FG

Financial Guidance Group, Inc.

13F
Financial Guidance Group, Inc.
Last update 2025-04-23 72 Stocks (1 new)
Value $185.00 Mil Turnover 4 %
Countries:
Top Holdings: SCHD(8.43%)QQQ(6.96%)JEPI(6.24%)SPY(6.03%)QEFA(5.52%)
Summary Stock Picks Current Portfolio
Financial Guidance Group, Inc.... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD
Schwab US Dividend Equity ETF
558,352
15,611.5
-0.68%
8.430
-0.06%
0.020
+9.08%
+1.93%
71,198.8
 
QQQ
INVESCO QQQ Trust
27,492
12,891.4
+1.84%
6.960
+0.13%
0.000
+22.10%
+8.69%
355,935.0
 
JEPI
JPMorgan Equity Premium Income ETF
202,325
11,560.9
+4.20%
6.240
+0.25%
0.030
+7.87%
+3.08%
40,886.4
 
SPY
SPDR S&P 500 ETF Trust
19,969
11,170.5
+0.76%
6.030
+0.05%
0.000
+17.14%
+7.04%
641,384.0
 
QEFA
SPDR MSCI EAFE StrategicFactors SM ETF
SPDR MSCI EAFE StrategicFactors SM ETF
129,388
10,216.0
+3.36%
5.520
+0.18%
1.200
+12.34%
+19.49%
888.4
 
XONE
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
199,075
9,898.0
-1.47%
5.350
-0.08%
1.630
+0.86%
+2.13%
584.2
 
COWZ
Pacer US Cash Cows 100 ETF
138,245
7,570.3
+4.74%
4.090
+0.19%
0.030
+13.69%
+0.86%
21,212.8
 
ACIO
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
163,657
6,331.9
+14.67%
3.420
+0.44%
0.370
+10.25%
+3.39%
1,960.9
 
XLE
The Energy Select Sector SPDR Fund
66,834
6,245.7
+3.15%
3.370
+0.10%
0.020
+13.90%
+5.72%
28,230.0
 
XMAR
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
160,550
5,899.4
-1.08%
3.190
-0.03%
3.390
+7.60%
+6.12%
179.6
 

Financial Guidance Group, Inc.'s Historical Top Holdings Breakdowns

Financial Guidance Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ACIO
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
2025-03-31
Add
Add
+0.44%
●
38.36 ($40.2) 41.43
$41.50
3.23%
Add 14.67%
163,657
20,932
DRSK
Aptus Defined Risk ETF
2025-03-31
Add
Add
+0.41%
●
27.06 ($27.82) 28.23
$28.27
1.62%
Add 24.92%
140,357
28,001
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+0.29%
●
64.88 ($69.16) 72.1
$73.35
6.06%
Add 25.31%
40,782
8,238
JEPI
JPMorgan Equity Premium Income ETF
2025-03-31
Add
Add
+0.25%
●
56.17 ($58.26) 59.71
$56.76
-2.57%
Add 4.2%
202,325
8,149
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Add
Add
+0.21%
●
169.43 ($177.82) 182.84
$184.42
3.71%
Add 9.26%
26,840
2,274
OSCV
Opus Small Cap Value Plus ETF
2025-03-31
Add
Add
+0.19%
●
34.16 ($36.41) 38.45
$36.74
0.91%
Add 15.14%
76,178
10,016
EFA
iShares MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-0.19%
●
74.85 ($80.6) 84.89
$88.95
10.36%
Reduce -43.57%
5,855
-4,520
COWZ
Pacer US Cash Cows 100 ETF
2025-03-31
Add
Add
+0.19%
●
53.6 ($56.92) 58.97
$56.56
-0.63%
Add 4.74%
138,245
6,262
QEFA
SPDR MSCI EAFE StrategicFactors SM ETF
SPDR MSCI EAFE StrategicFactors SM ETF
2025-03-31
Add
Add
+0.18%
●
71.93 ($77.23) 81.43
$85.02
10.09%
Add 3.36%
129,388
4,203
AVGO
Broadcom Inc
2025-03-31
New Buy
New Buy
+0.15%
●
167.43 ($211.65) 244.7
$274.38
29.64%
New holding
1,630
1,630

Financial Guidance Group, Inc. Total Holding History ($B)

To

Financial Guidance Group, Inc.'s Asset Allocation

To

Financial Guidance Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Financial Guidance Group, Inc.'s Hypothetical Growth since 2025-03-31

Financial Guidance Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Financial Guidance Group, Inc.'s Holdings Heat Map

Size field:

Financial Guidance Group, Inc.'s Holdings Bubble Chart

Financial Guidance Group, Inc. News

  • 1

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