Financial Guidance Group, Inc.
Top Portfolio Positions
24 positions ·
$53,469,946 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
31,797 | $18,352,592 | 34.32% | |
| SPY |
Spdr S&P 500 ETF Trust
|
20,010 | $13,013,303 | 24.34% | |
| GLDM |
World Gold Trust
|
80,058 | $7,420,576 | 13.88% | |
| GLD |
Spdr Gold Trust
|
7,712 | $3,318,396 | 6.21% | |
| AAPL |
Apple Inc.
Technology
|
7,279 | $1,847,337 | 3.45% | |
| BAR |
GraniteShares Gold Trust
|
28,869 | $1,331,726 | 2.49% | |
| MSFT |
Microsoft Corp
Technology
|
2,952 | $1,092,741 | 2.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,943 | $1,029,478 | 1.93% | |
| NVDA |
Nvidia Corp
Technology
|
5,304 | $925,017 | 1.73% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
1,406 | $651,245 | 1.22% |
Portfolio Trend
17 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,331,726 | 28,869 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,230,892 | 28,969 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,115,043 | 29,297 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $962,977 | 29,503 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,577,188 | 51,141 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,359,820 | 52,523 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,533,944 | 59,066 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,463,401 | 63,737 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,278,906 | 58,238 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,115,088 | 54,688 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $826,493 | 45,213 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $774,904 | 40,763 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $641,644 | 32,888 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $492,548 | 27,288 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $363,575 | 22,075 | Shares | Sole | 2022-10-25 | |
| No 13F history on record for this holder in this stock. | ||||||