Financial Guidance Group, Inc.

Q4 2024 13F Holdings

  • Location
    palm harbor, FL
  • Num holdings

    72

  • Value ($000)

    $182,540

  • Date Filed
    01/30/2025
  • Form type
    13F-HR
  • CIK
    0001929349
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$15.36M
8 %

562,151

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$13.80M
8 %

26,996

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$11.62M
6 %

19,819

JEPI
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$11.17M
6 %

194,176

XONE
XONE

BONDBLOXX ETF TRUST

BLOOMBERG ONE YR
$10.01M
6 %

202,050

---

SPDR INDEX SHS FDS

MSCI EAFE STRTGC
$9.08M
5 %

125,185

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
$7.45M
4 %

131,983

XMAR
XMAR

FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT
$5.88M
3 %

162,300

ACIO
ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
$5.74M
3 %

142,725

XLE
XLE

SELECT SECTOR SPDR TR

ENERGY
$5.55M
3 %

64,790

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