Financial Guidance Group, Inc. has disclosed 65 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $164.00 Mil. The turnover rate is 10%.
In Financial Guidance Group, Inc.'s current portfolio as of 2024-09-30, the top 5 holdings are
Schwab US Dividend Equity ETF (SCHD), INVESCO QQQ Trust (QQQ), JPMorgan Equity Premium Income ETF (JEPI), SPDR S&P 500 ETF Trust (SPY), SPDR MSCI EAFE StrategicFactors SM ETF (QEFA), not including call and put options.
Financial Guidance Group, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Financial Guidance Group, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Financial Guidance Group, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Financial Guidance Group, Inc..