Long-term investor
Guidance Point Advisors, LLC @guidancepointadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767710).
Record
- Tracked since 2025-06-30 (446 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months n/a · 1 year +15.9% · all +15.9%
- Max drawdown n/a · win rate 57% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JPM · 27.7% · long · since 2025-06-30
- 464287200 · 12.9% · long · since 2025-06-30
- 464287309 · 5.4% · long · since 2025-06-30
- 46432F842 · 4.9% · long · since 2025-06-30
- 464287507 · 4.1% · long · since 2025-06-30
- 464287804 · 3.9% · long · since 2025-06-30
- 464287408 · 3.0% · long · since 2025-06-30
- 46434G103 · 2.1% · long · since 2025-06-30
- 46436E726 · 2.0% · long · since 2025-06-30
- 46436E486 · 1.9% · long · since 2025-06-30
- 46436E312 · 1.7% · long · since 2025-06-30
- 78462F103 · 1.7% · long · since 2025-06-30