Holdings
LifeGuide Financial Advisors, LLC
As of Jun 30, 2026, LifeGuide Financial Advisors, LLC reported 19 positions worth US$11.1M. Largest: Apple Inc, International Business Machines Corporation and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 8,617 | US$2.49M | +17 | Jun 30, 2026 |
| International Business Machines Corporation | 4,956 | US$1.39M | no change | Jun 30, 2026 |
| Exxon Mobil Corporation | 6,385 | US$873K | +41 | Jun 30, 2026 |
| Mccormick & Company, Incorporated | 16,919 | US$853K | +157 | Jun 30, 2026 |
| Walmart Inc. | 6,171 | US$699K | −50 | Jun 30, 2026 |
| Burke & Herbert Financial Services Corp. | 7,540 | US$542K | new | Jun 30, 2026 |
| The Hershey Company | 2,698 | US$473K | +20 | Jun 30, 2026 |
| United Parcel Service, Inc. | 4,173 | US$449K | −248 | Jun 30, 2026 |
| Caterpillar, Inc. | 382 | US$406K | new | Jun 30, 2026 |
| Amazon.com, Inc. | 1,642 | US$391K | +94 | Jun 30, 2026 |