Constant Guidance Financial LLC Top Holdings and 13F Report (2024) → The ONE AI Stock to own now. (It’s not Nvidia.) (From Weiss Ratings) (Ad) About Constant Guidance Financial LLCInvestment ActivityConstant Guidance Financial LLC has $108.58 million in total holdings as of March 31, 2024.Constant Guidance Financial LLC owns shares of 45 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 29.93% of the portfolio was purchased this quarter.About 26.62% of the portfolio was sold this quarter.This quarter, Constant Guidance Financial LLC has purchased 28 new stocks and bought additional shares in 13 stocks.Constant Guidance Financial LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $31,760,855SPDR S&P 500 ETF Trust $10,031,419SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $7,452,313Bank of America $4,057,792Occidental Petroleum $3,811,296 Largest New Holdings this Quarter Occidental Petroleum $3,811,296 HoldingChevron $2,368,909 HoldingSPDR Gold Shares $1,913,407 HoldingValero Energy $1,638,215 HoldingNewmont $1,435,808 Holding Largest Purchases this Quarter Occidental Petroleum 56,272 shares (about $3.81M)Bank of America 92,531 shares (about $3.43M)Chevron 14,766 shares (about $2.37M)SPDR Dow Jones Industrial Average ETF Trust 6,062 shares (about $2.35M)SPDR Gold Shares 8,992 shares (about $1.91M) Largest Sales this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 126,777 shares (about $13.63M)Vanguard Total Bond Market ETF 65,064 shares (about $4.69M)iShares iBoxx $ High Yield Corporate Bond ETF 36,662 shares (about $2.82M)Berkshire Hathaway 6,267 shares (about $2.61M)Citigroup 17,383 shares (about $1.07M) 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$31,760,855$2,614,167 ▼-7.6%76,14129.3%FinanceSPYSPDR S&P 500 ETF Trust$10,031,419$977,116 ▲10.8%19,4659.2%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$7,452,313$232,007 ▲3.2%81,4596.9%ETFBACBank of America$4,057,792$3,425,960 ▲542.2%109,5963.7%FinanceOXYOccidental Petroleum$3,811,296$3,811,296 ▲New Holding56,2723.5%Oils/EnergyDIASPDR Dow Jones Industrial Average ETF Trust$3,714,207$2,347,813 ▲171.8%9,5903.4%FinanceAMZNAmazon.com$3,018,638$23,086 ▲0.8%16,6062.8%Retail/WholesaleAAPLApple$2,742,029$751,250 ▲37.7%16,1622.5%Computer and TechnologyCCitigroup$2,606,815$1,065,491 ▼-29.0%42,5292.4%FinanceMSFTMicrosoft$2,508,683$353,691 ▲16.4%5,9582.3%Computer and TechnologyCVXChevron$2,368,909$2,368,909 ▲New Holding14,7662.2%Oils/EnergyMETAMeta Platforms$1,914,205$272,573 ▼-12.5%3,7081.8%Computer and TechnologyGLDSPDR Gold Shares$1,913,407$1,913,407 ▲New Holding8,9921.8%FinanceNFLXNetflix$1,848,611$240,176 ▲14.9%2,9711.7%Consumer DiscretionaryLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,797,877$13,627,254 ▼-88.3%16,7261.7%FinanceGMGeneral Motors$1,686,488$606,182 ▲56.1%38,3381.6%Auto/Tires/TrucksBNDVanguard Total Bond Market ETF$1,644,638$4,685,058 ▼-74.0%22,8401.5%ETFVLOValero Energy$1,638,215$1,638,215 ▲New Holding9,0231.5%Oils/EnergySPHYSPDR Portfolio High Yield Bond ETF$1,564,915$756,386 ▼-32.6%67,5261.4%ETFNEMNewmont$1,435,808$1,435,808 ▲New Holding37,7101.3%Basic MaterialsVYMVanguard High Dividend Yield ETF$1,340,747$252,810 ▼-15.9%11,2751.2%ETFDISWalt Disney$1,303,563$1,303,563 ▲New Holding11,0651.2%Consumer DiscretionaryBMYBristol-Myers Squibb$1,261,784$1,261,784 ▲New Holding24,5801.2%MedicalPFEPfizer$1,209,768$1,209,768 ▲New Holding45,2251.1%MedicalSFTBYSoftBank Group$1,188,904$670,700 ▲129.4%42,1001.1%Computer and TechnologyHDHome Depot$1,124,1560.0%3,1401.0%Retail/WholesaleHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,095,978$2,819,306 ▼-72.0%14,2521.0%ETFVOOVanguard S&P 500 ETF$1,056,278$926,129 ▲711.6%4,1311.0%ETFNVDANVIDIA$952,884$952,884 ▲New Holding1,0960.9%Computer and TechnologyXOMExxon Mobil$907,108$293,539 ▲47.8%7,6020.8%Oils/EnergyBITOProShares Bitcoin Strategy ETF$752,201$752,201 ▲New Holding25,0440.7%ETFSCHDSchwab US Dividend Equity ETF$731,375$731,375 ▲New Holding9,2720.7%ETFPYLDPIMCO Multi Sector Bond Active ETF$708,150$708,150 ▲New Holding27,7000.7%ETFJETSU.S. Global Jets ETF$683,230$683,230 ▲New Holding34,0000.6%ETFQQQInvesco QQQ$609,987$51,672 ▲9.3%1,3930.6%FinanceFCXFreeport-McMoRan$584,520$584,520 ▲New Holding11,8300.5%Basic MaterialsTAT&T$572,386$572,386 ▲New Holding32,4390.5%Computer and TechnologySPYXSPDR S&P Fossil Fuel Reserves Free ETF$562,532$20,203 ▼-3.5%13,3650.5%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$488,946$7,894 ▼-1.6%7,7420.5%ETFVIGVanguard Dividend Appreciation ETF$449,343$449,343 ▲New Holding2,5150.4%ETFGROYGold Royalty$407,862$407,862 ▲New Holding23,4000.4%Basic MaterialsPLTRPalantir Technologies$331,614$331,614 ▲New Holding14,7090.3%Business ServicesIVViShares Core S&P 500 ETF$257,3710.0%4970.2%ETFVANGUARD 500 INDEX ADMIRAL$245,617$245,617 ▲New Holding5100.2%S&P 500 ETF SHSMUMicron Technology$234,009$234,009 ▲New Holding1,8750.2%Computer and TechnologyJPMORGAN CHASE 4.2 PFD$0$2,134,861 ▼-100.0%00.0%Preferred IncomeGOOGLAlphabet$0$440,302 ▼-100.0%00.0%Computer and TechnologyTOTLSPDR Doubleline Total Return Tactical ETF$0$203,262 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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