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  Name: Guidance Point Advisors LLC
  City: Boston
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $295,066,000
  Total Value Change : $35,659,000
  Securities Held Change : 18
   
All Securities Held : 82
  New Positions : 16
  Closed Positions : 0
  Increased Positions : 49
  Unchanged Positions : 5
  Decreased Positions : 12

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 24 New $0.00 $1,572,000 18,806 0.53% 1,572,000 18,806 0    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 38 New $223.66 $612,000 2,976 0.21% 612,000 2,976 0.001    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 41 New $924.79 $492,000 544 0.17% 492,000 544 0    Semiconductor - Speci...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 47 New $770.00 $425,000 546 0.14% 425,000 546 0    Drug Manufacturers - ...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 50 New $345.93 $396,000 1,236 0.13% 396,000 1,236 0.001    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 53 New $83.29 $357,000 4,242 0.12% 357,000 4,242 0.003    Closed - End Fund - E...
   (VOOG)1 Year Chart         VOOG Vanguard S&P 500 Growth Etf 55 New $311.34 $311,000 1,019 0.11% 311,000 1,019 0.005    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp 58 New $795.81 $299,000 407 0.1% 299,000 407 0    Discount, Variety Stores
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 61 New $350.63 $270,000 785 0.09% 270,000 785 0    Closed - End Fund - E...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 64 New $40.06 $240,000 5,710 0.08% 240,000 5,710 0    Telecom Services - Do...
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 65 New $0.00 $239,000 3,787 0.08% 239,000 3,787 0.001    N/A
   (IGM)1 Year Chart         IGM iShares S&P GSTI Tech Index Fd 67 New $87.93 $230,000 2,665 0.08% 230,000 2,665 0.03    Closed - End Fund - E...
   (CCJ)1 Year Chart         CCJ Cameco Corporation (USA) 68 New $53.05 $226,000 5,219 0.08% 226,000 5,219 0.001    Industrial Metals & M...
   (URA)1 Year Chart         URA Global X Uranium ETF 69 New $32.65 $218,000 7,558 0.07% 218,000 7,558 0.007    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 73 New $119.64 $210,000 1,804 0.07% 210,000 1,804 0    Integrated Oil & Gas

      15 Records Found
  1    
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