Guided Capital Wealth Management, LLC Top Holdings and 13F Report (2025) About Guided Capital Wealth Management, LLCInvestment ActivityGuided Capital Wealth Management, LLC has $119.70 million in total holdings as of March 31, 2025.Guided Capital Wealth Management, LLC owns shares of 35 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 29.58% of the portfolio was purchased this quarter.About 17.14% of the portfolio was sold this quarter.This quarter, Guided Capital Wealth Management, LLC has purchased 30 new stocks and bought additional shares in 15 stocks.Guided Capital Wealth Management, LLC sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings WisdomTree Bloomberg Floating Rate Treasury Fund $13,777,244iShares MSCI USA Quality Factor ETF $10,262,762First Trust NASDAQ Rising Dividend Achievers $7,963,180J P MORGAN EXCHANGE TRADED F $7,123,244PIMCO Multi Sector Bond Active ETF $7,095,212 Largest New Holdings this Quarter 46654Q716 - J P MORGAN EXCHANGE TRADED F $7,123,244 Holding72201R585 - PIMCO Multi Sector Bond Active ETF $7,095,212 Holding46654Q732 - J P MORGAN EXCHANGE TRADED F $2,557,520 Holding29261A100 - Encompass Health $2,095,787 Holding144285103 - Carpenter Technology $2,030,847 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 133,095 shares (about $7.12M)PIMCO Multi Sector Bond Active ETF 269,268 shares (about $7.10M)J P MORGAN EXCHANGE TRADED F 38,064 shares (about $2.56M)Encompass Health 20,693 shares (about $2.10M)Carpenter Technology 11,209 shares (about $2.03M) Largest Sales this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 222,255 shares (about $11.19M)First Trust Enhanced Short Maturity ETF 93,645 shares (about $5.60M)PALANTIR TECHNOLOGIES INC 14,363 shares (about $1.21M)W.W. Grainger 478 shares (about $472.25K)Exxon Mobil 14 shares (about $1.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuided Capital Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$13,777,244$11,186,103 ▼-44.8%273,73811.5%FinanceQUALiShares MSCI USA Quality Factor ETF$10,262,762$240,100 ▲2.4%60,0558.6%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$7,963,180$181,708 ▲2.3%136,0306.7%ManufacturingJ P MORGAN EXCHANGE TRADED F$7,123,244$7,123,244 ▲New Holding133,0956.0%ACTIVE BOND ETFPYLDPIMCO Multi Sector Bond Active ETF$7,095,212$7,095,212 ▲New Holding269,2685.9%ETFDEEDFirst Trust TCW Securitized Plus ETF$6,767,861$414,471 ▲6.5%320,1455.7%ETFFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$6,632,093$950,377 ▲16.7%95,2345.5%ETFIWMiShares Russell 2000 ETF$6,523,516$1,822,738 ▲38.8%32,7015.4%FinanceJGROJPMorgan Active Growth ETF$6,512,561$974,471 ▲17.6%88,2585.4%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$5,899,488$457,527 ▲8.4%113,9344.9%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$5,833,702$1,763,371 ▲43.3%33,6124.9%ManufacturingNOWServiceNow$3,167,841$753,945 ▲31.2%3,9792.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC$3,056,715$1,212,237 ▼-28.4%36,2172.6%CL ANVDANVIDIA$3,011,669$1,036,982 ▲52.5%27,7882.5%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$2,557,520$2,557,520 ▲New Holding38,0642.1%U S TECH LEADERSDOVDover$2,104,636$585,363 ▲38.5%11,9801.8%IndustrialsEHCEncompass Health$2,095,787$2,095,787 ▲New Holding20,6931.8%MedicalXOMExxon Mobil$2,090,698$1,665 ▼-0.1%17,5791.7%EnergyCRSCarpenter Technology$2,030,847$2,030,847 ▲New Holding11,2091.7%Basic MaterialsMSFTMicrosoft$2,021,041$551,056 ▲37.5%5,3841.7%Computer and TechnologyNTRANatera$1,848,087$251,003 ▲15.7%13,0691.5%MedicalESTAEstablishment Labs$1,793,502$1,793,502 ▲New Holding43,9531.5%MedicalUPSTUpstart$1,649,163$1,649,163 ▲New Holding35,8281.4%FinanceGOOGLAlphabet$1,361,241$235,198 ▲20.9%8,8031.1%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$1,324,678$5,603,716 ▼-80.9%22,1371.1%ManufacturingAXPAmerican Express$1,305,779$641,185 ▲96.5%4,8531.1%FinanceGWWW.W. Grainger$1,049,234$472,254 ▼-31.0%1,0620.9%IndustrialsTCBXThird Coast Bancshares$772,0150.0%23,1350.6%FinanceVOOVanguard S&P 500 ETF$577,6350.0%1,1240.5%ETFIVViShares Core S&P 500 ETF$413,5580.0%7360.3%ETFSTMSTMicroelectronics$339,0180.0%15,4380.3%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$279,7340.0%5,4990.2%ETFIYYiShares Dow Jones U.S. ETF$236,5420.0%1,7380.2%ETFCOCA-COLA EUROPACIFIC PARTNE$208,698$208,698 ▲New Holding2,3980.2%SHSBITFBitfarms$15,7640.0%20,0000.0%Business ServicesEXPEagle Materials$0$947,333 ▼-100.0%00.0%ConstructionGDGeneral Dynamics$0$889,887 ▼-100.0%00.0%AerospaceMAMastercard$0$204,466 ▼-100.0%00.0%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. 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