Guided Capital Wealth Management

Guided Capital Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Guided Capital Wealth Management

Guided Capital Wealth Management holds 30 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 22.9 $25M 496k 50.32
Ishares Tr Msci Usa Qlt Fct (QUAL) 9.6 $10M 59k 178.08
First Tr Exchange-traded Risng Divd Achiv (RDVY) 7.2 $7.9M 133k 59.14
First Tr Exchange-traded First Tr Enh New (FTSM) 6.3 $6.9M 116k 59.77
First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) 5.7 $6.2M 301k 20.68
First Tr Exchange Traded Indls Prod Dur (FXR) 5.6 $6.1M 82k 74.81
J P Morgan Exchange Traded F Active Growth (JGRO) 5.6 $6.1M 75k 81.03
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 5.4 $5.9M 105k 56.38
Ishares Tr Russell 2000 Etf (IWM) 4.8 $5.2M 24k 220.96
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 4.0 $4.4M 24k 188.28
Palantir Technologies Cl A (PLTR) 3.5 $3.8M 51k 75.63
Servicenow (NOW) 2.9 $3.2M 3.0k 1060.12
NVIDIA Corporation (NVDA) 2.2 $2.4M 18k 134.29
Exxon Mobil Corporation (XOM) 1.7 $1.9M 18k 107.57
Natera (NTRA) 1.6 $1.8M 11k 158.30
Microsoft Corporation (MSFT) 1.5 $1.7M 3.9k 421.51
W.W. Grainger (GWW) 1.5 $1.6M 1.5k 1054.10
Dover Corporation (DOV) 1.5 $1.6M 8.6k 187.60
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.4M 7.3k 189.31
Eagle Materials (EXP) 0.9 $947k 3.8k 246.77
General Dynamics Corporation (GD) 0.8 $890k 3.4k 263.51
Third Coast Bancshares (TCBX) 0.7 $785k 23k 33.95
American Express Company (AXP) 0.7 $733k 2.5k 296.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $606k 1.1k 538.81
Ishares Tr Core S&p500 Etf (IVV) 0.4 $433k 736.00 588.68
Stmicroelectronics N V Ny Registry (STM) 0.4 $386k 15k 24.97
Ishares U S Etf Tr Short Duration B (NEAR) 0.3 $278k 5.5k 50.50
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $249k 1.7k 143.09
Mastercard Incorporated Cl A (MA) 0.2 $205k 388.00 526.97
Bitfarms (BITF) 0.0 $30k 20k 1.49