Guided Capital Wealth Management

Guided Capital Wealth Management as of June 30, 2025

Portfolio Holdings for Guided Capital Wealth Management

Guided Capital Wealth Management holds 34 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 9.3 $12M 239k 50.31
Ishares Tr Msci Usa Qlt Fct (QUAL) 8.4 $11M 59k 182.82
First Tr Exchange Traded Risng Divd Achiv (RDVY) 6.5 $8.4M 134k 62.74
J P Morgan Exchange Traded F Active Growth (JGRO) 5.8 $7.5M 88k 86.07
First Tr Exchange-traded SHS (QTEC) 5.5 $7.1M 33k 212.83
Ishares Tr Russell 2000 Etf (IWM) 5.4 $7.0M 32k 215.79
First Tr Exchange Traded Indls Prod Dur (FXR) 5.4 $7.0M 94k 74.22
Pimco Etf Tr Multisector Bd (PYLD) 5.3 $6.9M 260k 26.54
J P Morgan Exchange Traded F Active Bond Etf (JBND) 5.3 $6.9M 128k 53.59
First Tr Exchng Traded Fd Vi Securitized Plus (DEED) 5.0 $6.5M 309k 21.14
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 4.7 $6.2M 113k 54.40
Palantir Technologies Cl A (PLTR) 3.8 $4.9M 36k 136.32
NVIDIA Corporation (NVDA) 3.4 $4.4M 28k 157.99
Servicenow (NOW) 3.2 $4.1M 4.0k 1028.08
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 2.4 $3.2M 38k 84.46
Carpenter Technology Corporation (CRS) 2.4 $3.1M 11k 276.38
Microsoft Corporation (MSFT) 2.1 $2.7M 5.4k 497.38
Upstart Hldgs (UPST) 1.8 $2.4M 36k 64.68
Encompass Health Corp (EHC) 1.8 $2.3M 19k 122.63
Natera (NTRA) 1.7 $2.2M 13k 168.94
Establishment Labs Holdings Ord (ESTA) 1.6 $2.1M 50k 42.71
Dover Corporation (DOV) 1.5 $2.0M 11k 183.23
Exxon Mobil Corporation (XOM) 1.4 $1.8M 17k 107.80
American Express Company (AXP) 1.2 $1.6M 4.9k 318.98
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.5M 8.3k 176.23
W.W. Grainger (GWW) 0.8 $1.1M 1.0k 1040.24
First Tr Exchange-traded First Tr Enh New (FTSM) 0.8 $1.0M 17k 59.87
Third Coast Bancshares (TCBX) 0.6 $756k 23k 32.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $639k 1.1k 568.03
Stmicroelectronics N V Ny Registry (STM) 0.4 $470k 15k 30.41
Ishares Tr Core S&p500 Etf (IVV) 0.4 $457k 736.00 620.90
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $281k 5.5k 51.10
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $262k 1.7k 150.87
Coca-cola Europacific Partne SHS (CCEP) 0.2 $222k 2.4k 92.72