Financial Guidance Group, Inc. Top Holdings and 13F Report (2025) About Financial Guidance Group, Inc.Investment ActivityFinancial Guidance Group, Inc. has $185.18 million in total holdings as of March 31, 2025.Financial Guidance Group, Inc. owns shares of 72 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 3.73% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Financial Guidance Group, Inc. has purchased 72 new stocks and bought additional shares in 28 stocks.Financial Guidance Group, Inc. sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Dividend Equity ETF $15,611,514Invesco QQQ $12,891,377JPMorgan Equity Premium Income ETF $11,560,853SPDR S&P 500 ETF Trust $11,170,453SPDR MSCI EAFE StrategicFactors ETF $10,215,976 Largest New Holdings this Quarter 11135F101 - Broadcom $272,911 Holding Largest Purchases this Quarter Aptus Collared Investment Opportunity ETF 20,932 shares (about $809.86K)Aptus Defined Risk ETF 28,001 shares (about $763.59K)SPDR Portfolio S&P 500 ETF 8,238 shares (about $541.73K)JPMorgan Equity Premium Income ETF 8,149 shares (about $465.63K)Invesco S&P 500 Equal Weight ETF 2,274 shares (about $393.92K) Largest Sales this Quarter iShares MSCI EAFE ETF 4,520 shares (about $369.42K)SPDR S&P 400 Mid Cap Value ETF 2,362 shares (about $181.99K)BondBloxx Bloomberg One Year Target Duration US Treasury ETF 2,975 shares (about $147.92K)ARK Next Generation Internet ETF 1,516 shares (about $143.52K)Vanguard Mid-Cap Value ETF 779 shares (about $125.06K) 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$15,611,514$106,220 ▼-0.7%558,3528.4%ETFQQQInvesco QQQ$12,891,377$232,581 ▲1.8%27,4927.0%FinanceJEPIJPMorgan Equity Premium Income ETF$11,560,853$465,634 ▲4.2%202,3256.2%ETFSPYSPDR S&P 500 ETF Trust$11,170,453$83,908 ▲0.8%19,9696.0%FinanceQEFASPDR MSCI EAFE StrategicFactors ETF$10,215,976$331,853 ▲3.4%129,3885.5%ETFXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$9,898,009$147,917 ▼-1.5%199,0755.3%ETFCOWZPacer US Cash Cows 100 ETF$7,570,304$342,907 ▲4.7%138,2454.1%ETFACIOAptus Collared Investment Opportunity ETF$6,331,887$809,859 ▲14.7%163,6573.4%ETFXLEEnergy Select Sector SPDR Fund$6,245,672$191,013 ▲3.2%66,8343.4%ETFXMARFT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March$5,899,426$64,304 ▼-1.1%160,5503.2%ETFQJUNFT Vest Nasdaq-100 Buffer ETF - June$4,705,746$54,117 ▼-1.1%177,9112.5%ETFRSPInvesco S&P 500 Equal Weight ETF$4,649,472$393,923 ▲9.3%26,8402.5%ETFGLDMSPDR Gold MiniShares Trust$4,532,122$177,623 ▲4.1%73,2292.4%FinanceVTEBVanguard Tax-Exempt Bond ETF$3,959,859$77,109 ▼-1.9%79,8042.1%ETFKOMPSPDR S&P Kensho New Economies Composite ETF$3,954,596$183,869 ▲4.9%85,0632.1%ETFDRSKAptus Defined Risk ETF$3,827,540$763,588 ▲24.9%140,3572.1%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$3,728,529$36,120 ▼-1.0%74,7352.0%ManufacturingXDECFT Vest U.S. Equity Enhance & Moderate Buffer ETF - December$3,504,0570.0%95,2281.9%ETFVIGVanguard Dividend Appreciation ETF$3,278,819$6,790 ▼-0.2%16,9021.8%ETFSLYVSPDR S&P 600 Small Cap Value ETF$2,908,802$81,928 ▼-2.7%37,1021.6%ETFARKWARK Next Generation Internet ETF$2,850,798$143,520 ▼-4.8%30,1131.5%ETFSPLGSPDR Portfolio S&P 500 ETF$2,681,820$541,730 ▲25.3%40,7821.4%ETFOSCVOpus Small Cap Value Plus ETF$2,654,807$349,058 ▲15.1%76,1781.4%ETFBUFRFT Vest Laddered Buffer ETF$2,644,774$263,052 ▲11.0%89,0801.4%ETFVOEVanguard Mid-Cap Value ETF$2,539,903$125,061 ▼-4.7%15,8211.4%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$2,528,991$155,242 ▲6.5%84,6951.4%ETFGLDSPDR Gold Shares$2,393,291$33,424 ▼-1.4%8,3061.3%FinanceVWOVanguard FTSE Emerging Markets ETF$2,287,337$284,503 ▲14.2%50,5381.2%ETFXTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF$1,837,251$135,999 ▲8.0%37,1371.0%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$1,822,891$181,989 ▼-9.1%23,6591.0%ETFAAPLApple$1,720,619$223,463 ▲14.9%7,7460.9%Computer and TechnologyBARGraniteShares Gold Trust$1,577,188$42,621 ▼-2.6%51,1410.9%FinanceAIQGlobal X Future Analytics Tech ETF$1,337,729$135,334 ▲11.3%36,7710.7%ETFIWSiShares Russell Mid-Cap Value ETF$1,246,329$126 ▲0.0%9,8940.7%ETFMSFTMicrosoft$1,229,402$68,321 ▲5.9%3,2750.7%Computer and TechnologyJUCYAptus Enhanced Yield ETF$1,187,259$133,762 ▲12.7%52,0040.6%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,101,185$35,116 ▼-3.1%10,9440.6%ETFAMZNAmazon.com$993,728$149,925 ▲17.8%5,2230.5%Retail/WholesaleBUFTFT Vest Buffered Allocation Defensive ETF$968,584$39,843 ▼-4.0%43,1500.5%ETFIWNiShares Russell 2000 Value ETF$960,5540.0%6,3620.5%ETFBUFGFT Vest Buffered Allocation Growth ETF$724,987$56,425 ▼-7.2%30,4770.4%ETFVGTVanguard Information Technology ETF$673,0940.0%1,2410.4%ETFIWDiShares Russell 1000 Value ETF$666,4630.0%3,5420.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$590,3510.0%1,4060.3%FinanceVONGVanguard Russell 1000 Growth ETF$579,9380.0%6,2500.3%ETFQUSSPDR MSCI USA StrategicFactors ETF$563,4600.0%3,5960.3%ETFNVDANVIDIA$547,753$157,585 ▲40.4%5,0540.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$491,414$825 ▲0.2%1,7880.3%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$483,4080.0%9,6000.3%ETFEFAiShares MSCI EAFE ETF$478,529$369,419 ▼-43.6%5,8550.3%FinanceIWFiShares Russell 1000 Growth ETF$476,6390.0%1,3200.3%ETFGPNGlobal Payments$459,2450.0%4,6900.2%Business ServicesTBILUS Treasury 3 Month Bill ETF$455,0910.0%9,1000.2%ETFDSEPFT Vest U.S. Equity Deep Buffer ETF - September$392,7900.0%9,9000.2%ETFIJHiShares Core S&P Mid-Cap ETF$360,283$14,586 ▲4.2%6,1750.2%ETFVONVVanguard Russell 1000 Value$353,6010.0%4,2840.2%ETFIWOiShares Russell 2000 Growth ETF$321,9680.0%1,2600.2%ETFXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September$317,060$15,466 ▼-4.7%8,2000.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$277,6440.0%5,3620.1%ETFAVGOBroadcom$272,911$272,911 ▲New Holding1,6300.1%Computer and TechnologyHCAHCA Healthcare$270,6290.0%7830.1%MedicalPNCThe PNC Financial Services Group$263,6550.0%1,5000.1%FinanceBNDXVanguard Total International Bond ETF$263,3350.0%5,3940.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$263,3070.0%6,6880.1%ETFWMWaste Management$252,8090.0%1,0920.1%Business ServicesJPMJPMorgan Chase & Co.$247,998$28,700 ▲13.1%1,0110.1%FinanceBSYBentley Systems$237,378$85,211 ▼-26.4%6,0340.1%Computer and TechnologyPFMInvesco Dividend Achievers ETF$234,3940.0%5,1200.1%ManufacturingBACBank of America$228,8890.0%5,4850.1%FinanceVOOVanguard S&P 500 ETF$212,2450.0%4130.1%ETFOXLCOxford Lane Capital$150,327$12,267 ▲8.9%31,8490.1%Financial ServicesDRTSAlpha Tau Medical$55,0820.0%21,9450.0%MedicalGSThe Goldman Sachs Group$0$200,990 ▼-100.0%00.0%FinanceShowing 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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