Guided Capital Wealth Management, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 35 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $13.8B, Ishares Msci Usa Quality Facto with a value of $10.3B, First Trust Rising Dividend Ac with a value of $7.96B, J P Morgan Exchange Traded F with a value of $7.12B, and Pimco ETF Tr with a value of $7.1B.
Examining the 13F form we can see an increase of $10.6B in the current position value, from $109B to 120B.
Guided Capital Wealth Management, LLC is based out at Houston, TX
Below you can find more details about Guided Capital Wealth Management, LLC portfolio as well as his latest detailed transactions.