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  Name: LifeGuide Financial Advisors LLC
  City: MECHANICSBURG
  State: PA
  Zip: 17055
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $198,527,000
  Total Value Change : $9,335,000
  Securities Held Change : -2
   
All Securities Held : 41
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 20
  Unchanged Positions : 6
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged 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
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 20 - $528.69 $825,000 1,577 0.42% 75,000 0 0    Closed - End Fund - E...
   (IBM)1 Year Chart         IBM International Business Mach... 22 - $168.97 $747,000 3,912 0.38% 107,000 0 0    Diversified Computer ...
   (UPS)1 Year Chart         UPS United Parcel Service Inc 24 - $149.66 $696,000 4,686 0.35% -41,000 0 0.001    AirDelivery & Freight...
   (MCD)1 Year Chart         MCD McDonalds Corp 37 - $273.51 $226,000 801 0.11% -12,000 0 0    Restaurants
   (AZN)1 Year Chart         AZN AstraZeneca Plc (ADR) 38 - $77.04 $211,000 3,113 0.11% 1,000 0 0    Drug Manufacturers - ...
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 41 - $3.05 $40,000 10,339 0.02% -17,000 0 0    Broadcasting - Radio

      6 Records Found
  1    
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