Portfolio (Quarterly)
Guide ↗
LifeGuide Financial Advisors, LLC
· CIK 0001908585| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | TMF | DIREXION SHARES ETF TRUST | — | 6,315.0 | $228K | 0.07% | -731.0 | -10.4% | $36.06 | -6.6% |
| 42 | JNJ | JOHNSON & JOHNSON | Healthcare | 909.0 | $222K | 0.07% | NEW | — | $244.44 | -4.1% |
| 43 | — | BERKSHIRE HATHAWAY INC DEL | — | 450.0 | $216K | 0.07% | — | — | $479.20 | — |
| 44 | SPGI | S&P GLOBAL INC | Financial Services | 480.0 | $204K | 0.07% | — | — | $425.34 | -1.8% |
| 45 | HD | HOME DEPOT INC | Consumer Cyclical | 620.0 | $204K | 0.07% | — | — | $329.15 | -4.9% |
| 46 | LNKB | LINKBANCORP INC | Financial Services | 20,185.0 | $168K | 0.05% | -12K | -37.8% | $8.34 | +4.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.1%
Financial Services
20.5%
Consumer Defensive
19.0%
Energy
9.4%
Consumer Cyclical
7.8%
Industrials
3.8%
Utilities
3.0%
Communication Services
2.4%
Healthcare
1.9%