Financial Guidance Group, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$171M
Signature - Title
Christoph Von Dem Bussche - CEO/CCO
Location
Palm Harbor, FL
Summary
This page shows a list of all the recent 13F filings made by Financial Guidance Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Guidance Group, Inc. reported 67 stock holdings with total value $171M as of Q3 2024. Top holdings included SCHD, QQQ, JEPI, SPY, and QEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 67 $171M +$6.89M -$7.22M -$331K SCHD, QQQ, JEPI, SPY, QEFA 13F-HR 10/23/2024, 09:24 AM
Q2 2024 69 $163M +$22.8M -$13.9M +$8.85M SCHD, QQQ, JEPI, SPY, QEFA Restatement 8/7/2024, 02:37 PM
Q1 2024 57 $154M +$12.4M -$9.77M +$2.61M SCHD, JEPI, QQQ, SPY, XMAR 13F-HR 5/1/2024, 08:19 AM
Q4 2023 53 $144M +$12.3M -$12.3M -$43.5K SCHD, JEPI, QQQ, XJUN, QEFA 13F-HR 1/26/2024, 09:12 AM
Q3 2023 52 $133M +$5.87M -$5.09M +$776K SCHD, JEPI, XJUN, QEFA, QQQ 13F-HR 10/23/2023, 12:02 PM
Q2 2023 52 $136M +$1.22M -$1.48M -$261K SCHD, JEPI, XJUN, QQQ, MUB 13F-HR 7/26/2023, 10:31 AM
Q1 2023 51 $131M +$5.59M -$2.56M +$3.03M SCHD, JEPI, XJUN, MUB, QQQ 13F-HR 4/18/2023, 11:24 AM
Q4 2022 50 $123M +$14.3M -$24.1M -$9.87M SCHD, JEPI, XJUN, MUB, XLE 13F-HR 1/27/2023, 08:59 AM
Q3 2022 49 $125M +$9.95M -$6.22M +$3.73M SCHD, FLRN, SRLN, XJUN, MUB 13F-HR 10/25/2022, 09:56 AM
Q2 2022 45 $127M +$21.2M -$20.1M +$1.17M SCHD, FLRN, QEFA, SRLN, MUB 13F-HR 7/29/2022, 03:11 PM
Q1 2022 41 $145M $0 $0 MUB, SCHD, QQQ, SPY, QEFA 13F-HR 5/19/2022, 10:24 AM