Constant Guidance Financial LLC Top Holdings and 13F Report (2025)

About Constant Guidance Financial LLC

Investment Activity

Constant Guidance Financial LLC has $116.10 million in total holdings as of December 31, 2024.
Constant Guidance Financial LLC owns shares of 36 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
Approximately 44.22% of the portfolio was purchased this quarter.
About 49.35% of the portfolio was sold this quarter.
This quarter, Constant Guidance Financial LLC has purchased 30 new stocks and bought additional shares in 7 stocks.
Constant Guidance Financial LLC sold shares of 9 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $34,249,723
Vanguard Value ETF: $14,327,859
SPDR S&P 500 ETF Trust: $10,554,236
SPDR BLOOMBERG 1 3 MNTH T BLL ETF: $9,052,899
Chubb: $5,754,500

Largest New Holdings this Quarter

Vanguard Value ETF: $14,327,859 Holding
SPDR BLOOMBERG 1 3 MNTH T BLL ETF: $9,052,899 Holding
Chubb: $5,754,500 Holding
Chevron: $4,256,847 Holding
Citigroup: $3,471,986 Holding

Largest Purchases this Quarter

Vanguard Value ETF: 84,630 shares (about $14.33M)
SPDR BLOOMBERG 1 3 MNTH T BLL ETF: 99,014 shares (about $9.05M)
Chubb: 20,827 shares (about $5.75M)
Chevron: 29,390 shares (about $4.26M)
Citigroup: 49,325 shares (about $3.47M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 12,732 shares (about $7.46M)
Berkshire Hathaway: 5,089 shares (about $2.31M)
Invesco QQQ: 3,125 shares (about $1.60M)
Apple: 3,215 shares (about $805.15K)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 12,528 shares (about $603.22K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$34,249,723	$2,306,765 ▼	-6.3%	75,559	29.5%	Finance
VTV Vanguard Value ETF	$14,327,859	$14,327,859 ▲	New Holding	84,630	12.3%	ETF
SPY SPDR S&P 500 ETF Trust	$10,554,236	$7,462,046 ▼	-41.4%	18,008	9.1%	Finance
SPDR BLOOMBERG 1 3 MNTH T BLL ETF	$9,052,899	$9,052,899 ▲	New Holding	99,014	7.8%	BLOOMBERG 1-3 MO
CB Chubb	$5,754,500	$5,754,500 ▲	New Holding	20,827	5.0%	Finance
NFLX Netflix	$5,021,102	$2,215,061 ▲	78.9%	5,633	4.3%	Consumer Discretionary
CVX Chevron	$4,256,847	$4,256,847 ▲	New Holding	29,390	3.7%	Oils/Energy
C Citigroup	$3,471,986	$3,471,986 ▲	New Holding	49,325	3.0%	Finance
AMZN Amazon.com	$3,013,760	$363,310 ▼	-10.8%	13,737	2.6%	Retail/Wholesale
AAPL Apple	$2,776,840	$805,153 ▼	-22.5%	11,088	2.4%	Computer and Technology
MSFT Microsoft	$1,889,485	$160,619 ▼	-7.8%	4,482	1.6%	Computer and Technology
META Meta Platforms	$1,868,166	$116,541 ▲	6.7%	3,190	1.6%	Computer and Technology
HD Home Depot	$1,747,451	$42,792 ▲	2.5%	4,492	1.5%	Retail/Wholesale
GOOGL Alphabet	$1,684,580	$1,684,580 ▲	New Holding	8,899	1.5%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$1,542,092	$10,335 ▲	0.7%	12,086	1.3%	ETF
PFE Pfizer	$1,362,793	$1,362,793 ▲	New Holding	51,368	1.2%	Medical
T AT&T	$1,262,892	$1,262,892 ▲	New Holding	55,463	1.1%	Computer and Technology
DIS Walt Disney	$1,190,268	$260,013 ▲	28.0%	10,689	1.0%	Consumer Discretionary
TLT iShares 20+ Year Treasury Bond ETF	$1,129,613	$1,129,613 ▲	New Holding	12,935	1.0%	ETF
VTI Vanguard Total Stock Market ETF	$1,007,476	$1,007,476 ▲	New Holding	3,476	0.9%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$946,312	$389,758 ▲	70.0%	2,224	0.8%	Finance
BA Boeing	$804,465	$804,465 ▲	New Holding	4,545	0.7%	Aerospace
MKL Markel Group	$800,970	$800,970 ▲	New Holding	464	0.7%	Multi-Sector Conglomerates
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$751,380	$603,223 ▼	-44.5%	15,605	0.6%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$740,314	$740,314 ▲	New Holding	31,543	0.6%	Finance
QQQ Invesco QQQ	$684,061	$1,597,676 ▼	-70.0%	1,338	0.6%	Finance
MO Altria Group	$612,355	$612,355 ▲	New Holding	11,710	0.5%	Consumer Staples
XNTK SPDR NYSE Technology ETF	$524,010	$524,010 ▲	New Holding	7,336	0.5%	ETF
VIG Vanguard Dividend Appreciation ETF	$518,814	$6,463 ▼	-1.2%	2,649	0.4%	ETF
ISHARES BITCOIN ETF	$458,352	$458,352 ▲	New Holding	8,640	0.4%	ETF
DAL Delta Air Lines	$451,935	$451,935 ▲	New Holding	7,470	0.4%	Transportation
XOM Exxon Mobil	$427,268		0.0%	3,972	0.4%	Oils/Energy
NVDA NVIDIA	$322,501	$496,848 ▼	-60.6%	2,401	0.3%	Computer and Technology
IVV iShares Core S&P 500 ETF	$307,290	$14,717 ▲	5.0%	522	0.3%	ETF
TMUS T-Mobile US	$303,945	$303,945 ▲	New Holding	1,377	0.3%	Computer and Technology
VANGUARD 500 INDEX ADMIR AL	$279,929	$279,929 ▲	New Holding	515	0.2%	S&P 500 ETF SHS
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$0	$9,934,331 ▼	-100.0%	0	0.0%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$0	$9,396,712 ▼	-100.0%	0	0.0%	ETF
SCHD Schwab US Dividend Equity ETF	$0	$8,481,824 ▼	-100.0%	0	0.0%	ETF
JPMORGAN CHASE 4.2 PFD	$0	$4,355,398 ▼	-100.0%	0	0.0%	Preferred Income
BND Vanguard Total Bond Market ETF	$0	$2,720,333 ▼	-100.0%	0	0.0%	ETF
BAC Bank of America	$0	$2,569,200 ▼	-100.0%	0	0.0%	Finance
PIMCO ACTIVE BOND ETF	$0	$2,183,598 ▼	-100.0%	0	0.0%	ACTIVE BD ETF
VOO Vanguard S&P 500 ETF	$0	$1,078,367 ▼	-100.0%	0	0.0%	ETF
SPYX SPDR S&P Fossil Fuel Reserves Free ETF	$0	$813,881 ▼	-100.0%	0	0.0%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$0	$628,907 ▼	-100.0%	0	0.0%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$0	$515,221 ▼	-100.0%	0	0.0%	ETF
CMCSA Comcast	$0	$455,752 ▼	-100.0%	0	0.0%	Consumer Discretionary
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$0	$353,320 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Constant Guidance Financial LLC Top Holdings and 13F Report (2025)

About Constant Guidance Financial LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Constant Guidance Financial LLC Top Holdings and 13F Report (2025)

About Constant Guidance Financial LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofConstant Guidance Financial LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools