0001995383-24-000002.txt : 20240501
0001995383-24-000002.hdr.sgml : 20240501
20240501122306
ACCESSION NUMBER: 0001995383-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240501
DATE AS OF CHANGE: 20240501
EFFECTIVENESS DATE: 20240501
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Constant Guidance Financial LLC
CENTRAL INDEX KEY: 0001995383
ORGANIZATION NAME:
IRS NUMBER: 465690001
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23392
FILM NUMBER: 24901616
BUSINESS ADDRESS:
STREET 1: 1 NORTH AVE
CITY: ATTLEBORO FALLS
STATE: MA
ZIP: 02763
BUSINESS PHONE: 5082078049
MAIL ADDRESS:
STREET 1: 1 NORTH AVE
CITY: ATTLEBORO FALLS
STATE: MA
ZIP: 02763
13F-HR
1
primary_doc.xml
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0001995383
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03-31-2024
03-31-2024
Constant Guidance Financial LLC
1 NORTH AVE
ATTLEBORO FALLS
MA
02763
13F HOLDINGS REPORT
028-23392
N
Mitch S Zides
Wealth Advisor
5082078049
Mitch S Zides
Attleboro Falls
MA
05-01-2024
0
45
108577433
false
INFORMATION TABLE
2
1Q24.xml
13F 1Q24
BERKSHIRE HATHAWAY CLASS B
COM
084670702
31760855
76141
SH
SOLE
76141
0
0
SPDR S&P 500 ETF
S&P 500 ETF SHS
78462F103
10031419
19465
SH
SOLE
19465
0
0
SPDR BLOOMBERG 1 3 MNTH T BLL ETF
BLOOMBERG 1-3 MO
78468R663
7452313
81459
SH
SOLE
81459
0
0
BANK OF AMERICA CORP
COM
060505104
4057792
109596
SH
SOLE
109596
0
0
OCCIDENTAL PETROL CO
COM
674599105
3811296
56272
SH
SOLE
56272
0
0
SPDR DOW JONES INDUSTRIAL AVRG ETF @
UT SER 1
78467X109
3714207
9590
SH
SOLE
9590
0
0
AMAZON.COM INC
COM
023135106
3018638
16606
SH
SOLE
16606
0
0
APPLE INC
COM
037833100
2742029
16162
SH
SOLE
16162
0
0
CITIGROUP INC
COM
172967424
2606815
42529
SH
SOLE
42529
0
0
MICROSOFT CORP
COM
594918104
2508683
5958
SH
SOLE
5958
0
0
CHEVRON CORP
COM
166764100
2368909
14766
SH
SOLE
14766
0
0
META PLATFORMS INC CLASS A
COM
30303M102
1914205
3708
SH
SOLE
3708
0
0
SPDR GOLD SHARES ETF
GOLD SHS
78463V107
1913407
8992
SH
SOLE
8992
0
0
NETFLIX INC
COM
64110L106
1848611
2971
SH
SOLE
2971
0
0
ISHARES IBOXX INVT GRADEBOND ETF
IBOXX INV CP ETF
464287242
1797877
16726
SH
SOLE
16726
0
0
GENERAL MOTORS CO
COM
37045V100
1686488
38338
SH
SOLE
38338
0
0
VANGUARD TOTAL BOND MARKET ETF
U.S Fixed Income
921937835
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22840
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SOLE
22840
0
0
VALERO ENERGY CORP
COM
91913Y100
1638215
9023
SH
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9023
0
0
SPDR PORTFOLIO HIGH YIELD BND ETF
High Yld Corp BD
78468R606
1564915
67526
SH
SOLE
67526
0
0
NEWMONT CORP
COM
651639106
1435808
37710
SH
SOLE
37710
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0
VANGUARD HIGH DIVIDEND YIELD ETF
DIV APP ETF
921946406
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SOLE
11275
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0
WALT DISNEY CO
COM
254687106
1303563
11065
SH
SOLE
11065
0
0
BRISTOL-MYERS SQUIBB
COM
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1261784
24580
SH
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24580
0
0
PFIZER INC
COM
717081103
1209768
45225
SH
SOLE
45225
0
0
SOFTBANK GROUP CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
COM
83404D109
1188904
42100
SH
SOLE
42100
0
0
HOME DEPOT INC
COM
437076102
1124156
3140
SH
SOLE
3140
0
0
ISHARES IBOXX HIGH YIELDBOND ETF
High Yld Corp BD
464288513
1095978
14252
SH
SOLE
14252
0
0
VANGUARD TOTAL STOCK MARKET ETF
UT SER 1
922908363
1056278
4131
SH
SOLE
4131
0
0
NVIDIA CORP
COM
67066G104
952884
1096
SH
SOLE
1096
0
0
EXXON MOBIL CORP
COM
30231G102
907108
7602
SH
SOLE
7602
0
0
PROSHARES BITCOIN STRATEGY ETF
BITCOIN STRATEGY
74347G440
752201
25044
SH
SOLE
25044
0
0
SCHWAB US DIVIDEND EQUITY ETF
US DIVIDEND EQ
808524797
731375
9272
SH
SOLE
9272
0
0
PIMCO MULTISECTOR BOND ACTV ETF
MULTI SECTOR BD
72201R585
708150
27700
SH
SOLE
27700
0
0
US GLOBAL JETS ETF
US GLB JETS
26922A842
683230
34000
SH
SOLE
34000
0
0
INVSC QQQ TRUST SRS 1 ETF IV
UNIT SER 1
46090E103
609987
1393
SH
SOLE
1393
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
584520
11830
SH
SOLE
11830
0
0
A T & T INC
COM
00206R102
572386
32439
SH
SOLE
32439
0
0
SPDR S&P 500 FOSSIL FUELRES FRE ETF
S&P 500 ETF SHS
78468R796
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SOLE
13365
0
0
SPDR PORTFOLIO S P 1500 CMPST ST ETF
PORTFOLIO S&P1500
78464A805
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SH
SOLE
7742
0
0
VANGUARD DIVIDEND APPRECIATION ETF
DIV APP ETF
921908844
449343
2515
SH
SOLE
2515
0
0
BARRICK GOLD CORP F
COM
38071H106
407862
23400
SH
SOLE
23400
0
0
PALANTIR TECHNOLOGIES INCLASS A
CL A
69608A108
331614
14709
SH
SOLE
14709
0
0
ISHARES CORE S&P 500 ETF
S&P 500 ETF SHS
464287200
257371
497
SH
SOLE
497
0
0
VANGUARD 500 INDEX ADMIRAL
S&P 500 ETF SHS
922908710
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SH
SOLE
510
0
0
MICRON TECHNOLOGY
COM
595112103
234009
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SH
SOLE
1875
0
0