Financial Guidance Group, Inc.

Q1 2025 13F Holdings

  • Location
    palm harbor, FL
  • Num holdings

    72

  • Value ($000)

    $185,176

  • Date Filed
    04/23/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$15.61M
8 %

558,352

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$12.89M
7 %

27,492

JEPI
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$11.56M
6 %

202,325

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$11.17M
6 %

19,969

---

SPDR INDEX SHS FDS

MSCI EAFE STRTGC
$10.22M
6 %

129,388

XONE
XONE

BONDBLOXX ETF TRUST

BLOOMBERG ONE YR
$9.90M
5 %

199,075

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
$7.57M
4 %

138,245

ACIO
ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
$6.33M
3 %

163,657

XLE
XLE

SELECT SECTOR SPDR TR

ENERGY
$6.25M
3 %

66,834

XMAR
XMAR

FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT
$5.90M
3 %

160,550

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