Guided Capital Wealth Management, LLC Top Holdings and 13F Report (2025) About Guided Capital Wealth Management, LLCInvestment ActivityGuided Capital Wealth Management, LLC has $109.11 million in total holdings as of December 31, 2024.Guided Capital Wealth Management, LLC owns shares of 30 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings WisdomTree Bloomberg Floating Rate Treasury Fund $24,958,369iShares MSCI USA Quality Factor ETF $10,444,380First Trust NASDAQ Rising Dividend Achievers $7,861,268First Trust Enhanced Short Maturity ETF $6,920,318First Trust TCW Securitized Plus ETF $6,215,151 Sector AllocationMap of 500 Largest Holdings ofGuided Capital Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$24,958,369495,99322.9%FinanceQUALiShares MSCI USA Quality Factor ETF$10,444,38058,6509.6%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$7,861,268132,9267.2%ManufacturingFTSMFirst Trust Enhanced Short Maturity ETF$6,920,318115,7826.3%ManufacturingDEEDFirst Trust TCW Securitized Plus ETF$6,215,151300,5395.7%ETFFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$6,103,51381,5875.6%ETFJGROJPMorgan Active Growth ETF$6,081,46775,0525.6%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$5,925,402105,0985.4%ETFIWMiShares Russell 2000 ETF$5,206,71323,5644.8%FinanceQTECFirst Trust NASDAQ 100 Technology Index Fund$4,415,54323,4524.0%ManufacturingPALANTIR TECHNOLOGIES INC$3,825,36550,5803.5%CL ANOWServiceNow$3,214,2843,0322.9%Computer and TechnologyNVDANVIDIA$2,446,77118,2202.2%Computer and TechnologyXOMExxon Mobil$1,892,50417,5931.7%Oils/EnergyNTRANatera$1,787,84011,2941.6%MedicalMSFTMicrosoft$1,650,6413,9161.5%Computer and TechnologyGWWW.W. Grainger$1,623,3141,5401.5%Industrial ProductsDOVDover$1,622,4058,6481.5%Industrial ProductsGOOGLAlphabet$1,378,5627,2821.3%Computer and TechnologyEXPEagle Materials$947,3333,8390.9%ConstructionGDGeneral Dynamics$889,8873,3770.8%AerospaceTCBXThird Coast Bancshares$785,43323,1350.7%FinanceAXPAmerican Express$733,1172,4700.7%FinanceVOOVanguard S&P 500 ETF$605,6221,1240.6%ETFIVViShares Core S&P 500 ETF$433,2687360.4%ETFSTMSTMicroelectronics$385,48715,4380.4%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$277,7005,4990.3%ETFIYYiShares Dow Jones U.S. ETF$248,6901,7380.2%ETFMAMastercard$204,4663880.2%Business ServicesBITFBitfarms$29,80020,0000.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
