Guided Capital Wealth Management

Guided Capital Wealth Management as of March 31, 2025

Portfolio Holdings for Guided Capital Wealth Management

Guided Capital Wealth Management holds 35 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 11.5 $14M 274k 50.33
Ishares Tr Msci Usa Qlt Fct (QUAL) 8.6 $10M 60k 170.89
First Tr Exchange Traded Risng Divd Achiv (RDVY) 6.7 $8.0M 136k 58.54
J P Morgan Exchange Traded F Active Bond Etf (JBND) 6.0 $7.1M 133k 53.52
Pimco Etf Tr Multisector Bd (PYLD) 5.9 $7.1M 269k 26.35
First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) 5.7 $6.8M 320k 21.14
First Tr Exchange Traded Indls Prod Dur (FXR) 5.5 $6.6M 95k 69.64
Ishares Tr Russell 2000 Etf (IWM) 5.4 $6.5M 33k 199.49
J P Morgan Exchange Traded F Active Growth (JGRO) 5.4 $6.5M 88k 73.79
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 4.9 $5.9M 114k 51.78
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 4.9 $5.8M 34k 173.56
Servicenow (NOW) 2.6 $3.2M 4.0k 796.14
Palantir Technologies Cl A (PLTR) 2.6 $3.1M 36k 84.40
NVIDIA Corporation (NVDA) 2.5 $3.0M 28k 108.38
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 2.1 $2.6M 38k 67.19
Dover Corporation (DOV) 1.8 $2.1M 12k 175.68
Encompass Health Corp (EHC) 1.8 $2.1M 21k 101.28
Exxon Mobil Corporation (XOM) 1.7 $2.1M 18k 118.93
Carpenter Technology Corporation (CRS) 1.7 $2.0M 11k 181.18
Microsoft Corporation (MSFT) 1.7 $2.0M 5.4k 375.38
Natera (NTRA) 1.5 $1.8M 13k 141.41
Establishment Labs Holdings Ord (ESTA) 1.5 $1.8M 44k 40.80
Upstart Hldgs (UPST) 1.4 $1.6M 36k 46.03
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.4M 8.8k 154.63
First Tr Exchange-traded First Tr Enh New (FTSM) 1.1 $1.3M 22k 59.84
American Express Company (AXP) 1.1 $1.3M 4.9k 269.07
W.W. Grainger (GWW) 0.9 $1.0M 1.1k 987.98
Third Coast Bancshares (TCBX) 0.6 $772k 23k 33.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $578k 1.1k 513.91
Ishares Tr Core S&p500 Etf (IVV) 0.3 $414k 736.00 561.90
Stmicroelectronics N V Ny Registry (STM) 0.3 $339k 15k 21.96
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $280k 5.5k 50.87
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $237k 1.7k 136.10
Coca-cola Europacific Partne SHS (CCEP) 0.2 $209k 2.4k 87.03
Bitfarms (BITF) 0.0 $16k 20k 0.79