$260 Million is the total value of Guidance Point Advisors, LLC's 77 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $297,548 | +4.6% | 621 | 0.0% | 0.11% | -0.9% | |
| BFLY | BUTTERFLY NETWORK INC | $77,131 | +22.3% | 33,535 | 0.0% | 0.03% | +20.0% | |
| QSI | QUANTUM SI INC | $46,078 | +1.7% | 25,742 | 0.0% | 0.02% | 0.0% | |
| HYPERFINE INC | $22,728 | +49.3% | 10,571 | 0.0% | 0.01% | +50.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-11-06
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JPMORGAN CHASE &CO. COM USD1.00 | 23 | Q2 2024 | 27.2% |
| ISHARES TR | 23 | Q2 2024 | 14.7% |
| ISHARES TRUST S & P500/BAR | 23 | Q2 2024 | 5.6% |
| ISHARES TRUST CORE MSCI EAFE ETF | 23 | Q2 2024 | 6.1% |
| ISHARES TR | 23 | Q2 2024 | 5.2% |
| ISHARES TR | 23 | Q2 2024 | 4.8% |
| ISHARES TR | 23 | Q2 2024 | 3.4% |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | 23 | Q2 2024 | 3.1% |
| ISHARES TR | 23 | Q2 2024 | 2.1% |
| ISHARES TR EAFE SML CP ETF | 23 | Q2 2024 | 2.4% |
View Guidance Point Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-30 |
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-30 |
| 13F-HR/A | 2023-11-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-18 |
View Guidance Point Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.