406 | $371.9M | 0.10% | |
| 63 | VGITVANGUARD SCOTTSDALE FDS | 6,190 | $359.0M | 0.10% | |
| 64 | EFGISHARES TR | 3,663 | $354.7M | 0.10% | |
| 65 | AMZNAMAZON COM INC | 1,580 | $346.6M | 0.10% | |
| 66 | VGTVANGUARD WORLD FD | 534 | $332.1M | 0.09% | |
| 67 | VNQVANGUARD INDEX FDS | 3,550 | $316.3M | 0.09% | |
| 68 | VOOVVANGUARD ADMIRAL FDS INC | 1,650 | $304.5M | 0.09% | |
| 69 | NLYANNALY CAPITAL MANAGEMENT IN | 16,530 | $302.5M | 0.09% | |
| 70 | IYWISHARES TR | 1,892 | $301.8M | 0.08% | |
| 71 | VEAVANGUARD TAX-MANAGED FDS | 5,965 | $285.2M | 0.08% | |
| 72 | JNJJOHNSON & JOHNSON | 1,751 | $253.2M | 0.07% | |
| 73 | ACWXISHARES TR | 4,733 | $246.8M | 0.07% | |
| 74 | IBTKISHARES TR | 12,348 | $237.0M | 0.07% | |
| 75 | VUGVANGUARD INDEX FDS | 569 | $233.4M | 0.07% | |
| 76 | IJSISHARES TR | 2,125 | $230.7M | 0.06% | |
| 77 | IYHISHARES TR | 3,951 | $230.3M | 0.06% | |
| 78 | IAU*ISHARES GOLD TR | 4,622 | $228.8M | 0.06% | |
| 79 | EMXCISHARES INC | 3,902 | $216.3M | 0.06% | |
| 80 | DONSPDR DOW JONES INDL AVERAGE | 481 | $204.6M | 0.06% | |
| 81 | RSPINVESCO EXCHANGE TRADED FD T | 1,150 | $201.5M | 0.06% | |
| 82 | BFLYBUTTERFLY NETWORK INC | 33,535 | $104.6M | 0.03% | |
| 83 | QSIQUANTUM SI INC | 25,742 | $69.5M | 0.02% | |
| 84 | HYPRHYPERFINE INC | 10,571 | $9.3M | 0.00% | |
| 85 | —CERO THERAPEUTICS HLDGS INC | 18,717 | $1.1M | 0.00% |