CG
| |
Constant Guidance Financial LLC13F | |
| Constant Guidance Financial LLC | |
| Last update 2025-05-13 | 29 Stocks (8 new) |
| Value $79.00 Mil | Turnover 20 % |
Constant Guidance Financial LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 64,259 | 34,223.5 | -14.96% | 43.240 | -4.44% | 0.000 | -8.27% | +6.62% | 1,041,200.7 | Insurance | |
SPY | SPDR S&P 500 ETF Trust | 19,777 | 11,063.1 | +9.82% | 13.980 | +1.25% | 0.000 | +18.65% | +8.72% | 653,520.5 | ||
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 134,062 | 3,532.5 | New Holding | 4.460 | +4.46% | 0.070 | +3.63% | +4.82% | 6,307.9 | ||
AAPL | Apple Inc | 14,613 | 3,246.1 | +31.79% | 4.100 | +0.99% | 0.000 | +4.98% | -14.13% | 3,203,884.0 | Hardware | |
BND | Vanguard Total Bond Market ETF | 38,113 | 2,799.4 | New Holding | 3.540 | +3.54% | 0.000 | +1.74% | +3.60% | 127,845.8 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 25,612 | 2,783.8 | New Holding | 3.520 | +3.52% | 0.010 | +3.52% | +4.19% | 27,217.6 | ||
CB | Chubb Ltd | 8,650 | 2,612.2 | -58.47% | 3.300 | -2.92% | 0.000 | -5.84% | -2.74% | 106,993.8 | Insurance | |
MKL | Markel Group Inc | 1,193 | 2,230.4 | +157.11% | 2.820 | +1.72% | 0.010 | +12.30% | +16.88% | 25,593.9 | Insurance | |
NFLX | Netflix Inc | 2,334 | 2,176.8 | -58.57% | 2.750 | -2.55% | 0.000 | +12.21% | +32.14% | 500,459.1 | Media - Diversified | |
MSFT | Microsoft Corp | 5,215 | 1,958.0 | +16.35% | 2.470 | +0.35% | 0.000 | +35.27% | +20.39% | 3,757,150.9 | Software |
Constant Guidance Financial LLC's Historical Top Holdings Breakdowns
Constant Guidance Financial LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTV | Vanguard Value ETF | 2025-03-31 | Sold Out Sold Out | -12.42% | 167.73 ($174.39) 179.21 | $180.40 | 3.44% | Sold Out | 0 | -84,630 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | New Buy New Buy | +4.46% | 25.77 ($26.17) 26.48 | $26.41 | 0.94% | New holding | 134,062 | 134,062 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -4.44% | 442.66 ($486.15) 534.52 | $483.26 | -0.59% | Reduce -14.96% | 64,259 | -11,300 | |
CVX | Chevron Corp | 2025-03-31 | Sold Out Sold Out | -3.69% | 146.71 ($156.54) 167.97 | $152.65 | -2.48% | Sold Out | 0 | -29,390 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | New Buy New Buy | +3.54% | 71.17 ($72.57) 73.66 | $73.08 | 0.70% | New holding | 38,113 | 38,113 | |
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +3.52% | 105.1 ($107.75) 109.61 | $108.83 | 1.00% | New holding | 25,612 | 25,612 | |
C | Citigroup Inc | 2025-03-31 | Sold Out Sold Out | -3.01% | 67.23 ($76.25) 84.63 | $95.72 | 25.53% | Sold Out | 0 | -49,325 | |
CB | Chubb Ltd | 2025-03-31 | Reduce Reduce | -2.92% | 257.71 ($277.87) 301.99 | $266.99 | -3.92% | Reduce -58.47% | 8,650 | -12,177 | |
NFLX | Netflix Inc | 2025-03-31 | Reduce Reduce | -2.55% | 828.4 ($951.01) 1058.6 | $1,177.76 | 23.84% | Reduce -58.57% | 2,334 | -3,299 | |
MKL | Markel Group Inc | 2025-03-31 | Add Add | +1.72% | 1660.14 ($1839.75) 2059.83 | $2,017.70 | 9.67% | Add 157.11% | 1,193 | 729 |
Constant Guidance Financial LLC Total Holding History ($B)
Constant Guidance Financial LLC's Asset Allocation
Constant Guidance Financial LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Constant Guidance Financial LLC's Hypothetical Growth since 2025-03-31
Constant Guidance Financial LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Constant Guidance Financial LLC's Holdings Heat Map
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Constant Guidance Financial LLC's Holdings Bubble Chart
Constant Guidance Financial LLC News
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