Financial Guidance Group, Inc. Top Holdings and 13F Report (2025) About Financial Guidance Group, Inc.Investment ActivityFinancial Guidance Group, Inc. has $182.54 million in total holdings as of December 31, 2024.Financial Guidance Group, Inc. owns shares of 72 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 16.03% of the portfolio was purchased this quarter.About 3.87% of the portfolio was sold this quarter.This quarter, Financial Guidance Group, Inc. has purchased 67 new stocks and bought additional shares in 20 stocks.Financial Guidance Group, Inc. sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $15,357,970Invesco QQQ $13,800,978SPDR S&P 500 ETF Trust $11,615,777JPMorgan Equity Premium Income ETF $11,170,927BondBloxx Bloomberg One Year Target Duration US Treasury ETF $10,009,557 Largest New Holdings this Quarter FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December $3,552,004 HoldingSPDR Portfolio Emerging Markets ETF $256,619 HoldingJPMorgan Chase & Co. $214,301 HoldingThe Goldman Sachs Group $200,990 HoldingOxford Lane Capital $148,298 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 361,867 shares (about $9.89M)BondBloxx Bloomberg One Year Target Duration US Treasury ETF 167,132 shares (about $8.28M)FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December 95,228 shares (about $3.55M)Aptus Collared Investment Opportunity ETF 27,355 shares (about $1.10M)Invesco S&P 500 Equal Weight ETF 5,608 shares (about $982.71K) Largest Sales this Quarter FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March 98,709 shares (about $3.57M)SPDR S&P 600 Small CapValue ETF 4,512 shares (about $393.68K)Vanguard Tax-Exempt Bond ETF 6,543 shares (about $328.00K)SPDR S&P 400 Mid Cap Value ETF 4,020 shares (about $322.41K)Vanguard Mid-Cap Value ETF 1,977 shares (about $319.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Guidance Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$15,357,970$9,886,209 ▲180.7%562,1518.4%ETFQQQInvesco QQQ$13,800,978$472,881 ▲3.5%26,9967.6%FinanceSPYSPDR S&P 500 ETF Trust$11,615,777$314,146 ▲2.8%19,8196.4%FinanceJEPIJPMorgan Equity Premium Income ETF$11,170,927$88,941 ▼-0.8%194,1766.1%ETFXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$10,009,557$8,279,719 ▲478.6%202,0505.5%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$9,077,180$25,089 ▼-0.3%125,1855.0%ETFCOWZPacer US Cash Cows 100 ETF$7,454,395$375,818 ▲5.3%131,9834.1%ETFXMARFT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March$5,875,260$3,573,266 ▼-37.8%162,3003.2%ETFACIOAptus Collared Investment Opportunity ETF$5,743,245$1,100,763 ▲23.7%142,7253.1%ETFXLEEnergy Select Sector SPDR Fund$5,549,926$119,839 ▼-2.1%64,7903.0%ETFQJUNFT Vest Nasdaq-100 Buffer ETF - June$5,044,195$221,689 ▼-4.2%179,9572.8%ETFRSPInvesco S&P 500 Equal Weight ETF$4,304,786$982,709 ▲29.6%24,5662.4%ETFKOMPSPDR S&P Kensho New Economies Composite ETF$4,122,716$206,420 ▲5.3%81,1082.3%ETFVTEBVanguard Tax-Exempt Bond ETF$4,078,469$328,000 ▼-7.4%81,3582.2%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$3,877,083$267,536 ▼-6.5%75,4592.1%ManufacturingGLDMSPDR Gold MiniShares Trust$3,657,947$186,123 ▼-4.8%70,3592.0%FinanceXDECFT Vest U.S. Equity Enhance & Moderate Buffer ETF - December$3,552,004$3,552,004 ▲New Holding95,2281.9%ETFARKWARK Next Generation Internet ETF$3,415,299$316,705 ▼-8.5%31,6291.9%ETFSLYVSPDR S&P 600 Small CapValue ETF$3,328,359$393,676 ▼-10.6%38,1471.8%ETFVIGVanguard Dividend Appreciation ETF$3,316,773$130,227 ▼-3.8%16,9371.8%ETFDRSKAptus Defined Risk ETF$3,081,927$628,175 ▲25.6%112,3561.7%ETFVOEVanguard Mid-Cap Value ETF$2,685,382$319,819 ▼-10.6%16,6001.5%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$2,498,557$246,348 ▲10.9%79,4961.4%ETFOSCVOpus Small Cap Value Plus ETF$2,447,332$398,049 ▲19.4%66,1621.3%ETFBUFRFT Vest Laddered Buffer ETF$2,444,292$262,193 ▲12.0%80,2201.3%ETFSPLGSPDR Portfolio S&P 500 ETF$2,243,566$479,612 ▲27.2%32,5441.2%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$2,086,894$322,406 ▼-13.4%26,0211.1%ETFGLDSPDR Gold Shares$2,039,2190.0%8,4221.1%FinanceVWOVanguard FTSE Emerging Markets ETF$1,948,865$428,202 ▲28.2%44,2521.1%ETFAAPLApple$1,687,8310.0%6,7400.9%Computer and TechnologyXTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF$1,687,780$123,879 ▲7.9%34,3880.9%ETFBARGraniteshares Gold Trust$1,359,820$169,398 ▼-11.1%52,5230.7%FinanceMSFTMicrosoft$1,303,700$10,538 ▼-0.8%3,0930.7%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$1,279,603$32,465 ▼-2.5%9,8930.7%ETFAIQGlobal X Future Analytics Tech ETF$1,277,091$175,232 ▲15.9%33,0510.7%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,133,140$258,576 ▼-18.6%11,2930.6%ETFJUCYAptus Enhanced Yield ETF$1,050,714$183,183 ▲21.1%46,1450.6%ETFIWNiShares Russell 2000 Value ETF$1,044,409$164 ▲0.0%6,3620.6%ETFBUFTFT Vest Buffered Allocation Defensive ETF$1,007,897$58,892 ▼-5.5%44,9250.6%ETFAMZNAmazon.com$972,995$1,097 ▼-0.1%4,4350.5%Retail/WholesaleBUFGFT Vest Buffered Allocation Growth ETF$804,801$37,975 ▼-4.5%32,8490.4%ETFEFAiShares MSCI EAFE ETF$784,454$338,355 ▲75.8%10,3750.4%FinanceVGTVanguard Information Technology ETF$771,6540.0%1,2410.4%ETFIWDiShares Russell 1000 Value ETF$655,7300.0%3,5420.4%ETFVONGVanguard Russell 1000 Growth ETF$645,6250.0%6,2500.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$598,2530.0%1,4060.3%FinanceQUSSPDR MSCI USA StrategicFactors ETF$556,8410.0%3,5960.3%ETFIWFiShares Russell 1000 Growth ETF$530,0860.0%1,3200.3%ETFGPNGlobal Payments$525,5610.0%4,6900.3%Business ServicesVTIVanguard Total Stock Market ETF$517,3110.0%1,7850.3%ETFNVDANVIDIA$483,4440.0%3,6000.3%Computer and TechnologyXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$481,7280.0%9,6000.3%ETFTBILUS Treasury 3 Month Bill ETF$453,7260.0%9,1000.2%ETFDSEPFT Vest U.S. Equity Deep Buffer ETF - September$401,4140.0%9,9000.2%ETFBSYBentley Systems$382,940$28,020 ▼-6.8%8,2000.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$369,187$50,783 ▼-12.1%5,9250.2%ETFIWOiShares Russell 2000 Growth ETF$362,6530.0%1,2600.2%ETFVONVVanguard Russell 1000 Value$348,0750.0%4,2840.2%ETFXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September$334,5980.0%8,6000.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$302,3100.0%5,3620.2%ETFPNCThe PNC Financial Services Group$289,275$110,117 ▼-27.6%1,5000.2%FinanceBNDXVanguard Total International Bond ETF$264,5760.0%5,3940.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$256,619$256,619 ▲New Holding6,6880.1%ETFBACBank of America$241,0660.0%5,4850.1%FinanceHCAHCA Healthcare$234,946$300 ▲0.1%7830.1%MedicalPFMInvesco Dividend Achievers ETF$234,8030.0%5,1200.1%ManufacturingVOOVanguard S&P 500 ETF$222,529$11,315 ▼-4.8%4130.1%ETFWMWaste Management$220,3550.0%1,0920.1%Business ServicesJPMJPMorgan Chase & Co.$214,301$214,301 ▲New Holding8940.1%FinanceGSThe Goldman Sachs Group$200,990$200,990 ▲New Holding3510.1%FinanceOXLCOxford Lane Capital$148,298$148,298 ▲New Holding29,2500.1%Financial ServicesDRTSAlpha Tau Medical$68,0300.0%21,9450.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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