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.

Portfolio value $120 Billion
ETFs: $66.5 Billion
Technology: $11.6 Billion
Healthcare: $5.74 Billion
Industrials: $5.18 Billion
Financial Services: $3.74 Billion
Energy: $2.09 Billion
Communication Services: $1.36 Billion
Consumer Defensive: $209 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $120 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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