Constant Guidance Financial LLC Top Holdings and 13F Report (2025) About Constant Guidance Financial LLCInvestment ActivityConstant Guidance Financial LLC has $79.50 million in total holdings as of March 31, 2025.Constant Guidance Financial LLC owns shares of 30 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 20.37% of the portfolio was purchased this quarter.About 76.47% of the portfolio was sold this quarter.This quarter, Constant Guidance Financial LLC has purchased 36 new stocks and bought additional shares in 9 stocks.Constant Guidance Financial LLC sold shares of 13 stocks and completely divested from 14 stocks this quarter.Largest Holdings Berkshire Hathaway $34,223,457SPDR S&P 500 ETF Trust $11,063,132PIMCO Multi Sector Bond Active ETF $3,532,533Apple $3,246,048Vanguard Total Bond Market ETF $2,799,399 Largest New Holdings this Quarter 72201R585 - PIMCO Multi Sector Bond Active ETF $3,532,533 Holding921937835 - Vanguard Total Bond Market ETF $2,799,399 Holding464287242 - iShares iBoxx $ Investment Grade Corporate Bond ETF $2,783,768 Holding11135F101 - Broadcom $1,142,709 Holding060505104 - Bank of America $909,797 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 134,062 shares (about $3.53M)Vanguard Total Bond Market ETF 38,113 shares (about $2.80M)iShares iBoxx $ Investment Grade Corporate Bond ETF 25,612 shares (about $2.78M)Markel Group 729 shares (about $1.36M)Broadcom 6,825 shares (about $1.14M) Largest Sales this Quarter SPDR BLOOMBERG 1 3 MNTH T BLL ETF 93,756 shares (about $8.60M)Berkshire Hathaway 11,300 shares (about $6.02M)Chubb 12,177 shares (about $3.68M)SPDR DOW JONES INDUSTRIAL AVRG ETF 8,066 shares (about $3.39M)Netflix 3,299 shares (about $3.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofConstant Guidance Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$34,223,457$6,018,224 ▼-15.0%64,25943.1%FinanceSPYSPDR S&P 500 ETF Trust$11,063,132$989,568 ▲9.8%19,77713.9%FinancePYLDPIMCO Multi Sector Bond Active ETF$3,532,533$3,532,533 ▲New Holding134,0624.4%ETFAAPLApple$3,246,048$783,023 ▲31.8%14,6134.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$2,799,399$2,799,399 ▲New Holding38,1133.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,783,768$2,783,768 ▲New Holding25,6123.5%FinanceCBChubb$2,612,213$3,677,332 ▼-58.5%8,6503.3%FinanceMKLMarkel Group$2,230,444$1,362,945 ▲157.1%1,1932.8%Multi-Sector ConglomeratesNFLXNetflix$2,176,835$3,076,855 ▼-58.6%2,3342.7%Consumer DiscretionaryMSFTMicrosoft$1,958,027$275,213 ▲16.4%5,2152.5%Computer and TechnologyHDHome Depot$1,720,039$73,669 ▲4.5%4,6932.2%Retail/WholesaleAVGOBroadcom$1,142,709$1,142,709 ▲New Holding6,8251.4%Computer and TechnologyMETAMeta Platforms$962,459$877,112 ▼-47.7%1,6691.2%Computer and TechnologyAMZNAmazon.com$913,057$1,700,543 ▼-65.1%4,7991.1%Retail/WholesaleBACBank of America$909,797$909,797 ▲New Holding21,8021.1%FinanceQQQInvesco QQQ$772,344$144,902 ▲23.1%1,6471.0%FinanceVTIVanguard Total Stock Market ETF$771,567$183,890 ▼-19.2%2,8071.0%ETFGOOGLAlphabet$686,910$689,230 ▼-50.1%4,4420.9%Computer and TechnologyNEMNewmont$675,920$675,920 ▲New Holding14,0000.9%Basic MaterialsBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$614,651$99,277 ▼-13.9%13,4350.8%ETFXOMExxon Mobil$542,796$70,406 ▲14.9%4,5640.7%EnergySPDR BLOOMBERG 1 3 MNTH T BLL ETF$482,317$8,600,250 ▼-94.7%5,2580.6%BLOOMBERG 1-3 MOVIGVanguard Dividend Appreciation ETF$482,281$31,622 ▼-6.2%2,4860.6%ETFXNTKSPDR NYSE Technology ETF$462,331$36,589 ▼-7.3%6,7980.6%ETFVANGUARD 500 INDEX ADMIR AL$345,894$79,224 ▲29.7%6680.4%S&P 500 ETF SHSVYMVanguard High Dividend Yield ETF$315,218$1,243,589 ▼-79.8%2,4440.4%ETFPGProcter & Gamble$308,289$308,289 ▲New Holding1,8090.4%Consumer StaplesNVDANVIDIA$266,022$5,851 ▲2.2%2,4550.3%Computer and TechnologyNEENextEra Energy$253,574$253,574 ▲New Holding3,5770.3%UtilitiesSPDR DOW JONES INDUSTRIAL AVRG ETF$241,011$3,386,750 ▼-93.4%5740.3%COMVTVVanguard Value ETF$0$14,327,859 ▼-100.0%00.0%ETFCVXChevron$0$4,256,847 ▼-100.0%00.0%EnergyCCitigroup$0$3,471,986 ▼-100.0%00.0%FinancePFEPfizer$0$1,362,793 ▼-100.0%00.0%MedicalTAT&T$0$1,262,892 ▼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$1,190,268 ▼-100.0%00.0%Consumer DiscretionaryTLTiShares 20+ Year Treasury Bond ETF$0$1,129,613 ▼-100.0%00.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$946,312 ▼-100.0%00.0%FinanceBABoeing$0$804,465 ▼-100.0%00.0%AerospaceJNKSPDR Bloomberg High Yield Bond ETF$0$740,314 ▼-100.0%00.0%FinanceMOAltria Group$0$612,355 ▼-100.0%00.0%Consumer StaplesDALDelta Air Lines$0$451,935 ▼-100.0%00.0%TransportationIVViShares Core S&P 500 ETF$0$307,290 ▼-100.0%00.0%ETFTMUST-Mobile US$0$303,945 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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